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Sales Week: MarketTen Bonus Index® — one solution for a range of client objectives

 
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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.
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Watch the webinar replay

The unique 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.
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Special offers

Premium bonus boost

Don't let your clients miss out on this limited-time offer! We've increased premium bonuses by 2%3 on select FIAs through June 28, 2024.
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Paradise awaits

Start qualifying now to join us in magnificent Turks & Caicos for our 2025 EquiTrust Producer Incentive Trip.

 
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Memorial Day office closure

EquiTrust offices will be closed on Monday, May 27 to observe Memorial Day, and will reopen on Tuesday, May 28.
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Want more details about the many ways to use the multi-faceted
MarketTen Bonus Index? Call us at 866-598-3694.
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1 Displayed bonus reflects limited-time premium bonus special.

 

2 Less 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. 

 

© EquiTrust 2024. All rights reserved.

1377-MTB-EM-SW (05-24)

FOR PRODUCER USE ONLY

EquiTrust

7100 Westown Pkwy Suite 200
West Des Moines, IA 50266

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