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S&P 5004/2/20202526.956.4
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Product & Marketing News Show All
MONTHLY OVERVIEW: Updates, Recaps and Department News (3/31/2020)
Sales Ideas! Sent to You in March Issues of SALES WEEK (3/31/2020)
SALES WEEK: Two Webinars! Sales Tip: Which Income Rider Is The Best Fit? (3/30/2020)
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)
SALES WEEK: Two Webinars! Sales Idea: Index-Linked Accumulation with GUARANTEES! (3/23/2020)
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)
NEWSWIRE: Rate Change on Annuity and Life Products, Effective 3/13 (3/9/2020)
"They’re Back! WealthMax Bonus & WealthHorizon Life! Wealth-Transfer Solutions!" Webex Seminar Replay - Listen Now! (2/20/2020)
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! (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)
Best Practices/Compliance News Show All
Business Guidelines Updated (3/18/2020)
Agents are required to review this document at least annually. 
Click here for the 3-20 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
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)
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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