Friday, December 18, 2015

New Contracting Procedures for Agency Appointments

 

New Contracting Procedures for
Agency Appointments

   

Please alert your licensing staff to this requirement.


To streamline and ensure accuracy of commission payments, EquiTrust will revise contracting procedures for agency appointments. Effective January 1, 2016, agency contracting must include the attached Agency Business Entity Certification Form (Form ET-AGT-ENTITY-3503), as well as a copy of a corporate resolution.

In addition, certain requests for changes to currently contracted agencies will require this form. These include, but are not limited to, changes with respect to:
• Authorized signors
• Agency banking information
• Address changes

 

   

Questions?  Send an email to EquiTrust Sales Support,
call
866-598-3694, or visit our website Agents.EquiTrust.com. 

 

 


EquiTrust Life Insurance Company, West Des Moines, IA. For Producer Use Only.

 

 

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EquiTrust Life Insurance Company

7100 Westown Pkwy Suite 200

West Des Moines Iowa 50266-2521
U.S.A.

 

 

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