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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 Download cover image for file 10 Great Reasons to Choose Equitable Life for Large Case Clients 10 Great Reasons to Choose Equitable Life for Large Case Clients File FR CH
1875 Download cover image for file Equimax Wealth Accumulator – The path to maximizing tax-advantaged growth 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 Download cover image for file 10 Pay Equimax Estate Builder Enhanced 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
0000 Download cover image for file 2021 Annual Report 2021 Annual Report File FR
000 Download cover image for file 2022 Annual Report 2022 Annual Report File FR
1271 Download cover image for file 5 Reasons for doing business with Equitable 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 Download cover image for file A closer look at life insurance 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 Download cover image for file A head start, for tomorrow 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 Download cover image for file A Small Price to Pay A Small Price to Pay File FR Critical illness Insurance
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
1004 Download cover image for file Balancing need and affordability Balancing need and affordability File FR Term
1139 Download cover image for file Basic CI Needs Worksheet Basic CI Needs Worksheet File FR Critical illness Insurance
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 your client's financial plans can 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 your client's financial plans can 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 Download cover image for file Charitable giving through life insurance 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 Download cover image for file Children's CI - A lifetime of protection Children's CI - A lifetime of protection File FR Critical illness Insurance
1196 Download cover image for file Children's CI - Forced Savings for Education 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 Download cover image for file Choice, flexibility, guarantees (Which plan type is right for you?) 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 Download cover image for file Cloud DX FAQ Cloud DX FAQ File FR Critical illness Insurance
1562 Download cover image for file Corporate Preferred Estate Transfer (generic flyer) 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 Download cover image for file Corporate Preferred Estate Transfer using Equimax 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 Download cover image for file Corporate Preferred Estate Transfer using universal life 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
2011 Download cover image for file Corporate Preferred Estate Transfer using Whole Life Corporate Preferred Estate Transfer using Whole Life File FR Participating Whole Life
Sales Strategies
1914 Download cover image for file Path to Success - Critical Illness Insurance Claims Path to Success - Critical Illness Insurance Claims File FR Critical illness Insurance
1934 Download cover image for file Path to Success - Critical Illness Insurance: History and Opportunity Path to Success - Critical Illness Insurance: History and Opportunity File FR Critical illness Insurance
0100 Download cover image for file EQUITABLE LIFE: Stability you can count on EQUITABLE LIFE: Stability you can count on File
Ever since Sydney Tweed set up shop 100 years ago, Canadians have turned to Equitable Life of Canada® to protect what matters most. Today, we have more than 700 employees across the country and $5.1 billion of assets under administration. (Available in PDF only)
FR General Content
2075 Download cover image for file Equimax Participating Whole Life Strong and Stable Dividends 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 Download cover image for file Equitable Generations at a Glance Equitable Generations at a Glance File FR Universal Life
2062 Download cover image for file Equitable Generations Client Guide Equitable Generations Client Guide File FR Universal Life
2060 Download cover image for file Equitable Generations Universal Life Product Summary Equitable Generations Universal Life Product Summary File FR Universal Life
2057 Download cover image for file Equitable Generations Universal Life Investor Profile Questionnaire Equitable Generations Universal Life Investor Profile Questionnaire File FR Universal Life
2055 Download cover image for file Equitable Generations Universal Life Savings and Investment Options Equitable Generations Universal Life Savings and Investment Options File FR Universal Life
1343 Download cover image for file Evidence of Insurability Evidence of Insurability File FR General Content
2077 Download cover image for file Flexibility for supplemental income with Equimax Flexibility for supplemental income with Equimax File FR Participating Whole Life
2053 Download cover image for file KIND™ caring claim support package KIND™ caring claim support package File FR Universal Life
1921 Download cover image for file Path to Success - Designing the CI Solution: Amount of Coverage Path to Success - Designing the CI Solution: Amount of Coverage File FR Critical illness Insurance
1923 Download cover image for file Path to Success - Designing the Ci Solution: Optional Riders Path to Success - Designing the Ci Solution: Optional Riders File FR Critical illness Insurance
1943 Download cover image for file Path to Success - Designing the Ci Solution: Selecting the Premium Structure Path to Success - Designing the Ci Solution: Selecting the Premium Structure File FR Critical illness Insurance
1927 Download cover image for file Path to Success - Designing the Critical Illness Solution Path to Success - Designing the Critical Illness Solution File FR Critical illness Insurance
1913 Download cover image for file Path to Success - Objections: Anticipating the Objections Your Clients My Have Path to Success - Objections: Anticipating the Objections Your Clients My Have File FR Critical illness Insurance
1905 Download cover image for file Path to Success - Overcoming Objections: CI is Expensive Path to Success - Overcoming Objections: CI is Expensive File FR Critical illness Insurance
1915 Download cover image for file Path to Success - Overcoming Objections: I Can Use My Own Money Path to Success - Overcoming Objections: I Can Use My Own Money File FR Critical illness Insurance
1906 Download cover image for file Path to Success - Overcoming Objections: I Don’t Understand the Definitions Path to Success - Overcoming Objections: I Don’t Understand the Definitions File FR Critical illness Insurance
1918 Download cover image for file Path to Success - Overcoming Objections: I Have Long Term Disability Insurance Already Path to Success - Overcoming Objections: I Have Long Term Disability Insurance Already File FR Critical illness Insurance
1919 Download cover image for file Path to Success - Overcoming Objections: I Have Mortgage Insurance Path to Success - Overcoming Objections: I Have Mortgage Insurance File FR Critical illness Insurance
1894 Download cover image for file Path to Success - Overcoming Objections: I’m Healthy, Why Are You Showing Me This? Path to Success - Overcoming Objections: I’m Healthy, Why Are You Showing Me This? File FR Critical illness Insurance
1916 Download cover image for file Path to Success - Overcoming Objections: It Doesn’t Seem Like Enough Coverage Path to Success - Overcoming Objections: It Doesn’t Seem Like Enough Coverage File FR Critical illness Insurance
1891 Download cover image for file Path to Success - Overcoming Objections: Maybe Later Path to Success - Overcoming Objections: Maybe Later File FR Critical illness Insurance
1896 Download cover image for file Path to Success - Pivoting to CI from Investment Planning Path to Success - Pivoting to CI from Investment Planning File FR Critical illness Insurance
1897 Download cover image for file Path to Success - Pivoting to CI from Life Insurance Path to Success - Pivoting to CI from Life Insurance File FR Critical illness Insurance
1530 Download cover image for file Temporary Resident Underwriting Guidelines Temporary Resident Underwriting Guidelines File FR General Content
1898 Download cover image for file Path to Success - Pivoting to CI from Long Term Disability Insurance Path to Success - Pivoting to CI from Long Term Disability Insurance File FR Critical illness Insurance
1900 Download cover image for file Path to Success - Positioning CI for Children  and Young Adults Path to Success - Positioning CI for Children and Young Adults File FR Critical illness Insurance
1895 Download cover image for file Path to Success - Positioning CI in the Business Market Path to Success - Positioning CI in the Business Market File FR Critical illness Insurance
1925 Download cover image for file Path to Success - Positioning the Critical Illness Insurance Funds: Attachment Path to Success - Positioning the Critical Illness Insurance Funds: Attachment File FR Critical illness Insurance
1901 Download cover image for file Path to Success - Potential uses of the Critical Illness Insurance Funds Path to Success - Potential uses of the Critical Illness Insurance Funds File FR Critical illness Insurance
1920 Download cover image for file Path to Success - Preparing Your Client for Underwriting Outcomes 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 Download cover image for file Take a Premium Holiday Take a Premium Holiday File FR Critical illness Insurance
Term
Universal Life
1788 Download cover image for file Business Fact Finding Sheet Business Fact Finding Sheet File
Fillable
FR General Content
N/A Term Advisor/Admin Guide File FR
1907 Download cover image for file Path to Success - The four question Critical Illness sale Path to Success - The four question Critical Illness sale File FR Critical illness Insurance
2058 Download cover image for file The Power of Paying a Little Bit More - Equitable Generations The Power of Paying a Little Bit More - Equitable Generations File FR Universal Life
1924 Download cover image for file Path to Success - Why Critical Illness Insurance Today? Path to Success - Why Critical Illness Insurance Today? File FR Critical illness Insurance
2061 Download cover image for file The Ultimate Bundle for Young Professionals The Ultimate Bundle for Young Professionals File FR Critical illness Insurance
Term
Universal Life
1259 Download cover image for file Critical Protection: EquiLiving Critical Illness (Client Brochure) 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 Download cover image for file Dividend scale interest rate 30-year historical performance 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 Download cover image for file Equitable Generations - Universal Life Insurance 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 Download cover image for file Equation Generation IV Advisor Guide Equation Generation IV Advisor Guide File FR Universal Life
1157 Download cover image for file Equation Generation IV at a Glance 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 Download cover image for file Equation Generation IV Client Guide (Bonus & Low Fees) 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
N/A 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
N/A EquiLiving Admin/Advisor Guide File FR Critical illness Insurance
1528 Download cover image for file EquiLiving Claims Experience 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 Download cover image for file EquiLiving Critical Illness Insurance for Children EquiLiving Critical Illness Insurance for Children File
EquiLiving CI for children covers the usual 25 adult illnesses plus 5 additional childhood conditions.
FR CH Critical illness Insurance
N/A EquiLiving FAQ File FR Critical illness Insurance
2023 Download cover image for file EquiLiving Product Summary (Adults) 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 Download cover image for file EquiLiving Product Summary (Children) 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 Download cover image for file Equimax Client Guide 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
1577 Download cover image for file Preferred Estate Transfer - Preferred Retirement Solution Preferred Estate Transfer - Preferred Retirement Solution File FR Participating Whole Life
2071 Download cover image for file Equimax Product Summary 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 Download cover image for file Financial Critical Illness Underwriting Guidelines Financial Critical Illness Underwriting Guidelines File FR Critical illness Insurance
N/A Intergenerational Wealth Transfer Strategy - Underwriting Considerations File FR CH Participating Whole Life
Universal Life
1988 Download cover image for file Intergenerational Wealth Transfer Strategy Case Study - Transferring wealth to a grandchild Intergenerational Wealth Transfer Strategy Case Study - Transferring wealth to a grandchild File FR CH Participating Whole Life
1980 Download cover image for file Intergenerational Wealth Transfer Strategy Case Study - Transferring wealth to an adult child Intergenerational Wealth Transfer Strategy Case Study - Transferring wealth to an adult child File FR CH Participating Whole Life
Universal Life
1135 Download cover image for file Excelerator Deposit Option Highlights Excelerator Deposit Option Highlights File FR Participating Whole Life
1893 Download cover image for file Forward thinking ... Equimax whole life insurance for children 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 Download cover image for file Individual Life & Health Products At-a-glance 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
0103 Download cover image for file Introducing Equitable Life Introducing Equitable Life File FR CH 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 not only increase the corporation's wealth, but also the net amount it can pay to its shareholders, simply by recapturing some of the money it is currently paying in taxes.
FR Participating Whole Life
1153 Download cover image for file Preserving a family legacy with Equimax Preserving a family legacy with Equimax File FR Participating Whole Life
1510 Download cover image for file Make Equitable Life your first choice for insurance 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 Download cover image for file Preferred Estate Transfer - Preferred Retirement Solution Preferred Estate Transfer - Preferred Retirement Solution File FR Participating Whole Life
Sales Strategies
1312 Download cover image for file Protect your Retirement Assets Protect your Retirement Assets File FR Critical illness Insurance
1309 Download cover image for file Protecting Yourself and Your Family with Critical Illness and Term Life Insurance Protecting Yourself and Your Family with Critical Illness and Term Life Insurance File FR Critical illness Insurance
Term
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 Download cover image for file Transferring Wealth to an Adult Child - Case Study Transferring Wealth to an Adult Child - Case Study File FR Participating Whole Life
Sales Strategies
1038 Download cover image for file Understanding Participating Whole Life 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 Download cover image for file Give the Gift of Insurability Give the Gift of Insurability File FR Participating Whole Life
1798 Download cover image for file Harnessing the power of your cash value 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 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
This piece illustrates how a client with a large taxable fixed income portfolio recaptures some of the money they are currently paying in taxes, and immediately increases the value of their estate.
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 Download cover image for file Corporate Preferred Retirement Solution (corporate borrowing) (generic flyer) 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 Download cover image for file Corporate Preferred Retirement Solution (corporate borrowing) Checklist 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 Download cover image for file Corporate Preferred Retirement Solution (corporate borrowing) using Equimax 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 Download cover image for file Corporate Preferred Retirement Solution (shareholder borrowing) (generic flyer) 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 Download cover image for file Corporate Preferred Retirement Solution (shareholder borrowing) Checklist 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 Download cover image for file Corporate Preferred Retirement Solution (shareholder borrowing) using Equimax 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 Download cover image for file Participating Account Executive Summary Participating Account Executive Summary File FR Participating Whole Life
1360 Download cover image for file Participating Account Quarterly Update Participating Account Quarterly Update File
Provides quarterly commentary and updated asset mix for the participating account.
FR Participating Whole Life
1546 Download cover image for file Pay a little more, Save a little more Pay a little more, Save a little more File FR Universal Life
1204 Download cover image for file Policy Loan Highlights (Equimax) Policy Loan Highlights (Equimax) File FR Participating Whole Life
1564 Download cover image for file Preferred Estate Transfer (generic flyer) 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 Download cover image for file Preferred Estate Transfer using Equimax 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 Download cover image for file Preferred Estate Transfer using Universal Life 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 Download cover image for file Preferred Retirement Solution (generic flyer) 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 Download cover image for file Preferred Retirement Solution Checklist 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 Download cover image for file Preferred Retirement Solution using Equimax 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 Download cover image for file Preferred Underwriting Classifications 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 Download cover image for file Premium Deposit Fund 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 Download cover image for file Protecting that Bundle of Joy Protecting that Bundle of Joy File FR Critical illness Insurance
Participating Whole Life
1286 Download cover image for file Protecting the important things in life 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
1989 Download cover image for file Wealth Transfer to a Grandchild Wealth Transfer to a Grandchild File FR CH Participating Whole Life
Universal Life
1981 Download cover image for file Wealth Transfer to an Adult Wealth Transfer to an Adult File FR CH Participating Whole Life
Universal Life
1197 Download cover image for file Which kind of life insurance is right for you? Which kind of life insurance is right for you? File
FR General Content
Universal Life
1301 Download cover image for file Taking Care of Business with Term 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 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 meet estate & retirement needs.
FR Sales Strategies
2039 Download cover image for file Term Insurance Product Summary 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 Download cover image for file Term Life Insurance - Flexible protection that can last a lifetime 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 Download cover image for file Understanding The Covered Conditions Understanding The Covered Conditions File
This booklet provides detailed definitions for the conditions covered by EquiLiving.
FR CH Critical illness Insurance
1255 Download cover image for file Unique Mortgage Protection 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 Download cover image for file Universal Life Investor Profiler Questionnaire 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 Download cover image for file Universal Life Savings & Investment Options 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
1932 Download cover image for file Why choose Equitable Life Why choose Equitable Life File
Are you looking for a comprehensive way to position Equitable Life with your clients? “Why choose Equitable Life?” highlights our commitment to mutuality, our policyholders, our financial strength and stability in a high level 2-page brochure for the advanced insurance market.
FR General Content
2040 Download cover image for file Why EquiLiving Critical Illness Insurance Why EquiLiving Critical Illness Insurance File FR Critical illness Insurance
1130 Download cover image for file Wise thinking for your financial plans 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 Download cover image for file WL & Annuity - Child's 10 Pay WL & Annuity - Child's 10 Pay File FR Participating Whole Life
0610 Download cover image for file WL Annuity & Checklist WL Annuity & Checklist File FR Participating Whole Life
0613 Download cover image for file WL Annuity 20 Pay WL Annuity 20 Pay File FR Participating Whole Life
0612 Download cover image for file WL Annuity Child's 20 Pay WL Annuity Child's 20 Pay File FR Participating Whole Life
0614 Download cover image for file WL Annuity Create a Legacy WL Annuity Create a Legacy File FR Participating Whole Life
1258 Download cover image for file Your Guide to EquiLiving (Client Guide) 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 Download cover image for file Your guide to Term life insurance Your guide to Term life insurance File FR Term