Contracting Paperwork
Just-In-Time Agent Contracting FAQ.pdf
NAIC Producer Licensing Model Act; Override Commissions.pdf
Business Solicitation Requirements.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. If you are contracting for both lines of business (annuity & life) two full sets of contracting paperwork is required.
Agency/Corporate Agent Contracting/Appointments: 866-598-3692, Option 1
Mail Contract and Appointment paperwork to:EquiTrust Life Insurance Company Fax:515-226-5102
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All overnight mail, including service requests, to:EquiTrust Life Insurance Company Email:
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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)
If you are contracting for both lines of business (annuity & life) two full sets of contracting paperwork is required.
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)
If you are contracting for both lines of business (annuity & life) two full sets of contracting paperwork is required.
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)
If you are contracting for both lines of business (annuity & life) two full sets of contracting paperwork is required.