HELP CLIENTS
CONVERT WITH CONFIDENCE

Did you know? Our Partial Tax Conversion (PTC) program makes it easy to transfer Qualified funds to a Roth IRA or convert an Inherited IRA to Non-Qualified funds — setting your clients up for tax-free retirement income.

Simplicity you and your clients can feel

When we say EquiTrust makes it easy, we mean it:

Just ONE mirrored contract — less paperwork, less stress

Conversions are not limited to the penalty-free withdrawal amount

Client has flexibility to decide when and how much to convert

If your client wishes, we’ll handle the tax withholding¹

Available on any Qualified, inforce EquiTrust deferred annuity

Let’s run the numbers

Our PTC illustration supplement is available for ALL fixed index annuities, plus Certainty Select^® and ChoiceFour^®!

Premium bonus special

Additional 3% bonus on eligible bonus products for applications received through June 30, 2026.

2027 EquiTrust Incentive Trip

The qualification period is underway! The top 50 qualifiers will be eligible for a luxurious retreat to beautiful Napa Valley, California.

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Want to talk through a case? Call Sales Support at 866-598-3694 or email Sales.Support@EquiTrust.com. 

EquiTrust new business processing
standards = 5-8 business days

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

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

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¹ Withholding is available for PTC on all products except SmartBoost Index.

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

3184-GEN-EM-SW (06-26)

FOR FINANCIAL PROFESSIONAL USE ONLY