Life News
Single Premium Life sales suspended temporarily, as of 9/30/21. Resources and information to support issued life business are provided under the category links/tabs below.
Life
- One Account Transfer Form for All Life Products (9/23/2021)
- Revised EquiTrust Contracting Paperwork – Available Now; Required December 1 (10/30/2020)
-
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.
- CARES Act – How to suspend or return 2020 RMDs if elected by clients (4/30/2020)
-
Photographs of Certain Documents Accepted Temporarily
(4/7/2020)
NIGO documents and delivery receipts accepted; application-related documents are not. Click here to read more.
-
Coronavirus Update: EquiTrust Operating at Full Capacity
(3/20/2020)
Successful Transition to Work-From-Home Environment
- Client Access to Online Contract/Policy Information – Available Now (11/14/2019)
-
Additional Service Forms Now Subject to Secured Access
(9/3/2019)
In addition to Withdrawal/Loan/EFT forms already secured, more service-related Life and Annuity forms now require login.
- New Service Forms – Available Now; Required 1/1/20 (8/6/2019)
-
New Business Processing Delays for Agents Without Updated Agent Contracts
(6/3/2019)
Effective June 1
- Updated Wire Transfer Instructions – Effective 2/1/21 (1/28/2021)
-
Revised Agent Appointment Application Required July 1, 2021
( 6/2/2021) -
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) -
Revised Trust Certification Form, Effective Immediately
( 4/4/2016) -
New Contracting Procedures for Agency Appointments
( 12/18/2015)
Life
-
Virginia Agent Training Requirement
(4/15/2015)
VA Bureau of Insurance issues Administrative Letter addressing AUD statutes. Click Here
- Iowa Index CE Requirement Applies to Both Annuities and Life Insurance (11/13/2013)
-
Pennsylvania Agent Training Requirement
(1/24/2012)
Illustrations required at point of sale in Pennsylvania
Life
- Expense Allocation Method for Illustrated Life Policies (9/22/2021)
-
Business Guidelines Updated
(3/18/2020)
Agents are required to review this document at least annually. Click here for the 5-21 version.
- Social Engineering, Why You Should Be Aware (11/4/2019)
- Account Takeover Fraud – Protect Your Clients’ Information (8/23/2019)
-
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.