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Financial planning concepts & tools

Corporate Preferred Retirement Solution (corporate borrowing)

On June 24, 2019, we are adding the ability to choose corporate borrowing when illustrating the Corporate Preferred Retirement Solution.

Learn more about the differences between shareholder and corporate borrowing:

Checklists outline the most critical information you and your clients need to know:

Now Available: Shareholder and corporate borrowing client brochures using Equimax whole life:

 

Preferred life insurance solutions - a packaged approach

A packaged approach to show that life insurance can be a preferred method for helping individuals and corporations to leave a legacy, increase wealth and save tax. It's a tax-efficient solution compared to alternative taxable investments.

  • Preferred Estate Transfer
    By redirecting some of their money from taxable investments into a permanent life insurance policy, your clients can create a larger estate and save taxes.
  • Preferred Retirement Solution
    By using the cash value of the life insurance policy as collateral for a bank loan, your clients can supplement their retirement income with tax-free dollars. Find out more about collateral loans.

Preferred life insurance solutions are accessible through the Equitable Sales Illustration System. Available using Equimax participating whole life or Equation Generation IV universal life.

Resources

Advisor Guides

Helping you sell

For Individual Clients

Preferred Estate Transfer

Preferred Retirement Solution

For Corporate Clients

Corporate Preferred Estate Transfer

Corporate Preferred Retirement Solution

     Shareholder borrowing

     Corporate borrowing