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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Current rates and commissions

 

 

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Current Rates and Rolling Commissions Fixed crediting rates increased on our SecureFore 3SM, SecureFore 5SM and SecureFore 7SM fixed annuities, as well on the ForeFreedom SaversSM fixed index annuity. Please refer to the new rate sheet here to get the most current rates. In addition to these changes, don't forget that Forethought's Elite Agent Bonus Program rewards you for sales performance based on the last rolling four quarters - not just by calendar year. When you sell Income 150+SM, ForeSpending SelectSM and ForeFreedom SaversSM, your commission bonus is always based on production from the four most recent quarters. So if you've had a stellar 2015, all of your hard work may help push your commission percentage even into next year! Additionally, up to three trailing quarters will receive a true-up retro to dollar one to cumulatively match the current quarter bonus. Click here for more information. Reminder: RMD Forms due today To ensure processing by December 31, 2015, all Required Minimum Distribution (RMD) forms must be in house no later than today, December 18, 2015. All forms received after today will be processed on a best efforts basis. Reminder: Bonus Advantage Retiring Effective today, Friday, December 18, 2015, the Bonus AdvantageSM product is no longer available. Please note you have until 5 PM ET today to submit applications for this product. Any applications received after today will not be accepted. If you liked the concepts of Bonus Advantage, we hope you're already aware of Income 150+SM fixed index annuity. Income 150+ has a unique and powerful story in the first 10 years with up to four boosts in income value. See links below for more details. Income 150+ Client Guide Income 150+ Product Highlights If you have any questions, please contact your IMO, visit forethought.com or call the sales team at (855) 44-SALES (477-2537), option 1. SecureForeSM fixed annuities are issued by Forethought Life Insurance Company and available in most states with contract FA1101SPDA-01 (certificate series GA1101SPDA-01, as applicable). ForeFreedom SaversSM, issued by Forethought Life Insurance Company is available in most states with Contract FA1201SPDAX-02, FA1201SPDAX-01, ICC11-FA1201SPDAX-01 and FA1201SPDAXL-02 (certificate series GA1201SPDAX-02, as applicable). ForeSpending SelectSM is issued by Forethought Life Insurance Company is available in most states with Contract FA1201SPDAX-02, FA1201SPDAX-01, ICC11-FA1201SPDAX-01 and FA1201SPDAXL-02 (certificate series GA1201SPDAX-02, as applicable). Bonus AdvantageSM fixed index annuity, issued by Forethought Life Insurance Company is available in most states with Contract FA1201SPDAX-02, FA1201SPDAX-01, ICC11-FA1201SPDAX-01 and FA1201SPDAXL-02 (certificate series GA1201SPDAX-02, as applicable). Income 150+SM fixed index annuity, issued by Forethought Life Insurance Company is available in most states with Contract FA1201SPDAX-02, FA1201SPDAX-01, ICC11-FA1201SPDAX-01 and FA1201SPDAXL-02 (certificate series GA1201SPDAX-02, as applicable). Forethought is Forethought Life Insurance Company and its affiliates, subsidiaries of Global Atlantic Financial Group Limited. 102706 (12-15)   FOR PRODUCER USE ONLY/NOT FOR USE WITH THE PUBLIC

This email was sent to: JESSE@SCHAEFERFINANCIALGROUP.COM This email was sent by: Forethought Life Insurance Company 300 North Meridian Street, Suite 1800 Indianapolis, IN 46204 We respect your right to privacy - view our policy
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