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Product & Marketing News

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SALES WEEK: Two Webinars! Sales Idea: Client-Use, Preapproved Advertising! (2/18/2020)

MONTHLY OVERVIEW: Updates, Recaps and Department News (1/30/2020)

NEWSWIRE: Oregon Approves WealthMax Bonus and WealthHorizon Life Products! (1/23/2020)

Underwriting Decisions WRITE-NOW, with Point-of-Sale Processing! Tips & Resources (11/15/2019)

"They’re Back! WealthMax Bonus & WealthHorizon Life! Wealth-Transfer Solutions!" Webex Seminar Replay - Listen Now! (9/26/2019)

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)

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)

Digital Enhancements to Simplify Your EquiTrust Business (6/11/2018)

Best Practices/Compliance News

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Money Laundering and Criminal Enforcement (11/6/2019)

Expense Allocation Method for Illustrated Life Policies (11/6/2019)

Social Engineering, Why You Should Be Aware (11/4/2019)

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.

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

Client Access to Online Contract/Policy Information – Available Now (11/14/2019)

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)

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