Savings & Retirement - Marketing Materials
A reference document listing all of Equitable Life's segregated fund codes (past and present).
(Available in PDF format only)
Whether saving for retirement, managing your business or planning your estate - compare the estate planning advantages typically offered by Segregated Funds.
Helps you choose the right investment mix. Whether saving for the future or enjoying retirement, Equitable Life's Investor Profile Questionnaire can assist in matching the portfolio that is unique to you. Includes fund options from the new Pivotal Select.
With these current market conditions, review this example about buying your dream home to help put investing in proper prospective.
A point of sale document detailing our segregated funds.
This handy overview gives you an overview of the Pivotal Select product, including the Investment Class, Estate Class and Protection Class guarantee options.
Describes the key features and benefits of Equitable Life's Pivotal Select Estate Class.
Describes the key features and benefits of Equitable Life's Pivotal Select Investment Class.
A complete and detailed disclosure of all material facts relating to Equitable Life's Pivotal Select product. The Pivotal Select Fund Facts must accompany this item.
This overview provides high-level product information complete with sample client profiles for all of Equitable Life's Savings and Retirement products.
A one page chart with all of the Pivotal Select funds and their respective Management Expense Ratios (MERs) and Guarantee Fees.
This marketing piece describes how your client can use the Gradual Inheritance Strategy to gradually transfer inheritance to their beneficiary by using the annuity settlement option.
An advisor summary of the Protection Class guarantee option within the Pivotal Select Product.
This two sided 18 x 24 inch poster can be ordered from Equitable Life's supply department.
This marketing piece helps to explain and illustrate the value of a 100% death benefit guarantee and resets to your client.
A client focused piece that outlines the unique advantages that are offered when investing with an insurance company.
Advisors are making Equitable Life their first choice for Savings and Retirement products. Here's why!
When your clients increase their savings each year - even by a small amount - it can have a substantial impact on their retirement savings. The Automatic Payment Increase Option allows clients to automatically increase their contributions by a dollar amount or a percentage on an annual basis.
An in-depth look at how non-registered segregated funds are taxed. This client focused piece explains why a client may receive a tax slip reporting investment income, even when their market value has decreased.
An advisor summary of the Investment Class guarantee option within the Pivotal Select Product.
An advisor summary of the Estate Class guarantee option within the Pivotal Select Product.