HISTORY'S LARGEST WEALTH SHIFT

IS UNDERWAY

Help your clients navigate the Great Wealth Transfer

Over the next two decades, Baby Boomers will transfer trillions in assets to the next generation. This Financial Literacy Month presents a timely opportunity to bridge the divide between life insurance awareness and wealth transfer insights from financial professionals like you.

According to LIMRA's Generational Wealth Transfer study, sponsored in part by EquiTrust:¹

60% 

of benefactors plan to use life insurance for wealth transfer.

17%

have had their financial professional recommended a life insurance solution.

Help close the gap

WealthMax Bonus Life^® can help clients grow assets, obtain living benefits and leave a legacy. Access the sales kit for more information, resources and sales tools.

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

EquiTrust new business processing
standards = 5-8 business days

(For in-good-order business, from application received to issue or request transfer of funds.)

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. 

 3085-GEN-EM-SW (04-26) 

FOR FINANCIAL PROFESSIONAL USE ONLY