EquiTrust offices will be closed on Friday, November 10 and reopen on Monday, November 13.
Thanksgiving
EquiTrust offices will be closed on Thursday, November 23, and Friday, November 24, and reopen on Monday, November 27.
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Rate increase on EquiTrust fixed index annuities (FIAs)
In October, we increased the rates on ALL EquiTrust FIAs — including Bridge®! Now is the perfect time to explore our diverse FIA portfolio. No matter what retirement goals your clients are working toward, EquiTrust has a solution that can help!
We’re increasing premium bonuses by 2%1 on select products through the end of the year. Help clients get in on the action and jumpstart their retirement income strategy!
We've updated our EquiTrust agent contract from a tri-party agreement to a bi-party agreement. This means all commissionable agents and entities are required to sign a new contract to continue doing business with and being paid commissions by EquiTrust. The DocuSign process for the new contract is easy, and it's all online. Click the link from the email you received from EquiTrust and follow the directions from there. If you have questions, call Agency Administration at 866-598-3692.
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Stay compliant by following advertising guidelines
Advertising can bring business to your doorstep — or your inbox. Whether you customize a pre-approved ad or create your own featuring an EquiTrust product, we require all EquiTrust-focused ads to be reviewed and approved before use. Reviews are provided quickly — usually within 24 hours. Send your ads to [email protected] or [email protected]. Advertising guidelines and pre-approved ads are available on the Agent Gateway.
Bridge is receiving massive state approvals — meaning more clients than ever can get long-term care coverage when they need it, and retirement savings when they don’t. Recent state approvals for Bridge include Hawaii, New Jersey, Pennsylvania, Rhode Island and Utah.
Visit the Bridge microsite to learn more and view a full list of state approvals.
We've changed our financial institution for wire transfers and subsequently updated our instructions with the new account information. When funds need to be transferred to EquiTrust by bank wire, please refer to the new information.
View new business processing time on the Agent Gateway
We’ve added a new “ticker” to the Agent Gateway that allows you to view our current new business processing time. Easily access it by clicking the floating calendar icon on the right side of the screen on the Agent Gateway.
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Get ahead on Required Minimum Distribution requests
It’s not too early to start submitting Required Minimum Distribution (RMD) requests for tax year 2023. The deadline to submit RMD requests is December 15, 2023.
Questions? Contact Agent Administration at 866-598-3692.
1Premium 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.
