SALES WEEK: Power of Life Illustrations
Your weekly source for webinar information and registration, as well as effective sales ideas. Sales Tip Life Illustration – A Powerful Sales Tool with Single Premium Life
Illustrations help your clients buy – and you to sell – with confidence A life-product illustration provides an personalized sales tool for clients seeking wealth-transfer solutions. The document is simply a hypothetical representation of the guaranteed and non-guaranteed values – and helps your client better understand the various elements of their policy.
Illustrations can be customized to your client’s:
Then, simply print for client presentation or send a PDF by email.
To build an illustration, click here. Login is required. For Illustration FAQs, click here. Illustration Supplements Power of Guarantees Supplement A single page presentation shows your clients their guaranteed Return-of-Premium values, living-benefits values and death-benefit values. Added automatically to all life-product illustrations.
Life Expectancy Snapshot Supplement Based on the client's age, gender and underwriting class, this supplement shows non-guaranteed Cash Surrender Value, living benefits and death benefits at the client's life-expectancy age. This optional supplement must be elected when creating an illustration; check the box Life Expectancy Snapshot Side-by-Side Product Comparisons When building your illustration, at the Product Selection page, click Include Side-by-Side Comparison. On the subsequent Premium page, you'll see face values for both products. In the actual illustration, page two features a Product Comparison showing guaranteed and non-guaranteed values for both products. Index-Linked Single Premium Life 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!
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. IC21-ECN-1051 FOR PRODUCER USE ONLY EquiTrust 7100 Westown Pkwy Suite 200 |