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Sales Week: Streamline the new business process by following these best practices

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Learn best practices to avoid detours and deliver quick service to your clients

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Being in-the-know about best practices for submitting new EquiTrust business can help you deliver the fastest service to your clients and avoid not-in-good-order (NIGO) applications.

Avoid common NIGOs

Here are some tips to help you ensure your new business is processed smoothly.

  • Save a copy of your entire application packet before submitting
  • Mark any needed corrections on the copy
  • Include client initial and date next to every correction
  • Submit business through the wizard-based E-Application platform

Want more tips and best practices? Join our upcoming webinar!

Put your EquiTrust new business on the fast track

Wednesday, March 20

10:00 a.m. Central

Learn how to deliver the fastest possible service to your clients purchasing EquiTrust products. We’ll cover forms of payment, common NIGO errors, tips for submitting new business and more.

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Special offers

Premium bonus special

Premium bonus boost

Don't let your clients miss out on this limited-time offer! We've increased premium bonuses by 2%1 on select FIAs through March 31, 2024.

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Questions about submitting new business? Call us at 866-598-3694.

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