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Individual Insurance
Sofie wants to provide for her children long after she’s gone with Equitable Generations Universal Life
Sofie knows the future is uncertain. As a mom of two children and in her late forties, Sofie wants to continue to help her kids with their life goals as they get older.
She learns that Universal Life insurance from Equitable® is a great fit for her. It has investment options, choices of death benefit and even flexibility on how she pays for her premiums. With the investment option, she can earn tax-advantaged growth*.
Watch our new Universal Life Insurance from Equitable video to learn more. See it on Vimeo
This video can help you talk with clients about Universal Life insurance. It walks them through what it is, how it works, and the affordability and flexibility it features. It highlights just how Universal Life from Equitable is an insurance solution truly designed to meet the needs of clients today and into tomorrow.
Not sure where to start? Send clients this draft prospecting letter which you can personalize specifically for them.
Plus, check out our Universal Life solution page on EquiNet®, then click on the Marketing Materials tab for the latest Universal Life Marketing Materials.
Want to learn more? Ask your Equitable wholesaler!
View on Vimeo
*Subject to the Income Tax Act of Canada.
1 minute read
Savings & Retirement
Clients looking to add a little balance and diversification to their investment mix?
An Equitable® Guaranteed Interest Account (GIA) may be just the right fit for them. With competitive interest rates, Equitable GIAs may be an ideal solution for clients looking to create a well-diversified and balanced portfolio.
A few reasons to consider Equitable for your GIA business:
• The GIA advantage – a life insurance contract can provide many estate planning benefits.
• Advisor rate discretion – advisors can forego up to 40bps of commission for an equal increase in interest rate, making our great rates even better.
• Step Up Your Wealth Sales program1 – 100% of GIA net deposits are used to calculate the 0.75% bonus commission earned on net deposits for 20242.
Bookmark this page to check our current rates.
For more information, please contact your Director, Investment Sales.
1 Equitable reserves the right to alter or terminate this program at any time and without notice.
2 All eligible deposits, sales, and redemptions occurring between January 1 and December 31, 2024, will be used to calculate an advisor’s 2024 net deposits. See full Step Up Your Wealth Sales program details for more information.
® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
Date posted: May 9, 2024
1 minute read
Individual Insurance
Savings & Retirement
Group Benefits
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