BECOME AN EXPERT MATCHMAKER BETWEEN YOUR CLIENTS AND EQUITRUST PRODUCTS
In February, our compliance department and sales team delivered a webinar detailing the suitability process, your obligations as an agent selling EquiTrust products and best practices for submitting in-good-order business.
If you didn’t catch it — we’ve got you covered! Webinar replays are available on the Agent Gateway.
Getting ready to submit service- or distribution-related forms? Make sure to check the Forms tab on the Agent Gateway to ensure you’re using the most recent versions of all EquiTrust forms.
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Wizard-based E-Applications enabled for all products
All EquiTrust products have completed the transition from a forms-based approach to a streamlined wizard platform. New applications should be submitted using the simple wizard E-App process.
If you have questions or need assistance, call Sales Support at 866-598-3694.
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EquiTrust does not offer investment advice to any individual and this material should not be construed as investment advice. Products underwritten, issued and distributed by EquiTrust Life Insurance Company, West Des Moines, Iowa.