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August 27, 2015
End of Day August 26, 2015
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This is your source for product, pending business, licensing and appointment information regarding the expanding line of EquiTrust Life annuities.
It’s Here! DynaMARC Index Annuity, featuring a customized, multi-asset risk-controlled index … Plus, a new stacked income rider: Strategic Income Option ... available only on DynaMARC
     
 
Product & Marketing News Show All
New! DynaMARC Index Annuity (8/27/2015)
Watch Video: Click Here.  Product Training Required.
DynaMARC Questions? (8/26/2015)
Get answers for DynaMARC Index Annuity,
Strategic Income Option rider and online illustrations.
Rate Increase on Certainty Select MYGA! (7/21/2015)
Fillable Forms! Convenient Feature Included on All Online Forms! (4/23/2015)
New! Client-Use Index-Strategy Descriptions! (4/20/2015)
Renewal Rates A Key Factor to Index Annuity Performance (9/30/2014)
Learn more about what the difference a successful history of renewal rates can make! Click Here.
We Make Your Index Annuity Sales … SIMPLE (7/8/2014)
A.M. Best Upgrades EquiTrust Life! (8/17/2012)
Financial Strength Rating Raised to B++
Administrative Updates Show All
Agent-Contracting Procedures Revised (9/22/2014)
Complete Beneficiary Information on Applications In Best Interest of Clients (6/4/2014)
As a Reminder Faxed Annuity Applications NOT Accepted (5/14/2014)
State-Specific Regulations & Admin News Show All
Tennessee Agent Training Requirement (8/14/2015)
Maine Agent Training Requirement (6/4/2015)
California Agents: Fee Increase by CA DOI Effective 3/1/15 (12/26/2014)
Arkansas Agent Appointment/Renewal Process (9/18/2014)
FL Suitability/Replacement Forms 10-Day Rule Enforced (5/13/2014)
New EquiTrust Requirement for California Sales-Visit Notices (4/15/2014)
Required Notification for California Agents (12/2/2013)
Iowa Index CE Requirement Applies to Both Annuities and Life Insurance (11/1/2013)
Massachusetts Resident Requirements (7/26/2012)
Massachusetts residents must apply and sign for annuity contracts in the Commonwealth only.
License Requirements Regarding Securities Replacements (7/26/2012)
Applies to Arkansas, Iowa, Tennessee, Utah, & Vermont
Florida Accredited Investor Form Requirement Reminder (6/11/2012)
Three bonus index annuites require form for clients 65 and over. Clients to be contacted by phone to verify accredited certification.
Best Practices/Compliance News Show All
2015 Business Guidelines and Commitment to Ethics Document (1/9/2015)
Agents are required to review this document at least annually; update regarding clients with Reverse Mortgages. 
Click here for the 3-15 version.
Iowa Bulletin 14-02 Regarding Insurance Marketing Organization (IMO) Advertising (10/28/2014)
Advertising Reminder: Submit All Product Advertising for Review (6/6/2014)
Whether or not the EquiTrust product or Company are identified, all product-focused ads must be submitted prior to use.
NAIC Producer Licensing Model Act Override Commissions (4/22/2014)
EquiTrust will pay override commissions to unlicensed individuals and entities under certain circumstances, and according to the Model Act. See State listing here.
Suitability of Trust-Owned Annuities (7/26/2012)
 
Suitability Letters to Clients (7/26/2012)
Sent to annuity applicants per Annuity Transactions Model Regulation

FOR AGENT USE ONLY. NOT FOR USE WITH THE PUBLIC.
 
 

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