Now you can show your clients historical index annuity values based on their selected account allocations! Or ANY allocation!
A new illustration supplement shows aggregate accumulation values and annual effective rates for any combination of index strategies.
Effective Evaluation and Sales Tool
EquiTrust index annuities offer diversification on two levels: by index strategy, and by the underlying indices (S&P 500, Barclays Focus50 and S&P MARC 5% Excess Return). Now you can tweak allocation inputs to see how broader diversification results in more stable values and effective returns.
What mix best suits your clients’ tolerance for potential volatility?
Illustrations are Easy!
The new supplement – included automatically with index annuity illustrations – is titled Comparison of Historical Periods – Contract Values Based on Combined Allocations.
To build an illustration, click here. Login is required.
For more information about annuity illustrations, go Agents.EquiTrust.com and click the Sales Tools tab in the top tool bar, then select FAQs, or click here.
While past performance provides no assurance of the future results, illustrations are an effective tool for helping your clients better understand their annuity contracts.