Life News

Click on the below links/Tabs for more Information.

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}

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}

Business Guidelines Updated (3/18/2020) _{Agents are required to review this document at least annually. Click here for the 3-20 version.}
Money Laundering and Criminal Enforcement (3/11/2020)
Expense Allocation Method for Illustrated Life Policies (11/6/2019)
Social Engineering, Why You Should Be Aware (11/4/2019)
Account Takeover Fraud – Protect Your Clients’ Information (8/23/2019) _{Click here to learn more.}
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.}