Insights from S&P DJI representative, plus innovative EquiTrust solutions 

Hear directly from Robert McNamara, Senior Director of the Wealth Management Channel at S&P Dow Jones Indices. Co-hosted by David Hall, Senior Internal Wholesaler at EquiTrust.

We'll cover:

• S&P 500 year-to-date performance
• Targeted market conditions for volatility-controlled indices
• Innovative volatility-controlled solution with long-term S&P 500 exposure, quick rebalancing and a stable volatility experience
• Plus, details about SmartBoost^TM Index — an innovative FIA with a 40% BOOST!

This is a live event you won’t want to miss!

MEET YOUR PRESENTERS

Robert McNamara, CFA

Robert is Senior Director of the Wealth Management Channel at S&P Dow Jones Indices (S&P DJI) with a focus on multi-asset strategies and insurance. The wealth management channel focuses on increasing asset managers’ awareness of and preference for index-based solutions.

David Hall

David is a Senior Internal Wholesaler with EquiTrust. In his role, he works with Marketing Organizations and agency partners to help them grow their fixed and fixed index annuity business. With his 17 years of experience and extensive fixed annuity background, David helps position products and provide concepts that deliver results and close sales.

• TRIPLE credit on SmartBoost^TM Index sales through December 31, 2025
• DOUBLE credit on sales of all other EquiTrust products through December 31, 2025

Questions about this event? Call Sales Support at 866-598-3694 or email Sales.Support@EquiTrust.com. 

EquiTrust New Business Processing
Standards = 5-8 business days

(For in-good-order business, from application
received to issue or request transfer of funds.)

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

Proud member of:

The “S&P Multi-Asset Risk Control 5% Excess Return Index,” “S&P 500 Dynamic Intraday TCA 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.

Index accounts issued on Form Series ICC24-ET-1PP(04-24) and ICC23-ET-PT(04-23). 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.

2592-SMB-EM-SW (10-25)

FOR FINANCIAL PROFESSIONAL USE ONLY