Individual Insurance Marketing Materials
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Canada's Anti-Spam Legislation - The digital printer friendly versions of these brochures are not to be altered. PLEASE NOTE that if you choose to distribute the brochure by electronic mail to your clients or prospects, you must comply with Canada's new anti-spam legislation. You could be subject to severe penalties should you not comply. Find out more at fightspam.gc.ca.
| Form Number | Cover | Marketing Material Name | Available Languages | Product |
|---|---|---|---|---|
| 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 | |
| 0000 |
|
2021 Annual Report File |
FR | |
| 000 |
|
2022 Annual Report File |
FR | |
| 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 |
| 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 your client's financial plans can 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 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 |
| 0100 |
|
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 | |
| CASL |
Canada's Anti-Spam Legislation File |
FR | General Content | |
| 1134 -2 |
|
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 |
| 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 | |
| 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 |
| 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 |
| 2011 |
|
Corporate Preferred Estate Transfer using Whole Life File |
FR |
Participating Whole Life Sales Strategies |
| 2075 |
|
Equimax Participating Whole Life Strong and Stable Dividends File |
FR | Participating Whole 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 |
| 1530 |
|
Temporary Resident Underwriting Guidelines File |
FR | |
| 2057 |
|
Equitable Generations Universal Life Investor Profile Questionnaire File |
FR | Universal Life |
| 2055 |
|
Equitable Generations Universal Life Savings and Investment Options File |
FR | Universal Life |
| 2053 |
|
KIND™ caring claim support package File |
FR | Universal Life |
| 1788 |
|
Business Fact Finding Sheet File Fillable |
FR | |
| 1758 |
|
Take a Premium Holiday File |
FR | |
| 2058 |
|
The Power of Paying a Little Bit More - Equitable Generations File |
FR | Universal Life |
| 2061 |
|
The Ultimate Bundle for Young Professionals File |
FR | |
| 1259 |
|
Critical Protection: EquiLiving Critical Illness (Client Brochure) File This brochure introduces your clients to critical illness insurance. |
FR | Critical illness Insurance |
| 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 |
| 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 |
| n/a – s. o. |
|
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 |
| 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 25 adult illnesses plus 5 additional childhood conditions. |
FR CH | 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 |
| 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 |
| 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 | |
| n/a |
|
Intergenerational Wealth Transfer Strategy - Underwriting Considerations File |
FR | |
| 1988 |
|
Intergenerational Wealth Transfer Strategy Case Study - Transferring wealth to a grandchild File |
FR | |
| 1980 |
|
Intergenerational Wealth Transfer Strategy Case Study - Transferring wealth to an adult child File |
FR | |
| 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 |
| 0103 |
|
Introducing Equitable Life File |
FR CH | 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 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 |
| 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 | |
| 2008 |
|
Transferring Wealth to an Adult Child - Case Study File |
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 |
| 1514 |
|
Gradual Inheritance Strategy File This marketing piece describes how your client can use the Gradual Inheritance Strategy to gradually transfer inheritance to their beneficiary by using the annuity settlement option. |
FR | Sales Strategies |
| 1798 |
|
Harnessing the power of WL CSV 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 |
| 1799 |
|
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 | |
| 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 | |
| 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 | |
| 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 | |
| 1571 |
|
Corporate Preferred Retirement Solution (shareholder borrowing) using Equimax File Corporate Preferred Retirement Solution (shareholder borrowing) using Equimax whole life insurance. |
FR | |
| 1828 |
|
Participating Account Executive Summary File |
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 |
| 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 | |
| 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 | |
| 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 | |
| 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 | |
| 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 | |
| 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 Life. |
FR | Term |
| 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 |
| 1989 |
|
Wealth Transfer to a Grandchild File |
FR | |
| 1981 |
|
Wealth Transfer to an Adult File |
FR | |
| 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 meet estate & retirement needs. |
FR | Sales Strategies |
| n/a – s. o. |
|
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 |
| 1607 |
|
Term insurance...a plan you can build on (client piece) File This piece includes a simple needs analysis to help identify the expenses your client wants to cover in the event of death. There’s room to write a suggested plan and key discussion points. |
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 |
| 1800 |
|
Term Life Insurance - Peace of mind at an affordable price File Affordable protection for what matters most. Here are just some of the reasons people choose term. |
FR | Term |
| 1342 |
|
Thinking Term? Think Equitable. File Affordable life insurance protection with a choice of premium payment options to fit your client's needs and budget. |
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 | 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 |
| 1932 |
|
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 | |
| 2040 |
|
Why EquiLiving Critical Illness Insurance File |
FR | |
| 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 |
| 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 |