MONTHLY OVERVIEW: Updates, Recaps and Department News
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
- Focus50 Index Design and Performance
- EquiTrust-Barclays Partnership
- EquiTrust Product Pricing and Rates
Alexander Haugh, Barclays Cross Asset Sales
Ana Bumgardner, EquiTrust Product Management VP
Mackenzi Swenson, EquiTrust Internal Account Manager
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
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.
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.
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
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.
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.
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.
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.
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.
FOR PRODUCER USE ONLY
7100 Westown Pkwy Suite 200
West Des Moines, IA 50266