Life News
Life
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EquiTrust Wire-Transfer Instructions
When sending funds to EquiTrust via bank wire transfer, follow the instructions provided on this printable document – form ET-WIRETRANSFER. Click here.
- Client Access to Online Contract/Policy Information – Available Now
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Additional Service Forms Now Subject to Secured Access
In addition to Withdrawal/Loan/EFT forms already secured, more service-related Life and Annuity forms now require login.
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IRS forms W-4R and W-4P to be completed and submitted with distribution requests
( 2/14/2024) -
One Account Transfer Form for All Life Products
( 1/1/0001) -
Revised Agent Appointment Application Required July 1, 2021
( 1/1/0001) -
EquiTrust Agent Appointment Application Form Updated, Effective 8/1
( 1/1/0001) -
Login Now Required to Access Forms for Withdrawal/Loan/EFT
( 1/1/0001) -
Revised Trust Certification Form, Effective Immediately
( 1/1/0001) -
New Contracting Procedures for Agency Appointments
( 1/1/0001)
Life
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Virginia Agent Training Requirement
VA Bureau of Insurance issues Administrative Letter addressing AUD statutes. Click Here
- Iowa Index CE Requirement Applies to Both Annuities and Life Insurance
Life
- Expense Allocation Method for Illustrated Life Policies
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Business Guidelines Updated
Agents are required to review this document at least annually. Click here for the 5-21 version.
- Social Engineering, Why You Should Be Aware
- Account Takeover Fraud – Protect Your Clients’ Information
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Advertising Reminder: Submit All Product Advertising for Review
Whether or not the EquiTrust product or Company are identified, all product-focused ads must be submitted prior to use.