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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.

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