MONTHLY OVERVIEW 

 March 2025 

BIG CHANGES, BIG OPPORTUNITIES! 

Take advantage of new products, enhanced products and higher Income Benefit Rider payouts in our redesigned fixed index annuity (FIA) portfolio!

New fixed index annuities

• MarketEdge Bonus
  Index™ – Featuring a 20% Accumulation Value bonus
  over three years
• MarketEarly Income Index™ – 15% Benefit Base bonus; 7:00% rollup in years 1-5, 4.00% rollup in years 6-10 
• MarketFuture Income Index™ – 10% Benefit Base bonus; 8.00% rollup for up to 10 years 

Upgraded fixed index annuities

• MarketPower Bonus Index^® – Now 12% premium bonus
• MarketTen Bonus Index^® –
  Now 8% premium bonus
• MarketValue Index^® –
  Now to age 85

Explore the new and enhanced products, product training requirements and more.

Track pending business with EquiTracker!

Your new business status — right at your fingertips! EquiTracker has been added to your Pending Business grid at Agents.EquiTrust.com.

Sales idea recap

Sales ideas sent to you in March issues of Sales Week:

• New solutions and HIGHER guaranteed lifetime income

• Enhanced solutions, powerful accumulation

• Share the power of bonuses on accumulation-focused indexed annuities 

• 3 new products, higher bonuses and MORE to elevate your client reach! 

• Unlock tax-free long-term care benefits

Administrative news briefs

IRA contribution deadline

The deadline to make IRA contributions for the 2024 tax year is April 15, 2025.

866-598-3694  |   Sales.Support@EquiTrust.com   |  Agents.EquiTrust.com

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