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S&P MARC 5% Excess Return Index

Added to MarketPower Bonus Index and
MarketTen Bonus Index Annuities

 

 

 

All four EquiTrust index annuities now feature participation accounts linked to both the S&P MARC 5% Excess Return Index and Barclays Focus50 Index. 

 

Risk-control index options available with MarketPower Bonus Index and MarketTen Bonus Index now mirror those available with MarketValue Index and MarketSeven Index. 

 

To view the revised All-Product Summary, click here. 

 

Volatility-control indices appeal to clients who wish to diversify beyond equities, and seek more consistent annual credits.

 

S&P MARC 5% Excess Return Index

• Added to MarketPower Bonus Index and MarketTen Bonus Index – Effective 5/17/21

• Available on all EquiTrust index annuities

• 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

Transition

The addition of S&P MARC 5% ER Index to MarketPower Bonus Index and MarketTen Bonus Index is 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.  

The “S&P Multi-Asset Risk Control 5% Excess Return Index” and “S&P 500®” Indices (“Indices”) are products of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and have been licensed for use by EquiTrust Life Insurance Company (“the Company”). Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by the Company. The products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, or their respective affiliates and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the Indices.

 

Neither Barclays Bank PLC, or Barclays Capital Inc., nor any affiliate (collectively “Barclays”) is the issuer or producer of the products – index annuity contracts – (“the contracts”) and Barclays has no responsibilities, obligations or duties to investors in the contract. The Barclays Focus50 Index (“the Index”) including as applicable any component indices that form part of the Index is a trademark owned by Barclays Bank PLC, or Barclays Capital Inc., and licensed for use by EquiTrust Life Insurance Company (“EquiTrust”) as the Issuer of the contracts. While EquiTrust as the issuer of the contracts may for itself execute transaction(s) with Barclays in or relating to the Index in connection with the contract investors acquire the contracts from EquiTrust and investors neither acquire any interest in the Index nor enter into any relationship of any kind whatsoever with Barclays upon making an investment in the contracts. The contracts are not sponsored, endorsed, sold or promoted by Barclays and Barclays makes no representation regarding the advisability of the contracts or use of the Index or any data included therein. Barclays shall not be liable in any way to the Issuer, investors or to other third parties in respect of the use or accuracy of the Index or any data included therein.

Bloomberg Index Services Limited is the official index calculation and maintenance agent of the Index, an index owned and administered by Barclays. Bloomberg Index Services Limited does not guarantee the timeliness, accurateness, or completeness of the Index calculations or any data or information relating to the Index. Bloomberg Index Services Limited makes no warranty, express or implied, as to the Index or any data or values relating thereto or results to be obtained therefrom, and expressly disclaims all warranties of merchantability and fitness for a particular purpose with respect thereto. To the maximum extent allowed by law, Bloomberg Index Services Limited, its affiliates, and all of their respective partners, employees, subcontractors, agents, suppliers and vendors (collectively, the “protected parties”) shall have no liability or responsibility, contingent or otherwise, for any injury or damages, whether caused by the negligence of a protected party or otherwise, arising in connection with the calculation of the Index or any data or values included therein or in connection therewith and shall not be liable for any lost profits, losses, punitive, incidental or consequential damages

 

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.