MarketMax Index
Product Detail
- Applicant Ages: 0-80
- Premium Minimum: $10,000 NQ/Q, Max: $2 million
- Flexible Premium; $2,000 Additional
- Accounts: 1 fixed-rate; 2 Non-Fee Based index-linked: 1 S&P500 and 1 Barclays Focus50; 4 Rate-Buy-Up index-linked: 2 S&P500, 1 Barclays Focus50, 1 S&P MARC 5%
- Fee: 1.00%
- Surrender Charge: 10 Years
- Penalty-Free Withdrawals: 10% beginning year 2
- Death Benefit: Full Accumulation Value
- Nursing Home Waiver
- Terminal Illness Rider
For Agent Use Only
Product Features and Rider Availability may vary by state.
MarketMax Index
Account Options | Current Rate |
---|---|
1-Year Interest | 5.00% |
S&P 500 1-Year Point-to-Point Cap | 10.00% |
MARC 5% 1-Year Point-to-Point Participation | 200.00% |
S&P 500 1-Year Point-to-Point Cap with Fee | 13.00% |
S&P 500 1-Year Point-to-Point Participation with Fee | 65.00% |
Focus50 1-Year Point-to-Point Participation with Fee | 225.00% |
MARC 5% 1-Year Point-to-Point Participation with Fee | 250.00% |
1-Year Interest |
S&P 500 1-Year Point-to-Point Cap |
MARC 5% 1-Year Point-to-Point Participation |
S&P 500 1-Year Point-to-Point Cap with Fee |
S&P 500 1-Year Point-to-Point Participation with Fee |
Focus50 1-Year Point-to-Point Participation with Fee |
MARC 5% 1-Year Point-to-Point Participation with Fee |
Product State Approvals
Product State Variations
Surrender Charge Variation |
CA |
No MVA |
CA |
Current Form Date | Title | Number |
---|---|---|
2024/01/29 | Advantages of Index Annuity Downside Protection | ET-PTPPHISTEX |
2021/09/29 | Agent Gateway Website | ET-GATEWAY |
2024/02/02 | Annuity New Business Checklist | ET-ANN-CKLIST |
2023/11/01 | Annuity Suitability Agent User Guide | ET-3107 |
2022/08/24 | Barclays Focus50 Index Client Brochure | ET-BARCFOC50-1100 |
2024/01/24 | Commission Options | ET-MV-FLR-TRLCOMP |
2021/04/15 | Delegate Account User Guide | ET-DELEGATEACCT |
2023/01/25 | E-Applications Flyer | ET-EAPP |
2022/03/23 | E-Delivery Agent User Guide | ET-EDELAGENT |
2021/12/13 | E-Delivery Client User Guide | ET-EDELCLIENT |
2022/03/23 | E-Delivery FAQs | ET-EDELFAQ |
2023/02/15 | EquiTrust Advertising Requirements | ET-ADREQ |
2019/01/18 | EquiTrust Agent App Overview | ET-MOBILEAPPOVERVIEW |
2021/09/29 | EquiTrust Agent App Quick Start Guide | ET-MOBILEAPPQUICKSTARTGUIDE |
2019/09/18 | EquiTrust Client Portal Flyer | ET-MYEQUITRUST |
2023/06/28 | EquiTrust Contact Information | ET-5000 |
2023/04/18 | EquiTrust Corporate Brochure | ET-BRO-1000 |
2023/04/18 | EquiTrust Letter of Financial Condition - Producer Use Only | ET-LFC |
2023/09/05 | EquiTrust Pocket Folder | ET-FDR-1001A |
2023/10/30 | EquiTrust Wire-Transfer Instructions | ET-WIRETRANSFER |
2023/10/27 | EquiTrust's Competitive Advantages | ET-GEN-FLR-CADV |
2022/11/29 | Guidelines for IRA Beneficiaries Under the SECURE Act | ET-IRABENEGUIDELINE |
2022/12/30 | Income, Assets, and Expenses Inventory | ET-RINCOME |
2022/08/31 | Index Annuities Eliminate the Stress of Market Losses | ET-LOSSRECOVERY |
2017/02/03 | Index-Strategy Description: 1-Year Point-to-Point Cap | ET-PTP |
2022/11/29 | Inherited/Stretch IRA Client Brochure | ET-INHERSTRCHIRA |
2023/01/31 | Inherited/Stretch IRA Rules | ET-INHRSTRCHRULES |
2024/02/06 | Internal Transfer Program Flyer | ET-GEN-FLR-ITP |
2024/01/01 | MarketMax Agent Guide | ET-MMAX-BR-1102 |
2023/12/31 | MarketMax Client Brochure | ET-MMAX-BR-1100 |
2023/04/18 | MarketMax Client Brochure - CA | ET-MMAX-1100-CA |
2024/01/23 | MarketMax Competitive Advantages Flyer | ET-MMAX-FLR-CADV |
2023/04/06 | MVA Impact on Fixed Index Annuities | ET-GEN-FLR-MVA |
2021/09/29 | Online Marketing Resources | ET-5002 |
2022/09/27 | Partial Tax Conversion | ET-PTAX |
2023/10/01 | Raw vs. Credited Returns Flyer | ET-RAWVSCREDITED |
2022/09/07 | S&P MARC 5% Excess Return Client Brochure | SPMARC5BROCHURE |
2024/03/01 | S&P500 Historical Analysis | ET-SP500-HISTORICAL |
2021/07/01 | Upload a Doc User Guide | ET-UPLOADADOC.PDF |
2023/07/31 | Ward's 50 | ET-WARDS50 |
2024/01/04 | Wizard User Guide | ET-GEN-BR-WUG |