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S&P 5006/22/20172434.5-1.11
Dynamo6/22/2017184.03-0.07
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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
Rate Change for EquiTrust Life Products (6/21/2017)
10 Reasons to Sell EquiTrust Products with Confidence (6/9/2017)
New “Charge Supplement” to Life Illustrations Details Policy Charges/Fees (5/24/2017)
EquiTrust Wealth Transfer Webinar Replay - Listen Now! (5/11/2017)
If you missed the Wealth Transfer Webinar, click here for the full audio/PowerPoint presentation.
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)
New Indexed SPL with Outstanding Rates: WealthHorizon Life (3/8/2017)
Seeking an Effective Way to Explain How Index Strategies Work? (2/21/2017)
Mobile App Update! Illustrations, Training, FAQs! Update or Install Today! (2/14/2017)
Spread Taxation of Qualified Assets and Low-Tax-Basis Annuities: WealthPay Life! (1/30/2017)
EquiTrust Achieves “Ward’s 50” Recognition Among Top Life and Health Companies! (8/18/2016)
Life Underwriting Process Improvements Announced (8/1/2016)
Effective Sales Tools for Wealth-Transfer, Single-Premium-Life Prospects! (1/19/2016)
Reminder: WealthPay Life Product Training Required Before Sale (4/1/2015)
Updated: Tips for Smooth Processing of Life Applications (3/26/2015)
Annuity Clients May Lead to SPL Sales! (3/19/2014)
Click here for a view-only InsuranceNewNet article, “Whole Life as Wealth Transfer Plan”
Best Practices/Compliance News Show All
Business Guidelines Updated For DOL Fiduciary and Conflicts of Interest Rule (6/14/2017)
Agents are required to review this document at least annually. 
Click here for the 6-17 version.
Expense Allocation Method for Illustrated Life Policies (10/1/2016)
 
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
Revised Trust Certification Form, Effective Immediately (4/4/2016)
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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