Chinese Marketing Materials

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.

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*.