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E-Apps Update: Income-Rider Disclosure Statement Added Automatically

 

 

Adding the income rider to an index annuity application is now easier! When you mark 'Yes' to add the Income Rider, the Income For Life Disclosure Form will automatically be added to the e-app packet.


All deferred annuities are now on E-App!

• Simplify and speed-up the application process
• Avoid copying redundant information form after form
• Minimize errors and not-in-good-order apps

Click Here to Watch 3-Minute Video

The process is simple. Complete and submit applications while meeting with your clients...so you can move on to your next client meeting with no down time!

How to Use E-App
• Go to the EquiTrust Agent Website – Agents.EquiTrust.com
• Login with your secured access.
• If you're a new website user, you can set up an account using your agent
number, last four digits of your SSN, zip code on file and your email address.
• A new "E-App" item appears in the Quick Links.
• From the E-Apppage, you may...
• Build a new application packet
• View and manage applications already in process
• Set up your preferences
• For additional guidance, click here for E-App FAQs

Alternative Access Through Your IMO Website

Your IMO's secure website may have a dedicated FireLight platform available for your use as an alternative to accessing through the EquiTrust website.

E-Signature
• Your clients can authorize with e-signatures.
• Use of e-signature requires a signed delivery receipt for purposes of
future transaction verification.
• When all forms are complete, click submit. Your client's application is now in
queue at EquiTrust. E-Apps received after 3:00 PM CST will be processed the
next business day.

NOTE: You may also use E-App to print and mail applications, with wet client signatures.

Check-With-E-App Procedures
When submitting a check with an E-App, mail the check to EquiTrust and include the following information:
• Indicate the check corresponds to a submitted E-App
• Full client name
• Agent name, agent number and contact information

Standard Mail:

EquiTrust Life Insurance Company

PO Box 14500

Des Moines, IA 50306-3500

Overnight:

EquiTrust Life Insurance Company

7100 Westown Pkwy Suite 200

West Des Moines, IA 50266-2521


MobileApp Alerts
If you're using the EquiTrust Agent App, alerts sent to your mobile device will provide updates as the application process progresses.

                                   

 

 


 

 


EquiTrust does not offer investment advice to any individual or agent and this material should not be construed as investment advice.
FOR AGENT USE ONLY. NOT FOR USE WITH THE PUBLIC.
 
 

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