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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
n/a Download cover image for file 2018 Annual Report 2018 Annual Report File
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0102 Download cover image for file 2018 Financial Highlights 2018 Financial Highlights File
This three panel brochure shares Equitable Life's Financial Highlights from 2018.
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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.
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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.)
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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
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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.
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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.
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CASL Canada's Anti-Spam Legislation File
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1134 -2 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.
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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.
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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.
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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.
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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.
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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.
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1274 Download cover image for file Critical Illness Insurance Sample Premiums Flyer Critical Illness Insurance Sample Premiums Flyer File
Help your clients weigh the financial impact of a critical illness against the cost of Critical illness insurance.
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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.
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1505 Download cover image for file Dividend scale interest rate 25-year historical performance Dividend scale interest rate 25-year historical performance File
The following chart shows a 25-year history of Equitable Life's dividend scale interest rate compared to other well-known economic indicators.
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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.
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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.
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1788 Download cover image for file Business Fact Finding Sheet Business Fact Finding Sheet File
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n/a – s. o. Download cover image for file Equation Generation IV Product Summary 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.
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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?
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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.
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n/a – s. o. 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.
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n/a – s. o. 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.
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SS2 Download cover image for file Equimax & Term Certain Annuity Package 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.
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EAG Equimax Admin Guide File
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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.
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n/a – s. o. Download cover image for file Equimax Product Summary Equimax Product Summary File
This one page document provides advisors with an overview of the target market, features and benefits specific to this product.
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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.
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0103 Download cover image for file Introducing Equitable Life Introducing Equitable Life File
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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.
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1399 Download cover image for file Personalized ads and posters - Term for mortgage protection Personalized ads and posters - Term for mortgage protection File
Professionally designed ads and posters help you promote term insurance for mortgage protection.
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1514 Download cover image for file Gradual Inheritance Strategy 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.
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1798 Download cover image for file Harnessing the power of WL CSV 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.
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1799 Download cover image for file Levelize the tax on your fixed income investments with participating whole life Levelize the tax on your fixed income investments with participating whole life 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.
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SS3 Download cover image for file Life Insurance...Rent or Own? Life Insurance...Rent or Own? File
This sales track compares Term and Equimax permanent whole life insurance using the rent or own analogy.
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1816 Download cover image for file NEW! Corporate Preferred Retirement Solution (corporate borrowing) (flyer) NEW! Corporate Preferred Retirement Solution (corporate borrowing) (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.
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1815 Download cover image for file NEW! Corporate Preferred Retirement Solution (corporate borrowing) Checklist NEW! 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.
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1840 Download cover image for file NEW! Corporate Preferred Retirement Solution (corporate borrowing) using Equimax NEW! Corporate Preferred Retirement Solution (corporate borrowing) using Equimax File
Corporate Preferred Retirement Solution (corporate borrowing) using Equimax whole life insurance.
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1563 Download cover image for file NEW! Corporate Preferred Retirement Solution (shareholder borrowing) (flyer) NEW! Corporate Preferred Retirement Solution (shareholder borrowing) (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.
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1556 Download cover image for file NEW! Corporate Preferred Retirement Solution (shareholder borrowing) Checklist NEW! 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.
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1571 Download cover image for file NEW! Corporate Preferred Retirement Solution (shareholder borrowing) using Equimax NEW! Corporate Preferred Retirement Solution (shareholder borrowing) using Equimax File
Corporate Preferred Retirement Solution (shareholder borrowing) using Equimax whole life insurance.
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1828 Download cover image for file NEW! Participating Account Executive Summary @ December 31, 2018 NEW! Participating Account Executive Summary @ December 31, 2018 File
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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.
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1402 Download cover image for file Personalized ads and posters - Children's Equimax Personalized ads and posters - Children's Equimax File
Professionally designed ads and posters help you promote children's life insurance -- give them a head start for tomorrow and access to cash value to help fund their education.
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1400 Download cover image for file Personalized ads and posters - CI Personalized ads and posters - CI File
Professionally designed ads and posters help you promote critical illness insurance protection. Rushes cannot be accommodated so please plan ahead. Allow at least 2 business days for each ad.
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1401 Download cover image for file Personalized ads and posters - Term for family protection Personalized ads and posters - Term for family protection File
Professional designed ads and posters to help promote term life insurance as an affordable solution to protecting your family's home, their financial security, their future.
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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.
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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.
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1689-2 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.
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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.
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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.
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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.
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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 Life.
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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.
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1197-2 Sales Tools: What kind of insurance is right for you? File
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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.
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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.
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n/a – s. o. 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.
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1607 Download cover image for file Term insurance...a plan you can build on (client piece) 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.
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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.
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1800 Download cover image for file Term Life Insurance - Peace of mind at an affordable price 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.
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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
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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.
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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.
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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.
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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.
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