EquiNet Equitable Life's advisor site

Site Search

702 results for PROBLEMGO.com can rich people get out of jail easier Waterford

  1. Client-Focused Videos A Great Tool to Start Meaningful Conversations with clients

    We are committed to helping advisors connect with clients. To support this, Equitable created a video that explains how life and critical illness insurance can provide financial support when the unexpected happens. 

    This video is a great tool which can help advisors drive those important conversations and guide clients toward the best solution to fit their needs.

    You can watch our new video here: English - French

    Just a quick reminder, we have also created a series of videos to help clients understand the different insurance options. Share them with your clients today: 
    ● Equimax® participating whole life for children
    ● Dividends
    ● EquiLiving® critical illness insurance
    ● Term life insurance
    ● Equitable Generations™ universal life insurance

    Contact your Equitable Wholesaler – we’re here to help!
  2. Unique solution can help your business grow in the group benefits market Are you ready to grow your business in the group benefits market? Then the Equitable EZBenefits™ experience should be on your radar.

    Join our online session May 22, at 1 p.m. ET and learn why companies with two to 25 employees are choosing this unique solution. Reasons like affordability, sustainability, and how easy managing the plan is for their members and administrators.

    We’ll also explore its features:
    • Plan design options for various needs and budgets
    • Embedded health and wellness services
    • Built-in HR support services
    • ‘EZ’ process for rapid quotes, hassle-free plan implementation and renewals
    • Dedicated advisor concierge service

    A question-and-answer (Q&A) period will follow the presentation.

    Register here to attend our session.




    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
     
  3. [pdf] Daily/Guaranteed Interest Account Contract
  4. [pdf] Preserving a Family Legacy with Equimax
  5. How can I help to expedite the contracting process?
  6. Path to Success Module 5
  7. Ways to reduce net income after age 71 with Equitable Life
    Your client is contacting you to ask how to reduce net income after age 71. While each client’s situation is unique, here are a few options to consider.
     
    1. Clients with a spouse under the age of 71 can contribute to a spousal Retirement Savings Plan (RSP) up until December 31st of the year the spouse turns 71; provided contribution room is available. This option can also work for those clients over the age of 71 with employment income. This can be useful for small business owners who are still making money over the age of 71 and forced to convert their RSP to a Retirement Income Fund (RIF) or Life Income Fund (LIF).
     
    1. For clients with a RIF or LIF, they can strategically elect to use their spouses’ age to calculate the minimum RIF income payment (minimum and maximum for LIF). The idea being that if there is an age gap between spouses:
    • Your client makes a RIF/LIF minimum payment lower by using the age of the younger spouse. This is beneficial to clients who do not need a lot of income from their RIF/LIF.
    • Your client makes a LIF maximum payment higher by using the age of the older spouse. This is beneficial to clients who want to withdraw as much as possible from their LIFs each year.
     
    To learn more, contact your Regional Investment Sales Manager.
     
     
     
    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada
     
  8. Ride the wave this RSP season with Equitable Life


    You can't stop the RSP wave. But you can ride it. Ride the wave this RSP season with tools that make it easy to complete applications and deposits online - only from Equitable Life.

    Learn more.

     
     
  9. Harness the Power has been enhanced The popular marketing piece — Harness the Power of Whole Life Cash Value — has been enhanced.

    Newly renamed as Harnessing the Power of Your Policy Cash Value, this piece now includes information on Universal Life in addition to Whole Life cash value.

    You can find this piece on EquiNet, now available in English and French.
  10. Can an advisor transfer their contract under another MGA?