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SEPTEMBER MONTHLY OVERVIEW: Updates, Recaps and Department News


Adjust Your Sales

To the Changing Winds of Remote Selling


EquiTrust is Proud to Present A Special Webinar Engagement – Friday, October 2, 10:00 Central

Limited space is available!


Webinar Selling Success



Jeff Jacobi - Communication Coach / Author / Motivator


The new barriers against meeting with clients personally propels many agents to webinar selling. Effective webinar selling requires skills which may be unfamiliar to agents accustomed to the face-to-face settings. 


Jeff will help you create a webinar-selling plan, including:

  • Gain Comfort in the Virtual Environment
  • Plan an Effective Meeting Strategy
  • Connect with the Clients in First 60 Seconds
  • Manage the Discussion
  • Sharpen Virtual Listening Skills
  • Look and Sound Professional

If you want to improve your webinar-selling success, this one-hour session is for you!


Register Now – Friday, October 2, 10:00 Central

Click Here. Limited space is available!


Your Presenters:

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Jeff Jacobi is a renowned leadership communication expert with over 25 years of experience as a coach and group facilitator for top talent at leading multi-national companies. He has worked across a wide range of industries using a proven and practical approach to build presentation skills, executive presence, assertiveness training, interpersonal communication, influencing skills, meeting management and media training. Founder and President of Jacobi Persuasive Speaking in New York City, he is the author of How to Say It: Persuasive Presentations (Prentice Hall Press, 2006), as well as three additional books on effective speaking. He was a member of the speech communication faculty at New York University, and his innovative coaching methods have been featured in many leading business and trade publications.

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Alex Haugh 

Barclays Cross

Asset Sales

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Mackenzi Swenson

EquiTrust Internal
Account Manager


Sales-Idea Recap


Sales Ideas! Sent to You in September Issues of SALES WEEK:


Tools to Sell More Single Premium Life


Easy Access to Renewal Rate History and Resources


Sell More with EquiTrust Webinars


News Briefs


Sales & Marketing

Dynamo Strategy Index Flyer Available for Previously Issued Contracts/Policies

The Dynamo Strategy Index is no longer available for newly issued index annuities or single-premium life products. However, for previously issued contracts/policies, index accounts linked to this volatility-control index continue for the life of the contract/policy.  A flyer is available for clients who may consider this index for future allocations. Click here.


Sales & Marketing

Now Available in Print: Focus50 Index and MARC 5% Index Flyers

EquiTrust index annuities and life-insurance products offer index alternatives: risk-controlled indices.  During times that stock volatility is high, a risk-controlled index adjusts its mix of assets to use more cash and less stock. This lowers volatility back to the desired range and serves to keep option costs within a desired range. Also, a risk-controlled index may bundle a more diversified collection of assets than just stocks, and do it in a way that makes the index unique in the marketplace. Client-use flyers are available in print on the Agent Gateway Website; in the navigation bar, click Forms & Supplies, then Order Supplies. Login is required.


New Business

Reminder: Four Contract/Policy Maximum

An individual applicant may simultaneously purchase up to four contracts/policies without EquiTrust approval.   


New Business

Form Changes for Confidence Income Annuity (SPIA) – Required October 1


Revised Disclosure Statements – All States

Revised Disclosure Statements for Confidence Income apply in all states.

  • For Confidence Income sales in New Jersey, use
  • For Confidence Income sales in all other states, use


Application Change – New Jersey and Pennsylvania Only

Application change applies in these two states for sales of Confidence Income Annuity, use application ICC19-ET-APP(08-19).


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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