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For Producer Use Only
Newswire: Fulfill your Business Guidelines annual review requirement
ANNUAL REQUIREMENT TO REVIEW EQUITRUST BUSINESS GUIDELINES
Now’s the time to review the ins and outs of doing business with EquiTrust
Each year, all contracted EquiTrust agents are required to review our Business Guidelines. While you’re not required to certify your completion, by accepting appointment with EquiTrust, you have agreed to follow these guidelines.
What do the Business Guidelines cover?
The Business Guidelines provide pertinent details related to sales practices, market conduct and compliance issues, including:
Advertising considerations, sales practices, and other policies and procedures
Replacement rules
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Agent licensing and appointment information
Suitability guidelines
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New business practices
Federal guidelines
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Ethics commitments
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Accessing the Business Guidelines
It’s easy to access the current Business Guidelines anytime via the Agent Gateway. Click on Compliance and Suitability, then Business Guidelines.
