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MONTHLY OVERVIEW: July 2023 updates, recaps and department news

 
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Annuity All Product Summary
 

July 2023 
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1% Commission Special + Bridge Bucks logo

Earn Bridge® Bucks cash bonus + extra 1% commission!

Earn up to $4,500 in Bridge® Bucks cash bonus plus an extra 1% commission on all Bridge® sales. These limited-time Bridge® offers are now available through the end of the year!
Get the rules and details
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Bridge® approved in Oregon

Another state has joined the party — get ready to write Bridge® business in Oregon. EquiTrust is the first annuity carrier to bring a product like this to market — long-term care (LTC) benefits and a robust wellness program, all on a fixed index annuity chassis. And everyone is approved for LTC benefits!1 Visit the Bridge® microsite for a full list of state approvals, plus everything you need to learn about, market and sell Bridge®.
Bridge microsite
State of Oregon outline
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Sales idea recap

 

Sales ideas sent to you in July issues of Sales Week:
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News brief
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Contracts sent through FedEx

Annuity contracts are now being delivered via FedEx with tracking numbers provided in the contract notes!2 To find tracking information, log in to the Agent Gateway, go to Active Business, then click the icon in the Notes/Requirements column. We're glad to provide you this improved service for delivering physical contracts, but keep in mind —  E-Delivery is still the quickest way to deliver annuity contracts to your clients.
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Guidelines for submitting funds electronically

If you choose to send money to EquiTrust via a wire transfer, please be sure to review our wire instructions fully so we will receive the money and know where to apply it. Click below to view our wire transfer instructions.
Wire transfer instructions
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Help prevent fraud

If you’re an active agent with EquiTrust, you can access your clients’ contract and policy information by logging in to the Agent Gateway or contacting our Customer Contact Center. If a client would like to authorize a new party to access their contract or policy information, they may do so by completing a Power of Attorney Certification Form or Client Release of Authorization Form. Any suspected attempts to impersonate a client or gain unauthorized access to confidential information will result in “red flags” being raised that could affect our ability to maintain standard processing times for your clients.
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Kansas, Oregon adopt revised NAIC Model Regulation

The National Association of Insurance Commissioners (NAIC) revised the Suitability in Annuity Transactions Model Regulation 275 in February 2020. Kansas and Oregon recently joined a growing number of states that have adopted the Regulation. Producers have the choice of taking either a new 4-hour credit training course approved by the department after the effective date OR an additional 1-credit course approved by the department and provided by a department-approved education provider. This course covers appropriate sales practices, replacement and disclosure requirements. 
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Kansas requirements
Oregon requirements
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Active Member

 

1 Must pass suitability requirements.

2 In order to send via FedEx we must have a physical address on file for the agent. If an agent's address is a P.O. Box, the contract will be sent through the U.S. Postal Service.

 

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.com. For Producer Use Only. © 2023 EquiTrust Life Insurance. All Rights Reserved.

0449-GEN-EM-MO (07-23)

FOR PRODUCER USE ONLY

EquiTrust

7100 Westown Pkwy Suite 200
West Des Moines, IA 50266

 

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