MONTHLY OVERVIEW 

 October 2025 

 All-Product Summary 

HEAR DIRECTLY FROM AN S&P DJI REPRESENTATIVE

This month, we hosted a webinar with Robert McNamara, Senior Director of the Wealth Management Channel at S&P Dow Jones Indices (S&P DJI).

Robert shared valuable insights about:

• S&P 500 year-to-date performance
• Targeted market conditions for volatility-controlled indices
• Innovative volatility-controlled solution with long-term S&P 500 exposure, quick rebalancing and a stable volatility experience

Plus, our team provided details about SmartBoost™ Index, an innovative FIA with a 40% BOOST! Watch the webinar replay today!

Upcoming office closures

EquiTrust offices will be closed in observance of Veterans Day on Tuesday, November 11, and for Thanksgiving on Thursday, November 27 and Friday, November 28.

• TRIPLE credit on SmartBoost Index sales through December 31, 2025
• Extended! DOUBLE credit on sales of all other EquiTrust products through December 31, 2025

Premium bonus special

Additional 3% bonus on all EquiTrust bonus products for applications received through December 31, 2025.

Accelerate business with E-Applications

• Reduce NIGOs
• Speed up business processing
• Deliver contracts and policies sooner

 Sales ideas recap 

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

• 85% of the S&P 500. 0% downside risk

• Strong rates and SUPERCHARGED bonus — MarketEdge Bonus Index

• Hear from an S&P DJI representative

• Top 10 ways financial professionals are gaining an advantage

 Administrative and Compliance news briefs 

Start submitting Required Minimum Distribution (RMD) requests

Now is a great time to reach out to clients who are required to take a Required Minimum Distribution (RMD) in 2025. When assisting clients with their distributions, please use the most current Required Minimum Distribution Form (ET-2512).

Celebrating Compliance and Ethics Week

As we gear up to celebrate Compliance and Ethics Week, we’re reminded that integrity and accountability are at the heart of everything we do. Hear from our Compliance team about how these values shape our culture and strengthen client trust.

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

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