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Sell By Phone or Video Messaging With Clients! Follow These Remote Application Policy Procedures


EquiTrust is Here to

Continue Supporting Your Sales!


New! 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. 


Follow these simple steps:

1. Read the Remote Application Policy, included in the Business Guidelines on the Agent Website – click here


2. Complete the sale with your clients, by phone or video messaging. For new clients video messaging is required.


3. Complete the product application – either paper or E-App


4. The Remote Application Disclosure form is included with app packets and E-App – to view
click here


5. Send completed documents to clients for signatures – by personal delivery, mail, fax or E-App


6. Instruct your clients to sign all documents and return to you – by personal delivery, mail, fax
or E-App (Faxes must include copy of government-issued ID)


7. Submit the application/E-App to EquiTrust


E-App is E-Z!

Learn more of the business advantages of E-App: Click here to watch 3-minute E-App video, or click here to view printable E-App flyer.

Questions? Call Sales Support
at 866-598-3694 or visit the Agent
Website at


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.





7100 Westown Pkwy Suite 200
West Des Moines, IA 50266

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