STRONG UPDATED FINANCIALS MEAN YOU CAN RECOMMEND EQUITRUST WITH CONFIDENCE
The numbers are in — and they paint a picture of strength and stability you and your clients can trust. And with our strong rates, innovative products and competitive commissions, choosing EquiTrust is a no-brainer!
Plus, we recently received an A- (High) Insurer Financial Strength Rating from Fitch.1
We made big changes to our Income Benefit Riders (IBRs) — and they’re now more competitive than ever! Visit Agents.EquiTrust.com to see how our enhanced IBRs can help your clients secure higher guaranteed3 income for life.
Class is in session! But if you didn’t catch the most recent installment of EquiTrust University, we won’t dock you any points. In fact, you can view the replay anytime on Agents.EquiTrust.com.
Get familiar with our full suite of products and discover new competitive advantages, like our upgraded Income Benefit Riders, plus prospecting tips to help you increase sales.
Forms 5498 reporting of 2023 contributions to IRA plans (including Roth IRAs) will be mailed to IRA holders prior to May 31, 2024.
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New wire transfer account information
We've changed our financial institution for wire transfers and subsequently updated our instructions with the new account information. When funds need to be transferred to EquiTrust by bank wire, please refer to the new information. If the current bank information is not used, we will not receive the funds.
1 Fitch Ratings (Fitch) "A-" (High) rating as of March 6, 2024. All Fitch credit ratings are subject to certain limitations and disclaimers. Please read these limitations and disclaimers by following this link: https://www.fitchratings.com/understandingcreditratings. In addition, the following https://www.fitchratings.com/rating-definitions-document details Fitch's rating definitions for each rating scale and rating categories, including definitions relating to default.
2 Assets and financial highlights as of December 31, 2023, on a statutory basis.
3 Guarantees based on the claims-paying ability of EquiTrust Life Insurance Company.
4 Premium bonus on MarketForce Bonus IndexTM increased 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.
