Individual Insurance 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	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
0000		2024 Annual Report File	FR
2177		Buy-sell agreements File A buy-sell provision in a shareholder’s agreement can function as a plan of succession if a business owner or shareholder passes away. While many business owners have a buy-sell provision in their shareholder’s agreement, they may or may not have funding to implement the buy-sell provisions.	FR	General Content
N/A		Client file reference File	FR
2146		Cloud DX Advisor Guide File	FR	Critical illness Insurance
2147		Cloud DX Client Guide File	FR	Critical illness Insurance
1875		Equimax Wealth Accumulator – The path to maximizing tax-advantaged growth File Let Equitable Life show you the way. For advisor use only.	FR	Participating Whole Life
2043		10 Pay Equimax Estate Builder Enhanced File	FR	Participating Whole Life
N/A		FAQ on Predictive Analytics & Random Selection in Underwriting File	FR	General Content
2197		Intergenerational Wealth Transfer Strategy - Underwriting Considerations File	FR CH	Participating Whole Life Universal Life
2194		Life Insurance as an Asset Class - the mutuality edition File	FR CH
1271		5 Reasons for doing business with Equitable File This advisor piece lists the top 5 reasons why Equitable Life should be your first choice.	FR	General Content
1346		A closer look at life insurance File For advisor use only. This chart takes a closer look at life insurance and highlights some of the key differences between Equitable's term, whole life and universal life products. (Available in PDF Format only.)	FR	Participating Whole Life Term Universal Life
1131		A head start, for tomorrow File This client brochure introduces Equimax Par Whole Life for children. Equimax provides affordable permanent insurance at children's rates, plus tax-advantaged growth and cash value that can be accessed	FR	Participating Whole Life
1525		A Small Price to Pay File	FR	Critical illness Insurance
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
1004		Balancing need and affordability File	FR	Term
1139		Basic CI Needs Worksheet File	FR	Critical illness Insurance
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
CASL		Canada's Anti-Spam Legislation File	FR	General Content
1134		Charitable giving through life insurance File This client piece shows how life insurance is an easy and affordable way to amplify the amount of a charitable gift without impacting their family's inheritance.	FR	General Content Participating Whole Life Universal Life
1290		Children's CI - A lifetime of protection File	FR	Critical illness Insurance
1196		Children's CI - Forced Savings for Education File This sales track shows you how to use EquiLiving CI with ROP to fund education.	FR	Critical illness Insurance
1291		Choice, flexibility, guarantees (Which plan type is right for you?) File Use this client piece to help you determine the best plan type to help your clients achieve their goals: Equimax Estate Builder or Equimax Wealth Accumulator.	FR	Participating Whole Life
2029		Cloud DX FAQ File	FR	Critical illness Insurance
1562		Corporate Preferred Estate Transfer (generic flyer) File Provides a generic overview of the Corporate Preferred Estate Transfer concept without a specific reference to Equimax participating whole life or Equation Generation IV universal life.	FR	Sales Strategies
1570		Corporate Preferred Estate Transfer using Equimax File Are your clients 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? Choose the Corporate Preferred Estate Transfer.	FR	Sales Strategies
1688		Corporate Preferred Estate Transfer using universal life File The Corporate Preferred Estate Transfer is the most tax-efficient way for clients to get the value of their shares out of their company and into the hands of their estate.	FR	Critical illness Insurance Sales Strategies
1343		Evidence of Insurability File	FR	General Content
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
2178		Meeting the needs of a developing business - with key person insurance File Most business owners have insurance to cover their business in terms of its assets and liabilities, but what about insuring the business' most valuable assets—its key people?	FR	General Content
1914		Path to Success - Critical Illness Insurance Claims File	FR	Critical illness Insurance
1934		Path to Success - Critical Illness Insurance: History and Opportunity File	FR	Critical illness Insurance
2075		Equimax Participating Whole Life Strong and Stable Dividends File	FR CH	Participating Whole Life
N/A		Equitable Generations Advisor Admin Guide File	FR	Universal Life
2059		Equitable Generations at a Glance File	FR	Universal Life
2062		Equitable Generations Client Guide File	FR	Universal Life
2060		Equitable Generations Universal Life Product Summary File	FR	Universal Life
2057		Equitable Generations Universal Life Investor Profile Questionnaire File	FR	Universal Life
1024		Guide to Individual Underwriting File	FR
2055		Equitable Generations Universal Life Savings and Investment Options File	FR	Universal Life
2077		Flexibility for supplemental income with Equimax File	FR	Participating Whole Life
2053		KIND caring claim support package File	FR	Universal Life
1530		Temporary Resident Underwriting Guidelines File	FR	General Content
1921		Path to Success - Designing the CI Solution: Amount of Coverage File	FR	Critical illness Insurance
1923		Path to Success - Designing the Ci Solution: Optional Riders File	FR	Critical illness Insurance
1943		Path to Success - Designing the Ci Solution: Selecting the Premium Structure File	FR	Critical illness Insurance
1927		Path to Success - Designing the Critical Illness Solution File	FR	Critical illness Insurance
1913		Path to Success - Objections: Anticipating the Objections Your Clients My Have File	FR	Critical illness Insurance
1905		Path to Success - Overcoming Objections: CI is Expensive File	FR	Critical illness Insurance
1915		Path to Success - Overcoming Objections: I Can Use My Own Money File	FR	Critical illness Insurance
1906		Path to Success - Overcoming Objections: I Don’t Understand the Definitions File	FR	Critical illness Insurance
1918		Path to Success - Overcoming Objections: I Have Long Term Disability Insurance Already File	FR	Critical illness Insurance
1919		Path to Success - Overcoming Objections: I Have Mortgage Insurance File	FR	Critical illness Insurance
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
1894		Path to Success - Overcoming Objections: I’m Healthy, Why Are You Showing Me This? File	FR	Critical illness Insurance
1916		Path to Success - Overcoming Objections: It Doesn’t Seem Like Enough Coverage File	FR	Critical illness Insurance
1891		Path to Success - Overcoming Objections: Maybe Later File	FR	Critical illness Insurance
1896		Path to Success - Pivoting to CI from Investment Planning File	FR	Critical illness Insurance
1897		Path to Success - Pivoting to CI from Life Insurance File	FR	Critical illness Insurance
1898		Path to Success - Pivoting to CI from Long Term Disability Insurance File	FR	Critical illness Insurance
1900		Path to Success - Positioning CI for Children and Young Adults File	FR	Critical illness Insurance
1895		Path to Success - Positioning CI in the Business Market File	FR	Critical illness Insurance
1925		Path to Success - Positioning the Critical Illness Insurance Funds: Attachment File	FR	Critical illness Insurance
1901		Path to Success - Potential uses of the Critical Illness Insurance Funds File	FR	Critical illness Insurance
1920		Path to Success - Preparing Your Client for Underwriting Outcomes File	FR	Critical illness Insurance
N/A		Policy loan QA File	FR	Participating Whole Life
1758		Take a Premium Holiday File	FR	Critical illness Insurance Term Universal Life
N/A		Term Advisor/Admin Guide File	FR
1907		Path to Success - The four question Critical Illness sale File	FR	Critical illness Insurance
2058		The Power of Paying a Little Bit More - Equitable Generations File	FR	Universal Life
1924		Path to Success - Why Critical Illness Insurance Today? File	FR	Critical illness Insurance
2061		The Ultimate Bundle for Young Professionals File	FR	Critical illness Insurance Term Universal Life
1259		Critical Protection: EquiLiving Critical Illness (Client Brochure) File This brochure introduces your clients to critical illness insurance.	FR	Critical illness Insurance
N/A		Dividend Q&A Advisor Educational Series File	FR	Participating Whole Life
1505		Dividend scale interest rate 30-year historical performance File The following chart shows a 30-year history of Equitable Life's dividend scale interest rate compared to other well-known economic indicators.	FR CH	General Content
1967		Equitable Generations - Universal Life Insurance File Flexible life insurance with an investment component	FR	Universal Life
N/A		Equation Generation IV Admin Guide File	FR	Universal Life
1176		Equation Generation IV Advisor Guide File	FR	Universal Life
1157		Equation Generation IV at a Glance File This brochure provides an overview of Equitable Life's Equation Generation IV universal life including Plan Types, Cost of Insurance, Death Benefit Options and Savings and Investment Opportunities.	FR	Universal Life
1155		Equation Generation IV Client Guide (Bonus & Low Fees) File This guide includes information about how Equation Generation IV works, the life insurance protection it provides, the investment options available within the product, bonus options, and much more.	FR	Universal Life
2196		Equation Generation IV Product Summary File This one page document provides advisors with an overview of the target market, features and benefits specific to this product.	FR	Universal Life
1577		Preferred Estate Transfer - Preferred Retirement Solution File	FR	Participating Whole Life
N/A		EquiLiving Admin/Advisor Guide File	FR	Critical illness Insurance
1528		EquiLiving Claims Experience File What are the most frequently claimed illnesses in the industry? How does Equitable Life compare? What are real life examples of critical illness claims paid by Equitable Life? English is available in pdf format only. French is available in pdf and print at this time.	FR CH	Critical illness Insurance
1287		EquiLiving Critical Illness Insurance for Children File EquiLiving CI for children covers the usual 26 adult illnesses plus 5 additional childhood conditions.	FR CH	Critical illness Insurance
N/A		EquiLiving FAQ File	FR	Critical illness Insurance
2023		EquiLiving Product Summary (Adults) File This one page document provides advisors with an overview of the target market, features and benefits specific to EquiLiving critical illness insurance for adults.	FR	Critical illness Insurance
2026		EquiLiving Product Summary (Children) File This one page document provides advisors with an overview of the target market, features and benefits specific to EquiLiving critical illness insurance for children.	FR	Critical illness Insurance
SS2		Equimax & Term Certain Annuity Package File This sales track shows you how to use a Term Certain Annuity to prearrange funding for an Equimax policy.	FR	Participating Whole Life Term
N/A		Equimax Advisor Product Admin Guide File	FR	Participating Whole Life
1129		Equimax Client Guide File This guide provides clients with the information they need about Equimax participating Whole Life insurance and explains the benefits of Par whole life from a mutual life insurance company.	FR CH	Participating Whole Life
N/A		Equimax Client Presentation File	FR	Participating Whole Life
2071		Equimax Product Summary File This two page document provides advisors with an overview of the target market, features and benefits specific to this product.	FR	Participating Whole Life
2025		Financial Critical Illness Underwriting Guidelines File	FR	Critical illness Insurance
1988		Intergenerational Wealth Transfer Strategy Case Study - Transferring wealth to a grandchild File	FR CH	Participating Whole Life
1980		Intergenerational Wealth Transfer Strategy Case Study - Transferring wealth to an adult child File	FR CH	Participating Whole Life Universal Life
1135		Excelerator Deposit Option Highlights File	FR	Participating Whole Life
1893		Forward thinking ... Equimax whole life insurance for children File Smart investing for a child’s future with Equimax. This case study shows how paying a total of $48,000 in premiums over 20 years ($200 monthly) can provide a child with access of up to $288,000 in cash value over 60 years.	FR CH	Participating Whole Life
1025		Individual Life & Health Products At-a-glance File This guide can be used as an easy reference to all of Equitable's Life and Health products currently available for sale.	FR	General Content Critical illness Insurance Participating Whole Life Term Sales Strategies
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
1153		Preserving a family legacy with Equimax File	FR	Participating Whole Life
1510		Make Equitable Life your first choice for insurance File Competitive products, rates and compensation! This piece highlights some of the key features that will make our individual life and health products your first choice.	FR	General Content
1578		Preferred Estate Transfer - Preferred Retirement Solution File	FR	Participating Whole Life Sales Strategies
1312		Protect your Retirement Assets File	FR	Critical illness Insurance
1309		Protecting Yourself and Your Family with Critical Illness and Term Life Insurance File	FR	Critical illness Insurance Term
2179		Three steps to packaging large cases for success File When you’re developing a large case plan, it’s necessary to understand the client’s position, goals, and desired outcomes. It’s important to ask the right questions and get support from a dedicated large case team of insurance experts and underwriters.	FR	General Content
N/A		Tips for illustrating concepts using WL (Preferred Retirement Solutions using Equimax) File	FR	Participating Whole Life
N/A		Tips for illustrating concepts using WL CORPORATE (Preferred Retirement Solutions using Equimax) 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
1038		Understanding Participating Whole Life File This client guide provides information about Equimax participating whole life insurance, including some key financial facts about the management, performance and strength of Equitable Life's Participating Account, how dividends are calculated and how they impact the policy.	FR CH	Participating Whole Life
N/A		Excelerator deposit option Q&A File	FR	Participating Whole Life
1195		Give the Gift of Insurability File	FR	Participating Whole Life
1798		Harnessing the power of your cash value File When your clients need cash, they may be able to access the cash value of their Equimax policy. This new marketing piece can help you find the option that works best for them.	FR	Participating Whole Life Universal Life
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
SS3		Life Insurance...Rent or Own? File This sales track compares Term and Equimax permanent whole life insurance using the rent or own analogy.	FR	Participating Whole Life Term
1816		Corporate Preferred Retirement Solution (corporate borrowing) (generic flyer) File Provides a generic overview of the Corporate Preferred Retirement Solution concept without a specific reference to Equimax participating whole life or Equation Generation IV universal life.	FR	Sales Strategies
1815		Corporate Preferred Retirement Solution (corporate borrowing) Checklist File Review this checklist with your clients to ensure they understand the Corporate Preferred Retirement Solution (corporate borrowing) and how it can impact them and their business.	FR	Sales Strategies
1840		Corporate Preferred Retirement Solution (corporate borrowing) using Equimax File Corporate Preferred Retirement Solution (corporate borrowing) using Equimax whole life insurance.	FR	Participating Whole Life
1563		Corporate Preferred Retirement Solution (shareholder borrowing) (generic flyer) File Provides a generic overview of the Corporate 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
1556		Corporate Preferred Retirement Solution (shareholder borrowing) Checklist File Review this checklist with your clients to ensure they understand the Corporate Preferred Retirement Solution (shareholder borrowing) and how it can impact them and their business.	FR	Participating Whole Life Universal Life
1571		Corporate Preferred Retirement Solution (shareholder borrowing) using Equimax File Corporate Preferred Retirement Solution (shareholder borrowing) using Equimax whole life insurance.	FR	Participating Whole Life
1828		Participating account executive summary File An overview of assets and allocation, and the historical dividend scale interest rate.	FR	Participating Whole Life
1360		Participating Account Quarterly Update File Provides quarterly commentary and updated asset mix for the participating account.	FR	Participating Whole Life
1204		Policy Loan Highlights (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
1345		Preferred Underwriting Classifications File This guide provides an overview of the Preferred Underwriting Classifications that determine the rates for Preferred Term insurance at Equitable.	FR	Term
1545		Premium Deposit Fund File	FR	Participating Whole Life
SS4		Preserving a Family Legacy with Equimax File This sales track shows how Equimax can help keep the family cottage in the family.	FR	Participating Whole Life
1735		Protecting that Bundle of Joy File	FR	Critical illness Insurance Participating Whole Life
1286		Protecting the important things in life File Having your clients complete this checklist will help them discover for themselves that while they have insurance for their car and home, they may not have protection for what's really important.	FR	Critical illness Insurance
2191		Universal Life: Equitable Generations File	FR	Universal Life
1989		Wealth Transfer to a Grandchild File	FR CH	Participating Whole Life Universal Life
1981		Wealth Transfer to an Adult File	FR CH	Participating Whole Life Universal Life
1197		Which kind of life insurance is right for you? File	FR	General Content Universal Life
1301		Taking Care of Business with Term File Whether your client is a sole proprietor, or in a partnership or corporation, the death of an owner or a key employee impacts the business. Business Term Life can help mitigate those risks.	FR	Term
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
2039		Term Insurance Product Summary File This one page document provides advisors with an overview of the target market, features and benefits specific to this product.	FR	Term
1801		Term Life Insurance - Flexible protection that can last a lifetime File Affordable protection. Rewards for your healthy lifestyle. Adjust your plan to meet your changing needs.	FR	Term
1248		Understanding The Covered Conditions File This booklet provides detailed definitions for the conditions covered by EquiLiving.	FR CH	Critical illness Insurance
1255		Unique Mortgage Protection File This brochure compares some of the key features of mortgage protection and highlights the advantages of using Equitable Life’s Term insurance over typical mortgage insurance from a lending institution	FR CH	Term
1190		Universal Life Investor Profiler Questionnaire File Equitable Life's Investor Profiler Questionnaire can assist in determining a suggested asset mix for your clients savings within their Equation Generation IV universal life plan.	FR	Universal Life
1193		Universal Life Savings & Investment Options File An overview of the Savings and Investment Options in our universal life plans. Providing the investment objective, top investments, volatility and segmentation of the Linked Interest Option Accounts.	FR	Universal Life
2040		Why EquiLiving Critical Illness Insurance File	FR	Critical illness Insurance
1130		Wise thinking for your financial plans File This client brochure introduces Equimax Par Whole Life and why it is ideal for your clients financial planning needs.	FR	Participating Whole Life
2046		WL & Annuity - Child's 10 Pay File	FR	Participating Whole Life
0610		WL Annuity & Checklist File	FR	Participating Whole Life
0613		WL Annuity 20 Pay File	FR	Participating Whole Life
0612		WL Annuity Child's 20 Pay File	FR	Participating Whole Life
0614		WL Annuity Create a Legacy File	FR	Participating Whole Life
1258		Your Guide to EquiLiving (Client Guide) File An overview of EquiLiving critical illness insurance to potential and existing clients, explaining key features and benefits of EquiLiving, the conditions covered by the plan and the optional riders.	FR CH	Critical illness Insurance
2114		Your guide to Term life insurance File	FR	Term