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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! - [pdf] Excelerator deposit option Q&A
- [pdf] Preferred Estate Transfer - Preferred Retirement Solution
- [pdf] Equimax Client Presentation
- [pdf] Take a Premium Holiday
- [pdf] Wealth Transfer to an Adult
- [pdf] Wealth Transfer to a Grandchild
- Rates and Performance
- [pdf] Evidence of Insurability
- [pdf] Client file reference