February 10, 2012
End of Day February 08, 2012
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 Quick Links
This is your source for product, pending business, licensing and appointment information regarding the expanding line of EquiTrust Life annuities.
2.75% for 5 Years with Certainty Select MYGA! And Highly Competitive Rates Now on Confidence Income Annuity!
     
 
Product & Marketing News
Rate INCREASE for Confidence Income SPIA! (1/23/2012)
Effective Monday, January 23, 2012
Rate INCREASE for Certainty Select! (1/19/2012)
Effective Thursday, January 19, 2012
New Address for EquiTrust (1/3/2012)
Effective January 1, 2012
EquiTrust Now Owned by Guggenheim Partners, LLC (1/3/2012)
 
EquiTrust Product Portfolio WebEx Seminar - Listen Now! (12/2/2011)
December 2, 2011 audio/PowerPoint presentation available now
Max Applicant Ages Lowered to 75 for MarketPower & MarketTwelve Bonus (3/21/2011)
Effective April 1, 2011
Minimum Premium Requirements Reminder (1/28/2011)
 
State Approvals
MarketPower & MarketBooster Now Available in Florida! (1/4/2012)
 
Administrative Updates Show All
EquiTrust Address-Change Endorsement Mailed to All Policyholders (1/27/2012)
 
Revised Agent Appointment Application (1/5/2012)
Effective March 1, 2012
Revised MarketTen Account Transfer Forms (9/29/2011)
Effective October 1, 2011
New! Annuity New Business Agent Checklist (7/20/2011)
 
Revised Financial Needs Analysis Forms (4/22/2011)
 
EquiTrust’s Accepted Qualified-Money Policy (4/21/2010)
Effective April 21, 2010
Important Information Regarding Client Correspondence (3/23/2009)
Important Information Regarding Client Statements (2/9/2009)
Requirements for Power of Attorney (1/15/2009)
Confidence Income Payment Dates (1/15/2009)
Requirements for Trusts (1/15/2009)
State-Specific Regulations & Admin News Show All
Agent Training Requirements (1/9/2012)
Applies to: 
Alaska, California, Colorado, Connecticut, D.C., Hawaii, Illinois, Indiana, Iowa, Kentucky, Maryland, North Dakota, Ohio, Oklahoma, Oregon, Rhode Island, South Carolina, Texas, West Virginia, Wisconsin
Nevada Product Changes (12/29/2011)
Effective January 1, 2012
New California Suitability Supplement (12/22/2011)
Effective February 1, 2012
Utah Selling Across State Lines (12/19/2011)
 
Utah Rebate Bulletin (11/28/2011)
 
New Jersey Revised Disclosures for All Products (11/22/2011)
Effective December 5, 2011
New Alaska-Specific Application Required (11/18/2011)
Effective November 28, 2011
Revised New Jersey Financial Needs Analysis Form (11/10/2011)
Effective December 2, 2011
License Requirements Regarding Securities Replacements (8/24/2011)
Applies to Arkansas, Iowa, Utah & Vermont
Texas Free Look Period (8/2/2011)
Effective September 1, 2011
Notice to Idaho Insurance Producers Regarding Money Handling and Fiduciary Funds (5/18/2011)
 
Massachusetts Resident Requirements (3/30/2011)
Massachusetts residents must apply and sign for annuity contracts in the Commonwealth only.
Florida 10/10 Rule (11/16/2010)
Effective January 1, 2011
New Massachusetts Regulation (2/9/2010)
Effective March 1, 2010
Best Practices/Compliance News Show All
2012 Business Guidelines and Commitment to Ethics Document (12/30/2011)
Agents are required to review this document at least annually.
Click here for the 1-12 version.
Suitability Forms Revised (12/22/2011)
Effective February 1, 2012
Replacement Requirements for Fixed Annuities (11/28/2011)
Suitability of Trust-Owned Annuities (6/23/2011)
 
Suitability Letters to Clients (4/11/2011)
Sent to annuity applicants per Annuity Transactions Model Regulation
Anti-Money Laundering Reminder (6/10/2010)
Customer Identification Procedures
aka: Know Your Customer

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