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1. [pdf] Corporate Preferred Estate Transfer using Equimax
2. Preferred life insurance solutions – individuals
3. [pdf] Investment Direction - Legacy
4. Additions and Increases
5. Contracting and Compensation
6. [pdf] Gradual Inheritance Strategy
7. Updates
8. Important information regarding use of the form 350 Application for Life and/or Critical Illness Ins

   As of February 12, 2022 the new version of the form 350 (2022/02/12) was available on EquiNet® (Individual Insurance>Forms), and can be ordered from our Supply department using form 1390 Supply Order Form (Life and Health)
   
   To apply for the new 10 pay premium option on Equimax Estate Builder, or the new EquiLiving plans or riders, the new version of the form 350 (2022/02/12) Application for Life and/or Critical Illness Insurance must be used. The new version of the 350 will include the option to select the new features.
   
   We will not accept the 350 (2021/04/02) version of the application with a hand-written note indicating the new 10 pay premium option, or the new EquiLiving plans or riders.
   
   After March 31, 2022, we will no longer accept the 2021/04/02 or earlier version of the 350 application for any life or critical illness products.

9. [pdf] WorldCare Medical Second Opinion Service