EquiTrust's Internal Transfer Program
Do you have clients whose annuity contracts are reaching the end of their surrender period? Clients with evolving goals or new plans for the future?
For these clients, it’s decision time.
The good news is you don’t have to miss out on commissions. Talk to your clients about using an internal transfer of their EquiTrust contract.
What contracts are eligible?
Internal transfers must meet the following guidelines:
- They’re available on EquiTrust traditional fixed and fixed index annuities outside the surrender charge period.
- Money can be transferred to any currently offered EquiTrust product, except Confidence Income®.
- Partial transfers are allowed from out-of-surrender contracts.
- Internal transfers of the penalty-free portion of an inforce annuity while still in the surrender charge period are not allowed.
|Event Date||02-08-2023 11:00 am|
|Event End Date||02-08-2023 11:30 am|
|Cut Off Date||02-09-2023|