Two-Part Special Webinar

Tips for Submitting Business to EquiTrust

Part 1 Replay Available – Part 2 on Tuesday, July 20

 

Minimize corrections and delays on your new business. Recorded webinar offers tips on submitting business in good order. 

 

And when corrections are necessary, you’ll receive tips for submitting those as well.

 

Part 1 – Topics 

• How EquiTrust accepts business
• Form of payments
• Application roadmap
• Tips for in good-order business/common NIGOs

Watch Webinar Replay Click Here

Tips for Submitting Business to EquiTrust; Part 2

Join Us for a second webinar, with more information on submitting business:
Tuesday, July 20, 10:00 Central.

 

Part 2 – Topics

• AppBuilder
• Submitting good-order business and how to avoid NIGOs on
  • Application paperwork
  • Suitability
  • Transfer paperwork
• Making corrections
• Submitting E-Apps

Sales-Idea Recap

 

Sales Ideas! Sent to You in June Issues of
SALES WEEK:

 

Focus on Education – Annuity Awareness Month

 

Risk Control Index Added to Two Index Annuities

 

7-Year FIA Issues to 85!

 

Binge-Worthy Series – Webinar Replays

Agency

Revised Agent Appointment Application Required July 1, 2021

The Agent Appointment Application has been revised. The new version ET-3200(05-21) is available now on the Agent Gateway Website and will be required for agent contracting paperwork received on or after July 1, 2021.  Agents writing business for the first time in over 24 months must submit the 5-21 application and the Vector Debit Balance Authorization.  To view and print the most current contracting and hierarchy change forms, click here. Or, on the website’s upper navigation bar, select Forms & Supplies > Forms > Search by Form Category: Licensing & Contracting.

 

Helpful Contracting Resources

Contracting Checklist – ET-3202 (11-20)

NAIC Producer Licensing Model Act; Override Commissions – ET-3400 (10-20) 

Business Solicitation Requirements – ET-3104 (02-20)

Just-In-Time Agent Contracting FAQ – ET-JITFAQ

Agency

Agent Gateway Website Upgrade: Delegate Accounts For Your Support Team

Now is the time to create Delegate Accounts so each of your support staff have personalized, secure access to the Agent Gateway website. YOU control the online data to which your delegates have access – including Commissions, My Business, Illustrations and Pending/Active Agents.  Additional website enhancements are coming soon – including Upload A Doc – designed to simplify how you submit EquiTrust business. In order for your support team to utilize these enhancements on your behalf, each user must have a unique, secured login to the Agent Gateway Website. Shared passwords will no longer be compatible. 

• For Delegate Accounts general overview, click here. 
• For an instructional guide for you and your team, click here

Administration

Upload A Doc

Soon you will have the ability to submit documents to EquiTrust – including applications and client-service forms – by uploading a scanned document. To fully utilize this service, a unique website login will be required of agent-support staff who use this service on behalf of agents. More details coming soon.   

Administration

E-Delivery Coming Soon!

Electronic delivery of contracts will be available in the coming months.  Watch for further details on this convenient enhancement.

Training

Revised NAIC Model Regulation Adopted in 13 States –
Training Required

The National Association of Insurance Commissioners (NAIC) revised the Suitability in Annuity Transactions Model Regulation 275 in February 2020. Currently, thirteen states have adopted the Regulation:

The revisions require completion of EITHER a 1-hour General Annuity Training CE course available to producers who have taken the previous NAIC Annuity Suitability training, OR a new 4-hour General Annuity Training CE for those who have not taken it previously. General Annuity Training CE must be completed with a training vendor approved by the state in which they are selling. 

 

Before doing business in these states, agents must fulfill the General Annuity Training requirement and provide a certificate of completion to EquiTrust prior to soliciting or selling. Send by FAX to 515-226-5102, or email: Agent.Administration@EquiTrust.com. For information about General Annuity Training vendors, visit Agents.EquiTrust.com. In the upper right corner, click Agent Training. Or, click here.

 

Carrier Product Training – No additional or new requirement 

EquiTrust agents must also complete EquiTrust annuity product training. The product training requirement is not impacted by the revised Model Regulation. To complete EquiTrust Annuity Product Training visit Agents.EquiTrust.com, then click Agent Training in the upper right hand corner. Or, click here. You may view your personal training history upon login to the Agent Gateway website.