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.

Have questions about this requirement or the Business Guidelines?
Call Sales Support at 866-598-3694 or email [email protected].