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SALES WEEK: FIA Solutions that Separate EquiTrust from the Pack

 
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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.

Mature couple looking at a laptop

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 Index TM 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 Index TM 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 Index TM 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 NeverStop SM Wellness Program

Tuesday, Dec. 13, 10:00 - 11:00 a.m. CST

 

Get specifics on the personalized NeverStop SM 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.

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Want to talk through your clients’ needs and get help determining which EquiTrust
FIA can help meet them? Call us at (866) 598-3694.

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Active Member

 

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.

 

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West Des Moines, IA 50266

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