Sales Week: Dive into our S&P indices with these resources!

DYNAMIC S&P 500 ALLOCATION OPTIONS FOR YOUR CLIENTS

Available on every EquiTrust FIA

When you’re talking with clients about the advantages of EquiTrust fixed index annuities (FIAs), tell them about the ability to allocate funds to robust S&P 500 indices.

Index

Description

S&P 500 Index¹

Widely regarded as the best single gauge of large-cap U.S. equities. It includes 500 leading companies and covers approximately 80% of available market capitalization — positioning clients to benefit from market growth while maintaining downside protection.

S&P MARC 5% Excess Return Index¹

Seeks to provide multi-asset diversification within a simple risk weighting framework, tracking three underlying component indices that represent three asset classes: equities, commodities and fixed income. This index is dynamically rebalanced between the three indices and the cash component to target a 5% level of volatility. In low-volatility environments, the index risk-control mechanism increases market exposure to riskier assets by increasing the allocation to the index (up to a leveraged position of 150%).

Visit the S&P MARC 5% Index dashboard to learn more.

Visit S&P MARC 5% Index dashboard

And check out the flyer:

View S&P MARC 5% flyer

Upcoming webinar with FACC about LTC coverage and Bridge^®

LTC annuities — The missing piece

Thurs., Sept. 28

2:00 - 3:00 p.m. Central

In partnership with the leaders from the Federation of Americans for Consumer Choice, we'll cover:

Turning existing savings, annuities and life legacy products into tax-free long-term care (LTC) protection
LTC annuities available in the marketplace
Detailed exploration of Bridge by EquiTrust, the first fixed index annuity with tax-free LTC benefits and a robust wellness program

Register now

TURN E-APPS INTO EASY MONEY

Earn $500 for each
E-Application — up to $2,500!

Get the rules and details

Want to learn more about our S&P 500 indices? Give us a call at 866-598-3694.

866-598-3694 • [email protected] • Agents.EquiTrust.com.

Active Member

¹The “S&P Multi-Asset Risk Control 5% Excess Return 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.

Products underwritten, issued and distributed by EquiTrust Life Insurance Company, West Des Moines, Iowa.

0638-GEN-EM-SW (09-23)

FOR PRODUCER USE ONLY

EquiTrust

7100 Westown Pkwy Suite 200
West Des Moines, IA 50266