As part of our strategic focus, we are actively investing in growing our advanced market share. It is our goal to provide you with the tools you need so that together, we can continue to increase our already growing success in the large case market.
 

Intergenerational Wealth Transfer Strategy - New Sales Concept Materials Available

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People traditionally inherit their parents’ assets after they pass away – at which time there is usually also a tax liability to the deceased’s estate. 
 
Through the intergenerational wealth transfer strategy using permanent life insurance, a grandparent can share their wealth and potentially live to see their children and grandchildren reap the benefits. They can also reap the benefits of lower taxes today and in the future.
 
Two new marketing flyers and related case studies that illustrate this strategy are now available to help advisors present this concept to their high net worth clients who are looking to share their wealth with their loved ones.
  1. Wealth Transfer to an Adult Child (#1980) + Case Study #1 (#1981)
  2. Wealth Transfer to a Grandchild (#1988) + Case Study #2 (#1989)
  3. Underwriting Considerations

 Give the Gift of a Head Start - Learn more


Our Large Case Experts
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We believe large insurance cases require special handling, from 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 the extra care that’s required, from start to finish. At Equitable Life, we have a full-service offering designed to provide you with the confidence necessary to work on these cases and implement the solutions successfully.

End to End Packaging of Large Cases for Success can be found here.  
Resources to help make the Large Case sale can be found here
Equitable Insights: Our Large Case Experts, features Scott Morrow, Individual Insurance Sales Vice President, MGA East, Equitable Life.

Articles

“From my perspective” …  Insights from our resident experts.
 
Title Author
Thinking through the decision to purchase joint last-to-die policies Bryan McNulty
Tax and Estate Planning Consultant, Equitable Life of Canada
 

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
1791 Download cover image for file Advanced Market Insurance Solutions 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 Download cover image for file Building a stronger investment portfolio with participating whole life Building a stronger investment portfolio with participating whole life File
Adding a permanent participating life insurance policy to your client's financial plans can improve the rate of return and reduce the risk in the investment portfolio.
FR Participating Whole Life
1782B Download cover image for file Building a stronger investment portfolio with participating whole life (Supplemental) Building a stronger investment portfolio with participating whole life (Supplemental) File
Adding a permanent participating life insurance policy to your client's financial plans can improve the rate of return and reduce the risk in the investment portfolio. A closer look at the numbers.
FR Participating Whole Life
2011 Download cover image for file Corporate Preferred Estate Transfer using Whole Life Corporate Preferred Estate Transfer using Whole Life File
FR Participating Whole Life
Sales Strategies
1788 Download cover image for file Business Fact Finding Sheet Business Fact Finding Sheet File
Fillable
FR
1799 Download cover image for file Levelize the tax on your fixed income investments with participating whole life (individual clients) Levelize the tax on your fixed income investments with participating whole life (individual clients) File
FR
1874 Download cover image for file Levelize the tax on fixed income investments with corporately-owned participating whole life (corporate clients) 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 not only increase the corporation's wealth, but also the net amount it can pay to its shareholders, simply by recapturing some of the money it is currently paying in taxes.
FR Participating Whole Life
2008 Download cover image for file Transferring Wealth to an Adult Child - Case Study Transferring Wealth to an Adult Child - Case Study File
FR Participating Whole Life
Sales Strategies
1828 Download cover image for file Participating Account Executive Summary Participating Account Executive Summary File
FR Participating Whole Life
1932 Download cover image for file Why choose Equitable Life Why choose Equitable Life File
Are you looking for a comprehensive way to position Equitable Life with your clients? “Why choose Equitable Life?” highlights our commitment to mutuality, our policyholders, our financial strength and stability in a high level 2-page brochure for the advanced insurance market.
FR