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Insurance - Marketing Materials

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There's Strength in Being Mutual  

There's Strength in Being Mutual

This piece discusses the benefits of dealing with Equitable Life, a Canadian mutual life insurance company; our investment portfolio, capital position and strength going through 2008.

Canadian, Mutual, Yours 101 

Canadian, Mutual, Yours (français)

This client brochure discusses the benefits of dealing with Equitable Life, a Canadian mutual life insurance company and the advantages of the mutual structure. Available in English, French, and Standard Chinese.

2010 Financial Highlights 102 

2010 Financial Highlights

Past, Present & Future 103 

Past, Present & Future

A client brochure summarizing the history of Equitable Life, where we are today and our commitment to the future. Available in English, French, and Standard Chinese.

Your Guide to the Equitable Life Experience 1023 

Your Guide to the Equitable Life Experience

This guide will make it easier for you to do business with us by providing answers to some frequently asked questions and links to product information, forms and marketing material.

Individual Life & Health Products At-a-glance 1025 

Individual Life & Health Products At-a-glance

This guide can be used as an easy reference to all of Equitable's Life & Health products currently available for sale.

10 Reasons for doing business with Equitable 1271 

10 Reasons for doing business with Equitable

This advisor piece lists the top 10 reasons why Equitable Life should be your first choice. From product offering, on-line tools, simplified underwriting to award-winning customer service.

2010 Annual Report 2010AR 

2010 Annual Report (français)

Personalized ads and posters  

Personalized ads and posters

Professionally designed ads and posters help you promote critical illness insurance protection.

Understanding The Covered Conditions 1248 

Understanding The Covered Conditions (français)

This booklet provides details of the new industry wide benchmark definitions for the conditions covered by EquiLiving.

Your Guide to EquiLiving (Client Guide) 1258 

Your Guide to EquiLiving (Client Guide) (français)

This guide provides an overview of EquiLiving critical illness insurance to potential and existing clients. It explains the key features and benefits of EquiLiving, the conditions covered by the plan and the optional riders.

Critical Protection: EquiLiving Critical Illness (Client Brochure) 1259 

Critical Protection: EquiLiving Critical Illness (Client Brochure) (français)

This brochure introduces your clients to critical illness insurance. EquiLiving Critical Illness Insurance is available as a stand-alone plan or as a rider on Equitable Life's Equation Generation IV and EquiLife universal life plans.

Best Doctors Brochure 1262 

Best Doctors Brochure (français)

This brochure describes the services that will be available to your clients at claim time through Best Doctors, Inc., a company that provides information when it matters most.

Protecting the important things in life 1286BIL 

Protecting the important things in life

Having your clients complete this checklist will help them discover for themselves that while they have insurance for their car and home, they may not have protection for what's really important. (This is a bilingual piece.)

EquiLiving Critical Illness Insurance for Children 1287 

EquiLiving Critical Illness Insurance for Children (français)

This brochure tells a story of how an entire family is impacted, both financially and emotionally, when a child suffers from a critical illness. It introduces EquiLiving CI for children which covers the usual 25 adult illnesses plus 5 additional childhood conditions.

Equitable Life Participating Account 1038 

Equitable Life Participating Account (français) (Chinese)

This client guide provides information about Equimax participating whole life insurance, including some key financial facts about the management, performance and strength of Equitable Life's Participating Account, how dividends are calculated and how they impact the policy.

Equimax Client Guide 1129 

Equimax Client Guide (français) (Chinese)

This guide provides clients with the information they need about Equimax participating Whole Life insurance and explains the benefits of Par whole life from a mutual life insurance company.

Wise thinking for your financial plans 1130 

Wise thinking for your financial plans (français) (Chinese)

This client brochure introduces Equimax Par Whole Life and why it is ideal for your clients financial planning needs.

A head start, for tomorrow 1131 

A head start, for tomorrow (français) (Chinese)

This client brochure introduces Equimax Par Whole Life for children. Equimax provides affordable permanent insurance at children's rates, plus tax-sheltered growth and cash value that can be accessed to cover educational expenses.

Choice, flexibility, guarantees (Which plan type is right for you?) 1291 

Choice, flexibility, guarantees (Which plan type is right for you?) (français) (Chinese)

Use this client piece to help you determine the best plan type to help your clients achieve their goals: Equimax Estate Builder or Equimax Wealth Accumulator.

Personalized ads and posters  

Personalized ads and posters

Professionally designed ads and posters help you promote term insurance for mortgage protection.

Protecting You; Protecting Your Family 1043 

Protecting You; Protecting Your Family (français)

This brochure explains how Term insurance from Equitable Life provides temporary, flexible and affordable protection against loss of income, mortgage debt, personal debt, education expenses, and end-of-life costs. It can also be added as a rider to other permanent products to take care of a client’s total needs in one neat package.

Unique Mortgage Protection 1255 

Unique Mortgage Protection (français)

This brochure compares some of the key features of mortgage protection and highlights the advantages of using Equitable Life’s Term insurance over typical mortgage insurance from a lending institution.

Protecting You; Protecting Your Business 1301 

Protecting You; Protecting Your Business (français)

This brochures explains how Equitable Life's term plans can be used for creditor protection, buy-sell agreements, key person insurance and other business needs.

Preferred Underwriting Classifications 1345 

Preferred Underwriting Classifications

This guide provides an overview of the Preferred Underwriting Classifications that determine the rates for Preferred Term insurance at Equitable Life.

EquiLife Limited Pay - At a Glance 1028 

EquiLife Limited Pay - At a Glance

For the Financial Advisor this piece provides a general overview of EquiLife and includes a Product Summary, Target Markets, and an overview of the product guarantees and investment options.

EquiLife Limited Pay - Client Guide 1029 

EquiLife Limited Pay - Client Guide (français)

This piece provides clients with an overview of EquiLife and includes details on the product guarantees, flexibility, how it works and where it fits. A brief summary of investment options and optional riders and benefits is included.

EquiLife Limited Pay - Protecting Today & Tomorrow 1032 

EquiLife Limited Pay - Protecting Today & Tomorrow (français)

Designed for the "baby boomer" crowd, this client brochure discusses EquiLife and gives clients at this stage of life an idea of how it can provide solutions to their long-term financial planning needs.

10 Great Reasons to make Equitable Life your first choice for Universal Life 1154 

10 Great Reasons to make Equitable Life your first choice for Universal Life

This advisor marketing piece discusses 10 competitive advantages why advisors should make Equitable Life their first choice for their client's Universal Life plans. The competitive advantages of Equation Generation IV and EquiLife UL are discussed here.

Equation Generation IV Client Guide (Bonus & Low Fees) 1155 

Equation Generation IV Client Guide (Bonus & Low Fees) (français)

This guide offers your clients product information regarding Equitable Life's Equation Generation IV universal life plan. It includes information about how Equation Generation IV works, the life insurance protection it provides, the investment options available within the product, the bonus options, and much more.

Equation Generation IV at a Glance 1157 

Equation Generation IV at a Glance

This advisor brochure provides a thorough overview of Equitable Life's Equation Generation IV universal life including information on Plan Types, Cost of Insurance, Death Benefit Options as well as Savings and Investment Opportunities.

Linked Interest Options - Quotential 1166 

Linked Interest Options - Quotential (français)

This two sided promotional flyer discusses the benefits of the Franklin Templeton Quotential portfolios and the Portfolio Interest Options available with Equation Generation IV. The Portfolio Interest Options track the performance of six Quotential portfolios.

Universal Life Investor Profiler Questionnaire 1190 

Universal Life Investor Profiler Questionnaire (français)

Equitable Life's Investor Profiler Questionnaire can assist in determining a suggested asset mix for your clients savings within their Equation Generation IV or EquiLife UL plan based on their time horizon, financial goals and tolerance to risk.

Universal Life Savings & Investment Opportunities 1193 

Universal Life Savings & Investment Opportunities (français)

This brochure provides your clients with a brief overview of the Savings and Investment Options available within the Equation Generation IV and EquiLife universal life plans including a Daily Interest Account, Guaranteed Deposit Accounts and Linked Interest Options.

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