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MONTHLY OVERVIEW: April Updates, Recaps and Department News


Special Webinar Replay

Barclays Focus50 Index

Custom, Volatility-Control Index

  • Available with all index annuities and life insurance products
  • Seeks growth opportunities while limiting volatility through exposure to a dynamic
    combination of U.S. stocks and U.S. Treasury Indices
  • Effective means to add diversification to account-allocation mix


  • Focus50 Index Overview and Recap
  • Inflation – How it Has and Will Impact Focus50 Index and Markets
  • 2022 Year-To-Date Performance and Outlook with Rising Interest Rates 


Alexander Haugh
Barclays Cross Asset Sales

Mackenzi Swenson
EquiTrust Marketing and Sales Development Manager


EquiTrust Continues Solid
Financial Strength


Year-End Data Shows RBC and Solvency Ratios Higher


When presenting financial products to your valued clients, you want a carrier that strikes the right balance between attractive product features, competitive pricing and strong financials. On the financial front, EquiTrust remains resilient with secure financial measures. Learn more and share with your clients the linked resources below.


Qualification Period Ends June 30
Jackson Hole Agent Travel Incentive

September 11-15, 2022 


Enjoy the majestic beauty of Jackson Hole, exhilarating outdoor adventures, and the luxurious 5-star Four Seasons Resort – as a qualifier of an exciting travel incentive from EquiTrust.


Minimum Production Requirement: $1.5 million in 5-or-more cases. Invitations will be extended to the top-30 producers for the six-month qualification period of January 1, 2022 to June 30, 2022; we're halfway there! Qualifying business must issue by July 15, 2022.


For more details, click here


News Briefs

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Mailing of Form 5498 for 2021 IRA Contributions

Now that the tax filing deadline for making 2021 IRA contributions has come and gone, Form 5498 reporting of those contributions is required. The printing and mailing of the 2021 Forms 5498 will occur by the deadline of May 31, 2022.

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Revised NAIC Model Regulation Adopted in 23 States –
Training Required

The National Association of Insurance Commissioners (NAIC) revised the Suitability in Annuity Transactions Model Regulation 275 in February 2020. Currently, 23 states have adopted the Regulation:

  • Alabama
  • Arizona
  • Arkansas
  • Connecticut
  • Delaware
  • Idaho
  • Iowa
  • Kentucky
  • Maine
  • Maryland
  • Michigan
  • Mississippi
  • Montana
  • Nebraska
  • New Mexico
  • North Dakota
  • Ohio
  • Pennsylvania
  • Rhode Island
  • South Dakota
  • Texas
  • Virginia
  • Wisconsin

The revisions require completion of EITHER a 1-hour General Annuity Training CE course available to producers who have taken the previous NAIC Annuity Suitability training, OR a new 4-hour General Annuity Training CE for those who have not taken it previously. General Annuity Training CE must be completed with a training vendor approved by the state in which they are selling. 


Before doing business in these states, agents must fulfill the General Annuity Training requirement and provide a certificate of completion to EquiTrust prior to soliciting or selling. Send by FAX to 515-226-5102, or email: [email protected]. For information about General Annuity Training vendors, visit In the upper right corner, click Agent Training. Or, click here.


Carrier Product Training – No additional or new requirement 

EquiTrust agents must also complete EquiTrust annuity product training. The product training requirement is not impacted by the revised Model Regulation. To complete EquiTrust Annuity Product Training visit, then click Agent Training in the upper right hand corner. Or, click here. You may view your personal training history upon login to the Agent Gateway website.



Products underwritten and issued by EquiTrust Life Insurance Company, West Des Moines, Iowa. Products distributed by EquiTrust Insurance Marketing Services; in California doing business as EQT Insurance Marketing Services.




7100 Westown Pkwy Suite 200
West Des Moines, IA 50266

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