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For Producer Use Only
SALES WEEK: FIA Solutions that Separate EquiTrust from the Pack
ANNUITIES TO MEET A RANGE OF CLIENT NEEDS
Simple product design, accumulation potential and built-in guarantees
Your clients have their own unique retirement needs. That’s why choice matters when it comes to selecting a fixed index annuity (FIA) that can help them achieve their specific goals.
EquiTrust can help. We offer a broad range of FIA solutions that include a fixed-rate account earning a traditional interest rate, plus a variety of index-linked accounts — with only one moving part per strategy. Plus:
Full accumulation value death benefit
10% free withdrawals after first year
Nursing Home Waiver Rider (0-80)
Terminal Illness Rider
Chronic-illness doubler (available with optional income rider)
And more!
Consider what your clients envision for the future. These FIAs include features and benefits that can help make their dreams a reality.
Index-linked
MarketPower Bonus Index® Annuity
A single premium fixed index deferred annuity with a 10% premium bonus on premiums paid in the first year.
MarketTen Bonus Index® Annuity
A flexible premium fixed index deferred annuity with a 6% premium bonus on premiums paid in the first five years and a Return of Premium guarantee.
MarketValue Index® Annuity
A flexible premium fixed index deferred annuity with a 10-year surrender charge schedule.
MarketSeven IndexTM Annuity
A flexible premium fixed index deferred annuity with a 7-year surrender charge schedule.
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Index-linked rate buy-up
MarketForce Bonus IndexTM Annuity
A single premium fixed index deferred annuity with an 8% premium bonus on premiums paid in the first year. Rate buy-up feature provides higher cap and participation rates in exchange for a 1.50% annual fee.
MarketMax IndexTM Annuity
A flexible premium fixed index deferred annuity with a rate buy-up feature that provides higher cap and participation rates in exchange for a 1% annual fee.
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Index-linked with long-term care benefits and wellness program
Bridge
A flexible premium fixed index deferred annuity with riders to provide long-term care coverage and a personalized wellness program.
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Upcoming webinars
Successfully aging in place — The NeverStopSM Wellness Program
Tuesday, Dec. 13, 10:00 - 11:00 a.m. CST
Get specifics on the personalized NeverStopSM Wellness Program from Assured Allies, including its features, benefits and how it can work for your clients.
Annuity solutions that sparkle and shine
Wednesday, Dec. 14, 10:00 - 11:00 a.m. CST
Join us as we discuss the broad range of EquiTrust fixed index annuity solutions, including their product features, historical results and competitive advantages.
EquiTrust does not offer investment advice to any individual or agent/producer and this material should not be construed as investment advice. Products underwritten and issued by EquiTrust Life Insurance Company, West Des Moines, Iowa. Products distributed by EquiTrust Insurance Marketing Services; in California doing business as EQT Insurance Marketing Services.
