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Preferred life insurance solutions – individuals

Whether your clients are looking to leave a larger inheritance to their loved ones or supplement their retirement income, Equitable has the solution.

Preferred Estate Transfer

By redirecting some of their money from taxable investments into a permanent life insurance policy, your clients can leave more to their loved ones and save taxes today and in the future.

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Preferred Retirement Solution

 

This concept is an extension of the Preferred Estate Transfer. By using the cash value of the life insurance policy as collateral for a bank loan, they can supplement their retirement income with tax-free dollars.

Life policy collateral loans. Find out more.

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Advisor guide


Marketing materials
 

Interested in ordering marketing materials? Complete our Life & Health supply order form

 
 
This table includes downloadable marketing materials saved in PDF format. Each row is a different product and may contain versions of the brochure in alternate languages.
Form Number Cover Marketing Material Name Available Languages Product
N/A Tips for illustrating concepts using WL (Preferred Retirement Solutions using Equimax) File FR Participating Whole Life
1564 Download cover image for file Preferred Estate Transfer (generic flyer) Preferred Estate Transfer (generic flyer) File
Provides a generic overview of the Preferred Estate Transfer concept without a specific reference to Equimax participating whole life or Equation Generation IV universal life. 		FR Participating Whole Life
Universal Life
1572 Download cover image for file Preferred Estate Transfer using Equimax Preferred Estate Transfer using Equimax File
The Preferred Estate Transfer is one of the most tax-efficient ways for your clients to build and transfer their wealth. 		FR Participating Whole Life
1689 Download cover image for file Preferred Estate Transfer using Universal Life Preferred Estate Transfer using Universal Life File
The Preferred Estate Transfer is a tax-efficient ways for clients to build and transfer wealth by redirecting money from taxable investments to pay the premiums for a permanent life insurance policy. 		FR Universal Life
1565 Download cover image for file Preferred Retirement Solution (generic flyer) Preferred Retirement Solution (generic flyer) File
Provides a generic overview of the Preferred Retirement Solution concept without a specific reference to Equimax participating whole life or Equation Generation IV universal life. 		FR Participating Whole Life
Universal Life
1568 Download cover image for file Preferred Retirement Solution Checklist Preferred Retirement Solution Checklist File
Review this checklist with your clients to ensure they understand the Preferred Retirement Solution and how it can impact them. 		FR Participating Whole Life
Universal Life
1573 Download cover image for file Preferred Retirement Solution using Equimax Preferred Retirement Solution using Equimax File
Use the cash value of a permanent life insurance policy as collateral for a tax-free bank loan to supplement retirement income and use money from taxable investments to pay premiums for the policy. 		FR Participating Whole Life