PREPARE CLIENTS FOR HISTORIC WEALTH SHIFT

Opportunity is knocking! Over the next two decades, Baby Boomers will transfer trillions in assets to the next generation.

While 60% of benefactors plan to use life insurance for wealth transfer, only 17% say their financial professional has recommended it as a solution, according to LIMRA’s new Generational Wealth Transfer study¹ — sponsored in part by EquiTrust.

Help close the gap

Are your clients ready for the Great Wealth Transfer? Join us to explore insights from the LIMRA study and discover how WealthMax Bonus Life^® can help clients grow assets, access living benefits and leave a legacy.

JOIN THE WEBINAR

Wednesday, September 10

10:00 a.m. Central Time

Premium bonus special

Additional 3% bonus on all EquiTrust bonus products for applications received July 1, 2025 through September 30, 2025.

• TRIPLE credit on SmartBoost^TM Index sales through December 31, 2025
• DOUBLE credit on sales of all other EquiTrust products through September 30, 2025

Accelerate business with E-Applications!

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

Want to talk about a potential WealthMax Bonus Life case? 
Call Sales Support at 866-598-3694 or email Sales.Support@EquiTrust.com. 

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

Proud member of:

¹Generational Wealth Transfer, LIMRA, March 2025.

Policy issued on Policy Form Series ICC19-ETL-IUL-2000(01-19) or ETL-IUL-2000(01-19). Riders issued on Form Series ICC11-ETL-ADBR(03-11); ICC17-ETL-FPW(01-17); ICC17-ETL-PBR(01-17); ETL-GWBR(12-23); and ICC19-ETL-MCSV(01-19). 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. 

2565-WMAX-EM-SW (09-25) 

FOR FINANCIAL PROFESSIONAL USE ONLY