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For Producer Use Only
Sales Week: MarketTen Bonus Index® — one solution for a range of client objectives
MARKETTEN BONUS INDEX® — A ONE-SIZE-FITS-MANY SOLUTION
Offer a versatile fixed index annuity with a premium bonus that is immediately fully vested
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Looking for an income tool that can perform a variety of jobs? Our MarketTen Bonus Index fixed index annuity (FIA) offers competitive rates, plus a variety of unique advantages designed to help clients achieve specific objectives.
MarketTen Bonus Index features an 8%1 bonus on all premiums paid in the first five years.
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Client objective
How MarketTen Bonus Index makes it possible
Get a head start on retirement savings
Immediately adds an 8%1 bonus on premiums paid in the first five years to the Accumulation Value; no bonus recapture on withdrawals and surrenders
Consolidate assets
Premium bonus, fixed rate and various index options make MarketTen Bonus Index ideal for consolidating assets
Prepare for future rollover
Establish as an IRA to prepare as a vehicle for future rollovers
Get return of premiums
With this no-charge feature, the client will receive no less than their premiums — less any withdrawals — if the contract is surrendered2
Build guaranteed lifetime income
Through the Income Benefit Rider, the client can build lifetime income based on 8% accumulation for up to 10 years
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Get all the information and resources you need to share the advantages of MarketTen Bonus Index.
Explore the advantages of MarketTen Bonus Index, an EquiTrust FIA that functions like a multi-tool for your clients and offers a true premium bonus with no recapture.
2Less Income Benefit Rider (IBR) charges, if the IBR is elected.
3 May vary by state.
Contract issued on Contract Form Series ICC18-ET-MTB-2000(06-18) or ET-MTB-2000(06-07). Riders issued on Form Series ICC16-ET-IBR-FIXED(07-16) or ET-IBR(06-08); ICC17-ET-IBR-ER-A(04-17) or ET-IBR-ER-A(04-17); ICC17-ET-FIXED-ROP(02-17) or ET-FIXED-ROP(02-17); ICC18-430-NHW(06-18) or 430-NHW(08-03); and ICC16-ET-TI(10-16) or ET-TI(10-16).
EquiTrust does not offer investment advice to any individual or agent/producer and this material should not be construed as investment advice. Products underwritten, issued and distributed by EquiTrust Life Insurance Company, West Des Moines, Iowa.
