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

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

FixedMockup-DS

Fixed annuities

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Fixed-index

Fixed index annuities (FIAs)

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Bridge-Showbook-Mockup-crop

FIA with Long-Term Care Rider

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IBR-2

Income Benefit Riders (IBRs) 

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WMax-showbook-crop

Indexed life insurance

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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.

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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.