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Rate Change on MarketTen Bonus Index, Effective 5/17

EquiTrust |E-Connect




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.

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