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What's New?

We’re excited to share a new video highlighting all the great reasons to choose Equitable for large case clients—featuring Rob Hollingsworth, Head of Distribution and Product Marketing, Individual Insurance.

Highlights at-a-glance
● We have capacity in excess of $100 million ultimate net amount at risk
● Up to $10 million internal retention
● Our mutual structure gives us a number of advantages, including the ability to provide personalized service

Equitable offers full support to help you work on large cases and successfully implement solutions, and we’re continually adding tremendous experience and talent to our organization.

 

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Equitable dividend scale - NOW IN EFFECT!

Equitable’s Board of Directors has approved a new dividend scale for the period of July 1, 2024, to June 30, 2025.
● The interest rate* we use for the dividend scale will change. It will go from 6.25% to 6.40% on July 1, 2024.
● Other factors used to decide the dividend scale will remain the same.
● The interest rate for policies with dividends on deposit will change. It will go from 2.25% to 3.50% on July 1, 2024
● The interest rate for most policy loans will remain at 6.50%. This applies to both new and existing policy loans, and automatic premium loans. It specifically applies to Equimax® policies with a 9-digit policy number that starts with either "3" or "8". Older policies may have different loan rates as they are based on the prime interest rate.

Learn more:

● 2024 Advisor Dividend Scale Notice
● 2024 Client Dividend Scale Notice
● Dividend Information Page

Did you miss our Spring Update & 2024 Dividend Scale Announcement?

English: Access the event here. Chinese: Access the event here*.

(*Chinese event will be partially in English, with sub-titles on screen).

 

*The dividend scale interest rate (DSIR) is different from the participating account (PAR) rate of return. The PAR rate of return is the return on the investments in the participating account over the calendar year. The DSIR smooths out the ups and downs of the participating account experience.

Video Library

 

Why Equitable -The power of together
 

Spring update & 2024 Dividend scale
 

Large case markets
 

Term life insurance
*Videos are in English with Chinese sub-titles


Marketing Materials

For a complete list of all our marketing materials, please click here.

Interested in ordering marketing materials? Complete our Life & Health supply order form here
 
Form Number Cover Marketing Material Name Available Languages Product
1038 1038_zhs-(1).jpg 认识分红终身寿险
客户指南

Understanding Participating Whole Life 
EN | FR Participating Whole Life
1129 1828CH-(1).jpg Equimax保险指南
Equimax Client Guide
EN | FR Participating Whole Life
1248 1248CH.png 了解
受保疾病

Understanding the Covered Conditions
EN | FR Critical Illness
1255 1255ZHS.png 附有定期寿险的独特房屋贷款保障
Unique Mortgage Protection
EN | FR Term
1258 1258CH.jpg EQUILIVING保险指南
Your Guide to EquiLiving
EN | FR Critical Illness
1287 1287CH.png EQUILIVING
儿童重疾保险

EquiLiving Critical Illness Insurance for Children
EN | FR Critical Illness
1505 1505CH.jpg 分红比例利率与分红账户回报率
过往30年的表现

Dividend scale interest rate 30-year historical performance
EN | FR General
1528 1528CH.png EQUILIVING重疾保险
您需要的时候便有保障

EquiLiving Claims Experience
EN | FR Critical Illness
1791 1791CH-(1).jpg 高档市场
保险方案

Advanced Market Insurance Solutions
EN | FR General
1893 1893CH.png 为儿童购买Equimax
终身寿险的
前瞻性思考

Forward thinking ... Equimax whole life insurance for children
EN | FR Participating Whole Life
1980 1980CH.png 财富世代传承策略案例研究
转移财富给成年子女

Intergenerational Wealth Transfer Strategy Case Study - Transferring wealth to an adult child
EN | FR Participating Whole Life
1981 1981CH.png 转移财富给成年子女
Wealth Transfer to an Adult
EN | FR Participating Whole Life
1988 1988CH.png 财富世代传承案例研究
转移财富给孙子女

Intergenerational Wealth Transfer Strategy Case Study - Transferring wealth to a grandchild
EN | FR Participating Whole Life
1989 1989CH.png 转移财富给孙子女
Wealth Transfer to a Grandchild
EN | FR Participating Whole Life
2075 2075CH.png 分红终身寿险
强劲及稳定的分红

Equimax Participating Whole Life Strong and Stable Dividends Equimax
EN | FR Participating Whole Life
2100 2100CH.png 10 大理由为大额保单
客户选择恒信保险

10 Great Reasons to Choose Equitable Life for Large Case Clients
EN | FR Participating Whole Life
N/A Underwriting-Considerations-CH.png 处理财富世代传承个案时的承保考虑因素
Underwriting Considerations for Intergenerational Wealth Transfer cases
EN | FR Participating Whole Life