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MONTHLY OVERVIEW: August Updates, Recaps and Department News

 
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Annuity All Product Summary
 

August 2022

Labor Day Holiday Hours

 

In observance of Labor Day, EquiTrust offices will close at 2PM CDT on Friday, September 2nd. We will reopen Tuesday, September 6th. Enjoy your
holiday weekend!
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EXTENDED

Income Rider Rollup Rate Special

 

9% compound rollup rate now available through October 31, 2022*

 

Offer your clients a 9% compound rollup rate on their Benefit Base Value on two great bonus annuities.
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MarketPower Bonus Index© Annuity

10% Premium Bonus

MarketTen Bonus Index© Annuity

6% Premium Bonus

A higher compound rollup rate now means greater income potential for your clients in retirement.
Show your clients how.
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News Briefs
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Be Aware of Romance and Lottery Schemes

Romance and Lottery scams targeting seniors are on the rise. Asking your client one question can potentially save them from falling victim to fraud and losing their hard-earned savings: “For what are you using these funds?” Clients are more likely to share such intimate details of their life with someone they trust versus a customer service representative. 

 

EquiTrust is here to assist you in these difficult situations. If you know or suspect a client is involved in such a scheme, please contact us at 866-598-3692 so we can help.
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Product Education Corner

Preparing for annual client reviews? EquiTrust provides a wealth of educational tools to help you. You can find resources on topics like crediting strategies explanations, downside protection, and diversification.  

 

Explore your options now.

 
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*Income Benefit Rider offered on select index annuities. May vary by state.

 

Withdrawals before age 59½ may result in a 10% IRS penalty tax. Guarantees subject to the claims-paying ability of EquiTrust Life Insurance Company. MarketPower Bonus Index 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). MarketTen Bonus Index 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). MarketValue Index riders issued on Form Series ICC15-ET-IBR-STR(04-15) or ET-IBR-STR(04-15); ICC17-ET-IBR-ER-A(04-17) or ET-IBR-ER-A(04-17). MarketSeven Index riders issued on Form Series ICC16-ET-IBR- FIXED(07-16) or ET-IBR-FIXED(07-16); ICC17-ET-IBR-ER-A(04-17) or ET-IBR-ER-A(04-17). EquiTrust does not offer investment advice to any individual and this material should not be construed as investment advice. Products underwritten and issued by EquiTrust Life Insurance Company, West Des Moines, Iowa. Products distributed by EquiTrust Insurance Marketing Services; in California doing business as EQT Insurance Marketing Services.

 

© 2022 EquiTrust Life Insurance. All Rights Reserved.

IC22-ECN-1112

FOR PRODUCER USE ONLY

EquiTrust

7100 Westown Pkwy Suite 200
West Des Moines, IA 50266

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