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10 Reasons to Sell EquiTrust Products with Confidence

Asset Growth

Since release of our first annuity in 2003, assets have grown to $17.3 billion.*

Portfolio Quality

Over 97% of the investment portfolio is held in investment-grade holdings.*

Ward's 50 Recognition
Among the industry's top 50 life and health companies for financial performance in 2016.

Company Ratings
BBB+ by Standard & Poor's (Good) and B++ by A.M. Best Company (Good).

Renewal-Rate Integrity
First-year rates may help MAKE the sale, but renewal rates help KEEP the sale! We're proud of our renewal-rate integrity!

Sales
Total premium over the past five years has been steady, at about $2 billion per year.

Our Ownership

Now in our third year of Magic Johnson Enterprises majority ownership, MJE owns a growing and diversified portfolio of companies. 

Competitive Products

Simple, client-friendly fixed annuities and life insurance continue to offer rates which compete among the best in the industry.

Operational Excellence
Service-delivery model continues to achieve efficiency and timing metrics.

Sales Support
Our highly-trained, professional sales support consultants will take the time to answer your questions, and help you make the sale!

*Assets and portfolio holdings as of 12/31/16.

Learn More
EquiTrust Corporate Brochure
Financial Overview
2016 Letter of Financial Condition
Wards 50 Flyer
Renewal Rates Flyer
All-Product Summary – Annuities
All-Product Summary – Life Insurance

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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