Meet the Sales Team  
IndexClose DateCloseChange
S&P 5004/29/20162065.3-10.51
Dynamo4/29/2016177.55-0.4
 Quick Links
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
Competitive Rate and Commission on 5-Year MYGA! (4/27/2016)
Income For Life Stands Out From the Crowd! (4/25/2016)
Final Month to Qualify for Banff, Canada Adventure! (4/12/2016)
Banff, Canada! August 7-12, 2016. All Products Apply!
DynaMARC Index Annuity and the Advantage of Participation (4/5/2016)
Excellent for IRAs! MarketBooster Index Annuity! (4/4/2016)
EquiTrust Product Portfolio WebEx Seminar Replay - Listen Now! (3/29/2016)
If you missed the March 24th Product Portfolio WebEx Seminar Click Here for the full audio/PowerPoint presentation.
Illinois Approves Additional Accounts for MarketPower Bonus and MarketValue Index Annuities (3/7/2016)
Client-Use Presentations Support Your Annuity Sales! (2/29/2016)
Rate Change for EquiTrust Annuities (2/25/2016)
In Times of UNcertainty…Give Your Clients CERTAINTY! (2/19/2016)
Optional Rider on Certainty Select Discontinued, Effective 2/1/16 (1/19/2016)
NEW! Illustrations for ALL Index Annuities! Great Sales Tool! (1/11/2016)
Lock In Some of Today’s Most Competitive SPIA Rates! (1/5/2016)
Addition to DynaMARC Illustrations Details the Benefit of Patience with IBR Withdrawals (12/21/2015)
NEW VIDEO! DynaMARC Index Annuity (10/9/2015)
Learn about the Goldman Sachs Dynamo Strategy Index; 4 minute video, CLICK HERE
DynaMARC Webinar Replay - Listen Now! (9/1/2015)
If you missed the September 1st DynaMARC Webinar, click here for the full audio/PowerPoint presentation.
DynaMARC Questions? (8/26/2015)
Get answers for DynaMARC Index Annuity,
Strategic Income Option rider and online illustrations.
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.
Administrative Updates Show All
Revised Trust Certification Form, Effective Immediately (4/4/2016)
New Contracting Procedures for Agency Appointments (12/18/2015)
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
New Jersey DynaMARC Disclosure Requirement (2/18/2016)
Important Notice – Illinois Disaster Relief (1/7/2016)
California Agents: Fee Increase by CA DOI Effective 3/1/15 (12/26/2014)
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
2016 Business Guidelines and Commitment to Ethics Document (1/5/2016)
Agents are required to review this document at least annually.
Click here for the 4-16 version.
Reminder: EquiTrust Does Not Allow Replacement of Annuities Within 3 Years of Issue (11/5/2015)

See EquiTrust Business Guidelines, page 4, for more information.

EquiTrust Advertising Guidelines (9/22/2015)
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.
 
 

Terms and Conditions
Using this site means you accept its terms

EquiTrust Life Insurance Company/West Des Moines, IA
© 2016EquiTrust All rights reserved.