Index annuity cap and participation rates offered for new contracts are an important consideration in helping your clients choose the product that best suits their objectives. But a carrier's renewal rates may be a more important consideration.
Actual renewal rates provide insight to an index-annuity carrier's commitment to its customers. They are set at the discretion of the issuer – and are often overlooked during the sales process, and go unnoticed by annuity owners.
A compelling producer-only flyer exhibits the history of MarketValue Index Annuity renewal rates. Click here.
We are proud of our track record for renewal rates. Historically, a significant majority of the annual resets have remained equal to or greater than the initial rates.
Our renewal rates are on display...readily available to you on the EquiTrust Agent Website.
We offer simple, client-friendly index annuities with competitive rates...both initially and in subsequent years!