Introducing EquiTrust
Our company
EquiTrust is a national provider of annuity and life insurance solutions designed to help clients secure tax-deferred savings with protection from market risk, guaranteed retirement income, long-term care benefits and seamless wealth transfer. Our portfolio includes accumulation- and income-focused fixed index annuities (bonus and non-bonus), a long-term care hybrid annuity, single-premium indexed life insurance, a MYGA and traditional fixed/immediate annuities. We also offer a turnkey solution that makes it easy for clients to convert a traditional IRA to a Roth IRA, or an Inherited IRA to a Non-Qualified contract.
Together, these solutions give clients the confidence to protect and grow their assets, plan for income and create a lasting legacy.
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Eric Holoman
President & Chief Executive Officer
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Kenyatta K. Matheny
Chief Investment Officer
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Paul Miller
Chief Legal Officer
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Greg Thompson
Chief Accounting Officer and Controller
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Rosemary Parson
Chief Administration Officer
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Ana Bumgardner
Chief Actuary and Senior Vice President of Product Management
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Jai Kuchimanchi
Senior Vice President of Information Technology
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David Sirfus
Vice President of Human Resources
Our history
If you’re interested in working with a company shaped by experience and one that you can trust to help your clients build and protect their futures, EquiTrust may be the perfect fit. We are anchored by our history, but continue to evolve and adapt to better meet the needs of our clients.
EquiTrust timeline
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2003
Founded as a subsidiary of FBL Financial Group; first product, a MYGA.
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2004
Introduced our first three fixed index annuities.
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2005
Product portfolio continued expansion.
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2006
Surpassed $5 billion in assets.
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2011
Purchased by Guggenheim Partners.
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2012
Surpassed $10 billion in assets.
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2013
Redomiciled from Iowa to Illinois.
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2015
Magic Johnson Enterprises became controlling shareholder.
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2016
First placement on Ward's 50 Top Life & Health Insurers.
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2019
Redesigned fixed index annuity portfolio.
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2022
Introduced an FIA + long-term care combination product with a wellness rider; redomiciled to Arizona.
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2024
Introduced single-premium indexed life; surpassed $33 billion in assets.
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2025
Launched four new FIAs; entered the Financial Institution channel. Ownership transitioned to Amistad Financial Group.
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2026
11th consecutive Ward's 50.