Our PTC program makes it easy to systematically transfer money over time from any Qualified, inforce EquiTrust deferred annuity to a Roth IRA contract.
Clients have the power to select when and how much to convert1
Original IRA is converted to the Roth IRA with one mirrored contract
We’ll withhold the taxes2
PTC conversion calculator
We've made it EASY to get real-life numbers for any client scenarios.
Marketing materials
CLIENT APPROVED Roth conversion customizable flyer Share this flyer with clients to show how easy Roth conversion can be.
AGENTS ONLY PTC overview flyer Get all the details on how EquiTrust’s Roth IRA conversion works.
AGENTS ONLY PTC frequently asked questions flyer These FAQs can help you put Roth conversions into action for your clients.
Roth IRA – a snapshot
Check out this quick video to see the conversion process in action.
1 The annuity owner determines the timetable for the conversion, selecting when and how much money to convert, subject to no more than one partial conversion per contract year. 2 Any amount withheld before age 59½ may result in a 10% IRS penalty tax.
EquiTrust does not offer investment advice to any individual and this information 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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