Newswire: New batch of EquiTrust products moves to wizard application platform

ADDITIONAL PRODUCTS TRANSITION TO STREAMLINED WIZARD PLATFORM

Now’s the time to begin using wizard-based FireLight E-Applications

Transition to wizard for these products

In our conversion of FireLight E-Apps from a forms-based approach to a streamlined wizard platform, four more products have been added:

• MarketPower Bonus Index^®
• MarketValue Index^®
• MarketTen Bonus Index^®
• MarketFive Index™

These products join the three we moved to wizard in December: MarketSeven Index^®, Certainty Select^® and Confidence Income^®. All products available in wizard include the new Financial Needs Analysis (FNA) form, designed to reduce not-in-good-order (NIGO) business and eliminate errors.

Finalize applications you started in forms-based FireLight by 2/15/24

Do you have forms-based applications in progress? If so, you can still complete and submit them through February 15, 2024.

Wizards magically make your work easier

The streamlined wizard platform is more interactive than the forms-based app process. It uses questions to guide you through required responses, populating fields based on your answers — and it’s another way to reduce NIGOs.

The new FireLight Wizard-based E-App Platform Guide provides step-by-step instructions and helpful tips.