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SALES WEEK: Inherited/Stretch IRA Sales Resources and Webinar Replay

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Inherited/Stretch IRA Resources to Support
Your Sales!

 

Client brochure, rules overview and webinar replay – all the tools you need for Inherited/Stretch IRA sales!

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After a temporary suspension of new sales due to SECURE Act rule changes, Inherited/Stretch IRA business is back at EquiTrust!

 

Restart your sales with these new Inherited/Stretch IRA resources – available in print or PDF.  Order your supply from the Agent Gateway Website, at the Forms & Materials tab; login is required.

New Inherited/Stretch IRA Brochure

Let your clients know that you can assist with their Inherited and Stretch IRA needs by providing the new Inherited/Stretch IRA brochure (ET-INHERSTRCHIRA). Printed brochures available. To view, Click here.

Learn the Rules

Before engaging in any Inherited or Stretch IRA business, be sure to read “Inherited/Stretch IRA Rules” for detailed information. This piece may be shared with your clients.

Printed supplies (ET-INHRSTRCHIRARULES) available through the Agent Gateway Website, Forms & Supplies tab.
To view,
Click here.

Webinar Replay – Click Here

This informative webinar will guide you through the rule changes that impact IRA beneficiaries.  You’ll learn

  • What changed due to the SECURE Act
  • EquiTrust products available for Inherited/Stretch IRAs
  • Application process

Illustration Software to Support Your Sales

Illustrations are an effective means to inform your valued clients. EquiTrust illustrations now offer the ability to distinguish between Eligible (Stretch) and Ineligible (10-years) Designated Beneficiaries. Create an illustration at the Sales Tools tab; login is required.

 

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

Agents.EquiTrust.com

 
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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. EquiTrust.com. For Producer Use Only.

 
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IC21-ECN-1106

FOR PRODUCER USE ONLY

EquiTrust

7100 Westown Pkwy Suite 200
West Des Moines, IA 50266

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