Contracting Paperwork
Just-In-Time Agent Contracting FAQ.pdf
NAIC Producer Licensing Model Act; Override Commissions.pdf
Business Solicitation Requirements.pdf
Trail Commission Options: Frequently Asked Questions.pdf
Active Agent Background Authorization.pdf
EquiTrust Product Training required before Agent Appointment - New Agents will need to complete at least one of the EquiTrust Product training modules available on the Agent Website before the agents will become active in our system.
Agency/Corporate Agent Contracting/Appointments: 866-598-3692, Option 1
Mail Contract and Appointment paperwork to:EquiTrust Life Insurance Company Fax:515-226-5102
|
All overnight mail, including service requests, to:EquiTrust Life Insurance Company Email:
|
In addition to the documents below please send the following:
- Copy of E&O Coverage (Required)
- Copy of Licenses
- Resident (Required)
- Non-resident (if applicable)
- Copy of 4 hour NAIC Annuity and Suitability Certificate (if applicable)
- Copy of Anti-Money Laundering training certificate
In addition to the documents below please send the following:
- Copy of E&O Coverage (Required)
- Copy of Licenses
- Resident (Required)
- Non-resident (if applicable)
- Copy of 4 hour NAIC Annuity and Suitability Certificate (if applicable)
- Copy of Anti-Money Laundering training certificate
The following is needed for both the signing authority and the agency in addition to the forms below:
- Copy of Licenses
- Signing Agent
- Resident (Required)
- Non-resident (if applicable)
- Agency
- Resident (Required)
- Non-resident (if applicable)
- Signing Agent
- Copy of E&O Coverage (Required)
- For Agency and Signing Agent
- Copy of 4 hour NAIC Annuity and Suitability Certificate (if applicable)
- Copy of Anti-Money Laundering training certificate