MONTHLY OVERVIEW 

 June 2024 

NEW INDEX AND CREDITING STRATEGY ON EQUITRUST FIAS

Step into the next generation of S&P 500^® indices with the S&P 500 Dynamic Intraday TCA Index. Plus, offer your clients an easy-to-understand performance trigger crediting strategy. Both account options are available now on EquiTrust fixed index annuities.

Performance trigger crediting strategy
It’s simple — if market growth is positive, your client receives the declared performance trigger rate. If the market declines, your client is protected.

S&P 500 Dynamic Intraday TCA Index

This innovative take on volatility control offers advantages to your clients such as:

Easy-to-explain, all-equity structure

Greater exposure to the S&P 500 with a 15% volatility target

Faster reaction to market fluctuations with
13 rebalancing windows daily

High renewal rate consistency

Premium bonus special extended

Offer clients an extra 2%¹ on their premium bonus with this limited-time offer — now available through September 30, 2024!

2025 EquiTrust Producer Incentive Trip

Paradise awaits! The qualification period is underway — we’re taking our top 40 producers to magnificent Turks & Caicos.

Office Closure

EquiTrust offices will close at 2:00 p.m. on Wednesday, July 3 and remain closed through Thursday, July 4 in observance of Independence Day.

Sales idea recap

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

• New video! Competitive advantages that give you an edge 
• Bridge by EquiTrust — equip your clients to age independently
• Heard the latest on our IBRs? They’re upgraded to offer higher payouts!
• Showbooks and presentations available to engage clients during National Annuity Awareness Month

News brief

Death claim policy updated

EquiTrust will now accept claims using photocopies of certified death certificates with cause of death listed.

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

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

Active Member

¹ Premium bonus on MarketForce Bonus Index^TM increased by 3% in CA.

The “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.

1417-GEN-EM-MO (06-24)

FOR PRODUCER USE ONLY