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5 year Fixed Indexed Annuity Built for Accumulation
September 7, 2023 @ 1:30 pm - 2:30 pm
Now you can offer clients a short-term, flexible premium FIA built for accumulation. Plus, it’s an ideal vehicle for clients looking to complete a Partial Tax Conversion (PTC). And with its massive state approvals, MarketFive IndexTM is available where you are!
Where MarketFive IndexTM shines:
· 5-year surrender period
· Issue age up to 90
· Available in 49 states plus the District of Columbia
· 105% Guaranteed Accumulation Value at the end of the surrender charge period
· Competitive commissions
· Ideal vehicle for Roth IRA conversion
Join Brad Lewis, with Premier Marketing, and Leon Fitch , with EquiTrust Life, as they dive into the new MarketFive Index Annuity from EquiTrust and a Partial Tax Conversion to help clients maximize their retirement strategy!