Confidence Income Annuity
Product Detail
- Applicant Ages: 0 – 90 Fixed Period; 0 – 85 Single or Joint Life
- Prem Min: $30,000 NQ/Q, Max: $2 million
- Payment Modes: Monthly, Quarterly, Semi-annually, Annually
- Payment Options:
- Fixed Period: 5-20 years
- Single Life
- Joint Life
For Agent Use Only
Product Features and Rider Availability may vary by state.
Confidence Income Annuity
A Single Premium Immediate Annuity
(Rates Effective Since Aug 28, 2024)
Monthly guaranteed payment on $100,000 premium
(Rates Effective Since Aug 28, 2024)
Monthly guaranteed payment on $100,000 premium
| Guarantee Period | Payment Amount |
|---|---|
| 5-Years | $1,826.81 |
| 10-Years | $1,039.18 |
| 15-Years | $783.24 |
| 20-Years | $649.78 |
| Life Only-Male 65 | $652.29 |
| Life Only-Female 65 | $602.32 |
| Joint Life-M 65/F 65 | $537.37 |
|
Rate Hold Policy |
| All quotes available in the Illustration Software. |
Product State Approvals
Alabama,
Alaska,
Arizona,
Arkansas,
California,
Colorado,
Connecticut,
Delaware,
District of Columbia,
Florida,
Georgia,
Hawaii,
Idaho,
Illinois,
Indiana,
Iowa,
Kansas,
Kentucky,
Louisiana,
Maine,
Maryland,
Massachusetts,
Michigan,
Minnesota,
Mississippi,
Missouri,
Montana,
Nebraska,
Nevada,
New Hampshire,
New Jersey,
New Mexico,
North Carolina,
North Dakota,
Ohio,
Oklahoma,
Oregon,
Pennsylvania,
Rhode Island,
South Carolina,
South Dakota,
Tennessee,
Texas,
Utah,
Vermont,
Virginia,
Washington,
West Virginia,
Wisconsin,
Wyoming,
Product State Variations
None |
| Current Form Date | Title | Number |
|---|---|---|
| 2021/09/29 | Agent Gateway Website | ET-GATEWAY |
| 2024/02/02 | Annuity New Business Checklist | ET-ANN-CKLIST |
| 2023/11/01 | Annuity Suitability Agent User Guide | ET-3107 |
| 2019/11/05 | Annuity Training User Guide | ET-REGED |
| 2024/02/09 | Confidence Income Agent Guide | ET-CNF-BR-1102 |
| 2024/02/12 | Confidence Income Client Brochure | ET-CNF-BR-1100 |
| 2021/04/15 | Delegate Account User Guide | ET-DELEGATEACCT |
| 2023/01/25 | E-Applications Flyer | ET-EAPP |
| 2022/03/23 | E-Delivery Agent User Guide | ET-EDELAGENT |
| 2021/12/13 | E-Delivery Client User Guide | ET-EDELCLIENT |
| 2022/03/23 | E-Delivery FAQs | ET-EDELFAQ |
| 2023/02/15 | EquiTrust Advertising Requirements | ET-ADREQ |
| 2024/03/29 | EquiTrust Agent App Overview | ET-GEN-FLR-MBLAPP-OVERVIEW |
| 2024/04/30 | EquiTrust Agent App Quick Start Guide | ET-GEN-FLR-MBLAPP |
| 2019/09/18 | EquiTrust Client Portal Flyer | ET-MYEQUITRUST |
| 2024/05/20 | EquiTrust Contact Information | ET-5000 |
| 2024/07/17 | EquiTrust Corporate Brochure | ET-GEN-BR-1000 |
| 2024/04/12 | EquiTrust Letter of Financial Condition - Producer Use Only | ET-GEN-FLR-LFC.PDF |
| 2023/09/05 | EquiTrust Pocket Folder | ET-FDR-1001A |
| 2023/10/30 | EquiTrust Wire-Transfer Instructions | ET-WIRETRANSFER |
| 2023/10/27 | EquiTrust's Competitive Advantages | ET-GEN-FLR-CADV |
| 2024/02/09 | Fixed Annuity Sales Presentation | ET-GEN-BR-1001 |
| 2024/02/09 | Fixed Annuity Sales Presentation - PowerPoint | ET-GEN-BR-1001PP |
| 2024/04/23 | Guidelines for IRA Beneficiaries Under the SECURE Act | ET-GEN-FLR-IRA |
| 2022/12/30 | Income, Assets, and Expenses Inventory | ET-RINCOME |
| 2024/08/28 | Interest Rate Summary | ET-GEN-FLR-RATES |
| 2021/09/29 | Online Marketing Resources | ET-5002 |
| 2024/09/04 | Partial Tax Conversion | ET-PTAX |
| 2023/03/06 | Split Annuity Client Flyer | ET-MULTI-FLR-SPL |
| 2015/12/14 | Uniform Lifetime Table for RMD's | ET-SPIA-RMD |
| 2021/07/01 | Upload a Doc User Guide | ET-UPLOADADOC.PDF |
| 2024/08/27 | Ward's 50 | ET-WARDS50 |
| 2024/01/04 | Wizard User Guide | ET-GEN-BR-WUG |