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Product & Marketing News Show All
Underwriting Decisions WRITE-NOW, with Point-of-Sale Processing! Tips & Resources (11/15/2019)
SuiteLife Products Retiring 12/31/19 (10/15/2019)
"They’re Back! WealthMax Bonus & WealthHorizon Life! Wealth-Transfer Solutions!" Webex Seminar Replay - Listen Now! (9/26/2019)
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)
Digital Enhancements to Simplify Your EquiTrust Business (6/11/2018)
Best Practices/Compliance News Show All
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)
Business Guidelines Updated (9/10/2019)
Agents are required to review this document at least annually. 
Click here for the 9-19 version.
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
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)
EquiTrust Agent Appointment Application Form Updated, Effective 8/1 (6/28/2019)
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.
FOR AGENT USE ONLY. NOT FOR USE WITH THE PUBLIC.
 
 

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