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For Producer Use Only
Agent Appointment Application Form Updated
The Agent Appointment Application form (ET-3200) – used by agents seeking appointment with EquiTrust – has been revised. The application now includes an acknowledgement that the agent has read two required EquiTrust documents: Business Guidelines, and the newly created Annuity Suitability Agent User Guide ET-3107 (06-19).
The required-reading documents are accessible at Agents.EquiTrust.com, at the Best Practices link. To view these two documents, click the links below:
The acknowledgement is required only for agents seeking appointment, and does not apply to agents with active contracts.
The acknowledgement is included now with the Agent Appointment Application form ET-3200 (07-19) on the EquiTrust Agent website, and will be required for new agent appointment applications beginning 8/1/2019. Please begin use immediately of the updated application and acknowledgement form.