April 20, 2014
End of Day April 17, 2014
S&P 500 Change
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This is your source for product, pending business, licensing and appointment information regarding the expanding line of EquiTrust Life annuities.
6.5% Rollup Rate for Up To 15 Years! Offer Your Clients Income They Can't Outlive .... with Income For Life Rider. Available on All Index Annuities.
     
 
Product & Marketing News Show All
EquiTrust Closing at 2:00 PM (Central) Friday, April 18th (4/18/2014)
Income For Life Rider Fee Increased (3/31/2014)
The fee increase applies to applications received on or after April 15.
Certainty Select MYGA Available in Oregon, Utah and Washington! (2/3/2014)
    Indiana, Minnesota and Texas to Also Use the Re-filed Certainty Select Contract
Improved Annuity Application and Financial Needs Analysis (2/3/2014)
Power Combo! Client-Use Flyer Energizes Income-Rider Discussions (1/15/2014)
Inherited/Strech IRA FAQ (9/9/2013)
Florida Suitability - Form Changes, Effective 10/1 (8/27/2013)
Receive Your EquiTrust Commissions ASAP (2/20/2013)
A.M. Best Upgrades EquiTrust Life! (8/17/2012)
Financial Strength Rating Raised to B++
Minimum Premium Requirements Reminder (7/25/2012)
 
Certainty Select Now Pays Renewals Commissions! (3/1/2012)
Effective March 1, 2012
Administrative Updates Show All
EquiTrust’s Accepted Qualified-Money Policy (7/26/2012)
Effective April 21, 2010
Commission Direct Deposit EFT Requirement (2/15/2012)
Effective February 15, 2012
State-Specific Regulations & Admin News Show All
New EquiTrust Requirement for California Sales-Visit Notices (4/15/2014)
Product Training Required BEFORE Agent Appointment, Effective 1/1 (12/6/2013)
Required Notification for California Agents (12/2/2013)
Product Training Required Before Solication (11/1/2013)
Effective June 1, 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.
Reverse Mortgages in California & Minnesota (7/26/2012)
 
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
New State-Specific Buyer’s Guide Requirements (3/31/2014)
2014 Business Guidelines and Commitment to Ethics Document (2/6/2014)
Agents are required to review this document at least annually.
Click here for the 1-13 version.
New Form Available for Selling Across State Lines (7/24/2013)
Suitability of Trust-Owned Annuities (7/26/2012)
 
Suitability Letters to Clients (7/26/2012)
Sent to annuity applicants per Annuity Transactions Model Regulation
Replacement Requirements for Fixed Annuities (11/28/2011)
Anti-Money Laundering Reminder (6/10/2010)
Customer Identification Procedures
aka: Know Your Customer

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

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