EquiNet Equitable Life's advisor site

Site Search

570 results for open main PROBLEMGO.com how to make sure customs doesnt open my box Bray

  1. Path to Success modules now available on EquiNet!
    The Path to Success Critical Illness course module PDFs and videos are now available on the Critical Illness EquiNet page. The Path to Success program gives you access to specialized topics about Critical Illness Insurance, why it matters for your clients, and how to make an effective sale.

    Learn about:
    - Overcoming objections to Critical Illness Insurance
    - Pivoting from other products to Critical Illness Insurance
    - How to position and design the Critical Illness solution
    …and more!

    We have made the expert information from Path to Success available to you to review at anytime. However, if you wish to earn CE credits, you may continue to access the course through our Path to Success program website.

    Questions about the program? Visit the Critical Illness page on EquiNet or contact your local wholesaler.
  2. Get the Straight Talk on Equitable’s par account performance

    Real answers to big questions

    At Equitable, we understand how important it is to make confident decisions when dealing with large cases. When you have questions, you need concise, direct insights from leaders and subject matter experts.

    Introducing the Straight Talk video series

    Today, we are thrilled to share the first episode of Straight Talk. This episode features Mark Arruda, VP of Individual Insurance Pricing and Finance.

    Mark talks about how Equitable’s par account is built to perform in all kinds of conditions, with strong governance, disciplined risk management, and prudent capital practices that ensure stability even when large life insurance claims are paid out.

    Watch Straight Talk for straight answers to the questions that matter most.

    Contact your Equitable Wholesaler to learn more about Equimax.

     

     

  3. Online CE Credit Courses
  4. [pdf] Third Party Form
  5. Investment Calculators
  6. 5 topics to discuss with large case clients Are you working with high-net-worth business owner clients? It’s important to ask the right questions to get them interested in learning how corporate-owned life insurance might benefit their situation.

    Here are a few suggestions from our large case team:
    1.     Capital Dividend Account: Are you taking full advantage of your company’s Capital Dividend Account for your family?
    2.     Cash flow and surplus: Do you have surplus cash or cash flow in your corporation? Why is it there? If it is for tax deferral, would you like to make some or all of that deferral permanent?
    3.     Legacy: What do you want to happen to your business when you’re no longer there? How much of what you have built do you want to preserve for your family? How much will be preserved?
    4.     Shareholder’s agreement: Do you have a shareholder’s agreement? How is it funded? Does it deal with triggering events like death, disability, and retirement?
    5.     Worse-case scenarios: If you were not able to show up at your business for 3 months, and no one expected it, what would happen? What would creditors, customers, suppliers, and employees do?

    Visit our large case webpage and watch Ask our Experts to learn more about the importance of careful planning when it comes to corporate policy ownership.
     
  7. [pdf] G2 - Application for Change
  8. [pdf] G3 - Application for Change
  9. [pdf] Another reason to invest with Equitable