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Share the SuiteLife! A suite of wealth-transfer, index life products which focus on differing objectives. Growth SuiteLife for accumulation … Secure SuiteLife for guarantees. UnderWRITE-NOW Processing offers point-of-sale underwriting; watch 5-minute video.
     
 
Product & Marketing News Show All
SuiteLife SPL – One for Guarantees, One for Growth! Commission Special Ends 6/29! (6/21/2018)
Webinar Replay - New SuiteLife Series of Life Products - Listen Now! (6/13/2018)
If you missed the Webinar, click here for the full audio/PowerPoint recorded presentation.
Rate Increase on Secure SuiteLife! SPL for Wealth Transfer. Commission Special! WEBINAR TODAY! (6/12/2018)
Digital Enhancements to Simplify Your EquiTrust Business (6/11/2018)
Life Underwriting - Fast & Easy! Interview with You and Your Client. UnderWRITE-NOW Processing! (5/14/2018)
New! Life-Illustration Supplements Show At-A-Glance Policy Values! (5/7/2018)
Point-of-Sale Underwriting Decisions WRITE NOW! User Tips and Resources (4/23/2018)
SUITE CASH! Earn additional commission on EACH SuiteLife sale of $25,000 or more. (3/28/2018)
Ends June 29, 2018. Click here for details.
Active Business Now on Your Mobile Device, and MORE! It’s Easy! EquiTrust Agent App! (8/30/2017)
EquiTrust Repeats “Ward’s 50” Recognition Among Top Life and Health Companies! (7/20/2017)
10 Reasons to Sell EquiTrust Products with Confidence (6/9/2017)
Important Information – DOL Fiduciary Rule (5/31/2017)
New “Charge Supplement” to Life Illustrations Details Policy Charges/Fees (5/24/2017)
Best Practices/Compliance News Show All
Business Guidelines Updated For DOL Fiduciary and Conflicts of Interest Rule (12/26/2017)
Agents are required to review this document at least annually. 
Click here for the 1-18 version.
Expense Allocation Method for Illustrated Life Policies (10/1/2017)
 
Reminder: EquiTrust Does Not Allow Replacement of Annuities Within 3 Years of Issue (11/5/2015)

See EquiTrust Business Guidelines, page 4, for more information.

Advertising Reminder: Submit All Product Advertising for Review (6/6/2014)
Whether or not the EquiTrust product or Company are identified, all product-focused ads must be submitted prior to use.
Administrative Updates
Policy Administration Form Changes – Required July 1, 2018 (5/9/2018)
Connecticut Annuity Owners Subject to State-Income-Tax Withholding on 2018 Distributions (12/20/2017)
Login Now Required to Access Forms for Withdrawal/Loan/EFT (12/19/2017)
State-Specific Regulations & Admin News
Virginia Agents: Bulletin on Adverse Underwriting Decisions (AUD) & Notifications (4/15/2015)
VA Bureau of Insurance issues Administrative Letter addressing AUD statutes. Click Here
Iowa Index CE Requirement Applies to Both Annuities and Life Insurance (11/1/2013)
Pennsylvania Illustration Requirement (1/24/2012)
Illustrations required at point of sale in Pennsylvania

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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