New sales tools walk you step-by-step through the process of using a Term Certain Annuity to fund an Equimax policy.
Talk to your Equitable Regional Sales Manager today and find out how this exciting new sales idea can help you reach new markets and make more sales.
This new online tool gives Individual Insurance and Savings and Retirement clients instant access to details about their Equitable Life investment holdings, payout annuities, life and critical illness insurance policies. The Individual Inquiry screens on EquiNet™ also got a face-lift. Check it out!
NEW! Inforce Illustrations for Equimax
By mid-April, we will be enhancing the reporting for Equimax® participating whole life policies issued on or after January 1, 2008. An Inforce Illustration will automatically be generated at the policy anniversary and posted to your secure EquiNet™ inbox along with your copy of the client statement. Clients who have registered for Equitable Client Access™ will have a copy of the Inforce Illustration posted to their secure inbox as well.
Equitable Life’s underwriting ranked among the best in the industry
Equitable Life is known for its top-quality service, and we built on that reputation in 2012. The Individual line of business was again ranked as one of the top companies for new business processing in a survey conducted by one of Canada’s largest Managing General Agencies.
2014 Leaders’ Conference
Join Equitable Life (and Sue, the T-Rex) in Chicago!
Equitable Life’s exciting double feature
1) Equitable EZ Upload for scanned life and critical illness Applications.
2) “Pre-Authorized Debit when Application is received” payment option.
Competitive Edge is for information purposes only and should not be construed as legal or tax advice. Every effort has been made to ensure its accuracy but errors and omissions are possible.