Please ensure your web browser is up to date. For the best experience, we recommend using Google Chrome.
For Producer Use Only
Newswire: Complete your required annual review of EquiTrust Business Guidelines
COMPLETE YOUR ANNUAL EQUITRUST BUSINESS GUIDELINES REVIEW
Fulfill the yearly requirement to review the ins and outs of doing business with EquiTrust
Each year, all contracted EquiTrust agents are required to review our Business Guidelines. While you’re not required to certify your completion, by accepting appointment with EquiTrust, you have agreed to follow these guidelines.
What do the Business Guidelines cover?
The Business Guidelines provide pertinent details related to sales practices, market conduct and compliance issues, including:
Advertising considerations, sales practices, and other policies and procedures
Replacement rules
?
Agent licensing and appointment information
Suitability guidelines
?
New business practices
Federal guidelines
?
Ethics commitments
?
?
Accessing the Business Guidelines
The Business Guidelines are available anytime via the Agent Gateway. Click on Compliance and Suitability, then Business Guidelines. Or, click below to view the Business Guidelines directly.
