Sales Tip – Resolve Wealth-Transfer Objectives
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.
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
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
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
Sales Tools
Questions? Call Sales Support Agents.EquiTrust.com 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. IC20-ECN-1131 FOR PRODUCER USE ONLY EquiTrust 7100 Westown Pkwy Suite 200 |