AUGUST MONTHLY OVERVIEW: Updates, Recaps and Department News
August 2020 Webinar Recording:
Watch this informative webinar, recorded August 13th, click here (click the General Education tab. Login required.)
Custom, Volatility-Control Index
Topics
Featured Speakers Alexander Haugh, Barclays Cross Asset Sales Ana Bumgardner, EquiTrust Product Management VP Mackenzi Swenson, EquiTrust Internal Account Manager
Remote-Sales Procedures
The current COVID-19 environment has altered the way you interact and sell to your customers. We have the resources and processes to support you!
Remote Application Disclosure Form Allows You to Submit Applications Without Face-to-Face Meetings If in-person meetings aren’t an option, selling EquiTrust annuity and life products by phone or by video messaging is enabled with the Remote Application Disclosure form – click here
Revised Guidelines for Conducting Telephone Underwriting Interviews Remotely The telephone underwriting interview may now be conducted from separate locations. After the application is completed, follow these revised steps for the telephone interview – click here
Our Technology Platform gives you the means to both sell remotely and operate efficiently
Sales-Idea Recap
Sales Ideas! Sent to You in August Issues of SALES WEEK:
Fulfill Client Demands for Guaranteed Income
Indices Achieving Goals of Low Volatility and Competitive Growth!
 News Briefs  Sales & Marketing Visit the Frequently Asked Questions page on the Agent Gateway Website Many answers to frequently asked questions are available under Sales Tools in the upper tool bar. Click Here. Sales & Marketing Have You Experienced the Newly Redesigned Agent Gateway Website? Your online sales and business resource! A printable flyer provides additional information and navigation tips. Click Here. Sales & Marketing Agent Mobile App – Technology to Help You Operate Easily and Efficiently Install the Agent App on your mobile device to access new and active-business details, including notifications when notable changes occur. Receive new-business alerts and product updates…see real-time commission-payment information…access EquiTrust product and company information. Agent-App printable flyer, click here Quick-Start Guide, click here FAQ, click here  New Business New Business Agent Checklist Helps Cross T’s and Dot I’s This helpful form will help assure your applications are submitted in good order, and is included with all applications and AppBuilder and E-App. Click Here. New Business Reverse Mortgages and Replacements Under Three Years Reminder: Applications are not accepted for clients who have reverse mortgages. Also, no replacements are accepted for contracts under three years. New Business Reminder: Third-Party Cashier's Checks Not Accepted EquiTrust does not accept cashier’s checks made payable to the client and endorsed over to EquiTrust. Cashier’s checks must be made payable to EquiTrust. Read More: Business Guidelines, pages 16-17.  Customer Service Amended IRA Disclosures Mailed to Some Clients Due to IRA requirement changes from the passage of both the Coronavirus Aid, Relief, and Economic Security (CARES) and Setting Every Community Up for Retirement (SECURE) Acts, amended IRS Disclosures will be mailed to over 100,000 clients to whom the updates apply. The letters will be sent in waves over the next several weeks.
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