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Rate Change for EquiTrust Index Annuities & SPIA

Rate Changes for EquiTrust Index Annuities & SPIA
Effective Friday, October 23, 2015

 

Current rates are applied to business received on or before Thursday, October 22, 2015, subject to a 60-day rate hold.

Please note: EquiTrust will only accept FAXED applications on Thursday, October 22nd until 5:00 PM (Central).

If faxed applications are received at EquiTrust by 5:00 PM (Central) on Thursday, October 22nd AND ORIGINAL application packets are received no later than Friday, October, 23rd current rates will be applied, subject to a 60-day rate hold.

MarketPower Bonus Index®

1-Year Interest

1.30%

No Change

1-Year Pt-to-Pt Cap

3.00%

Formerly 3.25%

1-Year Daily Avg Cap

3.25%

Formerly 3.50%

1-Year Monthly Avg Part

40.00%

Formerly 45.00%

1-Year Monthly Cap

1.40%

Formerly 1.50%

2-Year Monthly Avg Cap

8.00%

No Change


MarketTwelve Bonus Index
®

1-Year Interest

1.00%

No Change

1-Year Pt-to-Pt Cap

2.75%

Formerly 3.00%

1-Year Daily Avg Cap

3.00%

Formerly 3.25%

1-Year Monthly Avg Part

30.00%

Formerly 35.00%

1-Year Monthly Cap

1.25%

Formerly 1.35%

2-Year Monthly Avg Cap

6.00%

No Change


MarketTen Bonus Index
®

1-Year Interest

1.20%

No Change

1-Year Pt-to-Pt Cap

3.00%

No Change

1-Year Daily Avg Cap

3.25%

No Change

1-Year Monthly Avg Part

35.00%

Formerly 40.00%

1-Year Monthly Cap

1.40%

No Change

2-Year Monthly Avg Cap

7.00%

No Change


Builder Bonus Index
®

1-Year Interest

1.20%

No Change

1-Year Pt-to-Pt Cap

3.00%

No Change

1-Year Daily Avg Cap

3.25%

No Change

1-Year Monthly Avg Part

35.00%

Formerly 40.00%

1-Year Monthly Cap

1.40%

No Change

2-Year Monthly Avg Cap

7.00%

No Change


MarketValue Index®

1-Year Interest

2.50%

No Change

1-Year Pt-to-Pt Cap

5.00%

No Change

1-Year Monthly Avg Cap

5.50%

Formerly 6.00%

1-Year Monthly Avg Part

60.00%

Formerly 75.00%

1-Year Monthly Cap

2.00%

Formerly 2.10%

2-Year Monthly Avg Cap

16.00%

Formerly No Cap


Confidence Income Annuity®

Fixed Period
5-20 Years

5-Year Fixed Period

$1,689.64

No Change

10-Year Fixed Period

$916.13

No Change

15-Year Fixed Period

$671.14

No Change

20-Year Fixed Period

$551.20

No Change

Single Life &
Joint Life

Life Only - Male 65

$549.13

$565.94

Life Only Female 65

$501.11

$517.54

Joint Life - M 65 / F 65

$439.53

$455.32

 

Click here to see the All-Product Summary dated October 23, 2015, for all EquiTrust Annuity Products.

Questions? Send an email to EquiTrust Sales Support,
call 866-598-3694, or visit our website Agents.EquiTrust.com.


EquiTrust does not offer investment advice to any individual or agent and this material should not be construed as investment advice.
FOR AGENT USE ONLY. NOT FOR USE WITH THE PUBLIC.
 
 

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