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MONTHLY OVERVIEW: Updates, Recaps and Department News

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Webinar Recording:
Barclays Focus50 IndexTM

 

Watch this informative webinar, recorded August 13th, click here (click the General Education tab. Login required.)

 

Custom, Volatility-Control Index

  • Available with all index annuities and life insurance products
  • Seeks growth opportunities while limiting volatility through exposure to a dynamic combination of U.S. stocks and U.S. Treasury Indices
  • Effective means to add diversification to account-allocation mix

 

Topics

  • Focus50 Index Design and Performance
  • EquiTrust-Barclays Partnership
  • EquiTrust Product Pricing and Rates

 

Featured Speakers

Alexander Haugh, Barclays Cross Asset Sales

Ana Bumgardner, EquiTrust Product Management VP

Mackenzi Swenson, EquiTrust Internal Account Manager  

 

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Remote-Sales Procedures

 

The current COVID-19 environment has altered the way you interact and sell to your customers. We have the resources and processes to support you!

 

Remote Application Disclosure Form Allows You to Submit Applications Without Face-to-Face Meetings

If in-person meetings aren’t an option, selling EquiTrust annuity and life products by phone or by video messaging is enabled with the Remote Application Disclosure form – click here

 

Revised Guidelines for Conducting Telephone Underwriting Interviews Remotely

The telephone underwriting interview may now be conducted from separate locations. After the application is completed, follow these revised steps for the telephone interview – click here

 

Our Technology Platform gives you the means to both sell remotely and operate efficiently

 

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News Briefs

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Sales & Marketing

Visit the Frequently Asked Questions page on the Agent Gateway Website

Many answers to frequently asked questions are available under Sales Tools in the upper tool bar. Click Here.

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Sales & Marketing

Have You Experienced the Newly Redesigned Agent Gateway Website? 

Your online sales and business resource! A printable flyer provides additional information and navigation tips. Click Here.

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Sales & Marketing

Agent Mobile App – Technology to Help You Operate Easily and Efficiently

Install the Agent App on your mobile device to access new and active-business details, including notifications when notable changes occur.  Receive new-business alerts and product updates…see real-time commission-payment information…access EquiTrust product and company information. 

Agent-App printable flyer, click here

Quick-Start Guide, click here

FAQ, click here

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New Business

New Business Agent Checklist Helps Cross T’s and Dot I’s

This helpful form will help assure your applications are submitted in good order, and is included with all applications and AppBuilder and E-App. Click Here.

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New Business

Reverse Mortgages and Replacements Under Three Years

Reminder: Applications are not accepted for clients who have reverse mortgages. Also, no replacements are accepted for contracts under three years.

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New Business

Reminder: Third-Party Cashier's Checks Not Accepted

EquiTrust does not accept cashier’s checks made payable to the client and endorsed over to EquiTrust. Cashier’s checks must be made payable to EquiTrust. Read More: Business Guidelines, pages 16-17.

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Customer Service

Amended IRA Disclosures Mailed to Some Clients

Due to IRA requirement changes from the passage of both the Coronavirus Aid, Relief, and Economic Security (CARES) and Setting Every Community Up for Retirement (SECURE) Acts, amended IRS Disclosures will be mailed to over 100,000 clients to whom the updates apply. The letters will be sent in waves over the next several weeks. 

 
866.598.3694

Agents.EquiTrust.com

Products underwritten and issued by EquiTrust Life Insurance Company, West Des Moines, Iowa. Products distributed by EquiTrust Insurance Marketing Services; in California doing business as EQT Insurance Marketing Services.

IC20-ECN-1079

FOR PRODUCER USE ONLY

EquiTrust

7100 Westown Pkwy Suite 200
West Des Moines, IA 50266