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Rate Change on MarketTen Bonus Index Annuity, Effective August 1

EquiTrust |E-Connect

 

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Annuity Rate Change

Effective August 1, 2019

 

Rate Reduction

MarketTen Bonus rates will be reduced effective August 1.

 

Transition Rules

To receive the current rates, applications must be received by mail, fax or E-App by Wednesday, July 31. Faxed applications must be received at EquiTrust by 5:00 PM (Central) on July 31; if fax is confirmed, do not resend; allow a couple days processing time.


MarketTen Bonus Index

1-Year Interest

1-Year Pt-to-Pt Cap

1-Year Monthly Avg Cap

1-Year Monthly Avg Part

1-Year Monthly Cap

2-Year Monthly Avg Cap

Rates if Income Rider
Not Elected

1.20% (formerly 1.30%)

2.25% (formerly 3.00%)

2.75% (formerly 3.50%)

40.00% (formerly 45.00%)

1.15% (no change)

6.00% (no change)

Rates if Income Rider
is Elected
1.15% (formerly 1.20%)
2.00% (formerly 2.75%)

2.50% (formerly 3.00%)

35.00% (formerly 40.00%)
1.00% (no change)

5.00% (no change)

 

Click here to see the All ProductSummary dated 8/1for all EquiTrust annuity products.


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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