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- [pdf] A better approach to drug plan management
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Exciting new product changes are coming your way!
Equitable Life® has exciting product enhancements that will help you offer more choices for clients in 2022.
Changes to our whole life and critical illness insurance products effective February 12, 2022, include:
• NEW! 10 pay premium option with Equimax Estate Builder®
• NEW! EquiLiving® plans and riders enhanced
EZcomplete and paper applications will be updated on February 12, 2022
Transition rules are available.
Watch for more information including the virtual product launch event.
- [pdf] Preferred Retirement Solution using Equimax
- [pdf] Preferred Estate Transfer using Universal Life
- [pdf] Prescribed Annuities: Tax-Efficient Retirement Income
- [pdf] Daily/Guaranteed Interest Account Advisor Guide
- EquiNet-FAQ-FINAL_fr
- [pdf] Personalized Ads - What does your retirement bucket list include?
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Tune in to our latest Equitable Insights Videos on EquiNet
Our new Equitable Insights Video Series page on EquiNet® hosts all of our latest videos in one convenient place, including:
● Our Large Case Experts, featuring Scott Morrow, Individual Insurance Sales Vice President, MGA East, Equitable Life
● EZcomplete Makes Submission to Commission Easy, featuring Chris Marrese, Individual Operations Vice-President, Equitable Life
● Our Investment Approach featuring David Irwin, Director, Portfolio Management and Client relations
● Our Financial Strength, featuring Sheila Hart, Chief Financial Officer, Equitable Life
Watch our Equitable Insights Video Series to learn more about Equitable Life and the solutions we offer to meet our customers’ needs. -
2022 brings a new year of retirement savings opportunities
As a new year begins, you will start to reach out to your clients about the upcoming Retirement Savings Plan deadline, March 1, 2022. This year, connect with your clients through social media, video chats, emails or even in-person. Try Equitable’s Case Studies, Prospecting Letters, Video and Equitable Blog on EquiNet® to make the most of your meetings. Designed for each specific target group, these sales strategies can help initiate a conversation about retirement savings goals.
To learn more about Retirement Savings Plans, click here.