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EquiTrust Life Insurance Company
Product Specific Training
 

Welcome to the EquiTrust Product Specific training.  This training is an educational requirement to solicit and sell
annuities offered through EquiTrust and is compliant with the NAIC Model Suitability Regulation approved and required by your state department of  insurance.
 
This training is divided into two separate  modules– Indexed annuity and Traditional annuity plus single premium immediate annuity.  If you plan to solicit or sell all products you will need to take both modules and certify for each.  Otherwise, please select the module you wish to solicit and sell. 
 
You should know:
• This is a one time training.

• If a new product or feature is added to an EquiTrust product, you will be notified and additional training will be required to solicit or sell the new product or product with new feature.

• You will be given an opportunity at the end of the training to print a certification document for your records.

• EquiTrust will monitor your training and review all outstanding course work prior to issuance of new business.
 
We hope you will find this training beneficial to understanding our portfolio and that it will assist you in your sales.  If you wish additional training or have questions, we invite you to call our Sales Support Desk at 866-598-3694. We very much appreciate your business and partnership.
 
Jeanne Taylor
Sales Vice President
 

EquiTrust does not offer investment advice to any individual or agent and this material should not be construed as investment advice.
FOR AGENT USE ONLY. NOT FOR USE WITH THE PUBLIC.
 
 

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