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 MONTHLY OVERVIEW 

April 2026 

 All-Product Summary 

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Qualifiers and one adult guest will enjoy the relaxed elegance and contemporary luxury of Stanly Ranch, Auberge Resorts Collection, featuring impeccable hospitality, farm-to-table cuisine and elevated accommodations.

 

Learn more about qualifications and eligible products.

See qualification details

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Double the opportunity! 2026 + 2027

Now through May 31, 2026, your eligible issued business counts toward qualification for both the 2026 Canada trip1 AND the 2027 Napa Valley trip! Take advantage of this limited-time overlap to maximize your momentum and watch your success multiply.

Learn more

Updated FNA form

The Financial Needs Analysis (FNA) form required for annuity new business submissions has been updated to help reduce Not in Good Order submissions (NIGOS) and improve the efficiency of the suitability review process.

See the updates

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Download the agent mobile app! 

Enable push notifications for up-to-the-minute updates on your business! From the home page, tap the three dots in the top right corner to manage your notification preferences. 

Learn more

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Premium bonus special

Additional 3% bonus on select EquiTrust bonus products through June 30, 2026.

Get the details

 Sales ideas recap 

Sales ideas sent to you in April issues of Sales Week:

  • Looking beyond MYGAs for strong guarantees?

  • Ready to respond to renewal rate questions? 

  • History's largest wealth transfer = opportunity for you!

  • Lead wealth transfer conversations with confidence

 Administrative news brief

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EFT now available for lump-sum death claims

Effective March 1, EquiTrust offers Electronic Funds Transfer (EFT) as a payout option for lump-sum death claims, giving beneficiaries a fast, secure and convenient option for receiving funds.

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Contact information updates now available by phone

Our contact center can now process contact information changes over the phone for clients, financial professionals and Marketing Organizations, eliminating the need for paper forms or email requests.

 

Representatives can add, update or remove contact information, including:

  • Clients: Mailing and seasonal addresses, phone numbers and email addresses.

  • Financial professionals and Marketing Organizations: Business addresses, phone numbers, email addresses and fax numbers.

 Have questions or want to talk through a case? Call Sales Support at 866-598-3694 or email Sales.Support@EquiTrust.com.

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 866-598-3694  •  Sales.Support@EquiTrust.com  •  Agents.EquiTrust.com 

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    Proud member of:

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    1 Eligible business for the 2026 Canada incentive trip must be issued by June 15, 2026, to qualify.

    Products underwritten, issued and distributed by EquiTrust Life Insurance Company, West Des Moines, Iowa.

    3090-GEN-EM-MO (04-26)

    FOR FINANCIAL PROFESSIONAL USE ONLY

    7100 Westown Parkway, Suite 200

    West Des Moines, IA 50266

    © EquiTrust 2026. All rights reserved.

     

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