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10.25% Cap • S&P 500 • Annual Reset • Guaranteed for 5 Years

10.25% Guaranteed Cap
1% Bonus Commission

The AccumRev™ 5-Year FIA now features a 10.25% S&P 500 Annual Reset cap, guaranteed for 5 years — plus a 1% commission special through August 31, 2026.

10.25%
S&P 500 Cap
Annual
Reset Strategy
5 Yrs
Guaranteed Cap
5.5%
Total Comp Potential
AccumRev 5-Year Opportunity
1%
Commission Special
5.5%
Total Comp Potential

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Rates effective August 4, 2026. Subject to change. Not available in all states.

AccumRev™ Fixed Index Annuity

A flexible FIA featuring a 10.25% S&P 500 Annual Reset cap guaranteed for 5 years, multiple index strategies, and a built-in Index Lock Rider — now paired with a 1% commission special and total comp potential up to 5.5%.

Agent Toolkit

Product Resources

Download the core materials you need to review rates, availability, product details, and the current 1% comp bonus special.

Highlight

1% Commission Special Through August 31, 2026

Eligible business can qualify for an additional 1% commission special, bringing total comp potential up to 5.5%. See the flyer for full details and qualification information.

View Comp Bonus Flyer

S&P 500® Guaranteed Cap Rate

5-Year Surrender Period10.25%
7-Year Surrender Period10.25%
10-Year Surrender Period10.25%

S&P 500 Dynamic Intraday TCA® Cap

5-Year Surrender Period12.00%
7-Year Surrender Period12.25%
10-Year Surrender Period12.25%

Annual Fixed Strategy Rate

5-Year Surrender Period4.60%
7-Year Surrender Period4.80%
10-Year Surrender Period4.80%

Key Product Parameters

Issue Ages0–85
Minimum Premium$10,000
Maximum Premium$1,000,000

Rates effective August 4, 2026. Subject to change without notice. Not all strategies available in all states. Commission special available through August 31, 2026; total comp up to 5.5%; see flyer for full details.

Producer Testimonials

What Agents Are Saying

Producers across the country trust EverVest to support their annuity business.

★★★★★

EverVest’s support team is genuinely second to none. I can get someone on the phone when I need them, and they actually know the product. That makes a real difference when I’m in front of a client.

R. MitchellIndependent Financial Advisor — Texas
★★★★★

The guaranteed cap rate on AccumRev is one of the strongest stories I’ve been able to tell clients in years. It’s a product that actually resonates in today’s environment.

D. CarlsonRetirement Planning Specialist — Minnesota
★★★★★

Contracting was fast, the materials are polished, and the commission structure is competitive. EverVest made it easy to add another quality carrier relationship to my practice.

L. OkaforInsurance Producer — Florida
Ready to Partner?

Get Contracted with EverVest Today

Whether you have a client case in hand or you’re evaluating a new IMO relationship, our team is ready to help.

📞
Toll Free: 888-990-5501
📞
Direct: 952-542-6300
📞
Sales: 218-877-8878
📍
6500 City West Parkway, Suite 101 — Eden Prairie, MN

Get Started with EverVest

Tell us about yourself and we’ll reach out to get you contracted and ready to write business.

Interest-based form for advisors to use to contact EverVest.

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By submitting, you agree to be contacted by EverVest, Inc. regarding producer opportunities and product information. Product availability subject to state regulations and change.

Toll Free – 888-990-5501

Direct – 952-542-6300
Sales – 218-877-8878

Fax – 888-990-5123 

6500 City West Parkway Suite # 101
Eden Prairie, MN 55344

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