EquiTrust MarketFive – 5-Year Growth with Guarantees and Market-Linked Potential
At Diversified Insurance Brokers, we help individuals find annuity solutions that provide security, flexibility, and growth—without long-term commitment. The EquiTrust MarketFive Fixed Indexed Annuity delivers just that. With a short 5-year term, strong downside protection, and growth potential through multiple index options, it’s a powerful choice for near-retirees or conservative investors.
If you’re looking to protect your money while giving it a chance to grow over a defined period, MarketFive may be the perfect fit for your plan.
A Short-Term Annuity with Long-Term Value
The MarketFive is a 5-year fixed indexed annuity that allows you to participate in market-linked growth while maintaining control over your timeline. This product includes:
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Index crediting strategies tied to the S&P 500, Barclays Focus50, and S&P MARC 5% Excess Return Index
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An annual reset feature that locks in gains each year
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A 0% floor to protect your money from market downturns
Your gains are locked in, your losses are prevented, and your term is defined—making it ideal for planning around early retirement or other short-term financial goals.
Built-In Guarantees for Confidence and Flexibility
This annuity offers multiple guarantees designed to protect and grow your investment:
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Guaranteed Accumulation Value of 105% of your premiums (less withdrawals) after 5 years
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Minimum Guaranteed Surrender Value, equal to 87.5% of premiums plus interest
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Penalty-free withdrawals of up to 10% annually, plus nursing home and terminal illness waivers
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Death benefit protection, with the full account value passed to your beneficiaries
These guarantees allow you to grow your money confidently—even in uncertain markets.
Want to see how it fits into your retirement strategy?
👉 Request Your Custom Annuity Quote
Trusted Backing from EquiTrust
EquiTrust Life Insurance Company brings strength and stability to the MarketFive product. Known for dependable service and innovation in the annuity space, EquiTrust helps ensure your money is in good hands.
When you partner with Diversified Insurance Brokers, you get unbiased guidance, product comparisons, and a retirement strategy tailored specifically to your goals.
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