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1. [pdf] Corporate Preferred Retirement Solution (corporate borrowing) Checklist
2. [pdf] Choice, flexibility, guarantees (Which plan type is right for you?)
3. Coming soon — enhanced Equitable Generations™ universal life (UL) See what’s ahead
   
   Equitable Generations UL insurance solution is about to get even better! In the next few weeks, Level cost of insurance (COI)* option will be added to our offering. The new Level COI option will add more value, choices, and opportunities for clients.
   
   The enhanced Equitable Generations is designed to meet client’s UL needs. To simplify our UL products, Equation Generation^® IV UL insurance solution will soon no longer be available for new sales.
   
   Stay tuned for more details and the effective date.
   
   Check out the Transition Rules for new and in-progress universal life applications.
   
   
   * For Level COI, only Account Value Protector is offered as a death benefit option.
    
4. [pdf] Do you know Darren
5. [pdf] Do you know Alyssa
6. [pdf] Investing in technology to make benefits easier
7. [pdf] Business Information Form
8. [pdf] Pivotal Select Contract and Information Folder
9. Path to Success Module 1
10. Path to Success Module 5