Sales Tip: Explain Index Calculations Easily

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Sales Tip

Explaining the mechanics of the various index accounts can be challenging. Index-Strategy Descriptions help simplify your explanations.

Each client-use flyer provides a simple overview of the calculations behind each index-crediting strategy. They're an excellent supplement to the product brochures.

For a complete listing and links on the Agent Gateway Website, go to Forms & Supplies and search for “index-strategy description.”

*Partial withdrawals may have a surrender charge or market value adjustment, which could result in receiving less than the full premium.

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.