The top individual insurance marketing materials!
In 2025 there were five marketing pieces that advisors turned to most. If you haven’t seen them yet, now’s your chance to catch up. We want to help you connect with clients. These materials help make important topics easy to explain.
Top five individual insurance marketing materials:
1. 1024 Guide to individual underwriting. This guide shows how medical and non-medical conditions can affect insurance approvals.
2. 1038 Understanding participating whole life. Explains Equimax® participating whole life insurance. It also discusses the Participating Account, how dividends are calculated, and how they can impact a policy.
3. 1343 Evidence of insurability. Includes a chart showing the underwriting rules for life insurance products.
4. 1530 Temporary resident underwriting guidelines. This is a list of the documents temporary residents need when applying for individual insurance.
5. 1505 Dividend scale interest rate 30-year historical performance. This chart shows Equitable’s dividend scale interest rate history. It also compares our dividend scale rate to other major economic indicators.
For a list of all our marketing pieces visit our marketing materials page on EquiNet.
Have further questions? Your Equitable Wholesaler is here to help!
Top five individual insurance marketing materials:
1. 1024 Guide to individual underwriting. This guide shows how medical and non-medical conditions can affect insurance approvals.
2. 1038 Understanding participating whole life. Explains Equimax® participating whole life insurance. It also discusses the Participating Account, how dividends are calculated, and how they can impact a policy.
3. 1343 Evidence of insurability. Includes a chart showing the underwriting rules for life insurance products.
4. 1530 Temporary resident underwriting guidelines. This is a list of the documents temporary residents need when applying for individual insurance.
5. 1505 Dividend scale interest rate 30-year historical performance. This chart shows Equitable’s dividend scale interest rate history. It also compares our dividend scale rate to other major economic indicators.
For a list of all our marketing pieces visit our marketing materials page on EquiNet.
Have further questions? Your Equitable Wholesaler is here to help!