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MONTHLY OVERVIEW: March 2024 updates, recaps and department news

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March 2024



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Help clients secure higher guaranteed lifetime income with these enhanced IBRs.

This month, we announced upgrades to the optional Income Benefit Riders (IBRs) available on several EquiTrust fixed index annuities.

Fixed index annuity


Rollup rate and design

Offers strong guaranteed income

Fee as % of AV*

MarketPower Bonus Index®

10% 12%1 premium bonus

8.0% up to 10 years

In later years


MarketTen Bonus Index®

6% 8%1 premium bonus

8.0% up to 10 years

In later years


MarketSeven Index®

25%2 Benefit Base bonus

7.0% up to 7 years

In early to mid years


*AV = Accumulation Value

Visit for more information on our IBRs.

Want to see how our upgraded IBRs stack up against top competitors? Check out the flyer!

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Laptop screen showing ''Put your EquiTrust new business on the fast track'' webinar

Put your EquiTrust new business on the fast track

This month, we held a webinar detailing how to deliver the fastest possible service to your clients purchasing EquiTrust products. We covered forms of payment, common NIGO errors, tips for submitting new business and more!


If you missed it, check out the replay at

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Premium bonus special extended

Offer clients an extra 2%3 on their premium bonus with this limited-time offer — now available through June 28, 2024!

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2025 EquiTrust Producer Incentive Trip

Paradise awaits! The qualification period is underway — we’re taking our top 40 producers to magnificent Turks & Caicos.


Sales idea recap


News brief


New print functionality added to transfer form

If a company doesn’t accept electronic signatures, you can now print and upload transfer forms within the FireLight workflow. Once you check the box confirming you’ve printed and uploaded the transfer form, it will be removed from the workflow packet.

Printer functionality
Paperwork with approved stamp icon

Find pre-approved advertisements at

Newly designed full- and half-page ads are available at Plus, you can customize the ads with your contact information!

Online form in browser icon

Wizard-based E-Applications enabled for all products

All EquiTrust products have completed the transition from a forms-based approach to a streamlined wizard platform. All new applications should be submitted using the simple wizard E-App process. 

If you have questions or need assistance, call Sales Support at 866-598-3694.

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1 Bonus amount reflects limited-time premium bonus boost.

2 Benefit Base bonus applied only to the Income Benefit Rider value, not to the contract’s Accumulation Value.

3 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.


© EquiTrust 2024. All rights reserved.

1141-GEN-EM-MO (03-24)



7100 Westown Pkwy Suite 200
West Des Moines, IA 50266


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