Your clients now have secured, online access to their annuity contracts and life policies.
Access to My EquiTrust begins on the EquiTrust Corporate Website: EquiTrust.com. In the top tool bar, click "My EquiTrust." The Sign-In/Registration page will appear. First-time users, select the "Register" tab.
There are two levels of access, Primary Access and Detailed Access. Detailed access provides more specific contract and policy information, but requires an additional authentication process for added security.
A client-use flyer provides assistance for registering an online My EquiTrust account. Click here. You may print the flyer for distribution to your clients, or send the PDF electronically.
Detailed Access provides contract/policy detail not available on the current Agent Website.This detail includes beneficiaries, account allocation percentages and cash surrender values. The Agent Website is in the process of being upgraded and, when released, will include beneficiaries, account allocation percentages and cash surrender values.