This month, we held a webinar detailing how to deliver the fastest possible service to your clients purchasing EquiTrust products. We covered forms of payment, common NIGO errors, tips for submitting new business and more!
If a company doesn’t accept electronic signatures, you can now print and upload transfer forms within the FireLight workflow. Once you check the box confirming you’ve printed and uploaded the transfer form, it will be removed from the workflow packet.
?
Find pre-approved advertisements at Agents.EquiTrust.com
Newly designed full- and half-page ads are available at Agents.EquiTrust.com. Plus, you can customize the ads with your contact information!
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. All 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.
2 Benefit Base bonus applied only to the Income Benefit Rider value, not to the contract’s Accumulation Value.
3 Premium bonus on MarketForce Bonus IndexTM increased by 3% in CA.
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.
