Click to view this email in a browser
Rate increases on all EquiTrust FIAs — including Bridge®
Effective: 10/17/2023
We are constantly innovating and adapting to ensure you can deliver attractive, competitive EquiTrust products to your clients. And today, we're announcing rate increases on ALL of our fixed index annuities.
New rates apply to contracts with effective dates on or after October 17, 2023.
Looking for more information?
Visit the All-Product Summary to get the full details on these FIAs.
MarketPower Bonus Index®
Current rate
Previous rate
1-Yr Interest
4.50%
4.00%
S&P 500 1-Yr Pt-to-Pt Cap
8.00%
No change
S&P 500 1-Yr Mo Avg Cap
9.00%
8.50%
S&P 500 1-Yr Mo Avg Participation
75.00%
55.00%
S&P 500 1-Yr Mo Cap
2.75%
S&P 500 2-Yr Mo Avg Cap
18.00%
Focus50 1-Yr Pt-to-Pt Participation
150.00%
Focus50 2-Yr Pt-to-Pt Participation
200.00%
MARC 5% 1-Yr Pt-to-Pt Participation
175.00%
MarketTen Bonus Index®
MarketValue Index®
5.50%
5.15%
10.50%
S&P 500 1-Yr Pt-to-Pt Participation
50.00%
41.00%
12.00%
S&P 500 1-Year Mo Avg Participation
100.00%
70.00%
S&P 500 1-Year Mo Cap
3.10%
20.00%
225.00%
MarketSeven Index®
5.00%
10.00%
40.00%
11.00%
65.00%
3.00%
170.00%
220.00%
195.00%
MarketFive Index™
Curent rate
1‐Yr Interest
1‐Yr Pt‐to‐Pt Cap
1‐Yr Pt‐to‐Pt Participation
1‐Yr Mo Avg Cap
1‐Yr Monthly Avg Participation
95.00%
1‐Yr Monthly Cap
2.60%
1‐Yr Barclay Focus50 Participation
1‐Yr S&P MARC 5 Participation
MarketForce Bonus Index™
4.25%
S&P 500 1-Yr Pt-to-Pt Cap w/Fee
S&P 500 1-Yr Pt-to-Pt Participation w/Fee
60.00%
45.00%
Focus50 1-Yr Pt-to-Pt Participation w/Fee
MARC 5% 1-Yr Pt-to-Pt Participation w/Fee
MarketMax Index™
13.00%
250.00%
Bridge
Turn E-Apps into easy money
Earn $500 for eachE-Application — up to $2,500!
Premium bonus boost
We're offering a limited-time 2%1 increase on the premium bonus of select products. Help clients jumpstart their retirement savings!
Earn Bridge Bucks cash bonus + take advantage of our commission special!
Earn up to an extra $4,500 on your next three issued cases of Bridge with our limited-time Bridge Bucks offer. Plus, take an extra 1% on your commission!
866.598.3694 • Sales.Support@EquiTrust.com • Agents.EquiTrust.com
Active Member
1Premium bonus on MarketForce Bonus Index increased by 3% in CA.
EquiTrust does not offer investment advice to any individual 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.com. For Producer Use Only. © 2023 EquiTrust Life Insurance. All Rights Reserved.
0818-MULTI-EM-NW (10-23)
FOR PRODUCER USE ONLY
EquiTrust
7100 Westown Pkwy Suite 200 West Des Moines, IA 50266
www.EquiTrust.com
Click Here to Unsubscribe