Large Case Markets

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

Our Large Case Experts

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

Chris Thompson, CFP, CLU, CH.F.C., CHS Advanced Case Consultant Western Region	Matt Austin, B.Math, CFP, CLU Advanced Case Consultant Ontario and Atlantic	Carlo Di Girolamo Advanced Case Consultant Quebec

Bryan McNulty, LL.B., B.B.A., T.E.P. Tax and Estate Planning Consultant National

Cindy Shirley Vice President of Underwriting and Claims

Contact your local wholesaler for more information.

Marketing Materials

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		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		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		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		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		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		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		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		Thinking through the decision to purchase JLTD policies File	FR	Participating Whole Life
2008		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		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		Participating account executive summary File An overview of assets and allocation, and the historical dividend scale interest rate.	FR	Participating Whole Life
1569		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