IMPORTANT: TWO Forms of Training
|• EquiTrust Product Training - Required, All Agents in All States |
• General Annuity Training CE - Subject to the State of Solicitation
EquiTrust Annuity Product Training
• Required for all producers in all states before soliciting annuity business.
• Annuity applications received without completed training will not be accepted.
• Two training modules: “EquiTrust Annuity Product Training” and “WealthPay Life Training” – WealthPay Life is an insurance policy which features a SPIA for premium payments.
• If applying for agent contract for annuity products, you must complete the EquiTrust Annuity Product Training before appointment will be completed.
• If currently contracted for Life Insurance and wish to sell WealthPay Life, you must complete the WealthPay Life training module before soliciting – but do not need to be contracted for Annuities.
• View your training history upon full login to the website (agent number and password).
• To begin Product Training, click on the following link to be directed to the Success CE website.
• Click Here To Begin EquiTrust Product Training
General NAIC Continuing Education Training
• If NAIC Annuity Suitability regulation applies in the state where the sale takes place, you must also complete General Annuity Training Continuing Education; see chart below.
• General Annuity Training CE must be completed with a state-approved training vendor.
• Click on your state to link to your state-approved vendor.
• Applications received without completed training will not be accepted.
• Whether this training is already completed or you’re taking it now, you must provide a certificate of completion for General Annuity Training CE to EquiTrust before soliciting business.
•FAX: 515-226-5102, or email: Agent.Administration@EquiTrust.com
*General Annuity Training CE not required.
Questions? Call EquiTrust Sales Support at 866-598-3694.