Inheriting an IRA comes with its share of complexities. But for the beneficiaries you work with, it doesn’t have to be overwhelming. Did you know there’s a simple, flexible way to help ineligible beneficiaries transfer an Inherited IRA to a Non-Qualified contract at EquiTrust?

Join our webinar to learn how to unlock new sales opportunities and help beneficiaries continue growing their inherited funds while they enjoy potential tax advantages!

Learn why EquiTrust can be an ideal landing spot for ineligible beneficiaries who’ve inherited an IRA. We’ll cover:

• Converting an Inherited IRA to a Non-Qualified contract
• SECURE Act rules and requirements
• Our simple mirrored contract process, including a hypothetical example

Distinct EquiTrust advantages, including Income Benefit Rider eligibility