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.

10 Great Reasons to Choose Equitable for Large Case Clients - view the 2100 pdf here
 

We're Committed to Large Case Clients

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As a mutual, we provide financial security differently by focusing exclusively on our clients.
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We have a dedicated large case team and process to help ensure an excellent advisor experience.
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We have an industry-leading participating account rate of return. 
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Our internal retention limite is $10 million  a great option for meeting your wealthy clients' capacity needs.
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Equimax®, our participating whole life product line, is very competitive and recently underwent an exciting update.
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Our dedicated field team of tax and estate planning and advanced case consultants are here to assist you. 
All numbers quoted above are as of Q4 2023


Our Large Case Experts

 

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End to End Packaging of Large Cases for Success can be found here.  
 

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Chris Thompson
Advanced Case Consultant
Western Region
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Matt Austin
Advanced Case Consultant
Ontario and Atlantic
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Carlo Di Girolamo
Advanced Case Consultant
Quebec
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Bryan McNulty
Tax and Estate Planning Consultant
National
Contact your local wholesaler for more information. 


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
2100 Download cover image for file 10 great reasons to choose Equitable for large case clients 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 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 clients' financial plans can help 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 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 Download cover image for file Corporate Preferred Estate Transfer® using whole life 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
1788 Download cover image for file Business fact finding sheet (fillable) 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 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 levelize and pay less tax on their fixed income investments using Participating Whole Life insurance.
FR Participating Whole Life
N/A Download cover image for file Thinking through the decision to purchase JLTD policies Thinking through the decision to purchase JLTD policies File 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
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 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
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 Download cover image for file Participating account executive summary Participating account executive summary File
An overview of assets and allocation, and the historical dividend scale interest rate.
FR Participating Whole Life
1569 Download cover image for file Tax and estate planners' guide to corporate life insurance 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