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
- Revised EquiTrust Contracting Paperwork – Available Now; Required December 1
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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.
- CARES Act – How to suspend or return 2020 RMDs if elected by clients
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Photographs of Certain Documents Accepted Temporarily
NIGO documents and delivery receipts accepted; application-related documents are not. Click here to read more.
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Coronavirus Update: EquiTrust Operating at Full Capacity
Successful Transition to Work-From-Home Environment
- 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.
- New Service Forms – Available Now; Required 1/1/20
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New Business Processing Delays for Agents Without Updated Agent Contracts
Effective June 1
- Updated Wire Transfer Instructions – Effective 2/1/21
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Revised Agent Appointment Application Required July 1, 2021
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EquiTrust Agent Appointment Application Form Updated, Effective 8/1
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Login Now Required to Access Forms for Withdrawal/Loan/EFT
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Revised Trust Certification Form, Effective Immediately
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New Contracting Procedures for Agency Appointments
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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
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Pennsylvania Agent Training Requirement
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Important Notice – Illinois Disaster Relief
( 1/1/0001)
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.