Compliance and Suitability
EquiTrust Business Guidelines are designed to give you an overview of company policies and procedures. As a representative of EquiTrust, you are required to review these guidelines no less than annually.
The Annuity Suitability Agent User Guide is designed to provide comprehensive information on EquiTrust suitability standards. As a representative of EquiTrust, you are required to review this guide no less than annually.
Download these helpful resources to prepare for your next sale.