Meet the Sales Team  
IndexClose DateCloseChange
S&P 50012/13/20182650.54-0.53
Dynamo12/13/2018190.460.21
 Quick Links
UPDATE: Faxed Annuity Apps Now Accepted by EquiTrust! Photo ID Required

EquiTrust Life Insurance Company |E-Connect

 

Image

 

Effective immediately!

Producers and IMO partners may fax annuity applications to EquiTrust.

 

New-Business Fax Number: 515-226-5103

 

Important ID Requirement: A copy ofthe client's photo ID is required on all faxed applications and application copies submitted by mail. Acceptable forms of ID include:

• Driver License

• State-issued ID

• Passport

• Resident Alien ID

 

The ID requirement does not apply to original applications submitted by mail, or to E-Apps.

 

Tips for Submitting Faxed Annuity Apps

• The copy of the client's ID must be clear and legible; illegible copies are not accepted.

• Keep original app and documents for your records; do notALSO submit originals by mail.

• If fax is confirmed, do not resend; allow a couple days processing time.

• Be certain all documents are transmitted successfully; if not, mark "Resend" on cover page,
and send again.

• Other non-fax delivery processes are still in effect: E-Apps and mailed apps. (Emailed apps
are not accepted)

 


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.
 
 

Terms and Conditions
Using this site means you accept its terms

EquiTrust Life Insurance Company/West Des Moines, IA
© 2018EquiTrust All rights reserved.