Monday, April 10, 2017

New! EquiTrust Quarterly Spotlight


Have you heard about what's NEW at EquiTrust?

• EquiTrust Agent App – Gives your agents the convenience of alerts on
  their mobile devices for business-related information like new-business 
  updates, NIGO,suitability approval, policy issue and real-time commission-
  payment information. They can access product and rate updates, and even 
  run illustrations right from their smart phone or iPad. For more information, 
  click here.

• Outgoing Partial 1035 Exchanges Allowed – Such exchanges are 
  now permitted for non-qualified, inforce annuities. For more information,
  click here.

• Income Rider Chronic-Illness Doubler – This peace-of-mind feature is 
  now available at no charge on the DynaMARC Index Annuity's Strategic 
  Income Option. The income rider and doubler are approved in every state 
  in which DynaMARC Index is approved, with the exception of CT. For more
  information, click here.

• Terminal Illness Added to All Deferred Annuities – The no-cost rider 
  offers a surrender charge-free withdrawal of up to 75% of the Accumulation
  Value in the event of a terminal illness. For more information, click here.

• EquiTrust among Top 50 Life and Health Insurance Companies – 
  EquiTrust is recognized as a "Wards 50" top company. To be among this 
  prestigious group, each company must pass all safety and consistency 
  screens, and achieve superior performance over the previous 5 years. For
  more information, click here.


Coming Soon...


• E-Application/E-Signature Platform – We have aligned with Insurance
  Technologies and FireLight to offer this streamlined e-app process to our
  agents. Several products will be added to the platform in the second quarter.
  Additional details will be announced soon.

• EquiTrust Joins Cannex SPIA Exchange – The EquiTrust SPIA –
  Confidence Income Annuity – and its competitive rates will soon appear on
  this SPIA comparison platform. Additional details will be announced soon.

• New Product Offerings – Look for some new product offerings from
  EquiTrust in the coming months including a shorter-term FIA, a traditional 
  fixed annuity and single-premium life product.

• Corporate Website Upgrade – Our EquiTrust Corporate website – – soon will allow your prospects and clients access to more
  information in a user-friendly format. The first phase is targeted for the 
  third quarter.


Hidden Gems – Did you know?


• Positive Annual Reviews – EquiTrust has an FIA that guarantees positive
  returns for each of the first three years – giving your agents good-news
  reviews with their clients. Accumulation Value increases will be 8% or 
  higher at first review, and no less than 2% for second and third annual 
  reviews. For more information, click here.

• Inherited IRA Income Rider – Searching for a carrier that allows an 
  income rider with an Inherited IRA? Look no further than EquiTrust! Call me 
  for details.

• Index Strategies Explained, Simply – Need an effective educational tool to
  explain the mechanics of various index strategies? Our client-use index-
  strategy descriptions explain each index account and provide calculation
  examples. A one-page flyer is available for each strategy. For more
  information, click here.


Product Spotlight


• Looking for a MYGA alternative that gives your clients the potential for 
  higher returns, flexible contract options, and your agents more 
  compensation for their hard work? If so, check out the "Liquidity and MVA"
  version of our ChoiceFour Annuity. Your client will get a 1.5% premium 
  bonus, 6-year chassis, 10% free withdrawals, 2.50% interest rate with a 
  2% floor, strong renewal rate history and no 30-day renewal window to 
  worry about at the end of the initial term. Your agent will get 5.5% MGA
  commission up to age 80. Give me a call to discuss the positioning of this
  unique and hot product offering. Or, for more information, click here.

  Questions? Send an email to, call me at 
  515-226-5148, or visit our website at

ChoiceFour issued on Contract Form Series ET-SPA-2000(11-04) or ICC16-ET-SPA-2000(07-16). EquiTrust Life Insurance Company, West Des Moines, IA. For Producer Use Only. IC17-ECN-1036



Jason Goodrich

National Accounts Senior Manager


EquiTrust Life Insurance Company

7100 Westown Pkwy, Suite 200

West Des Moines, IA 50266-2521


Office: 866-598-3694

Direct: 515-226-5148

Cell: 515-508-9763


Check out our website at:


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