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For Producer Use Only
Attention — All EquiTrust commissionable agents and entities
WE'RE UPDATING OUR AGENT CONTRACT — YOUR ACTION IS NEEDED
An updated and newly signed agent contract is required! We will notify your commissionable agents of this update
next week.
Why is EquiTrust updating the agent contract?
We’re updating the contract from a tri-party agreement to a bi-party agreement. This means all commissionable agents and entities are required to sign a new contract to continue doing business with and being paid commissions by EquiTrust.
The new contract also includes:
Increased data security measures
Addition of HIPAA Business Associate Addendum for the Bridge® long-term care/fixed index annuity product
Our Business Guidelines as an addendum
Opt-in election for EquiTrust communications
Future ability to assign commissions
How will the signing process work?
It’s easy, and all online. In the coming week, you’ll receive an email with “Action Needed” in the subject line. The email will be sent to only one email address we have on file for the agent or entity.
It will contain the new contract and allow you to sign via DocuSign and submit directly to us. Once complete, your work will be done. When you receive the email:
Click the button inside to access your contract.
Review the contract, then follow directions to sign it electronically via DocuSign.
Download or print the contract for your records.
You’ll be asked to verify your contact information.
You’ll have the opportunity to confirm the pre-populated details or provide updates directly through the DocuSign process.
Important note: The new contract is required to be signed by all active agents and entities. Failure to do so may result in delays in new business processing, and ultimately could result in termination of your EquiTrust contract.
More details
The contract represents an agreement between you as the agent/agency and EquiTrust.
It designates EquiTrust as the payer of commissions responsible for commission schedules, chargebacks, collections, tax reporting and Vector reporting.
Commission schedules are available on the Agent Gateway, with notice of updates communicated via email.
Privacy obligations relative to client information are defined.
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Questions? Call Agency Administration at 866-598-3692.
