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EquiTrust Business Guidelines Updated – Fulfill Your Annual Review Requirement

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Annual Requirement to Review Business Guidelines

Each year, contracted EquiTrust agents are required to review the Business Guidelines document – as stated in the Agent Contract. Agents are not required to certify completion of the requirement to EquiTrust.

 

The Business Guidelines provide guidance on

  • EquiTrust Policies & Procedures
  • Replacement Rules
  • Suitability Guidelines
  • Federal Guidelines
  • Advertising Requirements
  • Ethics Commitments
  • And Dos and Don’ts of Doing Business with EquiTrust

The 2022 version of the Business Guidelines document is available on the Agent Gateway Website at the Compliance and Suitability tab. Or, click here.

 

Questions? Call Sales Support
at 866-598-3694 or email [email protected]

 
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Products distributed by EquiTrust Insurance Marketing Services; in California doing business as EQT Insurance Marketing Services. EquiTrust.com.

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IC22-ECN-1002

FOR PRODUCER USE ONLY

EquiTrust

7100 Westown Pkwy Suite 200
West Des Moines, IA 50266

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