SALES WEEK

EquiTrust New Business Processing
Standards = 5-8 business days

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

HELP CLIENTS TURN TAXABLE GAINS INTO TAX-FREE LTC BENEFITS

Bridge^® provides LTC coverage with tax perks

If you have clients planning to use a taxable vehicle to cover potential long-term care (LTC) costs, it’s time to let them know there’s a more tax-friendly solution.

Offer up the possibility of using a 1035 exchange to transfer a Non-Qualified taxable annuity into Bridge.¹ What’s the advantage? If your clients experience a qualifying LTC event and use the money in their annuity to cover associated expenses, the cost basis and the gain are available tax-free.²

See how it works:

Don't miss our limited-time premium bonus boost!

Offer clients an extra 2%³ on their premium bonus with this limited-time offer — ending September 30, 2024. To receive the higher premium bonus, applications must be received by EquiTrust via mail, fax, E-Application or Upload a Doc no later than 5:00 p.m. Central time on September 30, 2024.

2025 EquiTrust Producer Incentive Trip

Visit Agents.EquiTrust.com to check your qualification status for the 2025 EquiTrust Producer Incentive Trip to stunning Turks & Caicos.

Want to talk through Bridge? Call Sales Support at 866-598-3694 or email Sales.Support@EquiTrust.com. 

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

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¹ Subject to IRS daily maximum.

² If under the age of 59½ at the time of withdrawal, an additional 10% IRS penalty may be imposed.

³ Premium bonus increased by 3% on MarketForce Bonus Index^® in CA.

Bridge contract issued on Form Series ICC12-ET-EIA-2000(01-12) or ET-EIA-2000(11-21). Long-Term Care Rider issued on ET-LTC(04-22). NeverStop^SM Wellness Rider issued on ET-WEL(11-21). 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.

1718-BRG-EM-SW (09-24)

FOR PRODUCER USE ONLY