Skip to main content

MONTHLY OVERVIEW: January 2024 updates, recaps and department news

Monthly overview banner image
?

January 2024

?
Presidents Day

Presidents Day

EquiTrust offices will be closed on Monday, Feb. 19, and will reopen on Tuesday, Feb. 20.

?

TAKE FULL ADVANTAGE OF THE AGENT GATEWAY

The Agent Gateway is home to EquiTrust product information, contract details, pre-approved advertising and more resources to help your business run smoothly. Don’t miss these features!

?

Customizable ads

Take advantage of newly designed full- and half-page ads to help you market EquiTrust products. Plus, you can customize the ads with your contact information!

Product information

The Agent Gateway is your one-stop-shop for product details.

Or, check out the All-Product Summary for an overview of all EquiTrust products.

?

Specials tab — with extended offers!

Good news! We've extended the deadline for our commission special AND premium bonus boost. Visit the new Specials tab to find flyers with the full details on each offer. Login is required to view most information.

?

Sales idea recap

News brief

Updated agent contract required before 3/1/24

All commissionable agents and entities are required to sign the updated EquiTrust agent contract before March 1, 2024.

Questions? Call Agency Administration at 866-598-3692.

New FNA form required

Starting Feb. 16, 2024, the new Financial Needs Analysis (FNA) form will be required for all new business. The updated form was introduced on Dec. 1, 2023 and is now integrated into all systems — including website forms, AppBuilder and E-Application platforms.

?
EquiTrust Logo
NAFA logo

Active Member

 

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.

 

© EquiTrust 2024. All rights reserved.

0959-GEN-EM-MO (01-24)

FOR PRODUCER USE ONLY

EquiTrust

7100 Westown Pkwy Suite 200
West Des Moines, IA 50266

 

scroll to top of page