Marketing
SWAG Network & Coaching: Stop Competing on Products
Start Winning Clients with Tax, Estate, and Retirement Strategies they have never seen.
A 6-week coaching program for financial advisors and insurance-focused advisors who want to become the “quarterback” for affluent families and pull assets away from wire houses, robo-platforms, and commodity advisors,
Reach out to your Advisor Development Consultant for compete details on how to add this program to your practice if you want to finish 2026 as a breakout year, you need a positioning upgrade.
Sales
Advanced Sales Training – July 30-31, Minneapolis
This in-person event is designed for financial professionals looking to improve their overall sales proficiency. From lead generation to closing new clients,
Advanced Sales Training will teach how to harness the power of a proven end-to-end sales experience, shift prospects’ mindsets from performance to income protection, establish strong connections with new clients to receive more referrals, and ultimately embrace a complete sales process that will drive success.
Reach out to you Advisor Development Consultant for more information and to qualify for trip reimbursements.
Product
EquiTrust WealthMax Bonus Life
EquiTrust WealthMax Bonus Life is a Single Premium Indexed Universal Life (IUL) policy purpose-built for efficient wealth transfer and seamless accumulation.
Key Client Benefits
- 15% Immediate Premium Bonus: Instantly boosts policy value from day one.
- Zero Downside Risk: Offers market-linked accumulation potential without the threat of market losses.
- Tax-Free Legacy: Efficiently and securely transfers wealth to heirs.
- Living Benefits: Provides crucial access to funds for qualifying medical expenses.
- Return of Premium (ROP): Ensures added flexibility and peace of mind.
Fast-track your clients’ policies with a frictionless, health-question-based underwriting process designed for speed and convenience:
- Instant Decisions: Immediate underwriting decisions on 100% of cases.
- No Medical Hassles: Zero exams, fluids, medical records, or phone interviews required.
- Broad Issue Ages: Available for clients ages 45 to 80.
State Availability: Approved in all states except New York.
Contact your Advisor Development Consultant for more information.
Operations
Inforce Action Center Training
Looking for a quick tutorial on Agent Center and the Inforce Action Center? We’ve got you covered!
Reach out to your Annuity Advisor Development Consultant to schedule a personalized, one-on-one training session for you or your team.
This information is for Financial Professional Use Only and is not intended for distribution to the general public or for use in a consumer solicitation. 5724860-0726