EquiTrust MarketFive – Short-Term Growth with Long-Term Confidence
At Diversified Insurance Brokers, we provide retirement strategies that offer protection, growth, and flexibility. The EquiTrust MarketFive Fixed Indexed Annuity is a standout choice for clients nearing retirement who want to grow their savings over a shorter time horizon without giving up safety or control.
With market-linked crediting strategies, strong guarantees, and built-in protection features, MarketFive is designed to deliver dependable value over five years—no surprises, no market losses.
Market Participation with a 5-Year Commitment
This annuity features a short and simple 5-year contract with multiple index crediting strategies, including:
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S&P 500
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Barclays Focus50 Index
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S&P MARC 5% Excess Return Index
You also get an annual reset structure and a 0% floor, so your gains are locked in each year and you’re never exposed to market downturns. This is a smart solution for retirees looking for short-term accumulation without long-term exposure.
Built-In Guarantees for Added Peace of Mind
One of the most compelling features of the EquiTrust MarketFive is the Guaranteed Accumulation Value—equal to 105% of your total premiums (less withdrawals) after five years. This provides an automatic growth guarantee even if markets underperform.
Other key benefits include:
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Minimum guaranteed surrender value, equal to 87.5% of premiums plus interest
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Penalty-free withdrawals up to 10% per year
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Waivers for nursing home confinement and terminal illness
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Full death benefit protection, paying out 100% of the account value to beneficiaries
Want to see how it fits your short-term retirement strategy?
👉 Request Your Custom Annuity Quote
Trusted Carrier, Trusted Advice
EquiTrust Life Insurance Company is recognized for its financial strength and commitment to policyholder protection. When you work with Diversified Insurance Brokers, you receive expert, personalized support in comparing your annuity options and building a solution that fits your needs.
If you’re looking for 5-year growth with guaranteed protection, the EquiTrust MarketFive Annuity delivers strength, simplicity, and results.
📞 Call us at 800‑533‑5969
📅 Schedule a consultation: Book with Jason
🔗 Visit our annuity rate page: Current Annuity Rates
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