Have you had conversations with clients about Roth IRAs and converting money over from their Traditional IRA?
Good news — EquiTrust makes it easy. Partial Tax Conversion (PTC) is available on any Qualified, inforce EquiTrust deferred annuity. With PTC, your clients with an EquiTrust Traditional, SEP or SIMPLE IRA can transfer money over time into a Roth IRA contract.1
EquiTrust simplifies the process
A systematic process generates a new contract that mirrors the original contract, except for the tax qualification. Use this flyer to share the easy conversion process with your clients. Plus, you can customize the flyer with your contact information!
Available on all inforce EquiTrust deferred annuity contracts
