Index-Linked Single Premium Life
WealthMax Bonus Life
5% Premium Bonus – No Vesting
Return of Premium Guarantee
MGA Commission: 8.0% ages 45-75, 7.5% ages 76-80. Trail Options!
WealthHorizon Life
Higher Rates for Greater Accumulation
Higher Face Amounts
MGA Commission: 9.0% ages 45-75, 8.5% ages 76-80. Trail Options!
Client-approved sales presentation
Available in 3 formats: PDF, PowerPoint, Spiral-bound flip chart
Case-Study Flyers
Show your clients policy values at death and upon health issues – compared to alternative financial investments.
Illustrations
An effective sales tool for clients seeking wealth-transfer solutions. To build an illustration, click here. Login is required. To learn more about effective illustrations supplements, click here. For Illustration FAQs, click here.
Webinar, Tuesday 5/11 – Energize Your Clients' Dusty Money
Dusty Money is a term describing underutilized or underperforming assets…which, if repositioned, can be energized to help meet wealth-transfer objectives sooner. Register below for tomorrow’s Dusty Money webinar.
Complete the Sale Remotely
When in-person meetings aren’t an option, selling life products by phone or by video messaging is available. Learn more, click here.
E-Applications for Faster Processing – Watch E-App Video
Simplify and speed-up the application process
Avoid copying redundant information form after form
Minimize errors and not-in-good-order apps
Point-of-Sales Underwriting – Watch UnderWRITE-Now Video
Underwriting decisions are made at the point-of-sale, at the conclusion of a telephone interview with you and your client! Complete the sale in one sitting, without underwriting delays.
Sales Tools
Order printed supplies at Agents.EquiTrust.com; click Forms & Supplies – Order Supplies.
Login is required.