This New Lifetime Income Story Wins in 80% of Case Studies!

EquiTrust is one of the more innovative companies in the fixed-indexed annuity space, with powerful solutions that propelled them in to the top 12 for fixed annuity sales in 2024, per LIMRA.
 
They’ve just launched enhancements to their MarketEarly and MarketFuture Lifetime Income solutions that make them the most competitive name in retirement guarantees!
 
We ran more than 120 different client case studies through our lifetime income calculator, and EquiTrust provided the number one lifetime income payout in 80% of scenarios. Take a look below:
 

 
This solution is incredibly competitive and can give you an edge when competing for business or putting together a retirement income plan.
 
MarketEarly Income Index Highlights

• Best for immediate income up to 6 year deferral
• Enhanced 20% Benefit Base bonus on day one
• 7% compound roll up rate years 1-5, 4% roll up rate years 6-10

MarketFuture Income Index Highlights

• Best for income later cases, 7-10 years deferral period
• 10% Benefit Base bonus on day one
• 8% compound roll up rate for 10 years
• Enhanced lifetime income payouts by 0.65% for all ages
   
  EquiTrust’s other competitive advantages include a chronic illness lifetime income doubler for clients who can’t care for themselves, the ability for spousal continuation of income on a single life policy, and product fees are based on account value rather than benefit base value.
   
  Let your BackNine Marketing Manager know if we can help you with a product overview, carrier appointment, or with client opportunity!
   
  Click here to download the product enhancements overview
   
  Click here to download the MarketEarly and MarketLater Income Index client brochures