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Get to know our large case experts
Equitable launches new Ask our Experts video series
At Equitable®, we’re committed to the large case market. Our dedicated team of experts is here to support you from application through to policy placement.
We are thrilled to share the first episode of Ask our Experts. This mini docuseries features key members of our large case team. They talk about their work, their perspectives, and their role in the large case experience.
Watch Ask our Experts Episode 1 featuring Cindy Shirley, Chief Underwriter and Claims Risk Management
Cindy chats with us about:• Her approach to large case underwriting.• The large case underwriting team.• The important relationship between advisors and underwriters.Visit our large case markets webpage to learn more about our team of dedicated experts.
Do you have a large case opportunity? Talk to your wholesaler to learn more.
® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.
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Equitable explains individual life and critical illness insurance with client-focused videos!
In today’s busy world, clients need guidance to help them pick the right solutions for their needs. They need quick, easy-to-understand information. With so many options out there, it can get overwhelming to make the right choice.
The same goes for individual life and critical illness insurance. Which type of insurance is right for the client? Advisors can help provide that support and guidance. But perhaps, to get that conversation started, you just need to give clients a little nudge.
We get it. That’s why Equitable has produced a series of client-focused videos to help advisors start those conversations.
Check out our explainer videos below and share them with clients today!
● Equimax® participating whole life for children
● Dividends
● EquiLiving® critical illness insurance
● Term life insurance
● Equitable Generations™ universal life insurance
Want to learn more?
Contact your Equitable Wholesaler – we’re here to help!
® or ™ denote trademarks of The Equitable Life Insurance Company of Canada.
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Crunch The Numbers With Equitable Life’s Savings Calculator
Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.
Each week in March, we will be sharing an online calculator from our list.
Share calculators using your Facebook, Twitter or LinkedIn account.-------------------------------------------------------------------------------------------------------
Amina is going to get in the habit of saving by putting $25 a month into her RRSP. Her friends don’t think it is worth the effort. Does it matter how much you contribute?
Did you know?
Consistent investments over several years can be an effective strategy to accumulate wealth. Check out Equitable Life’s Savings Calculator.
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- [pdf] Activate your group benefits account
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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.
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Get the Straight Talk from Equitable's experts
Real answers to big questions
When you have questions about par whole life insurance, you need concise, direct insights from leaders and subject matter experts. And that’s where Straight Talk can help!
Straight Talk with Mark Warywoda
What’s really behind consistent long-term performance? Find out in this episode of Straight Talk, hosted by Rob Hollingsworth, Head of Insurance Distribution.
Watch Mark Warywoda, VP of Public Investments, break down how disciplined sourcing and a scalable strategy help sustain Equitable’s long-term par fund performance.
Straight Talk with Mark Arruda
In this episode of Straight Talk, Mark Arruda, VP of Individual Insurance Pricing and Finance, 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 allow Equitable’s par account to perform at top-tier levels.
Learn more
Learn how Equimax® whole life insurance can benefit clients. Contact your individual insurance wholesaler today.
- [pdf] When it is time to convert your RSP to a RIF