EquiTrust New Business Processing Standards = 5-8 business days
(For in-good-order business, from application received to issue or request transfer of funds.)
EASILY CONVERT TO
A ROTH IRA
Available on all inforce EquiTrust deferred annuity contracts
Have you had conversations with clients about Roth IRAs and converting money over from their Traditional IRA?
Good news — we make it easy. Partial Tax Conversion (PTC) is available on any Qualified, inforce EquiTrust deferred annuity. With PTC, your clients with an EquiTrust Traditional, SEP or SIMPLE IRA can transfer money over time into a Roth IRA contract.1
EquiTrust simplifies the process
A systematic process generates a new contract that mirrors the original contract, except for the tax qualification. Use this flyer to share the easy conversion process with your clients. Plus, you can customize the flyer with your contact information!
Want to talk through our easy process to help your clients convert to a Roth IRA? Call Sales Support at 866-598-3694 or email Sales.Support@EquiTrust.com.
1 Clients should consult with their tax advisor about eligibility, and to determine if converting to a Roth IRA is appropriate for their specific financial objectives and tax strategy.
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.
