MONTHLY OVERVIEW: August Updates, Recaps and Department News

Upload A Doc Available Now

Upload A Doc is a technology upgrade giving you an alternative means to submit new business and supporting documents to EquiTrust. You still have the options of E-App, fax and printed documents – Upload A Doc gives you another fast and safe delivery option.

User Guide

Get more detailed instructions in this informative Upload A Doc user guide, click here.

Easy to Use

• Login to your Agent Gateway account (multi-factor authentication is required; refer to your Agent Profile)
• Upload A Doc will appear on the Home Page.
• Acceptable formats: TIF, PDF, JPG, DOC, XLS and PPT. Size may be up to 30MB.  

Important Step: Delegate Accounts For Your Support Team

Now is the time to create Delegate Accounts so each of your support staff have personalized, secure access to the Agent Gateway website and are able to use Upload A Doc. Delegate Accounts allow you to control the online data to which your delegates have access – including Commissions, My Business, Illustrations and Pending/Active Agents.

For Delegate Accounts general overview, click here 

For an instructional guide for delegates, click here

Sales-Idea Recap

Sales Ideas! Sent to You in July Issues of
SALES WEEK:

Technology Upgrades Simplify Your Business

Earn Stable & Competitive Credits with Risk-Control Indices

Financial Strength Instills Confidence

Peace of Mind with Annuity Living Benefits

Administration

Updated Form: Financial Needs Analysis Form 
Some minor revisions to the FNA form were implemented in August. The current versions of the form, including variations (ET-2506, ET-2506CA and ET-2506MA) is 02-21.

Administration

Updated Form: Transfer/1035 Exchange Form
The current version of this form – ET-TRN/1035/4902 – is dated
07-21.

Training

Revised NAIC Model Regulation Adopted in 16 States –
Training Required

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

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 Agents.EquiTrust.com. 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 Agents.EquiTrust.com, 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.