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.)

HELPING CLIENTS NAVIGATE INHERITED IRAS 

EquiTrust has solutions for both eligible and ineligible beneficiaries 

Have clients with an Inherited IRA? Through Partial Tax Conversion, you can help them continue tax-deferred growth while avoiding the immediate impact of income taxes.

EquiTrust has options for both eligible and ineligible beneficiaries.

Eligible (Stretch)

• Roll over assets into a new Traditional IRA
• Transfer assets to a Spousal or Stretch IRA

Ineligible (Inherited)

Roll over inherited assets to a Non-Qualified contract. Your clients control how the assets are directed, and to whom they pass upon their death.

Use our brochure to walk your clients through their options.

Don't miss our limited-time premium bonus boost!

Offer clients an extra 2%¹ on their premium bonus with this limited-time offer — now available through September 30, 2024!

2025 EquiTrust Producer Incentive Trip

Paradise awaits! There's still time to qualify — we’re taking our top 40 producers to magnificent Turks & Caicos.

Questions about repositioning your clients’ inherited assets?
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

¹ Premium bonus on MarketForce Bonus Index^TM increased by 3% in CA.

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. 

1517-GEN-EM-SW (08-24)

FOR PRODUCER USE ONLY