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S&P 5006/2/20203080.8225.09
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New! Client-Use Index-Strategy Descriptions!

One-page strategy overview for each index account...for all index annuities!

We strive to make our index annuities simple and client friendly. When explaining the mechanics of each index strategy, these new tools help you keep it simple!

Index-Strategy Descriptions provide a simple overview of the calculations behind each index-crediting strategy. They're an excellent supplement to the product brochures.

Each is available for easy download:
1-Year Monthly Cap Index Account
1-Year Point-to-Point Index Account
1-Year Monthly Average Participation Account
1-Year (Daily) Average Cap Index Account (not available with MarketValue)
2-Year Monthly Average Cap Index Account (not available with MarketBooster)
1-Year (Monthly) Average Cap Index Account(MarketValue only)

Note that the Index-Strategy Description calculations are hypothetical and are not based on historical index results. For a true historical perspective of each index strategy, refer to the Index Historical Charts on the website. Index Historical Charts can be customized with your contact information and shared with your clients! For more information on Index Historical Charts, click here.

EquiTrust does not offer investment advice to any individual or agent and this material should not be construed as investment advice.

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