Large Case Markets
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| As part of Equitable’s strategic focus, we are actively investing in growing our large case market share. It is our goal to provide you with the tools and resources you need so that, together, we can continue to grow our success in the large case market. Equitable offers full support to help you work on large cases and successfully implement solutions. We believe large insurance cases require special handling by experts who understand the complexities of these situations. That’s why we are here to support your large insurance cases—with an expected annual premium of $20,000 or more—with extra care, from start to finish. |
We're Committed to Large Case Clients
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| All numbers quoted above are as of Q4 2023 | |
Our Large Case Experts
 Chris Thompson, CFP, CLU, CH.F.C., CHS Advanced Case Consultant Western Region Read bio |
 Matt Austin, B.Math, CFP, CLU Advanced Case Consultant Ontario and Atlantic Read bio |
.jpg "Carlo-(1).jpg") Carlo Di Girolamo Advanced Case Consultant Quebec Read Bio |
.jpg "Bryan-McNulty-(1).jpg") Bryan McNulty, LL.B., B.B.A., T.E.P. Head of Tax and Estate Planning Read bio |
.jpg "Cindy_Shirley-(3).jpg") Cindy Shirley Vice President, Chief Underwriter & Claims Read Bio |
.jpg "Kevin-Till-headshot-rectangle-(1).jpg") Kevin Till AVP, Individual Pricing and Reinsurance Read Bio |
Contact your local wholesaler for more information.
Resources
| Resources | Available Languages |
| Large case concepts and strategies | FR |
| Thinking through the decision to purchase JLTD policies | FR |
| Three steps to packaging large cases for success | FR |
Marketing Materials
Interested in ordering marketing materials? Complete our Life & Health supply order form.| Form Number | Cover | Marketing Material Name | Available Languages | Product |
|---|---|---|---|---|
| 2100 |
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10 great reasons to choose Equitable for large case clients
File
There are so many great reasons to choose Equitable for large case clients—from our mutual status to our industry-leading participating account rate of return. With 100+ years of experience in the Canadian insurance marketplace, we’re protecting today, preparing tomorrow. |
FR CH | |
| 1791 |
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Advanced market insurance solutions
File
Equitable Life is not your typical financial services company. This booklet highlights some of the reasons why. |
FR CH | General Content |
| 1782 |
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Building a stronger investment portfolio with participating whole life
File
Adding a permanent participating life insurance policy to clients' financial plans can help improve the rate of return and reduce the risk in the investment portfolio. |
FR | Participating Whole Life |
| 1782B |
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Building a stronger investment portfolio with participating whole life (supplemental)
File
Adding a permanent participating life insurance policy to clients’ financial plans can help improve the rate of return and reduce the risk in the investment portfolio. A closer look at the numbers. |
FR | Participating Whole Life |
| 2011 |
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Corporate Preferred Estate Transfer® using whole life
File
If clients are looking for the most tax-efficient way to get the value of their shares out of their company and into the hands of their estate, consider the Corporate Preferred Estate Transfer using a participating whole life insurance policy. |
FR |
Participating Whole Life Sales Strategies |
| 2178 |
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Meeting the needs of a developing business - with key person insurance
File
Most business owners have insurance to cover their business in terms of its assets and liabilities, but what about insuring the business' most valuable assets—its key people? |
FR | General Content |
| 1788 |
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Business fact finding sheet (fillable)
File
This fact sheet can help you better understand the client’s unique needs, so you can develop a financial and succession plan to help them achieve their personal and business goals. |
FR | General Content |
| 1874 |
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Levelize the tax on fixed income investments with corporately-owned participating whole life (corporate clients)
File
This piece illustrates how corporate clients with a large taxable fixed income portfolio can levelize and pay less tax on their fixed income investments using Participating Whole Life insurance. |
FR | Participating Whole Life |
| 2179 |
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Three steps to packaging large cases for success
File
When you’re developing a large case plan, it’s necessary to understand the client’s position, goals, and desired outcomes. It’s important to ask the right questions and get support from a dedicated large case team of insurance experts and underwriters. |
FR | General Content |
| 2008 |
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Transferring wealth to an adult child - case study
File
This case study demonstrates the intergenerational wealth transfer strategy by looking at the case of an aging adult who wants to leave a long-term financial legacy for future generations by transferring wealth to her adult child. |
FR |
Participating Whole Life Sales Strategies |
| 1799 |
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Levelize the tax on your fixed income investments with participating whole life (individual clients)
File
Are clients paying more tax than they need to on their fixed income investments? Each year, if the value of those investments increases, so does the tax payable. By adding a whole life insurance policy to a client’s financial plans, they could increase their wealth by recapturing some of the money they are currently paying in taxes. |
FR | Sales Strategies |
| 1828 |
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Participating account executive summary
File
An overview of assets and allocation, and the historical dividend scale interest rate. |
FR | Participating Whole Life |
| 1569 |
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Tax and estate planners' guide to corporate life insurance
File
This guide is a support piece for tax and estate planners who want a high-level review of two unique planning opportunities using corporately-owned life insurance to help meet estate & retirement needs. |
FR | Sales Strategies |