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Newswire: Innovative S&P 500-linked index and performance trigger crediting strategy available now
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NEW! PERFORMANCE TRIGGER STRATEGY AND NEXT GENERATION S&P 500-LINKED INDEX
New crediting strategy and new index enhance diversification opportunities on EquiTrust fixed index annuities
EquiTrust is making changes to the index accounts offered on fixed index annuities. These new alternatives provide clients with additional crediting options to create consistent account growth potential.
Performance trigger crediting strategy
The 1-Year Point-to-Point Performance Trigger crediting strategy is designed to turn marginal market increases into dependable growth. If market growth is positive, your client receives the declared performance trigger rate. If the market declines, your client is protected.
The S&P 500 Dynamic Intraday TCA Index is a simple, innovative take on volatility control, offering advantages to your clients such as:
Easy-to-explain, all-equity structure
Greater exposure to the S&P 500 with a 15% volatility target
Faster reaction to market fluctuations with 13 rebalancing windows daily
High renewal rate consistency
Transition rules
Effective today, June 5, 2024, please begin using revised product disclosures. AppBuilder and the E-App system on the agent website have been updated with the new versions. The updated versions will be required on June 20, 2024.
The new product disclosure will be required to allocate funds to new strategies on pending business prior to money being received.
Agent guides and consumer brochures have been updated with the new index and crediting strategy. View online or order printed copies on Agents.EquiTrust.com.
Learn more in our upcoming webinars
Introducing the S&P 500 Dynamic Intraday TCA Index and the Performance Trigger crediting strategy
Thursday, June 6 at 10:00 a.m. Central
Join us to learn about an innovative index built to help your clients navigate market volatility with ease. Plus, a performance trigger crediting strategy designed to help your clients receive steady growth from even small increases in the market. Both options are available now on EquiTrust fixed index annuities — don’t miss this chance to add to your sales toolkit!
Expert-led insights — exploring the S&P 500 Dynamic Intraday TCA Index
Wednesday, June 12 at 10:00 a.m. Central
Hear directly from Robert McNamara, Senior Director of the Wealth Management Channel at S&P Dow Jones Indices, about the innovative S&P 500 Dynamic Intraday TCA Index. Co-hosted by David Hall, Internal Wholesaler at EquiTrust. You’ll learn:
How the index rises above recent multi-asset performance
Why it thrives in today’s market
Historical results and comparisons
Available EquiTrust products and a new performance trigger crediting strategy
The “S&P Multi-Asset Risk Control 5% Excess Return Index,” “S&P 500 Dynamic Intraday TCA Index” and “S&P 500®” Indices (“Indices”) are products of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and have been licensed for use by EquiTrust Life Insurance Company (“the Company”). Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by the Company. The products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, or their respective affiliates and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions or interruptions of the Indices.
Index accounts issued on Form Series ICC24-ET-1PP(04-24) and ICC23-ET-PT(04-23). 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.
