Sales Tip: Sales Resources for Wealth-Transfer Life Sales
Your weekly source for webinar information and registration, as well as effective sales ideas Sales Tip Are You Helping Clients Resolve Wealth-Transfer Objectives?
EquiTrust single-premium life products offer access in the event of health issues, tax-deferred index-linked growth, and death benefits to heirs.
Simple sales process! We have the tools to help!
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
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! Complete the sale in one sitting, without underwriting delays.
E-Applications for Faster Processing! Watch Video!
Complete the Sale Remotely! When in-person meetings aren’t an option, selling life products by phone or by video messaging is available. Learn more, click here.
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-1076 FOR PRODUCER USE ONLY EquiTrust 7100 Westown Pkwy Suite 200 |