Partial Tax Conversion illustration supplement available now
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NEW!

PARTIAL TAX CONVERSION ILLUSTRATION SUPPLEMENT

Available now for SmartBoost™ Index

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Now, our Partial Tax Conversion (PTC) illustration supplement makes it easy to spotlight the power of the SmartBoost Index 40% BOOST to offset taxes incurred in Roth and Inherited IRA conversions.

 

Join the webinar

Join us to explore SmartBoost Index and its alignment for Roth and Inherited IRA conversions, plus see a live demo of the PTC illustration supplement.

Wednesday, August 27 at 10:00 a.m. Central 

Register now
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SmartBoost Index is designed to offer top-tier guaranteed1 accumulation and legacy planning, with a 140% guaranteed minimum death benefit2 on day one! 

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Your go-to SmartBoost Index sales hub

Get everything you need to market SmartBoost Index, and see what makes this BOOST a gamechanger. 

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Download the agent mobile app! 

Enable push notifications for up-to-the-minute updates on your business! From the home page, tap the three dots in the top right corner to manage your notification preferences. 

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Extra trip credit

Earn TRIPLE credit for the 2026 EquiTrust Agent Incentive Trip to Whistler, Canada on SmartBoost Index applications — and DOUBLE credit for all other products! Through December 31, 2025. 

See campaign rules

Ready to talk about offsetting taxes on Roth and Inherited IRA conversions with SmartBoost Index? Call Sales Support at

866-598-3694 or email Sales.Support@EquiTrust.com. 

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

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    1 Guarantees based on the claims-paying ability of EquiTrust Life Insurance Company.

    2 During the first 10 contract years, if death benefit is taken as monthly payments for 60 months. Assuming no withdrawals. If taken as a lump sum, the death benefit is equal to the Vested Enhanced Accumulation Value, which is the greater of the Accumulation Value (AV) and the Vested Guaranteed Enhanced Accumulation Value. Once the AV exceeds the Guaranteed Enhanced Accumulation Value, the lump sum death benefit is equal to the AV for all payment options.

    SmartBoost Index is a fixed index annuity. Contract issued on Contract Form Series ET-SBA-2000(01-25) or ICC25-ET-SBA2000(01-25). Riders issued on Form Series 430-NHW(08-03) or ICC18-430-NHW(06-18) and ET-TI-SBA(01-25) or ICC25-ETTI-SBA(01-25). EquiTrust does not offer investment advice to any individual or financial professional and this material should not be construed as investment advice. Products underwritten, issued and distributed by EquiTrust Life Insurance Company, West Des Moines, Iowa. 

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