MONTHLY OVERVIEW: February 2024 updates, recaps and department news

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.

Presenter

Alex Holloman

Assistant Vice President, Compliance

EquiTrust

Co-presenter

Jason Goodrich

Assistant Vice President, Sales

EquiTrust

Limited-time special

We’ve increased premium bonuses by 2%¹ through the end of March!

Paradise awaits

The qualification period has begun — start working to join us in magnificent Turks & Caicos for our 2025 EquiTrust Producer Incentive Trip. 

Sales idea recap

Sales ideas sent to you in February issues of Sales Week:

Happy birthday to a product built to last — and meet client needs!

Offer clients the advantage of indemnity-based LTC benefits through Bridge^®

Help clients close the Social Security income gap with an FIA

Offer clients easy, flexible Partial Tax Conversion — with EquiTrust

News brief

Pre-approved advertisements available on the Agent Gateway

Newly designed full- and half-page ads are available on the Agent Gateway. And you can customize them with your contact information!

Find up-to-date forms 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.

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.