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Financial planning concepts & tools

NEW! Business fact finding questionnaire

The first in our series of advanced insurance planning support.

Are you working with a large corporate client? 

Use this fact sheet when doing financial planning with your business cients. It can ensure you gather the information you need to help them develop financial and succession plans to achieve their personal and business goals. (English)  (français)   

Preferred life insurance solutions

A packaged approach to show that life insurance can be a preferred method for helping individuals and corporations to leave a legacy, increase wealth and save tax. It's a tax-efficient solution compared to alternative taxable investments.

  • Preferred Estate Transfer
    By redirecting some of their money from taxable investments into a permanent life insurance policy, your clients can create a larger estate and save taxes.
  • Preferred Retirement Solution
    By using the cash value of the life insurance policy as collateral for a bank loan, your clients can supplement their retirement income with tax-free dollars. Find out more about collateral loans.

Preferred life insurance solutions are accessible through the Equitable Life Sales Illustration System. Simply select Equimax participating whole life or Equation Generation IV universal life to run the concepts.

NEW! Business fact finding questionnaire 

Are you working with a large corporate client?  Using this new fact finding questionnaire when doing financial planning with your business clients. It can ensure you gather the information you need to create financial and succession plans that will help them achieve their personal and business goals. (English)  (français)

Tax and estate planners' guide to corporate life insurance

We have created a reference guide (français) for use with your clients' tax or estate planners when implementing these concepts. These are available through your Equitable Life Regional Sales Manager.

In all situations, your clients should ensure that competent tax and estate planning professionals have been consulted.