News Archive
Click on the below links/Tabs for more Information.
- Product & Marketing News
- Administrative Updates
- State-Specific Regulations & Admin News
- Best Practices/ Compliance News
News
- Happy holidays from the “EquiTrust Bunch” (12/16/2024)
- Newswire: 2025 updates to required forms (12/13/2024)
- Webinar Wire: Tax-advantaged solutions for Inherited/Stretch IRAs (12/11/2024)
- Maximize Inherited IRAs with robust EquiTrust solutions (12/9/2024)
- Sales Week: Simplified life insurance underwriting — no hassle for clients! (12/2/2024)
- MONTHLY OVERVIEW: November 2024 updates, recaps and department news (11/27/2024)
- Sales Week: Six annual review conversation starters (11/18/2024)
- Sales Week: Building retirement strategies without considering LTC costs? Time to reconsider. (1) (11/12/2024)
- Newswire: Copies of new business paperwork for E-Apps now on agent website (11/7/2024)
- Sales Week: Empower clients to manage age-related health care expenses (11/4/2024)
- Monthly Overview: October 2024 updates, recaps and department news (10/31/2024)
- Newswire: Bridge® now available in Maryland, Massachusetts and Virginia! (10/29/2024)
- Webinar Wire: WealthMax Bonus Life® — Using illustrations to help boost sales (10/29/2024)
- Sales Week: WealthMax Bonus Life offers guarantees your clients can rely on (10/28/2024)
- Sales Week: Share our simple, systematic process for converting to Roth (10/21/2024)
- Newswire: Upcoming rate decrease effective 10/24/24 on EquiTrust fixed annuities (10/17/2024)
- Sales Week: Immediate-decision life insurance underwriting — 100% digital! (10/14/2024)
- Sales Week: Offer stable growth and competitive rates — with four contract options! (10/7/2024)
- Newswire: We're raising the commission on Bridge! (10/1/2024)
- Monthly Overview: September 2024 updates, recaps and department news (9/30/2024)
- Newswire: Income Benefit Rider updates effective 10/1 (9/24/2024)
- Sales Week: Bridge — A solution to help ease caregiver strain (11/28/2022)
- 3-2-1, Blast Off! Bridge by EquiTrust Launches Today! (11/15/2022)
- Contract E-Delivery is Here! Fast, Secure, Efficient … Available with Paper Apps Too! (12/15/2021)
- New Inherited/Stretch IRA Business is Now Accepted! (9/28/2021)
-
Webinar Wire: WealthMax Bonus Life® — Discover RightNow Underwriting and master the microsite
( 10/15/2024) -
WealthMax Bonus Life® is back!
( 9/17/2024) -
Sales Week: Take full advantage of robust EquiTrust solutions
( 9/16/2024) -
Launching Soon — WealthMax Bonus Life!
( 9/10/2024) -
Sales Week: Speed up the application process with E-Applications
( 9/3/2024) -
MONTHLY OVERVIEW: August 2024 updates, recaps and department news
( 8/30/2024) -
Strong renewal rates help clients achieve their retirement goals
( 8/26/2024) -
Newswire: Upcoming rate decrease on all EquiTrust products effective 8/28/24
( 8/22/2024) -
Sales Week: Help your clients navigate Inherited IRAs with confidence ✔️
( 8/19/2024) -
🎉 Newswire: Earn bonus commission through our compensation rewards program!
( 8/13/2024) -
Sales Week: Educational tools to help you ace your client meetings 📚
( 8/12/2024) -
Sales Week: NEW account options make EquiTrust FIAs even better!
( 8/5/2024) -
MONTHLY OVERVIEW: July 2024 updates, recaps and department news
( 8/1/2024) -
Sales Week: Unlock the potential of short-term fixed index annuities
( 7/29/2024) -
Webinar Wire: Bridge® guaranteed approval – register today!
( 7/24/2024) -
Sales Week: Bridge® — No interview, no problem! Everyone’s covered for LTC benefits
( 7/22/2024) -
Newswire: EquiTrust S&P rating upgraded to A- (Strong) 📣
( 7/18/2024) -
Sales Week: Roth IRA conversions — a simple solution for potential tax advantages ✅
( 7/15/2024) -
Sales Week: Robust advantages make internal transfers a win for your clients
( 7/8/2024) -
Sales Week: Tropical Turks & Caicos — sunset of the qualification period is on the horizon
( 7/1/2024) -
MONTHLY OVERVIEW: June 2024 updates, recaps and department news
( 6/28/2024) -
Newswire: Premium bonus special extended!
( 6/25/2024) -
Sales Week: New video! Competitive advantages that give you an edge
( 6/24/2024) -
Sales Week: Bridge by EquiTrust — equip your clients to age independently
( 6/17/2024) -
Newswire: Rate change for EquiTrust FIAs effective 6/21/24
( 6/13/2024) -
Webinar Wire: Industry insights — exploring the S&P 500 Dynamic Intraday TCA Index
( 6/11/2024) -
Sales Week: Heard the latest on our IBRs? They're upgraded to offer higher payouts!
( 6/11/2024) -
Newswire: MarketForce Bonus Index now available in Florida
( 6/5/2024) -
Newswire: Innovative S&P 500-linked index and performance trigger crediting strategy available now
( 6/5/2024) -
Sales Week: Showbooks and presentations available to engage clients during National Annuity Awareness Month
( 6/3/2024) -
MONTHLY OVERVIEW: May 2024 updates, recaps and department news
( 5/31/2024) -
Sales Week: Offer potential tax advantages with our simple Roth IRA conversion process
( 5/29/2024) -
Sales week: Don't miss out! Help clients get an extra 2% on their premium bonus
( 5/20/2024) -
Sales Week: Split annuity strategy = reliable, regular, retirement income (1)
( 5/7/2024) -
Sales Week: MarketTen Bonus Index® — one solution for a range of client objectives
( 5/13/2024) -
MONTHLY OVERVIEW: April 2024 updates, recaps and department news
( 4/30/2024) -
Sales Week: Offer contract options, liquidity, stable growth and a competitive 3.00% guaranteed minimum rate
( 4/29/2024) -
Webinar Wire: EquiTrust University 04/26
( 4/24/2024) -
Sales Week: Help clients leverage the tax treatment of fixed index annuities
( 4/22/2024) -
Sales Week: Strong updated financials make it easy to market EquiTrust to your clients
( 4/15/2024) -
Sales Week: Upgraded Income Benefit Riders mean higher guaranteed lifetime income for clients
( 4/8/2024) -
Sales Week: Bridge® by EquiTrust — the important link between wellness and long-term care
( 4/1/2024) -
MONTHLY OVERVIEW: March 2024 updates, recaps and department news
( 3/29/2024) -
Newswire: Income Benefit Riders upgraded AND premium bonus special extended!
( 3/26/2024) -
Sales Week: Bridge® user guide presents the application process step-by-step
( 3/25/2024) -
Sales Week: Streamline the new business process by following these best practices
( 3/18/2024) -
Salesweek: Do renewal rates ever go up?
( 3/11/2024) -
Newswire: Exciting news! EquiTrust receives A- Insurer Financial Strength Rating from Fitch
( 3/6/2024) -
Sales Week: Split annuity strategy = reliable, regular, retirement income
( 3/4/2024) -
MONTHLY OVERVIEW: February 2024 updates, recaps and department news
( 3/1/2024) -
Sales Week: Happy birthday to a product built to last — and meet client needs!
( 2/26/2024) -
Sales Week: Offer clients the advantage of indemnity-based LTC benefits through Bridge®
( 2/20/2024) -
Webinar Wire: Learn how Bridge by EquiTrust can help clients manage the LTC coverage gap
( 2/14/2024) -
Newswire: Reminder: Rate decrease effective 02/16/24 for MYGA and traditional fixed annuity
( 2/14/2024) -
Sales Week: Help clients close the Social Security income gap with an FIA
( 2/12/2024) -
Newswire: Rate decrease effective 02/16/24 for MYGA and traditional fixed annuity
( 2/12/2024) -
Newswire: Internal transfers help clients keep their goals seamlessly on track
( 2/8/2024) -
Webinar Wire: Achieving the right fit — know the suitability process and deliver for clients
( 2/6/2024) -
Sales Week: Offer clients easy, flexible Partial Tax Conversion — with EquiTrust
( 2/5/2024) -
MONTHLY OVERVIEW: January 2024 updates, recaps and department news
( 1/31/2024) -
Sales Week: Everyone wins when you combine these special offers!
( 1/29/2024) -
Webinar Wire: Positioning EquiTrust fixed index annuities for sales success
( 1/23/2024) -
Sales Week: Share renewal rate history on EquiTrust products to inspire confidence in clients
( 1/22/2024) -
Newswire: Mission accomplished! All EquiTrust products converted to streamlined wizard E-App process
( 1/19/2024) -
Sales Week: Simple ways to help your clients improve their fiscal fitness
( 1/16/2024) -
Newswire: Rate change effective 1/24/24 for all FIAs
( 1/12/2024) -
Newswire: Don't miss the extra 1% commission special on EquiTrust FIAs!
( 1/10/2024) -
Sales Week: Tax-free LTC benefits + tax advantages = Bridge by EquiTrust
( 1/8/2024) -
Newswire: New batch of EquiTrust products moves to wizard application platform
( 1/5/2024) -
Newswire: Increase to Minimum Guaranteed Interest Rate on ChoiceFour
( 1/4/2024) -
Sales Week: We’re taking top producers on a dream trip — will you be there?
( 1/2/2024) -
2023 year in review and news you can use
( 12/29/2023) -
Newswire: Specials ending, specials extending — capitalize before year-end!
( 12/15/2023) -
Sales Week: MarketPower Bonus Index® + premium bonus special = win-win for clients — AND you!
( 12/11/2023) -
Sales Week: Get these year-end offers before they're gone!
( 12/4/2023) -
Newswire: Starting today! New FNA form and transition to E-App wizards
( 12/1/2023) -
MONTHLY OVERVIEW: November 2023 updates, recaps and department news
( 12/1/2023) -
Newswire: New feature! View RMD information on the Agent Gateway
( 11/30/2023) -
Sales Week: Your jam-packed guide to everything Bridge® — with links
( 11/27/2023) -
Newswire: Coming soon! New FNA form and transition to E-App wizards
( 11/21/2023) -
Sales Week: Punch your ticket to paradise — plus BIG year-end special offers
( 11/20/2023) -
Newswire: We've boosted rates on Certainty Select!
( 11/16/2023) -
Sales Week: Your guide to annual review meetings with clients
( 11/13/2023) -
Sales Week: Building retirement strategies without considering LTC costs? Time to reconsider.
( 11/6/2023) -
Start qualifying today for the ultimate island adventure!
( 11/1/2023) -
MONTHLY OVERVIEW: October 2023 updates, recaps and department news
( 10/31/2023) -
Sales Week: EquiTrust competitive advantages — giving you a smooth track to run on
( 10/30/2023) -
Sales Week: Convert clients from traditional to Roth IRAs — simple process!
( 10/23/2023) -
Newswire: Rates increased on ALL FIAs including Bridge® — effective 10/17
( 10/17/2023) -
Sales Week: These limited-time special offers are a win-win for you and your clients!
( 10/16/2023) -
Sales Week: Boost Bridge® sales with these useful tech tools
( 10/9/2023) -
Newswire: Bridge now available in Pennsylvania!
( 10/3/2023) -
Sales Week: Competitive rates on ChoiceFour make it an attractive option
( 10/2/2023) -
MONTHLY OVERVIEW: September 2023 updates, recaps and department news
( 9/29/2023) -
Newswire: DID YOU HEAR? Special offer — 2% boost on premium bonuses for a limited time
( 9/28/2023) -
Sales Week: Two annuities in one strategy = reliable, regular retirement income
( 9/25/2023) -
Newswire: Limited-time BOOST on premium bonuses
( 9/19/2023) -
Sales Week: Dive into our S&P indices with these resources!
( 9/18/2023) -
Sales Week: Help clients move assets to Bridge® — available options!
( 9/11/2023) -
Newswire: New Bridge® approvals — New Jersey, Hawaii, Rhode Island and Utah open for business
( 9/8/2023) -
Sales Week: A dynamic annuity portfolio designed to fit ANY client goal
( 9/5/2023) -
MONTHLY OVERVIEW: August 2023 updates, recaps and department news
( 9/1/2023) -
Sales Week: MarketTen Bonus Index® — the multi-tool of FIAs
( 8/28/2023) -
Sales Week: Tax advantages of Bridge® make it a no-brainer
( 8/21/2023) -
Newswire: Sizzling NEW rates on our MYGA, traditional fixed annuity and SPIA
( 8/17/2023) -
Sales Week: Guaranteed accumulation, high issue age on a 5-yr FIA — Check out MarketFive Index™
( 8/14/2023) -
Newswire: EquiTrust recognized among Ward’s 50 for 8th year
( 8/10/2023) -
Sales Week: Your jam-packed guide to everything Bridge® — with links
( 8/7/2023) -
NEW MarketFive IndexTM is available now!
( 8/1/2023) -
Sales Week: Guaranteed lifetime income to help your clients achieve their retirement dreams
( 7/31/2023) -
MONTHLY OVERVIEW: July 2023 updates, recaps and department news
( 7/28/2023) -
Webinar Wire — EquiTrust University
( 7/26/2023) -
Sales Week: Bridge® helps clients fill the long-term care “bucket”
( 7/24/2023) -
Sales Week: EquiTrust makes systematic Partial Tax Conversion flexible and easy!
( 7/17/2023) -
Newswire: Bridge now open for business in OR
( 7/12/2023) -
Sales Week: With a premium bonus, clients earn more right away
( 7/10/2023) -
Sales Week: Bridge® advantages differentiate it from traditional LTC insurance
( 7/5/2023) -
MONTHLY OVERVIEW: June 2023 updates, recaps and department news
( 6/30/2023) -
Sales Week: Internal transfers help retain and reposition business
( 6/26/2023) -
Newswire: New feature! Ticker on Sales Weeks displays current new business processing times
( 6/22/2023) -
Newswire: Separate EquiTrust agent contract for life insurance line of business discontinued
( 6/21/2023) -
Sales Week: When plans change course, offer retirement income sooner
( 6/20/2023) -
Newswire: Higher LTC benefits available NOW!
( 6/15/2023) -
Sales Week: New user guide makes it easy to sell Bridge LTC-FIA combo
( 6/12/2023) -
Newswire: Bridge now open for business in DC
( 6/8/2023) -
Sales Week: Diversification helps clients get the most from their FIA
( 6/5/2023) -
Sales Week: FIAs can shield clients from market losses
( 5/30/2023) -
Newswire: Maximum premium boosted from $1 million to $2 million
( 5/24/2023) -
Sales Week: FIAs can help cover the Social Security income gap
( 5/22/2023) -
Sales Week: Offer clients strong rates, liquidity options and a competitive 2.80% GMIR
( 5/15/2023) -
Newswire: Bridge now open for business in MT
( 5/10/2023) -
Sales Week: Longevity risk? Heck no! Not with guaranteed lifetime income
( 5/8/2023) -
Sales Week: What sets Bridge® apart from traditional LTC insurance? Register for our webinar
( 5/1/2023) -
MONTHLY OVERVIEW: April updates, recaps and department news
( 4/28/2023) -
Sales Week: Competitive Income Benefit Riders = income your clients can’t outlive
( 4/24/2023) -
Newswire: New in California! EquiTrust rate buy-up FIAs boost growth potential
( 4/18/2023) -
Sales Week: Bridge by EquiTrust — guaranteed approval for LTC benefits
( 4/17/2023) -
Newswire: Fulfill your Business Guidelines annual review requirement
( 4/13/2023) -
Sales Week: A premium bonus offers a retirement income head-start
( 4/10/2023) -
Newswire: Income Benefit Riders get an upgrade
( 4/4/2023) -
Sales Week: Spousal continuation — the advantage of recalculating income at payout
( 4/3/2023) -
MONTHLY OVERVIEW: March updates, recaps and department news
( 3/30/2023) -
Newswire: Bridge commission special extended through June
( 3/29/2023) -
Newswire: Bridge now open for business in OH
( 3/28/2023) -
Sales Week: When the market’s uncertain, offer Certainty Select®
( 3/27/2023) -
Sales Week - Bridge: LTC benefits with no field underwriting — Register for our webinar
( 3/20/2023) -
Webinar Wire — The unique position of Bridge in the LTC marketplace
( 3/16/2023) -
Newswire: Another rate boost for Certainty Select® annuity
( 3/14/2023) -
Sales Week: As tax season approaches, talk with clients about the tax advantages of FIAs
( 3/13/2023) -
Newswire: Bridge now open for business in CO
( 3/7/2023) -
Sales Week: Split annuity strategy delivers income now and income later — join our upcoming webinar!
( 3/6/2023) -
Sales Week: EquiTrust ads bring business to your doorstep — or inbox
( 2/27/2023) -
Sales Week: Simple technology to boost Bridge sales — register for our webinar to see a demo!
( 2/21/2023) -
Newswire: You’ll love these new rates on our MYGA, traditional fixed annuity and SPIA
( 2/14/2023) -
Sales Week: Use this FAQ to make the Partial Tax Conversion process easy
( 2/13/2023) -
Sales Week: Internal Transfer Program is a win-win for you and your clients
( 2/6/2023) -
NEWSWIRE: Bridge now open for business in MN
( 2/3/2023) -
MONTHLY OVERVIEW: January updates, recaps and department news
( 1/31/2023) -
SALES WEEK: FIAs Can Help Cover the Social Security Income Gap
( 1/30/2023) -
WEBINAR WIRE: Above and Beyond the Cold Call
( 1/24/2023) -
SALES WEEK: Long-term Care Coverage for Everyone
( 1/23/2023) -
NEWSWIRE: Bridge Now Open for Business in TX & WA
( 1/20/2023) -
Sales Week: For Bridge clients, healthy actions = more LTC benefit dollars
( 1/17/2023) -
SALES WEEK: Renewal Rates That Help Clients Stay on Track for Retirement
( 1/9/2023) -
NEWSWIRE: Bridge Is Live and State Approvals are Rolling in Fast!
( 1/9/2023) -
NEWSWIRE: Updated Commission Schedules Available Online
( 1/3/2023) -
SALES WEEK: Fiscal Fitness Tips to Help Your Clients Start the Year Off Strong
( 1/3/2023) -
MONTHLY OVERVIEW: December Updates, Recaps and Department News (2)
( 12/30/2022) -
NEWSWIRE: Update to Minimum Guaranteed Interest Rate for ChoiceFour
( 12/28/2022) -
SALES WEEK: Top 10 Reasons to Sell an LTC-FIA-Wellness Combo Product
( 12/27/2022) -
Open for a Very Merry Holiday Video from Your Sales Team
( 12/21/2022) -
NEWSWIRE: Income Rider Rollup Rate Special Expiring
( 12/20/2022) -
SALES WEEK: 6 Annual Review Conversation Starters
( 1/1/0001) -
SALES WEEK: FIA Solutions That Separate EquiTrust from the Pack
( 12/12/2022) -
NEWSWIRE: 5 More States Have Now Crossed over to Bridge
( 12/12/2022) -
SALES WEEK: Bridge — The Important Link between Wellness and Long-term Care
( 12/5/2022) -
MONTHLY OVERVIEW: November Updates, Recaps and Department News
( 11/30/2022) -
Sales Week: Have Clients with Trouble Getting LTC Underwriting Approval?
( 11/21/2022) -
SALES WEEK: Build Your Bridge Knowledge and Sell on Day One
( 11/7/2022) -
SALES WEEK: Inflation, Market Volatility and the Power of the FIA
( 11/14/2022) -
NEWSWIRE: Effective 11/9 – Rate Increase on ALL Index Annuities
( 11/9/2022) -
Ready for the Launch of Bridge? Check Out Our New Microsite!
( 11/3/2022) -
NEWSWIRE: “Upload a Doc” Slashes Mail Time for EquiTrust Clients
( 11/1/2022) -
SALES WEEK: A Flexible, Turnkey Traditional-to-Roth Conversion Approach
( 10/31/2022) -
MONTHLY OVERVIEW: October Updates, Recaps and Department News
( 10/28/2022) -
SALES WEEK: A Set-and-Forget Solution for Ineligible Beneficiaries
( 10/17/2022) -
SALES WEEK: October's Ideal to Pitch Short-Term Products to your Clients
( 10/10/2022) -
SALES WEEK: The Advantage of a Single Payout for a Surviving Spouse
( 10/3/2022) -
MONTHLY OVERVIEW: September Updates, Recaps and Department News
( 9/30/2022) -
NEWSWIRE: Partial Tax Conversion Now Available on EquiTrust Qualified Contracts
( 9/28/2022) -
SALES WEEK: Accumulation Now Provides Higher Income Later
( 9/26/2022) -
WEBINAR WIRE: Meet Your Clients' NEW Goals with Our Internal Transfer Program
( 9/20/2022) -
SALES WEEK: Offer a Competitive First-Year Rate of 4.0%
( 9/19/2022) -
SALES WEEK: Full Comp to Age 80 on 10-Year Index Annuities
( 9/12/2022) -
NEWSWIRE: Internal Transfer Program - Meet Clients' New Goals & Earn Full Comp
( 9/7/2022) -
SALES WEEK: Help Protect Your Clients From Market Corrections
( 9/6/2022) -
SALES WEEK: Provide Growth Now and Income Later
( 8/29/2022) -
SALES WEEK: Our Strong Renewal Rates Help You Sell with Confidence
( 8/22/2022) -
SALES WEEK: Get Paid Faster and Save Time with Our Digital Tools
( 8/15/2022) -
SALES WEEK: Give your clients higher growth potential
( 8/8/2022) -
MONTHLY OVERVIEW: July Updates, Recaps and Department News
( 7/29/2022) -
SALES WEEK: Bonus or No? That is the Question. . .
( 7/25/2022) -
SALES WEEK: MarketSeven Index Offers Your Clients a Fixed 4.15% Rate
( 7/18/2022) -
NEWSWIRE: 7th Year Recognized by "Ward's 50" as a Top Life Insurance Company
( 7/14/2022) -
SALES WEEK: Your Clients Can Have Their Cake and Eat It Too! Accumulation Now and Income Later
( 7/10/2022) -
SALES WEEK: Back to the Basics -- Traditional, MYGA, SPIA!
( 7/4/2022) -
MONTHLY OVERVIEW: June Updates, Recaps and Department News
( 6/30/2022) -
SALES WEEK: Maximize Your Accumulation with MarketMax; Webinar 6/29 - Register Now!
( 6/26/2022) -
NEWSWIRE: Sizzling-Hot: Best MYGA Rates Since 2009! 4% for 5 Years on Certainty Select!
( 6/26/2022) -
NEWSWIRE: Two Big-Splash Announcements - Rate Increase AND Income Rider Special
( 6/21/2022) -
SALES WEEK: Bond Yields Have Your Clients Feeling Down?
( 6/20/2022) -
SALES WEEK: ChoiceFour Features Make it a Grand Slam
( 6/13/2022) -
SALES WEEK: Focus on Education – Annuity Awareness Month
( 6/6/2022) -
MONTHLY OVERVIEW: May Updates, Recaps and Department News
( 5/31/2022) -
SALES WEEK: Client-Use, Preapproved Advertising!
( 5/31/2022) -
Sales Week: Filling the Retirement Gap
( 5/23/2022) -
SALES WEEK: Competitive Advantages of EquiTrust’s Buy-Up Annuities
( 5/16/2022) -
SALES WEEK: Sales Flyer: Index Annuities Protect Against Market Corrections
( 5/9/2022) -
SALES WEEK: Built For Accumulation – Two No-Frills, Time-Tested Index Annuities
( 5/2/2022) -
SALES WEEK: The Trust-Me Annuity You Really Can Trust – ChoiceFour Annual-Reset Annuity
( 4/25/2022) -
Special Webinar: Barclays Guest-Speaker Insights on Focus50 Index – Wed 4/27 10:00 AM Central
( 4/21/2022) -
SALES WEEK: Attractive Alternatives for Maturing CDs
( 4/18/2022) -
SALES WEEK: The Retirement Mountain – Accumulation Then Income – Annuities Meet Both Objectives
( 4/11/2022) -
EquiTrust Continues Solid Financial Strength; Updated Sales Resources
( 4/6/2022) -
SALES WEEK: No Haircuts – Full Comp to Age 80 on Index Annuities
( 4/4/2022) -
SALES WEEK: To Bonus or Not to Bonus; Rate Buy-Up Index Annuities
( 3/28/2022) -
SALES WEEK: Why Purchase a Rate Buy-Up Index Annuity?
( 3/21/2022) -
SALES WEEK: Seven E-Tools to Simplify Your Business
( 3/14/2022) -
SALES WEEK: Higher Growth Potential with Rate Buy-Up Index Annuities
( 3/7/2022) -
SALES WEEK: EquiTrust Supports Your Inherited/Stretch IRA Business!
( 2/28/2022) -
Sales Week: A Case for Index-Strategy Diversification to Achieve Accumulation Goals
( 2/22/2022) -
SALES WEEK: Reasons To Do Business With EquiTrust – and Resources to Back Them Up
( 2/14/2022) -
SALES WEEK: A Fresh Look at Annuity Suitability
( 2/7/2022) -
MONTHLY OVERVIEW: January Updates, Recaps and Department News (1)
( 1/28/2022) -
SALES WEEK: Case Studies and Resources to Tap the Inherited/Stretch IRA Market
( 1/24/2022) -
SALES WEEK: Six E-Tools to Simplify Your Business
( 1/18/2022) -
SALES WEEK: Rate Buy-Up Index Annuities Offer a Winning Strategy!
( 1/10/2022) -
SALES WEEK: Start 2022 With a Bang – New Rate Buy-Up Index Annuities
( 1/3/2022) -
SALES WEEK: Clients With Inherited IRAs? You Can Assist!
( 12/20/2021) -
SALES WEEK: Six Ways to Modernize Your Business – EquiTrust Technology Platform
( 12/13/2021) -
NEW! Rate Buy-Up Index Annuities for Greater Growth Potential…Webinar…Update Required Training Now
( 12/7/2021) -
SALES WEEK: A Solid History of Stability – Renewal Rates
( 12/6/2021) -
New Index Products Coming Soon – Be Ready – Fulfill Your Product Training Requirement Now
( 12/2/2021) -
SALES WEEK: MORE Webinars to Enhance Your Sales!
( 11/29/2021) -
SALES WEEK: Say Goodbye to Bear Markets – Flyer: Recovering From a Market Correction (1)
( 11/22/2021) -
SALES WEEK: Sales Resources for Your Inherited/Stretch IRA Sales
( 11/15/2021) -
SALES WEEK: Say Goodbye to Bear Markets – Flyer: Recovering From a Market Correction
( 11/8/2021) -
SALES WEEK: Designed for Accumulation – MarketValue Index
( 11/1/2021) -
SALES WEEK: 10% Premium Bonus Index Annuity – No Vesting
( 10/25/2021) -
SALES WEEK: Inherited IRA Sales Resources!
( 10/18/2021) -
SALES WEEK: E-App Simplifies Your Business!; Webinar – How to Use E-App
( 10/11/2021) -
SALES WEEK: Inherited/Stretch IRA Sales Resources and Webinar Replay
( 10/5/2021) -
SALES WEEK: Index Annuities Help Fulfill Various Objectives; Surprise Webinar – A Lucrative Market Niche is Back!
( 9/27/2021) -
SALES WEEK: EquiTrust Financial Strength Instills Confidence
( 9/20/2021) -
SALES WEEK: Renewal Rate History & Resources Available Online
( 9/13/2021) -
SALES WEEK: Delegate-Account Upgrade Gives Your Sales Team Secured Website Access
( 9/7/2021) -
SALES WEEK: Submit Business and Get Paid More Quickly; Webinar – MarketSeven Index Annuity
( 8/30/2021) -
SALES WEEK: Peace of Mind with Annuity Living Benefits
( 8/23/2021) -
SALES WEEK: Financial Strength Instills Confidence
( 8/16/2021) -
SALES WEEK: Earn Stable & Competitive Credits with Risk-Control Indices
( 8/9/2021) -
SALES WEEK: Technology Upgrades Simplify Your Business
( 8/2/2021) -
SALES WEEK: Return of Premium + Bonus = MarketTen Bonus Index
( 7/26/2021) -
Upload A Doc is Available Now on your EquiTrust Agent Gateway!
( 7/21/2021) -
SALES WEEK: How to Identify and Refresh Your Clients’ Dusty Money
( 7/19/2021) -
6th Year! EquiTrust Receives “Ward’s 50” Recognition Among Top Life and Health Companies!
( 7/8/2021) -
SALES WEEK: The Case for Index Strategy Diversification
( 7/6/2021) -
MONTHLY OVERVIEW: June Updates, Recaps and Department News -2021
( 6/30/2021) -
SALES WEEK: Binge-Worthy Series – Webinar Replays
( 6/28/2021) -
SALES WEEK: 7-Year FIA Issues to 85!
( 6/21/2021) -
Sales Week: Risk Control Index Added to Two Index Annuities
( 6/7/2021) -
MONTHLY OVERVIEW: May Updates, Recaps and Department News -2021
( 5/26/2021) -
SALES WEEK: Return of Premium + Bonus – MarketTen Bonus Index
( 5/19/2021) -
S&P MARC 5% ER Index Added to MarketPower Bonus & MarketTen Bonus Index Annuities
( 5/17/2021) -
SALES WEEK: Index Annuity Illustrations – Smart Sales Tool
( 5/3/2021) -
Security Upgrade – Agent Gateway Website: Delegate Accounts for Your Support Team
( 4/23/2021) -
SALES WEEK: Discover the Many Benefits of E-App
( 4/19/2021) -
SALES WEEK: Sales Tip – 10% Bonus/10-Year Index Annuity in 16 States
( 4/5/2021) -
SALES WEEK: Sales Tip – Raw Vs. Credited Index Returns
( 3/29/2021) -
SALES WEEK: Webinars – Transfers, Rollovers & 1035s; EquiTrust University; Sales Tip – Modernize Your Business in 4 Steps
( 3/15/2021) -
SALES WEEK: Webinar – MarketValue Index Annuity; Sales Tip – The Importance of Index Strategy Diversification
( 3/8/2021) -
New Webinar Topics to Enhance Your Sales!
( 3/3/2021) -
SALES WEEK: Webinar - Annuity Fiction vs Fact; Sales Tip – Return of Premium Protects Your Blind Spot
( 3/1/2021) -
SALES WEEK: Webinar – How to Identify and Energize Your Clients’ Dusty Money
( 2/22/2021) -
SALES WEEK: Webinars – Risk-Control Index, and WealthHorzon Life; Sales Tip – Reasons to Do Business with EquiTrust
( 2/16/2021) -
SALES WEEK: Sales Tools to Close the Sale
( 2/8/2021) -
SALES WEEK: Sales Tip – No More Market Corrections!
( 2/1/2021) -
SALES WEEK: Webinars on Accumulation-Focused Index Annuities; Sales Tip on MarketTen Bonus ROP Guarantee
( 1/25/2021) -
SALES WEEK: RMDs, Legacy & Income from a Single Product!
( 1/11/2021) -
SALES WEEK: Advantages of Risk-Control Indices
( 1/4/2021) -
MONTHLY OVERVIEW: August Updates, Recaps and Department News
( 8/31/2022) -
Webinar Wire — EquiTrust University (1)
( 10/18/2023)
Annuity
- Wire Transfer Instructions (1/28/2021)
- Death-Claim Procedures on Inherited/Stretch IRAs (6/29/2020)
- Client Access to Online Contract/Policy Information – Available Now (11/14/2019)
-
Outgoing Partial 1035 Exchanges Allowed on NQ Annuities
(1/4/2017)
Effective 1/4/2017
-
Do Not Use White Out on Applications
(8/3/2006)
Reminder of EquiTrust Life rule, stated in Business Guidelines 2006
-
Thanksgiving 2024 Holiday Office Closure
( 11/26/2024) -
Newswire: Veterans Day 2024 office closure
( 11/7/2024) -
Labor Day Holiday Closure
( 8/30/2024) -
IRS forms W-4R and W-4P to be completed and submitted with distribution requests
( 2/14/2024) -
Newswire: Notice to be sent to agents who have not signed updated EquiTrust contract
( 2/2/2024) -
Newswire: Reminder! Updated agent contracting paperwork required
( 11/16/2023) -
Attention — All EquiTrust commissionable agents and entities
( 10/26/2023) -
RMD Year-End Reminder
( 12/6/2021) -
Revised Agent Appointment Application Required July 1, 2021
( 6/2/2021) -
Revised EquiTrust Contracting Paperwork – Available Now; Required December 1
( 10/30/2020) -
CARES Act – How to suspend or return 2020 RMDs if elected by clients
( 4/30/2020) -
Confidence Income Annuity Form Revision: Disclosure & Comparison of Products
( 8/26/2019) -
New Service Forms – Available Now; Required 1/1/20
( 8/6/2019) -
EquiTrust Agent Appointment Application Form Updated, Effective 8/1
( 6/28/2019) -
Login Now Required to Access Forms for Withdrawal/Loan/EFT
( 12/19/2017) -
New Contracting Procedures for Agency Appointments
( 12/18/2015) -
Tips to Assure FAST Contract Issuance
( 7/20/2007) -
Reallocations Are Not Allowed During Free-Look Period
( 3/27/2006) -
EquiTrust Life Will Not Reissue if Client Free-Looks a Contract
( 3/27/2006) -
New EquiTrust Life Guidelines for Agent Transfers
( 2/8/2006) -
Post-Anniversary Transfer Window for EquiTrust Life Indexed Annuities
( 12/13/2005) -
Muliple Premiums can be HELD to achieve clients' allocation strategies.
( 8/15/2005)
Annuity
- Newswire: California adopts new training requirement for sales of life insurance (11/5/2024)
- Newswire: Louisiana adopts revised NAIC Model Regulation – Updated training requirements (10/17/2024)
- Newswire: GA adopts revised NAIC Model Regulation – Updated training requirements (3/9/2023)
- Updated product disclosures for AR and ND available now, required 3/1/23 (2/9/2023)
- Massachusetts Adopts Revised NAIC Model Regulation – Updated Training Requirements (12/22/2022)
- New California Application with Updated Fraud Language (12/16/2022)
- Colorado Adopts Revised NAIC Model Regulation – Updated Training Requirements (8/11/2022)
- North Carolina Adopts Revised NAIC Model Regulation – Updated Training Requirements (8/11/2022)
- Hawaii Adopts Revised NAIC Suitability Model Regulation - Updated Training Requirements (6/21/2022)
- South Carolina Adopts Revised NAIC Model Regulation – Updated Training Requirements (6/16/2022)
- Minnesota Adopts Revised NAIC Model Regulation – Updated Training Requirements (5/25/2022)
- Wisconsin Adopts Revised NAIC Model Regulation – Updated Training Requirements (4/19/2022)
- Maryland Adopts Revised NAIC Model Regulation – Updated Training Requirements (4/13/2022)
- South Dakota Adopts Revised NAIC Model Regulation – Updated Training Requirements (3/14/2022)
- New Mexico Adopts Revised NAIC Model Regulation – Updated Training Requirements (3/9/2022)
- Pennsylvania Adopts Revised NAIC Model Regulation – Updated Training Requirements (1/19/2022)
- Kentucky and Mississippi Adopt Revised NAIC Model Regulation – Updated Training Requirements (11/22/2021)
- Connecticut Adopts Revised NAIC Model Regulation – Updated Training Requirements (8/17/2021)
- Virginia Adopts Revised NAIC Model Regulation – Updated Training Requirements
- Maine Adopts Revised NAIC Model Regulation – Updated Training Requirements (7/1/2021)
- Alabama Adopts Revised NAIC Model Regulation – Updated Training Requirements (6/21/2021)
- Texas Adopts Revised NAIC Model Regulation – Updated Training Requirements (6/9/2021)
- Montana Adopts Revised NAIC Model Regulation – Updated Training Requirements (6/3/2021)
- Nebraska Adopts Revised NAIC Model Regulation – Updated Training Requirements (4/8/2021)
- Idaho Adopts Revised NAIC Model Regulation – Updated Training Requirements (3/18/2021)
- Ohio Adopts Revised NAIC Model Regulation – Updated Training Requirements (2/10/2021)
- Delaware Adopts Revised NAIC Model Regulation – Updated Training Requirements (2/4/2021)
- North Dakota Adopts Revised NAIC Model Regulation – Updated Training Requirements (1/27/2021)
- Michigan Adopts Revised NAIC Model Regulation – Updated Training Requirements (1/20/2021)
- Arkansas Adopts Revised NAIC Model Regulation – Updated Training Requirements (1/6/2021)
- NEWSWIRE: Revised NAIC Suitability Model Regulation – New General Annuity Training CE and Form Requirements (3/29/2021)
-
Utah Resident Requirements
(6/29/2020)
Residents of Utah cannot purchase an annuity product outside of Utah.
-
California Resident Requirements
(6/29/2020)
Residents of California cannot purchase an annuity product outside of California.
-
Arkansas Comparison Form Change
(12/31/2019)
Comparative Information Form - Arkansas (form ET-RPL-4906AR) is no longer required for annuities, effective 1/1/20. Use the "Disclosure & Comparison of products" forms for respective EquiTrust annuity products.
- FL Suitability/Replacement Forms 10-Day Rule Enforced (5/13/2014)
-
Massachusetts Resident Requirements
(7/26/2012)
Massachusetts residents must apply and sign for annuity contracts in the Commonwealth only.
-
Florida Accredited Investor Form Requirement Reminder
(6/11/2012)
MarketPower Bonus requires Accredited Investor form for clients over 65. Clients to be contacted by phone to verify accredited certification.
-
Oregon Annuity Recommendation Requirement
( 9/26/2024) -
Newswire: Missouri adopts revised NAIC Model Regulation — Updated training requirements
( 8/1/2024) -
Newswire: California adopts revised NAIC Model Regulation – Updated training requirements
( 4/5/2024) -
Newswire: Indiana adopts revised NAIC Model Regulation – Updated training requirements
( 3/14/2024) -
Newswire: NH and VT adopt revised NAIC Model Regulation – Updated training requirements
( 3/7/2024) -
Newswire: WA and UT adopt revised NAIC Model Regulation – Updated training requirements
( 1/2/2024) -
Newswire — Good news! Florida can use generic FNA and D&C forms
( 12/27/2023) -
Newswire: FL and OK adopt revised NAIC Model Regulation – Updated training requirements
( 10/11/2023) -
Newswire: Kansas adopts revised NAIC Model Regulation – Updated training requirements
( 7/14/2023) -
Newswire: Oregon adopts revised NAIC Model Regulation – Updated training requirements
( 7/14/2023) -
Newswire: WV and WY adopt revised NAIC Model Regulation – Updated training requirements
( 4/20/2023) -
Newswire: IL adopts revised NAIC Model Regulation – Updated training requirements
( 4/5/2023) -
TN Adopts Revised NAIC Model Regulation – Updated Training Requirements
( 2/7/2023) -
Idaho Disclosure for Index Annuities – Effective 6/2/21
( 6/2/2021) -
North Carolina DOI Requires Agent Email Addresses
( 4/24/2019) -
Revised Financial Needs Analysis Form, Required January 15
( 12/18/2019) -
Oregon Sales Resume for MarketPower Bonus Index
( 8/5/2019) -
Oregon Sales Temporarily Suspended for MarketPower Bonus Index
( 7/2/2019) -
Pennsylvania Agent Training Requirement
( 8/20/2018) -
Montana Agent Training Requirement
( 6/13/2017) -
Arizona Agent Training Requirement
( 5/22/2017) -
Virginia Agent Training Requirement
( 3/28/2017) -
Missouri Agent Training Requirement
( 3/28/2017) -
Replacement Regulation in Alaska
( 3/6/2017) -
Delaware Agent Training Requirement
( 1/6/2017) -
Alabama Agent Training Requirement
( 9/1/2016) -
Massachusetts Agent Training Requirement
( 7/18/2016) -
Important Notice – Illinois Disaster Relief
( 1/7/2016) -
Georgia Agent Training Requirement
( 3/7/2023) -
Tennessee Agent Training Requirement
( 8/14/2015) -
Maine Agent Training Requirement
( 6/4/2015) -
Wyoming Agent Training Requirement
( 7/28/2014) -
Iowa Index CE Requirement Applies to Both Annuities and Life Insurance
( 11/1/2013) -
License Requirements Regarding Securities Replacements
( 7/26/2012) -
New D.C. Consumer Records Retention Requirements
( 2/15/2011) -
Utah License Requirements Change
( 2/4/2011) -
Michigan Notice of Safeguarding Customer Information
( 1/11/2011) -
California Requires Email Addresses for California Agents
( 12/21/2010) -
Utah Requires Email Addresses for Utah Agents
( 11/1/2010) -
North Carolina DOI Requires Agent Email Addresses
( 10/7/2010) -
Oklahoma Training Requirement
( 5/27/2010) -
Arkansas Replacement Reminder
( 5/17/2010) -
Texas Annuity Producer Required Training
( 4/2/2010) -
Arkansas Required Training
( 7/20/2009) -
New Training Requirement for California Agents
( 8/17/2004) -
Alaska Adopts Revised NAIC Model Regulation – Updated Training Requirements
( 1/1/0001)
Annuity
- Important DOL Fiduciary Requirements: New Disclosure Form and Updated FNA – Effective 2/1/22 (1/19/2022)
- EquiTrust Business Guidelines Updated – Fulfill Your Annual Review Requirement (1/5/2022)
- 2020 Minimum Guaranteed Contract Value Rates (1/2/2020)
- Additional Information on Suitability-Confirmation Calls – Client-Use Flyer (12/3/2019)
- Money Laundering and Criminal Enforcement (11/6/2019)
- Social Engineering, Why You Should Be Aware (11/4/2019)
- Policies on Joint Ownership of Fixed Annuities (9/11/2019)
- Account Takeover Fraud – Protect Your Clients’ Information (8/23/2019)
- Annuity Suitability Agent User Guide (7/1/2019)
- Consumer Alerts Issued by Kansas and Nebraska: Unauthorized Annuity Withdrawals (11/9/2017)
-
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.
-
NAIC Producer Licensing Model Act Override Commissions
(4/22/2014)
EquiTrust will pay override commissions to unlicensed individuals and entities under certain circumstances, and according to the Model Act. See State listing here.
-
Suitability Letters to Clients
(7/26/2013)
Sent to annuity applicants per Annuity Transactions Model Regulation
- Solicitation of Insurance Prohibited on Military Installations (1/6/2010)
- EquiTrust to Begin Suitability-Verification Calls (10/22/2019)
-
Newswire: Complete your required annual review of EquiTrust Business Guidelines
( 2/15/2024) -
UGMA/UTMA Guidelines
( 11/8/2004) -
Louisiana Notice Regarding Producer Agencies
( 8/24/2016) -
EquiTrust Advertising Guidelines
( 9/22/2015) -
Suitability of Trust-Owned Annuities
( 7/26/2012) -
Agent Designations Reminder
( 7/6/2009) -
Agent Designations
( 1/15/2009) -
Annuity Sales to Military Members
( 12/18/2007) -
Free-Withdrawal and RMD Policy for EquiTrust Life Fixed Annuities
( 4/11/2006)