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S&P 5002/20/20182716.26-15.96
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Access your new business, commissions and product information on your mobile device! The EquiTrust Agent App is available now! Click the Buzz item below or ‘New Agent Resource Center’ for full details.
Product & Marketing News Show All
Webinar Thursday Feb. 22nd ! 4 solutions for your client's wealth-transfer goals. (2/20/2018)
EquiTrust Wealth Transfer Webinar Replay - Listen Now! (11/15/2017)
If you missed the Wealth Transfer Webinar, click here for the full audio/PowerPoint presentation.
Active Business Now on Your Mobile Device, and MORE! It’s Easy! EquiTrust Agent App! (8/30/2017)
"WealthHorizon Life/WealthMax Bonus Life…What are the Differences?" Webinar Replay - Listen Now! (8/4/2017)
EquiTrust Repeats “Ward’s 50” Recognition Among Top Life and Health Companies! (7/20/2017)
Stay In-The-Know: Complimentary DOL Training. Takes Only 50 Minutes (6/28/2017)
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)
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)
Seeking an Effective Way to Explain How Index Strategies Work? (2/21/2017)
Spread Taxation of Qualified Assets and Low-Tax-Basis Annuities: WealthPay Life! (1/30/2017)
Reminder: WealthPay Life Product Training Required Before Sale (4/1/2015)
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
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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