Ward's 50 Recognition – 5th Consecutive Year!
JUST IN! EquiTrust remains among the industry's top 50 life and health companies for financial performance.
• Wards 50 Flyer
For 30 years, Ward has analyzed the financial performance of nearly 700 life-health companies. EquiTrust is recognized for outstanding financial results in the areas of safety, consistency, and performance over a five-year period (2015-2019).
Over 92% of the investment portfolio is held in investment-grade holdings.*
• Financial Overview
BBB+ by Standard & Poor's (Good) and B++ by A.M. Best Company (Good).
Since release of our first annuity in 2003, assets have grown to $20.7 billion.*
• EquiTrust Corporate Brochure
First-year rates may help MAKE the sale, but renewal rates help KEEP the sale! We're proud of our renewal-rate integrity!
• ChoiceFour Renewal Rates Flyer
• MarketValue Index Renewal Rates Flyer
Now in our fifth year of Magic Johnson Enterprises majority ownership, MJE owns a growing and diversified portfolio of companies.
Simple, client-friendly fixed annuities and life insurance continue to offer rates which compete among the best in the industry.
• All-Product Summary – Annuities
• All-Product Summary – Life Insurance
We give you the technology to both sell remotely and operate efficiently.
• New and improved Agent Gateway Website
• Online Illustrations
• E-Applications - Watch 3-minute E-App video; Printable E-App flyer
• Agent Mobile App - Printable flyer
Our highly-trained, sales team will take the time to answer your questions, and help you make the sale!
• 2020 Letter of Financial Condition
*Assets and portfolio holdings as of 12/31/19.