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SALES WEEK: Sales Tip – 10% Bonus/10-Year Index Annuity in 16 States

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

Sales Tip

Unique Opportunity in

16 States

 

10% Premium Bonus Index Annuity with 10-Year Design

MarketPower Bonus Index Annuity

A 10-year surrender-schedule variation is available in

Alaska

Connecticut

Idaho

Illinois

Minnesota

Montana

New Jersey

Nevada

Ohio

Oklahoma

Oregon
Pennsylvania

Texas

Utah

Vermont

Washington

Surrender-Charge Variation

The shorter surrender schedule also features lower surrender charges in these 16 states:

17%, 15%, 14%, 12%, 10%, 9%, 7%, 5%, 3% and 1%.

 

In all other approved states, MarketPower Bonus Index features a 14-year surrender schedule (20, 20, 19, 19, 18, 17, 16, 14, 12, 10, 8, 6, 4 and 2%). Product not available in California, Delaware and New York. 

 

Product Features for ALL States

  • 10% Premium Bonus on First-Year Premium – Fully Vested Immediately
  • 0-75 Applicant Ages – No Commission Reduction – MGA Commission 7%
  • Nursing Home Waiver – 100% Account Value
  • Terminal Illness Rider – 75% of Account Value
  • Optional Income Rider with Chronic Illness Doubler
  • Risk-Control Index: Barclays Focus50 Index

 

Sales Resource

Agent Guide – MarketPower Bonus Index

Client Brochure – MarketPower Bonus Index

When Does a Premium Bonus Make Sense Flyer

Advantages of Index Annuity Downside Protection Flyer

Index Annuity Sales Presentation

Preapproved Advertising

EquiTrust Index Annuities Overview

 

Questions? Call Sales Support
at 866-598-3694 or
visit the Agent
Website at Agents.EquiTrust.com

 
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Contract issued on Contract Form Series ICC18-ET-MP10-2000(05-18) or ET-MPP-2000(02-05). Riders issued on Form Series ICC16-ET-IBR-FIXED(07-16) or ET-IBR(06-08); ICC17-ET-IBR-ER-A(04-17) or ET-IBR-ER-A(04-17); ICC17-ET-FIXED-MVA(02-17); ICC18-430-NHW(06-18) or 430-NHW(08-03); and ICC16-ET-TI(10-16) or ET-TI(10-16). 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.

 
 
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IC21-ECN-1040

FOR PRODUCER USE ONLY

EquiTrust

7100 Westown Pkwy Suite 200
West Des Moines, IA 50266

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