LEAD WITH EDUCATION CLIENT RESOURCES

Only 1 in 4 consumers can correctly answer at least 7 out of 10 annuity-related questions, and consumers with a high level of annuity knowledge are more likely to have positive views about annuities.¹

It's time to lead with education — use these resources to help guide clients with confidence.

Presentations

Printed materials

Contact us

Presentations

Use these educational presentations to introduce key annuity concepts and lay the groundwork for future product-specific discussions.

Fixed annuities

Fixed index annuities (FIAs)

FIA with Long-Term Care Rider

Income Benefit Riders (IBRs)

Indexed life insurance

Printed materials

Want a printed version for client meetings? Visit Agents.EquiTrust.com to order a FREE high-quality version of any of our educational presentations.

Questions??

Call Sales Support at 866-598-3694, email Sales.Support@EquiTrust.com or fill out the form below.

¹ “Secure Retirement Institute Study: Consumers Baffled By Annuities”; LIMRA; April 27, 2020; https://www.limra.com/en/newsroom/news-releases/2020/secure-retirement-institute-study-consumers-baffled-by-annuities/; accessed May 29, 2026.

Products underwritten, issued and distributed by EquiTrust Life Insurance Company, West Des Moines, Iowa.