Our distribution channels
Supporting financial professionals across independent and institutional channels
EquiTrust delivers solutions through two distinct distribution channels, each designed to meet the needs of the financial professionals we serve.
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Independent Marketing
Organizations (IMOs) -
Our roots are in the Independent Marketing Organization (IMO) channel, where we’ve built long-standing relationships with independent financial professionals. Through this channel, we provide access to competitive products, responsive service and sales support to help financial professionals grow their business while delivering value to their clients. Our foundation in the IMO channel continues to shape how we approach partnership — with a focus on flexibility, personal connection, unparalleled service and practical solutions.
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Financial Institutions (FIs)
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In the Financial Institution (FI) channel, EquiTrust partners with banks and broker-dealers to serve a broad range of financial professionals and their clients. In this space, we offer solutions and services designed to align with institutional platforms, compliance standards and evolving client expectations.
By supporting both channels, EquiTrust brings together the strength of its independent distribution heritage with the scale and structure of financial institutions — helping financial professionals access strategies that support accumulation, protection and income goals across a wide range of client needs. |
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