EquiTrust Business Guidelines Updated – Fulfill Your Annual Review Requirement

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Annual Requirement to Review Business Guidelines

Each year, contracted EquiTrust agents are required to review the Business Guidelines document – as stated in the Agent Contract. Agents are not required to certify completion of the requirement to EquiTrust.

The Business Guidelines provide guidance on

• EquiTrust Policies & Procedures
• Replacement Rules
• Suitability Guidelines
• Federal Guidelines
• Advertising Requirements
• Ethics Commitments
• And Dos and Don’ts of Doing Business with EquiTrust

The 2022 version of the Business Guidelines document is available on the Agent Gateway Website at the Compliance and Suitability tab. Or, click here.

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