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:
Annuity Suitability Agent User Guide
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.