NEW! Our Partial Tax Conversion (PTC) illustration supplement — previously available only for SmartBoost™ Index — is now available for ALL fixed index annuities, plus Certainty Select®and ChoiceFour®!
The illustration supplement makes it easy to showcase potential outcomes for transferring Qualified funds to a Roth IRA, or converting an Inherited IRA to Non-Qualified funds.
Why offer PTC through EquiTrust?
Our PTC program simplifies the process for you and your clients.
Just ONE mirrored contract — less paperwork, less stress
Conversions are not limited to the penalty-free withdrawal amount
Client has flexibility to decide when and how much to convert
If your client wishes, we’ll handle the tax withholding1
Adding the PTC supplement to your illustration
Start an illustration on Agents.EquiTrust.com, enter your client’s information, then navigate to the “Illustration” tab and check the box for Partial Tax Conversion Supplement. Answer a few additional questions, and you’re set!
EquiTrust offices will be closed on Monday, January 19 in observance of Martin Luther King Jr. Day.
Questions about the illustration supplement or our Partial Tax Conversion program? Call Sales Support at 866-598-3694 or email Sales.Support@EquiTrust.com.
EquiTrust New Business Processing Standards = 5-8 business days
(For in-good-order business, from application received to issue or request transfer of funds.)
1Withholding is available for PTC on all products except SmartBoost Index.
EquiTrust does not offer investment advice to any individual or agent/producer and this material should not be construed as investment advice. Products underwritten, issued and distributed by EquiTrust Life Insurance Company, West Des Moines, Iowa.
