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Can a Participation Index Strategy Outperform the S&P 500 Index?

EquiTrust |E-Connect

 

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Can a Participation Index Strategy Match or Exceed the S&P 500®? When Measured Over Several Years...
Yes, It Can!

 

 

Client-Use Flyer Reveals the Facts!

MarketValue Index Mathemagic Flyer – click here

MarketSeven Index Mathemagic Flyer – click here

 

Index annuity owners enjoy the benefits of index-linked growth when stock prices rise, and value stability when stocks fall.

 

They also understand that this advantage comes at a cost – in the form of an adjustment to the index's actual growth – often in the form of a participation rate.

 

While earning 50% or less of the upside may seem like a modest portion in exchange for downside protection, consider that actual performance may match – or exceed – the index results when measured over several years.

 

Why? Because the years in which the index produces negative results have no impact on annuity values.

 

S&P 500® Index vs. Participation Index Account

at 50% and 43% Annualized Performance 1994-2018*

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Performance EQUAL TO or GREATER than the S&P 500® when measured in 10-year increments over the past 25 years, with DOWNSIDE PROTECTION!

 

MarketValue Index and MarketSeven Index with Attention-Grabbing Rates! Click here.

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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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