2023 year in review and news you can use

Annuity All-Product Summary

December 2023

New Year’s Day

EquiTrust offices will be closed on Monday, January 1 to observe New Year's Day, and will reopen on Tuesday, January 2.

Dr. Martin Luther King, Jr. Day

EquiTrust offices will be closed on Monday, January 15 to observe MLK Day, and will reopen on Tuesday, January 16.

A look back on the year — and preview of 2024!

It’s almost time to close the book on 2023. And what a year it’s been! From a brand-new product to generous special offers, it’s been a big year at EquiTrust. We’re grateful for the chance to serve you and your clients — and we can’t wait to build on this momentum in 2024!

Here’s a look back at how EquiTrust served you in 2023:

43% STAFF INCREASE

Our team continues growing to maintain — and improve on — our excellent service standards and quick processing times.

AGENT GATEWAY ENHANCEMENTS

2023 saw the addition of several features to the Agent Gateway, including:

New specials tab, where you can find all of our current offers in one place (login required).
Your clients’ Required Minimum Distribution status so you can reach out and assist as needed
Transition of E-Apps from forms-based to wizard platform began
Addition of current new business processing time to home page ticker

LAUNCH OF MARKETFIVE INDEX™

In August, we launched MarketFive Index, a five-year fixed index annuity that issues up to age 90. It’s built for short-term accumulation — and it's an ideal vehicle for Roth IRA conversion!

Learn more

MULTIPLE SPECIAL OFFERS

We maximized benefits for you and your clients throughout 2023 with our limited-time offers, including:

Bridge^® Bucks cash bonus up to $2,500
$500 for each E-Application
Extra 1% commission on all FIAs including Bridge
Premium bonuses boosted by 2%¹
2025 EquiTrust Producer Incentive Trip qualification period began November 1

Here’s how we’re kicking off 2024!

Paradise awaits

The qualification period has begun — start working to join us in magnificent Turks & Caicos for our 2025 EquiTrust Producer Incentive Trip.

Learn more (login required)

Extended special offers

Don’t miss these limited-time offers — now available through January! Plus, they provide an opportunity to help kickstart sales for the 2025 Producer Incentive Trip.

Earn an extra 1% commission on EquiTrust FIAs — including Bridge!

Writing agents can earn an extra 1% commission on our simple, effective fixed index annuities (FIAs) for applications received through January 31, 2024.

Get the details

Premium bonus boost

We've increased premium bonuses by 2%¹ on select FIAs. Help clients jumpstart their retirement income strategy with a bigger bonus!

Get the details

News brief

Tax forms being mailed

1099 forms for tax year 2023 will be mailed by January 31, 2024.

Questions? Call Inforce Administration at 866-598-3692.

866-598-3694 • [email protected] • Agents.EquiTrust.com

Active Member

¹Premium bonus on MarketForce Bonus Index^TMincreased by 3% in CA.

EquiTrust does not offer investment advice to any individual and this material should not be construed as investment advice. Products underwritten, issued and distributed by EquiTrust Life Insurance Company, West Des Moines, Iowa.

0729-GEN-EM-MO (12-23)

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EquiTrust

7100 Westown Pkwy Suite 200
West Des Moines, IA 50266