Life News
Click on the below links/Tabs for more Information.
- Product & Marketing News
- Administrative Updates
- State-Specific Regulations & Admin News
- Best Practices/ Compliance News
Life
- SALES WEEK: Index Annuity Illustrations – Smart Sales Tool; Webinar – MarketValue Index Annuity (5/3/2021)
- MONTHLY OVERVIEW: April Updates, Recaps and Department News (4/29/2021)
- Security Upgrade – Agent Gateway Website: Delegate Accounts for Your Support Team (4/23/2021)
- SALES WEEK: Sales Tip – Client-Use SPL Case Studies (3/22/2021)
- WATCH! Webinar Recording – Barclays Focus50 Index – Guest Speaker – Login Required (2/19/2021)
- Barclays Guest-Speaker Insights on Focus50 Index! Join us Thursday, 2/18 2:00PM Central (2/11/2021)
- Sales Tip: Install the Agent App on Your Mobile Device for 24/7 Access! (8/31/2020)
- Sales Idea: Annual Reset Annuity with 2% Minimum! (8/24/2020)
- Rate Change on Annuity and Life Products – Effective 8/21 (8/18/2020)
-
New Agent Gateway Website - Your Online Sales and Business Resource
(6/23/2020)
The linked printable flyer provides additional information and navigation tips. Click Here.
- EquiTrust Response to COVID-19 – From Eric Holoman, Pres & CEO (4/23/2020)
-
Digital Enhancements to Simplify Your EquiTrust Business
(3/27/2020)
EquiTrust Mobile App & E-App
- New Procedures for Life Sales When Face-to-Face Meetings Aren’t an Option (3/25/2020)
- Sell By Phone or Video Messaging With Clients! Follow These Remote Application Policy Procedures (3/18/2020)
- Underwriting Decisions WRITE-NOW, with Point-of-Sale Processing! Tips & Resources (11/15/2019)
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SALES WEEK: Power of Life Illustrations
( 4/26/2021) -
Special Webinar: Ken Musick, Director of Investments, EquiTrust – 4/29 10:00 Central
( 4/22/2021) -
SALES WEEK: Discover the Many Benefits of E-App
( 4/19/2021) -
SALES WEEK: Sales Tip – Climbing the Retirement Mountain
( 4/12/2021) -
SALES WEEK: Sales Tip – 10% Bonus/10-Year Index Annuity in 16 States
( 4/5/2021) -
MONTHLY OVERVIEW: March Updates, Recaps and Department News
( 3/31/2021) -
SALES WEEK: Sales Tip – Raw Vs. Credited Index Returns
( 3/22/2021) -
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) -
MONTHLY OVERVIEW: February Updates, Recaps and Department News
( 2/25/2021) -
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) -
NEWSWIRE: EquiTrust Offices Closed Monday, 2/15 for Presidents’ Day
( 2/10/2021) -
SALES WEEK: Sales Tools to Close the Sale
( 2/8/2021) -
SALES WEEK: Sales Tip – No More Market Corrections!
( 2/1/2021) -
MONTHLY OVERVIEW: January Updates, Recaps and Department News
( 1/28/2021) -
SALES WEEK: Webinars on Accumulation-Focused Index Annuities; Sales Tip on MarketTen Bonus ROP Guarantee
( 1/25/2021) -
SALES WEEK: Two Webinars & Sales Tip on Single Premium Life
( 1/19/2021) -
SALES WEEK: RMDs, Legacy & Income from a Single Product!
( 1/11/2021) -
SALES WEEK: Advantages of Risk-Control Indices
( 1/4/2021) -
MONTHLY OVERVIEW: December Updates, Recaps and Department News
( 12/30/2020) -
Sales Tip – Resolve Wealth-Transfer Objectives
( 12/7/2020) -
MONTHLY OVERVIEW: Updates, Recaps and Department News
( 11/30/2020) -
Sales Tip: New Illustration Supplement Shows Historical Results for Selected Index Allocations
( 11/30/2020) -
SALES WEEK: Special Webinar Offering on 12/3 – Effective Webinar & In-Person Selling 2.0
( 11/22/2020) -
Sales Tip: Introduce Your Clients to Products AND the Company
( 11/9/2020) -
Sales Tip: Growth in Calmer Waters
( 11/2/2020) -
OCTOBER MONTHLY OVERVIEW: Updates, Recaps and Department News
( 10/30/2020) -
Sales Tip: Lifetime Income Plus Index Annuity Benefits
( 10/26/2020) -
Sales Tip: Client Flyer Explains Index Annuity Upside Potential/Downside Protection
( 10/12/2020) -
Sales Tip: Return of Premium – For Peace of Mind
( 10/5/2020) -
SEPTEMBER MONTHLY OVERVIEW: Updates, Recaps and Department News
( 9/30/2020) -
Sales Tip: Single Premium Life Suites Remote Sales and Fits Today’s Needs
( 9/28/2020) -
Sales Tip: Sell More with EquiTrust Webinars!
( 9/21/2020) -
Sales Tip: Easy Access to Renewal Rate History and Resources
( 9/14/2020) -
AUGUST MONTHLY OVERVIEW: Updates, Recaps and Department News
( 8/28/2020) -
Sales Tip: Indices Achieving Goals of Low Volatility and Competitive Growth!
( 8/17/2020) -
Sales Idea: Fulfill Client Demands for Guaranteed Income
( 8/10/2020) -
Sales Tip: How Are Annuity Rates Set?
( 8/3/2020) -
JULY MONTHLY OVERVIEW: Updates, Recaps and Department News
( 7/30/2020) -
Sales Tip: Sales Resources for Wealth-Transfer Life Sales
( 7/27/2020) -
Sales Tip: Position Your Business for the Long Term, with Trail Commissions
( 7/20/2020) -
Sales Tip: Compelling Reasons to Do Business With EquiTrust
( 7/13/2020) -
Sales Idea: Life Illustration Supplements Simplify Guaranteed Values and Life Expectancy Snapshot
( 7/7/2020) -
Independence-Day Observance – Offices Closed Friday, 7/3 – Reopening Monday, 7/6
( 7/2/2020) -
JUNE MONTHLY OVERVIEW: Updates, Recaps and Department News
( 6/30/2020) -
Sales Tip: 200% Muliplier on Income Rider - Unbeatable?
( 6/29/2020) -
Rate Change – All Annuities and WealthHorizon Life, Effective 7/1/20
( 6/24/2020) -
Sales Tip: Why a Risk-Controlled Index?
( 6/22/2020) -
Sales Tip: Explain Index Calculations Easily
( 6/15/2020) -
Sales Tip: Online Access to Renewal Rate History for All Products
( 6/9/2020) -
UPDATE: Agent Gateway Website – Added Guidelines for Easier Access
( 6/4/2020) -
NEWSWIRE: Agent Gateway Website Available Now! Same Web Address and Login Credentials
( 6/3/2020) -
Sales Idea: Explain Annuity and Life Concepts Easily with Sales Tracks
( 6/1/2020) -
MAY MONTHLY OVERVIEW: Updates, Recaps and Department News (1)
( 5/29/2020) -
Sales Tip: 1% Commission Increase … Ending June 1
( 5/26/2020) -
Sales Tip: Technology to Modernize Your Business
( 5/11/2020) -
Sales Idea: 3% Fixed-Rate Annuities Get Attention!
( 5/4/2020) -
Sales Idea: Annual Index Credits with 2-Year Strategy Rates!
( 5/18/2020) -
APRIL MONTHLY OVERVIEW: Updates, Recaps and Department News
( 4/30/2020) -
Sales Tip: Return of Premium = Peace of Mind
( 4/27/2020) -
Sales Tip: Benefits of Bonus Index Annuity in Today’s Environment
( 4/20/2020) -
NEWSWIRE: 1% Commission Increase – Limited Time! Rate Increase for ALL Annuities and Life Products!
( 4/15/2020) -
They’re Back! WealthMax Bonus & WealthHorizon Life! Wealth-Transfer Solutions!
( 4/10/2020) -
Sales Idea: Sales Flyer Explains Downside Protection
( 4/14/2020) -
Sales Idea: Client Videos Promote Accumulation with Risk-Control Indices
( 4/6/2020) -
JANUARY MONTHLY OVERVIEW: Updates, Recaps and Department News
( 3/31/2020) -
Sales Ideas! Sent to You in March Issues of SALES WEEK
( 3/31/2020) -
Coronavirus Update: EquiTrust Operating at Full Capacity
( 3/20/2020) -
EquiTrust Recognized Among “Ward’s 50” for Financial Performance – Fourth Consecutive Year!
( 8/14/2019) -
Sales Tip: Which Income Rider Is The Best Fit?
( 3/30/2020) -
Sales Idea: Index-Linked Accumulation with GUARANTEES!
( 3/23/2020) -
Sales Idea: Illustrations Strengthen Your Annuity Sales
( 3/9/2020) -
NEWSWIRE: Rate Change on Annuity and Life Products, Effective 3/13
( 3/9/2020) -
Sales Idea: Go Paperless with E-App! 2020 Life Illustrated Rates
( 3/2/2020) -
Deadline Extended to Sign Your Updated Agent Contract
( 3/6/2019) -
10 Days Remain to Sign Your Updated Agent Contract
( 2/19/2019) -
EquiTrust Insurance Marketing Services to Launch in 2019
( 12/10/2018) -
Life POS Underwriting Update: Scheduled Telephone Interviews!
( 9/11/2018) -
New! Life-Illustration Supplements Show At-A-Glance Policy Values!
( 5/7/2018) -
Sales Tip: Tools to Sell More Single Premium Life
( 9/8/2020) -
Sales Tip: Choice Solution for Fixed-Rate Clients - ChoiceFour
( 11/16/2020)
Life
- 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)
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 (12/16/2020)
-
Business Guidelines Updated
(3/18/2020)
Agents are required to review this document at least annually. Click here for the 3-21 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.