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

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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.

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.