MONTHLY OVERVIEW: August 2023 updates, recaps and department news

SHARE THE VERSATILITY OF MARKETTEN
BONUS INDEX^®

A fixed index annuity offering a true premium bonus — no recapture

Looking for an income tool that can perform a variety of jobs? Our MarketTen Bonus Index^® fixed index annuity (FIA) is a utility vehicle that helps your clients arrive at the retirement they envision.

Putting MarketTen Bonus Index^® to work

MarketTen Bonus Index^® offers competitive rates, plus unique advantages designed to help clients achieve specific goals.

MarketTen Bonus Index^® features a 6% bonus on all premiums paid in the first five years.

Client objective

How MarketTen Bonus Index^® makes it possible

Get a bonus on premiums

Immediately adds a 6% bonus on premiums paid in the first five years to the Accumulation Value; no bonus recapture on withdrawals and surrenders

Consolidate assets

Premium bonus, fixed rate and various index options make MarketTen Bonus Index^® ideal for consolidating assets

Prepare for future rollover

Establish as an IRA to prepare as a vehicle for future rollovers

Get return of premiums

With this no-charge feature, the client will receive premiums — less any withdrawals — if the contract is surrendered¹

Build guaranteed lifetime income

Through the Income Benefit Rider, the client can build lifetime income based on 7% accumulation for up to 10 years

Get all the information and resources you need to share the advantages of MarketTen Bonus Index^®.

Visit the product page

Webinar Wednesday!

The unique advantages of MarketTen Bonus Index^®

We’ll explore the advantages of MarketTen Bonus Index^®, an EquiTrust FIA that functions like a multi-tool for your clients and offers a true premium bonus with no recapture.

Wed., Aug. 30

10:00 a.m. Central

Register now

Office closure

Labor Day closure

EquiTrust offices will be closed on Monday, Sept. 4 to observe Labor Day, and will reopen on Tuesday, Sept. 5.

Would you like to get more details about the many ways to use the multi-faceted MarketTen Bonus Index^®? Call us at 866-598-3694.

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

Active Member

¹ Less Income Benefit Rider (IBR) charges, if the IBR is elected.

Contract issued on Contract Form Series ICC18-ET-MTB-2000(06-18) or ET-MTB-2000(06-07). Riders issued on Form Series ICC16-ET-IBR-FIXED(07-16) or ET-IBR(06-08); ICC17-ET-IBR-ER-A(04-17) or ET-IBR-ER-A(04-17); ICC17-ET-FIXED-ROP(02-17) or ET-FIXED-ROP(02-17); ICC18-430-NHW(06-18) or 430-NHW(08-03); and ICC16-ET-TI(10-16) or ET-TI(10-16).

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

0508-MTB-EM-SW (08-23)

FOR PRODUCER USE ONLY

EquiTrust

7100 Westown Pkwy Suite 200
West Des Moines, IA 50266