SALES WEEK: Higher Growth Potential with Rate Buy-Up Index Annuities

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Offer your accumulation-focused clients the higher growth potential of Rate Buy-Up Accounts. Impressive cap and participation rates are available in exchange for an annual fee on the allocations to Rate Buy-Up Accounts, plus the EquiTrust commitment to renewal rate integrity.

MarketForce Bonus Index Annuity

• 8% Premium Bonus
• Single Premium
• Buy-Up Account Annual Fee: 1.5%
• High Current Rates

MarketMax Index Annuity

• Flexible Premium
• Buy-Up Account Annual Fee: 1.0%
• Even HIGHER Current Rates

Both Products Feature:

• 10-Year Design
• 4 Rate Buy-Up Accounts, 2 No-Fee Index Accounts, 1-Year Interest Account
• Risk-Control Indices
• Issue Ages 0-80
• 10% Free Withdrawals After First Year
• Nursing Home Waiver and Terminal Illness Rider

Competitive Advantages for EquiTrust Rate Buy-Up Products

• Annual fee will not increase for the life of the contract – guaranteed
• Point-to-Point Participation illustrated rates are among the highest in the industry
• In a declining or zero-growth environment, MarketForce Bonus Index 8% premium bonus can offset the annual fee – for up to five years
• Full premium bonus up to issue age 80 (and full agent compensation to issue age 80, too!)
• Simplify with four buy-up and two no-fee accounts
• Renewal rate integrity – See full renewal rate history on the EquiTrust Agent Gateway Website.
• 10% free withdrawals after first year
• Nursing Home Waiver and Terminal Illness Rider

Sales Resources

Agent Guides:

MarketForce Bonus Index   |   MarketMax Index

Client Brochures:

MarketForce Bonus Index   |   MarketMax Index

Advertising Flyers:

MarketForce Bonus Index   |   MarketMax Index

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. EquiTrust.com. For Producer Use Only.