Meet the Sales Team  
IndexClose DateCloseChange
S&P 5005/28/20203029.73-6.4
Dynamo5/28/2020188.85-0.15
 Quick Links
Available Soon – EquiTrust Agent Gateway Website! Same web address as this website. Use your current login credentials. New Look … Improved Navigation … More Information!
     
 
Product & Marketing News Show All
MONTHLY OVERVIEW: Updates, Recaps and Department News (5/29/2020)
SALES WEEK: Two Webinars! Sales Tip: 1% Commission Increase … Ending June 1 (5/26/2020)
Agent Gateway Website … Coming Soon! Same Web Address and Login Credentials (5/20/2020)
Sales Idea: Annual Index Credits with 2-Year Strategy Rates! (5/18/2020)
MONTHLY OVERVIEW: Updates, Recaps and Department News (4/30/2020)
EquiTrust Response to COVID-19 – From Eric Holoman, Pres & CEO (4/23/2020)
NEWSWIRE: 1% Commission Increase – Limited Time! Rate Increase for ALL Annuities and Life Products! (4/15/2020)
"They’re Back! WealthMax Bonus & WealthHorizon Life! Wealth-Transfer Solutions!" Webex Seminar Replay - Listen Now! (4/15/2020)
Digital Enhancements to Simplify Your EquiTrust Business (3/27/2020)
EquiTrust Mobile App & E-App
New Procedures for Life Sales When Face-to-Face Meetings Aren’t an Option (3/25/2020)
Coronavirus Update: EquiTrust Operating at Full Capacity (3/20/2020)
Successful Transition to Work-From-Home Environment
Sell By Phone or Video Messaging With Clients! Follow These Remote Application Policy Procedures (3/18/2020)
Underwriting Decisions WRITE-NOW, with Point-of-Sale Processing! Tips & Resources (11/15/2019)
EquiTrust Recognized Among “Ward’s 50” for Financial Performance – Fourth Consecutive Year! (8/14/2019)
Best Practices/Compliance News Show All
Business Guidelines Updated (5/27/2020)
Agents are required to review this document at least annually. 
Click here for the 5-20 version.
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)
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
CARES Act – How to suspend or return 2020 RMDs if elected by clients (4/30/2020)
Photographs of Certain Documents Accepted Temporarily (4/7/2020)
NIGO documents and delivery receipts accepted; application-related documents are not. Click here to read more.
Coronavirus Update: EquiTrust Operating at Full Capacity (3/20/2020)
Successful Transition to Work-From-Home Environment
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)
New Business Processing Delays for Agents Without Updated Agent Contracts (6/3/2019)
Effective June 1
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.
 
 

Terms and Conditions
Using this site means you accept its terms

EquiTrust Life Insurance Company/West Des Moines, IA
© 2020 EquiTrust All rights reserved.