MONTHLY OVERVIEW 

 October 2024 

THE POWER OF GUARANTEES THROUGH WEALTHMAX BONUS LIFE

This month, we continued our rollout of WealthMax Bonus Life^®, our single-premium, indexed life insurance solution! With WealthMax Bonus Life, you can help clients create a tax-free legacy, access living benefits and enjoy accumulation potential without downside risk. Start the conversation with this flyer on the product’s guaranteed benefits.

Learn more on the dedicated microsite

The WealthMax Bonus Life microsite has everything you need to learn about, market and sell the product.

Commission special

Writing agents will receive an extra 1% commission on sales of WealthMax Bonus Life through year-end.

Bridge^® commission increased

We’ve raised the commission on Bridge! Updated commission schedules are available on Agents.EquiTrust.com under the Agent Administration tab.

Sales idea recap

Sales ideas sent to you in October issues of Sales Week:

• WealthMax Bonus Life offers guarantees your clients can rely on
• Share our simple, systematic process for converting to Roth
• Immediate-decision life insurance underwriting — 100% digital!
• Offer stable growth and competitive rates — with four contract options!

News brief

Get ahead on RMD requests

It’s not too early to start submitting Required Minimum Distribution (RMD) requests for tax year 2024. To ensure 2024 processing, RMD requests must be submitted by December 13, 2024.

Please ensure all requests are submitted using the current Required Minimum Distribution Form.

Financial distribution forms updated

EquiTrust financial distribution forms have been updated to include new tax withholding language. To avoid future rejections, please ensure that you’re using the current versions. Updated forms include:

• Systematic Withdrawal Form
• Annuity Partial Withdrawal Form
• Life Policy Partial Withdrawal Form
• Income Benefit Rider Service Request
• Required Minimum Distribution
• Required Minimum Distribution (Beneficiary/Stretch IRA)
• Payment Option Election Form

• Annuity Contract Surrender Form

• Inherited IRA Information Form

All forms are available at any time at Agents.EquiTrust.com under the Forms & Supplies tab. Login is required to access some forms.

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

Active Member

Product availability and features may vary by state. See policy for complete details. Policy issued on Policy Form Series ICC19-ETL-IUL-2000(01-19) or ETL-IUL-2000(01-19). Riders issued on Form Series ICC11-ETL-ADBR(03-11); ICC17-ETL-FPW(01-17); ICC17-ETL-PBR(01-17); ETL-GWBR(12-23); and ICC19-ETL-MCSV(01-19). 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.

1706-GEN-EM-MO (10-24)

FOR PRODUCER USE ONLY