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Product & Marketing News

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Rate Change for EquiTrust Life Products (6/21/2017)

10 Reasons to Sell EquiTrust Products with Confidence (6/9/2017)

New “Charge Supplement” to Life Illustrations Details Policy Charges/Fees (5/24/2017)

EquiTrust Wealth Transfer Webinar Replay - Listen Now! (5/11/2017)
If you missed the Wealth Transfer Webinar, click here for the full audio/PowerPoint presentation.

One Simple Question Can Result in SPL Wealth-Transfer Sales! See Effective Sales Pieces (5/10/2017)

Client-Use Presentation for WealthHorizon Life! Indexed SPL with High Rates! (5/1/2017)

New Indexed SPL with Outstanding Rates: WealthHorizon Life (3/8/2017)

Seeking an Effective Way to Explain How Index Strategies Work? (2/21/2017)

Mobile App Update! Illustrations, Training, FAQs! Update or Install Today! (2/14/2017)

Spread Taxation of Qualified Assets and Low-Tax-Basis Annuities: WealthPay Life! (1/30/2017)

EquiTrust Achieves “Ward’s 50” Recognition Among Top Life and Health Companies! (8/18/2016)

Life Underwriting Process Improvements Announced (8/1/2016)

Effective Sales Tools for Wealth-Transfer, Single-Premium-Life Prospects! (1/19/2016)

Reminder: WealthPay Life Product Training Required Before Sale (4/1/2015)

Updated: Tips for Smooth Processing of Life Applications (3/26/2015)

Annuity Clients May Lead to SPL Sales! (3/19/2014)
Click here for a view-only InsuranceNewNet article, “Whole Life as Wealth Transfer Plan”

Best Practices/Compliance News

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Business Guidelines Updated For DOL Fiduciary and Conflicts of Interest Rule (6/14/2017)
Agents are required to review this document at least annually.
Click here for the 6-17 version.

Expense Allocation Method for Illustrated Life Policies (10/1/2016)

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

Revised Trust Certification Form, Effective Immediately (4/4/2016)

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