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November 13, 2017 Posted by Davis Life in

A client-friendly, 10-year index annuity with attention-grabbing rates...

 

New Participation Index Strategy
Added to MarketValue Index!

 

45% Participation Rate on the S&P500®!


MarketValue Index
A client-friendly, 10-year index annuity with attention-grabbing rates!
5.00%1-Year Point-to-Point Cap
45.00%1-Year Point-to-Point Participation NEW!
6.00%1-Year Monthly Average Cap
75.00%1-Year Monthly Average Participation
1.90%1-Year Monthly Cap
20.00%2-Year Monthly Average Cap
2.65%1-Year Interest Account

Comparison of Best and Worst 10-Year Periods*
1-Year Point-to-Point Participation Index Account at 45% Participation Rate
Illustrations and Charts
• View this data on a sample illustration page, including Most Recent 10-
  Year Period and combined line chart – click here
• Build a personalized illustration featuring this comparison – click here
• Client-use historical chart for this index strategy – click here

MarketValue Index Also Features

• Optional Income Rider: 6% Rollup for 10 Years!
• Flexible Premium
• Nursing Home Waiver (not available in MA)
• Terminal Illness Rider

• 10% Free Withdrawals after 1st Contract Year
• Up to 6.5% Commission, 3.25% for Premiums in Years 2-5

Marketing Tools

Client Brochure
Agent Guide
AppBuilder


Questions?
 Send an email to The Annuity Department, Davis Life & Annuity,
or call 800-747-5612.

*The table illustrates how this account would have performed in the best and worst 10-year periods during the most recent 20-year period. For the Most Recent 10-Year Period ending 12/31/16, the annualized return is 4.58%, and ending Accumulation Value of $156,463. These examples assume an initial premium of $100,000 to the 1-Year Point-to-Point Participation Index Account on January 1st, no Income Benefit Rider, and no withdrawals during the period.

The S&P500® Index is a product of S&P Dow Jones Indices, LLC. ("S&P DJI") and has been licensed for use by EquiTrust Life Insurance Company. S&P® and S&P 500® are registered trademarks of Standard & Poor's Financial Services, LLC. ("S&P"). These trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by EquiTrust Life Insurance Company. MarketValue Index is not sponsored, endorsed, sold or promoted by S&P DJI, S&P, or any of their respective affiliates or third party licensors, and none of such parties make any representation regarding the advisability of purchasing MarketValue Index nor do they have any liability for any errors, omissions, or interruptions of the S&P 500.®

Current rates are subject to change. Please contact the Company for current rates. Products and rider not available in all states and contract may vary by state. Surrender of the contract may be subject to surrender charge or market value adjustment. Withdrawals before age 59 1/2 may result in a 10% IRS penalty tax. EquiTrust Life Insurance Company cannot give legal, tax or accounting advice. Your personal tax advisor can provide important information with respect to the purchase of this annuity contract and its taxation. Withdrawals do not participate in index growth. Guarantees subject to the claims-paying ability of EquiTrust Life Insurance Company. Contracts issued on Form Series ET-EIA-2000(02-05) or ICC12-ET-EIA-2000(01-12). EquiTrust does not offer investment advice to any individual or agent and this material should not be construed as investment advice. EquiTrust Life Insurance Company, West Des Moines, Iowa. For Producer Use Only. IC17-ECN-1114

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