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SALES WEEK: Rate Buy-Up Index Annuities Offer a Winning Strategy!


Go With a Winner!


New Rate Buy-Up Index Annuities Offer Competitive Advantages


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

MarketForce Bonus Index Annuity

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

MarketMax Index Annuity

  • HIGHER Cap and Participation Rates
  • Flexible Premium
  • Buy-Up Account Annual Fee: 1.0%

Both Products Feature:

  • 10-Year Design
  • 4 Rate Buy-Up Accounts, 2 No-Fee Index Accounts, 1-Year Interest Account
  • Risk-Control Indices
  • Annual Fee Fixed for Life of Contract
  • Issue Ages 0-80
  • 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

Product Flyers – Producer Use Only: MarketForce Bonus Index  |  MarketMax Index


Product Training Required

Complete Your Required Product Training Right Away – Click Here 

Webinar Replay

Don’t miss two of EquiTrust’s finest – Mackenzi Swenson and Jeff Barnes – who explain why you should consider EquiTrust Rate Buy-Up Annuities for your accumulation-focused clients.

“Fee” is NOT a four-letter word! The potential growth advantage may FAR exceed the fee!

January Webinars – Live and Replays

MarketForce /

Wednesday, January 12th
at 10:00 AM CST



Friday, January 21st
at 10:00 AM CST

Inherited/Stretch IRA: A Lucrative Market Niche is Back!

Wednesday, January 26th
at 10:00 AM CST

Webinar Replays

View a broad range of prerecorded webinar topics at your convenience. Refer to the webinar
replay listing on the Agent Gateway Website – – at the Education tab, or click here


Questions? Call Sales Support
866-598-3694 or visit
the Agent Website at


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. For Producer Use Only.





7100 Westown Pkwy Suite 200
West Des Moines, IA 50266

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