Get the best retirement plan for your clients

The only fixed index annuity with 100% medically guaranteed Long Term Care Benefits

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How It Works

1

Watch the videos & learn how Bridge fits your clients

Sneak peek below

2

Get concierge support from our team

Coaching, run illustrations

3

Get appointed and start selling!

The First of It's Kind

What’s In It For You

40 min underwriting

0% medical declinations

High commissions

Perfect for your Medicare clients

Be your client’s hero

24/7 access to our reps to support your sales journey

What’s In It For Your Client

Great accumulation product

Guaranteed LTC coverage

Earn additional LTC benefits for living a healthy lifestyle

No medical exams

No use-it-or-lose-it

Low fees

Tax benefits on LTC spend

No receipts required

Everything you need to know to sell Bridge

Bridge Overview

Learn more about Bridge - The magic combination of a great product, easy process and strong compensation.

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Fixed Index Annuity

Participate in Market Gains, Not the Losses & provides the opportunity for tax-deferred growth of your premium.

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Long-Term Care Rider

Long-Term Care Rider pays tax-free* benefits if you need long-term care services

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NeverStop Wellness Rewards Program

Helps your client maintain a healthy, independent lifestyle – with participation incentives

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* For licensed insurance producers only -- tax benefits are subject to IRS rules. We do not offer tax advice, please seek tax advice from your tax advisor

What Customers Say

Clients star rating 4.6

Patricia
71 female, CO

"The Ally who worked with me was very patient and understanding. She made the process very easy!"

ED
75 male, TN

"I think the process was well done. Not as invasive as I thought it was going to be. Thank you and God Bless you all."

Teal
65 female, CO

"Very patient representative that handled my test this morning."

David
66 male, FL

"The evaluation was fun."

Brenda
69 female, SC

"Very easy process."

Case Studies

MEET SUSAN

Adjusting to life’s big transitions

Susan, 75, was experiencing many new challenges after she and her husband sold their home and small business and relocated to a new state to be closer to their daughter. Thanks to the NeverStop Wellness Rewards Program included with her insurance, Susan enjoyed the support and guidance of a NeverStop Wellness Coach, Dana, to help her through the transition.

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MEET GEORGE

Making smart choices for longterm health

George, 79, a retiree who lives with his wife, was excited to use the NeverStop Wellness Rewards Program included with his long-term care insurance product to boost his health. Working together with his NeverStop Wellness Coach, Ashley, George committed to the following healthy action goals and completed them all in the first six months:

• Regular healthcare check-ups and screenings
• A visit to his audiologist to better manage his hearing aids
• A daily move goal of 4,000+ steps per day

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FAQs

How quick is underwriting?

The underwriting session is designed to to take approximately 30 minutes from start to finish.

What should my clients expect during the underwriting session?

The underwriting session is done via a video call with the applicant being asked to perform a short series of physical and cognitive tests. This test is designed to last on average 30 minutes.

Is approval for Bridge long-term care coverage guaranteed?

Yes, with Bridge by EquiTrust, everyone is approved for long-term care coverage*. And Bridge offers three underwriting classes, Preferred, Standard and Secure), allowing every applicant to purchase a contract if they meet annuity suitability requirements.

Is there a field underwriting guide?

No there isn’t. Because Bridge offers guaranteed approval for long-term care coverage*, all applicants are encouraged to apply, regardless of current or past medical conditions.

Get the best retirement plan for your clients