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Sales Tip – Resolve Wealth-Transfer Objectives

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

Sales Tip

Help Clients Resolve Wealth-Transfer Objectives

 

Single-premium life products offer the owner access in the event of health issues, tax-deferred index-linked growth, and the ability to provide death benefits to heirs.

 

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WealthMax Bonus Life

5% Premium Bonus – No Vesting

Return of Premium Guarantee

MGA Commission: 8.0% ages 45-75, 7.5% ages 76-80. Trail Options!

 

WealthHorizon Life

Higher Rates for Greater Accumulation

Higher Face Amounts

MGA Commission: 9.0% ages 45-75, 8.5% ages 76-80. Trail Options!

 

Client-Approved Sales Tracks

Available in 3 formats: PDF, PowerPoint, Spiral-bound flip chart

PDF

PowerPoint

 

Case-Study Flyers

Show your clients policy values at death and upon health issues – compared to alternative financial investments.

Case-Study Flyer – WealthMax Bonus Life

Case-Study Flyer – WealthHorizon Life

 

Illustrations, with Side-by-Side Product Comparisons

A customized illustration is an effective sales tool! A special feature allows you to compare EquiTrust products. When building an illustration, at the Product Selection page, select “Include side-by-side comparison.” On page two of the illustration, a Product Comparison shows guaranteed and non-guaranteed values for both products. To build an illustration, click here. Login is required. For more information about Life-product illustrations, click here.

 

Convenient Remote-Sales Procedures

  • Remote Application Disclosure Form - If in-person meetings aren’t an option, selling by phone or by video messaging is enabled with the Remote Application Disclosure form – click here
  • Conduct Telephone Underwriting Interviews Remotely - The telephone underwriting interview may be conducted from separate locations. After the application is completed, follow these steps for the telephone interview – click here

 

UnderWRITE-NOW Processing – Point-of-Sale! Watch Video

Underwriting decisions are made at the point-of-sale, at the conclusion of a telephone interview with you and your client! Watch UnderWRITE-NOW Processing Video.

 

E-Applications for Faster Processing! Watch Video
Simplify the application process, avoid copying redundant information form after form and minimize errors with E-App! Watch E-App Video

 

Sales Tools

WealthMax Bonus Life

Client Brochure

Client Brochure (CA version)

Agent Guide

Agent Guide (CA version)

WealthHorizon Life

Client Brochure

Client Brochure (CA version)

Agent Guide

Agent Guide (CA version)

 

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

Agents.EquiTrust.com

 
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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.

 
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IC20-ECN-1131

FOR PRODUCER USE ONLY

EquiTrust

7100 Westown Pkwy Suite 200
West Des Moines, IA 50266

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