SALES WEEK

EquiTrust New Business Processing
Standards = 5-8 business days

(For in-good-order business, from application
received to issue or request transfer of funds.)

HELP CLIENTS OPTIMIZE THEIR INHERITED IRAS 

Join us for this week’s webinar to learn more

Inheriting an IRA comes with its share of complexities. But for the beneficiaries you work with, it doesn’t have to be overwhelming. Did you know there’s a simple, flexible way to help ineligible beneficiaries transfer an Inherited IRA to a Non-Qualified contract at EquiTrust?

Join our webinar to learn how to unlock new sales opportunities and help beneficiaries continue growing their inherited funds while they enjoy potential tax advantages!

 REGISTER FOR THIS WEEK’S WEBINAR 

Tax-advantaged solutions for Inherited/Stretch IRAs

Wednesday, December 11 at 10:00 a.m. Central

Learn why EquiTrust can be an ideal landing spot for ineligible beneficiaries who’ve inherited an IRA. We’ll cover:

• Converting an Inherited IRA to a Non-Qualified contract
• SECURE Act rules and requirements
• Our simple mirrored contract process, including a hypothetical example
• Distinct EquiTrust advantages, including Income Benefit Rider eligibility

Have questions about the webinar or our solutions for Inherited IRAs? Call Sales Support at 866-598-3694 or email Sales.Support@EquiTrust.com.

866-598-3694  |   Sales.Support@EquiTrust.com   |  Agents.EquiTrust.com

Active Member

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.

1847-GEN-EM-SW (12-24)

FOR FINANCIAL PROFESSIONAL USE ONLY