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S&P 5005/17/20192859.53-16.79
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Rate Change on MarketTen Bonus Index, Effective 5/17

EquiTrust |E-Connect

 

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Annuity Rate Decrease

Effective May 17, 2019

 

 

Rate Decrease for MarketTen Bonus Index® Annuity

 

Current rates are applied to business received on or before May 16th, subject to a 60-day rate hold.

MarketTen Bonus Index

Rates if Income Rider
Not Elected

Rates if Income Rider Elected

 

1-Year Interest

1.60% (formerly 1.75%)

1.50% (formerly 1.90%)

1-Year Pt-to-Pt Cap

3.75% (formerly 4.00%)

3.50% (formerly 3.75%)

 

1-Year Monthly Avg Cap

4.50% (formerly 5.00%)

3.75% (no change)

1-Year Monthly Avg Part

50.00% (formerly 55.00%)

45.00% (no change)

 

1-Year Monthly Cap

1.25% (formerly 1.30%)

1.00% (no change)

2-Year Monthly Avg Cap

7.00% (formerly 8.00%)

6.00% (no change)

 

Click here to see the All ProductSummary dated 5/17for all EquiTrust annuity products.

 

Instructions for Faxed Applications

Important ID Requirement: A copy of the client's photo ID is required on all faxed applications. Acceptable forms of ID include Driver License, State-issued ID, Passport or Resident Alien ID.

 

The ID requirement does not apply to original applications submitted by mail, or to E-Apps.

 

Tips for Submitting Faxed Annuity Apps

• The copy of the client's ID must be clear and legible; illegible copies are not accepted.

• Keep original app and documents for your records; do not ALSO submit originals by mail.

• If fax is confirmed, do not resend; allow a couple days processing time.

• Be certain all documents are transmitted successfully; if not, mark "Resend" on cover page,
and send again.

• Other non-fax delivery processes are still in effect: E-Apps and mailed apps. (Emailed apps are
not accepted)

 

New-Business Fax Number: 515-226-5103


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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