Preferred life insurance solutions – individuals | EquiNet Equitable Life's advisor site

Whether your clients are looking to leave a larger inheritance to their loved ones or supplement their retirement income, Equitable has the solution.

Preferred Estate Transfer

By redirecting some of their money from taxable investments into a permanent life insurance policy, your clients can leave more to their loved ones and save taxes today and in the future.

Preferred Retirement Solution

This concept is an extension of the Preferred Estate Transfer. By using the cash value of the life insurance policy as collateral for a bank loan, they can supplement their retirement income with tax-free dollars.

Life policy collateral loans. Find out more.

Advisor guide

Marketing materials

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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	Marketing Material Name	Available Languages	Product
N/A	Tips for illustrating concepts using WL (Preferred Retirement Solutions using Equimax) File	FR	Participating Whole Life
1564	Preferred Estate Transfer (generic flyer) File Provides a generic overview of the Preferred Estate Transfer concept without a specific reference to Equimax participating whole life or Equation Generation IV universal life.	FR	Participating Whole Life Universal Life
1572	Preferred Estate Transfer using Equimax File The Preferred Estate Transfer is one of the most tax-efficient ways for your clients to build and transfer their wealth.	FR	Participating Whole Life
1689	Preferred Estate Transfer using Universal Life File The Preferred Estate Transfer is a tax-efficient ways for clients to build and transfer wealth by redirecting money from taxable investments to pay the premiums for a permanent life insurance policy.	FR	Universal Life
1565	Preferred Retirement Solution (generic flyer) File Provides a generic overview of the Preferred Retirement Solution concept without a specific reference to Equimax participating whole life or Equation Generation IV universal life.	FR	Participating Whole Life Universal Life
1568	Preferred Retirement Solution Checklist File Review this checklist with your clients to ensure they understand the Preferred Retirement Solution and how it can impact them.	FR	Participating Whole Life Universal Life
1573	Preferred Retirement Solution using Equimax File Use the cash value of a permanent life insurance policy as collateral for a tax-free bank loan to supplement retirement income and use money from taxable investments to pay premiums for the policy.	FR	Participating Whole Life