DocuSign now accepted

We now accept new business documents signed via DocuSign! This digital signature tool simplifies the submission process and provides a more convenient experience for you and your clients.

Online document and contract access expanded

You can now view new business paperwork for all applications — not just those submitted through E-App — and digital copies of client contracts on Agents.EquiTrust.com. This enhancement provides quicker, easier access to important documents! For more information, check out the flyer.

MORE DIGITAL TOOLS TO SUPPORT YOUR BUSINESS

EquiTracker — track pending business

Your new business status right at your fingertips! View EquiTracker on your pending business grid at Agents.EquiTrust.com.

Contract notes available online

Access detailed contract notes directly on Agents.EquiTrust.com so you can provide fast, informed support to your clients.

Mobile app

On-the-go access to all your EquiTrust business. Be sure to enable push notifications for real-time updates! Learn more.

Partial Tax Conversion (PTC) resources

Dynamic conversion calculator for Roth and Inherited IRAs, plus a PTC illustration supplement for all fixed index annuities as well as Certainty Select^® and ChoiceFour^®.

New business ticker

View new business processing speed at any time by clicking the calendar icon on the right side of the home page on Agents.EquiTrust.com.

Questions? Call Sales Support at 866-598-3694 or email Sales.Support@EquiTrust.com

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

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FOR FINANCIAL PROFESSIONAL USE ONLY