"Fee" is NOT a four-letter word!
The potential growth advantage may FAR exceed the fee!
Offer your accumulation-focused clients the higher growth potential of Rate Buy-Up Accounts. Impressive cap and participation rates are available in exchange for an annual fee on the allocations to Rate Buy-Up Accounts, plus the EquiTrust commitment to renewal rate integrity.
MarketForce Bonus Index Annuity
- 8% Premium Bonus
- Single Premium
- Buy-Up Account Annual Fee: 1.5%
- High Current Rates
MarketMax Index Annuity
- Flexible Premium
- Buy-Up Account Annual Fee: 1.0%
- Even HIGHER Current Rates
Both Products Feature:
- 10-Year Design
- 4 Rate Buy-Up Accounts, 2 No-Fee Index Accounts, 1-Year Interest Account
- Risk-Control Indices
- Issue Ages 0-80
- 10% Free Withdrawals After First Year
- Nursing Home Waiver and Terminal Illness Rider
Competitive Advantages for EquiTrust Rate Buy-Up Products
- Annual fee will not increase for the life of the contract – guaranteed
- Point-to-Point Participation illustrated rates are among the highest in the industry
- In a declining or zero-growth environment, MarketForce Bonus Index 8% premium bonus can offset the annual fee – for up to five years
- Full premium bonus up to issue age 80 (and full agent compensation to issue age 80, too!)
- Simplify with four buy-up and two no-fee accounts
- Renewal rate integrity – See full renewal rate history on the EquiTrust Agent Gateway Website.
- 10% free withdrawals after first year
- Nursing Home Waiver and Terminal Illness Rider
Sales Resources
Agent Guides:
MarketForce Bonus Index | MarketMax Index
Client Brochures:
MarketForce Bonus Index | MarketMax Index
Advertising Flyers: