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 Quick Links
Available Soon – EquiTrust Agent Gateway Website! Same web address as this website. Use your current login credentials. New Look … Improved Navigation … More Information!
Product & Marketing News Show All
SALES WEEK: Two Webinars! Sales Idea: Explain Annuity and Life Concepts Easily with Sales Tracks (6/1/2020)
MONTHLY OVERVIEW: Updates, Recaps and Department News (5/29/2020)
Agent Gateway Website … Coming Soon! Same Web Address and Login Credentials (5/20/2020)
MONTHLY OVERVIEW: Updates, Recaps and Department News (4/30/2020)
EquiTrust Response to COVID-19 – From Eric Holoman, Pres & CEO (4/23/2020)
"They’re Back! WealthMax Bonus & WealthHorizon Life! Wealth-Transfer Solutions!" Webex Seminar Replay - Listen Now! (4/15/2020)
Digital Enhancements to Simplify Your EquiTrust Business (3/27/2020)
EquiTrust Mobile App & E-App
New Procedures for Life Sales When Face-to-Face Meetings Aren’t an Option (3/25/2020)
Coronavirus Update: EquiTrust Operating at Full Capacity (3/20/2020)
Successful Transition to Work-From-Home Environment
Sell By Phone or Video Messaging With Clients! Follow These Remote Application Policy Procedures (3/18/2020)
Underwriting Decisions WRITE-NOW, with Point-of-Sale Processing! Tips & Resources (11/15/2019)
EquiTrust Recognized Among “Ward’s 50” for Financial Performance – Fourth Consecutive Year! (8/14/2019)
Best Practices/Compliance News Show All
Business Guidelines Updated (5/27/2020)
Agents are required to review this document at least annually. 
Click here for the 5-20 version.
Money Laundering and Criminal Enforcement (11/6/2019)
Expense Allocation Method for Illustrated Life Policies (11/6/2019)
Social Engineering, Why You Should Be Aware (11/4/2019)
Account Takeover Fraud – Protect Your Clients’ Information (8/23/2019)
Click here to learn more.
Reminder: EquiTrust Does Not Allow Replacement of Annuities Within 3 Years of Issue (11/5/2015)

See EquiTrust Business Guidelines, page 4, for more information.

Advertising Reminder: Submit All Product Advertising for Review (6/6/2014)
Whether or not the EquiTrust product or Company are identified, all product-focused ads must be submitted prior to use.
Administrative Updates
CARES Act – How to suspend or return 2020 RMDs if elected by clients (4/30/2020)
Photographs of Certain Documents Accepted Temporarily (4/7/2020)
NIGO documents and delivery receipts accepted; application-related documents are not. Click here to read more.
Coronavirus Update: EquiTrust Operating at Full Capacity (3/20/2020)
Successful Transition to Work-From-Home Environment
Client Access to Online Contract/Policy Information – Available Now (11/14/2019)
Additional Service Forms Now Subject to Secured Access (9/3/2019)

In addition to Withdrawal/Loan/EFT forms already secured, more service-related Life and Annuity forms now require login.  

New Service Forms – Available Now; Required 1/1/20 (8/6/2019)
New Business Processing Delays for Agents Without Updated Agent Contracts (6/3/2019)
Effective June 1
State-Specific Regulations & Admin News
Virginia Agents: Bulletin on Adverse Underwriting Decisions (AUD) & Notifications (4/15/2015)
VA Bureau of Insurance issues Administrative Letter addressing AUD statutes. Click Here
Iowa Index CE Requirement Applies to Both Annuities and Life Insurance (11/1/2013)
Pennsylvania Illustration Requirement (1/24/2012)
Illustrations required at point of sale in Pennsylvania

EquiTrust does not offer investment advice to any individual or agent and this material should not be construed as investment advice.

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