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  1. [pdf] Shareholder Borrowing Checklist
  2. [pdf] Modify a Household - Equitable GIF
  3. There is still time to set up a First Home Savings Account in 2024

    A First Home Savings Account (FHSA) allows prospective first-time homebuyers to save for their first home. The plan is tax-free and allows annual contributions up to$8,000 a year or a lifetime contribution limit of $40,000. If you have a client who wants to buy a first home, start them on their path to home ownership with a FHSA.

    With Equitable’s FHSA or Daily/Guaranteed Interest Account (DIA/GIA), they can put their money to work right away. Available on Pivotal Select™ Investment Class(75/75) and Pivotal Select Estate Class (75/100) and Daily/Guaranteed Interest Account (DIA/GIA), Equitable offers clients an array of investment products to suit their individual needs and risk tolerance.

    Do not wait. Get clients started today!

    For more information on FHSA or DIA/GIA, including a FAQ and client materials, visit EquiNet® or contact your Director, Investment Sales.   

    Date posted: November 13, 2024

  4. September is Life Insurance Awareness Month The perfect time to start conversations with clients.

    Many people don’t think about life insurance until it’s too late. This month is a good time to remind clients why life insurance matters. Life insurance can help provide financial protection for families and businesses when they need it most.

    As an advisor, you play a key role in helping clients make the right choices to protect the people and things they care about. At Equitable®, we’re committed to supporting you in guiding clients through these important decisions. To help you start conversations about life insurance, we have created resources that explain the different types of life insurance and how each can help clients meet their unique financial needs.

    Use these tools during your client meetings, either in person or online. They can help you explain why life insurance matters, show the different plan options, and build trust with clients.

    Let’s work TOGETHER this month to help clients PROTECT TODAY and PREPARE TOMORROW.

    Contact your Equitable wholesaler today to learn more!


     
                                                                                                                                                          
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    What kind of life insurance is right for you? (1197)
  5. [pdf] Collateral Loan Suitable Candidate Profile
  6. [pdf] Third Party Form
  7. Compliance Resources
  8. [pdf] Introducing Equitable
  9. Equitable Generations at a glance
  10. Retirement Income Options from Equitable Life
    If you have clients who are reaching retirement age and have a Retirement Savings Plan or locked-in funds from a previous employer, the government requires them to convert these plans by December 31 of the year they turn 71.
     
    If your client is converting a plan, ask them about other existing assets. This is a great opportunity for your client to consolidate assets from other providers; and for you to discuss a lower management fee through Equitable Life’s Pivotal Select Preferred Pricing Program.
     
    For more information on the options available for clients who are reaching retirement age and the advantages of each, check out the following materials.
       
    To learn more about Equitable’s Preferred Pricing Program, please click here.