AMENDED AND RESTATED PARTICIPATION AGREEMENT Among VARIABLE INSURANCE PRODUCTS FUNDS, FIDELITY DISTRIBUTORS CORPORATION and EQUITRUST LIFE INSURANCE COMPANYParticipation Agreement • May 19th, 2008 • Equitrust Life Annuity Account • Massachusetts
THIS AMENDED AND RESTATED AGREEMENT (“Agreement”), made and entered into as of the 1st day of May, 2008 by and among EQUITRUST LIFE INSURANCE COMPANY, (hereinafter the “Company”), an Iowa corporation, on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A hereto as may be amended from time to time (each such account hereinafter referred to as the “Account”); and FIDELITY DISTRIBUTORS CORPORATION (hereinafter the “Underwriter”), a Massachusetts corporation; and each of VARIABLE INSURANCE PRODUCTS FUND, VARIABLE INSURANCE PRODUCTS FUND II, VARIABLE INSURANCE PRODUCTS FUND III, VARIABLE INSURANCE PRODUCTS FUND IV and VARIABLE INSURANCE PRODUCTS FUND V, each an unincorporated business trust organized under the laws of the Commonwealth of Massachusetts (each referred to hereinafter as the “Fund”).
PARTICIPATION AGREEMENTParticipation Agreement • May 19th, 2008 • Equitrust Life Annuity Account • Massachusetts
THIS AGREEMENT, dated as of the 1st day of April, 2008 by and among EQUITRUST LIFE INSURANCE COMPANY (the “Company”), an Iowa life insurance company, on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A hereto as may be amended from time to time (each separate account hereinafter referred to as the “Account”), DWS VARIABLE SERIES I and DWS VARIABLE SERIES II (individually, a “Fund”), each a Massachusetts business trust created under a Declaration of Trust, as amended, DWS SCUDDER DISTRIBUTORS, INC. (the “Underwriter”), a Delaware corporation, and DEUTSCHE INVESTMENT MANAGEMENT AMERICAS INC., a Delaware corporation (the “Adviser”). The parties agree that a single document is being used for ease of administration and that this Agreement shall be treated as if it were a separate agreement with respect to each Fund, and each series thereof, that is a party hereto, severally and not jointly, as if such entity had entered into a separate agr
Rule 12b-1 Related AgreementRelated Agreement • May 19th, 2008 • Equitrust Life Annuity Account
This letter will confirm our understanding and agreement with respect to payments to be made to you, as distributor and underwriter of certain variable annuity and variable life insurance contracts (“Contracts”) issued by your affiliate EquiTrust Life Insurance Company (“Insurer”), pursuant to a Distribution Plan (the “Plan”) adopted by Summit Mutual Funds, Inc. (the “Corporation”), on behalf of each class of shares of the Corporation (“Fund”) set forth on Schedule A, pursuant to Rule 12b-1 under the Investment Company Act of 1940, as amended (the “Act”). The Funds are offered pursuant to a participation agreement, dated September 19, 2001 and amended effective as of May 1, 2008, under which the Fund has agreed to make shares of certain Funds available for purchase by one or more of the Insurer’s separate accounts or divisions thereof, in connection with the allocation by Contract owners of purchase payments to corresponding investment options offered under the Contracts. The Plan and
SERVICE AGREEMENTService Agreement • May 19th, 2008 • Equitrust Life Annuity Account • Massachusetts
This Agreement is entered into effective as of the 1st day of October, 2007, by and between FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, INC. (“FIIOC”) and EQUITRUST LIFE INSURANCE COMPANY (“Company”).
December 18, 2001 Ms. JoAnn Rumelhart EquiTrust Life Insurance Company West Des Moines, IA 50266 Dear Ms. Rumelhart:Equitrust Life Annuity Account • May 19th, 2008
This letter sets forth the agreement between EquiTrust Life Insurance Company (the “Company”) and EquiTrust Investment Management Services, Inc. (“EquiTrust”) concerning certain administrative services.
Services AgreementServices Agreement • May 19th, 2008 • Equitrust Life Annuity Account
This letter will confirm our understanding and agreement with respect to payments to be made to you, as distributor and underwriter of certain variable annuity and variable life insurance contracts (“Contracts”) issued by your Company (“Insurer”), pursuant to a Distribution and Shareholder Services Plan (the “Plan”) adopted by EquiTrust Variable Insurance Series Fund (the “Fund”), on behalf of the Service Class Shares of the portfolios of the Fund (“Portfolios”), pursuant to Rule 12b-1 under the Investment Company Act of 1940, as amended (the “1940 Act”). The Portfolios are offered pursuant to a participation agreement, dated January 15, 2007, under which the Fund has agreed to make shares of the Portfolios available for purchase by one or more of the Insurer’s separate accounts or divisions thereof, in connection with the allocation by Contract owners of purchase payments to corresponding investment options offered under the Contracts.
April 1, 2008Equitrust Life Annuity Account • May 19th, 2008
This letter sets forth the agreement between Deutsche Investment Management Americas Inc. (the “Adviser”) and EquiTrust Life Insurance Company (the “Company”) concerning certain administrative services to be provided by the Company on a sub-administration basis, with respect to Portfolios (as defined below) of the DWS Variable Series I (“DWSVS I”) and DWS Variable Series II (“DWSVS II”) (collectively, the “Fund”).
Amendment to Participation Agreement Franklin Templeton Variable Insurance Products Trust Franklin/Templeton Distributors, Inc. EquiTrust Life Insurance CompanyParticipation Agreement • May 19th, 2008 • Equitrust Life Annuity Account
The participation agreement, dated as of September 7, 2001, by and among Franklin Templeton Variable Insurance Products Trust, Franklin/Templeton Distributors, Inc. and EquiTrust Life Insurance Company (the “Agreement”) is hereby amended as follows:
Amendment to Participation Agreement Franklin Templeton Variable Insurance Products Trust Franklin/Templeton Distributors, Inc. EquiTrust Life Insurance CompanyParticipation Agreement • May 19th, 2008 • Equitrust Life Annuity Account
Franklin Templeton Variable Insurance Products Trust (the “Trust”), Franklin/Templeton Distributors. Inc. (the “Underwriter,” and together with the Trust, “we” or “us”), EquiTrust Life Insurance Company (the “Company” or “you”), on your behalf and on behalf of certain Accounts, have previously entered into a Participation Agreement dated September 7, 2001, as amended (the “Agreement”). The parties now desire to amend the Agreement by this amendment (the “Amendment”).
