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SALES WEEK: Webinars – Transfers, Rollovers & 1035s; EquiTrust University; Sales Tip – Modernize Your Business in 4 Steps


Your weekly source for effective sales ideas, as well as webinar information and registration.

Sales Tip

Modernize and Simplify Your Business…

In Four Steps


As your business grows, EquiTrust technology helps you keep pace with growing demands for your time. Our web-based services let you operate easily, efficiently and prudently … every step of the selling process.



EquiTrust Technology Platform


Agent Gateway Website – for the PREPARATION process

Your Agent Gateway Account with enhanced authentication security provides a multitude of resources and data, including

  • Pending/Active Business and Commissions
  • Marketing and Administrative News
  • Forms & sales resources, instructional videos and webinar recordings

Ready to Register or Sign In to your Agent Gateway Account? – Click here


Online Illustrations – for the SALES process

Customized illustrations are simple to produce, and help you sell with confidence. 

  • Income Rider illustrations allow you to specify income amount and solve for premium amount
  • Compare life products with side-by-side comparisons
  • Effective life-illustration supplements: Power of Guarantees and Life-Expectancy Snapshot  

To build an illustration, click here. Login is required. For more information, go to FAQs on the Quick Links menu.


E-App – for the APPLICATION process

The process is simple – complete and submit applications while meeting remotely with your clients. 

  • Simplify and speed-up the application process
  • Avoid copying redundant information form after form
  • Minimize errors and not-in-good-order apps

Watch 3-minute E-App video, click here

Printable E-App flyer, click here


Agent Mobile App – for the FOLLOW-UP process

Install the Agent App on your mobile device to access new and active-business details, including notifications when notable changes occur.

  • Receive new-business alerts and product updates
  • See real-time commission-payment information
  • Access EquiTrust product and company information

Agent-App printable flyer, click here

Quick-Start Guide, click here

FAQ, click here

Webinar This Week

Efficient Transfers, Rollovers
& 1035 Exchanges

Tuesday, Mar 16th
at 2:00 PM Central



Friday, Mar 19th
at 10:00 AM Central


Questions? Call Sales Support
866-598-3694 or visit
the Agent Website at


EquiTrust does not offer investment advice to any individual or agent and this material should not be construed as investment advice. Products underwritten and issued by EquiTrust Life Insurance Company, West Des Moines, Iowa. Products distributed by EquiTrust Insurance Marketing Services; in California doing business as EQT Insurance Marketing Services.





7100 Westown Pkwy Suite 200
West Des Moines, IA 50266

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