Marketing Materials Universal Life
| Form Number | Cover | Marketing Material Name | Available Languages | Product |
|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| 2055 |
|
Equitable Generations Universal Life Savings and Investment Options File | FR | Universal Life |
| 2053 |
|
KIND caring claim support package File | FR | Universal Life |
| 2058 |
|
The Power of Paying a Little Bit More - Equitable Generations File | FR | Universal Life |
| 2061 |
|
The Ultimate Bundle for Young Professionals File | FR |
Critical illness Insurance Term Universal Life |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 2191 |
|
Universal Life: Equitable Generations File | FR | Universal Life |
| 1197 |
|
Which kind of life insurance is right for you?
File
|
FR |
General Content Universal Life |
| 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 |
| 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 |