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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
"They’re Back! WealthMax Bonus & WealthHorizon Life! Wealth-Transfer Solutions!" Webex Seminar Replay - Listen Now! (9/5/2019)
They’re Back! WealthMax Bonus & WealthHorizon Life! Wealth-Transfer Solutions! (8/26/2019)
EquiTrust Recognized Among “Ward’s 50” for Financial Performance – Fourth Consecutive Year! (8/14/2019)
Webinar Replay - New SuiteLife Series of Life Products - Listen Now! (6/28/2019)
If you missed the Webinar, click here for the full audio/PowerPoint recorded presentation.
New Business Processing Delays for Agents Without Updated Agent Contracts (6/3/2019)
Effective June 1
Life POS Underwriting Update: Scheduled Telephone Interviews! (9/11/2018)
Client-Use Presentation Explains SPL for Wealth Transfer! New, for SuiteLife Insurance Products! (8/20/2018)
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)
Best Practices/Compliance News Show All
Business Guidelines Updated (9/10/2019)
Agents are required to review this document at least annually. 
Click here for the 9-19 version.
Account Takeover Fraud – Protect Your Clients’ Information (8/23/2019)
Click here to learn more.
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
Additional Service Forms Now Subject to Secured Access (9/3/2019)

In addition to Withdrawal/Loan/EFT forms already secured, more service-related Life and Annuity forms now require login.  

New Service Forms – Available Now; Required 1/1/20 (8/6/2019)
EquiTrust Agent Appointment Application Form Updated, Effective 8/1 (6/28/2019)
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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