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Product & Marketing News

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Suite Cash Commission Special Extended! SuiteLife Wealth-Transfer Products! (9/27/2018)

Life POS Underwriting Update: Scheduled Telephone Interviews! (9/11/2018)

Exciting Agent-Travel Incentive Announced by EquiTrust! – All EquiTrust Products Qualify! (9/4/2018)

Client-Use Presentation Explains SPL for Wealth Transfer! New, for SuiteLife Insurance Products! (8/20/2018)

Webinar Replay - New SuiteLife Series of Life Products - Listen Now! (8/16/2018)
If you missed the Webinar, click here for the full audio/PowerPoint recorded presentation.

3rd Year! EquiTrust Receives “Ward’s 50” Recognition Among Top Life and Health Companies! (8/10/2018)

Approved in Delaware and Oregon! SuiteLife Series of Wealth-Transfer Life Products! (7/19/2018)

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)

Active Business Now on Your Mobile Device, and MORE! It’s Easy! EquiTrust Agent App! (8/30/2017)

10 Reasons to Sell EquiTrust Products with Confidence (6/9/2017)

New “Charge Supplement” to Life Illustrations Details Policy Charges/Fees (5/24/2017)

Best Practices/Compliance News

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DOL Fiduciary Rule Vacated; EquiTrust Requirements for Fiduciary-Rule Compliance No Longer in Effect (6/28/2018)

Business Guidelines Updated For DOL Fiduciary and Conflicts of Interest Rule (6/27/2018)
Agents are required to review this document at least annually.
Click here for the 6-18 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