Sales Week: Risk Control Index Added to Two Index Annuities

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Your weekly source for webinar information and registration, as well as effective sales ideas.

Sales Tip

All four EquiTrust index annuities now feature accounts linked to the S&P MARC 5% Excess Return Index. 

S&P MARC 5% Excess Return Index

• Appeals to clients who wish to diversify beyond equities, and seek more consistent annual credits
• Seeks multi-asset diversification within a simple risk-weighting framework of three asset-class indices: equities, commodities, and fixed income
• 1-Year Point-to-Point Participation Account
• Client-Use Video – Click Here
• Client-Use Flyer – Click Here

History of Consistent Results

Raw index results

Transition

The addition of S&P MARC 5% ER Index to MarketPower Bonus Index and MarketTen Bonus Index was effective 5/17/21. Revised Disclosure Statements dated 05-21 are on AppBuilder and E-App now, and must be used in order to elect the new accounts. The 05-21 Disclosure Statements are required for all applications beginning 6/17/21. 

Revised Sales Materials – Order Supplies Now

MarketPower Bonus Index and MarketTen Bonus Index client brochures and agent guides dated 5-21 reflect the addition of S&P MARC 5% ER Index. Order supplies at Agents.EquiTrust.com, Order Supplies link – click here; login is required. To view the revised All-Product Summary, click here. 

EquiTrust does not offer investment advice to any individual or agent 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.