Equitable Life | Competitive Edge
Preferred Term Upsell – same great offer, new simplified process
Preferred Term clients can get more insurance for the same price as a standard policy, with no additional evidence. Now you can select this option right on the application. It’s easier than ever for your clients to “supersize” their life insurance policy. Find out more.
Top Stories
New Dividend Scale Effective July 1, 2013
Equitable Life’s Participating Account yield has remained strong despite challenging economic times and a low interest rate environment. The prolonged low interest rate environment continues to put pressure on those yields, which needs to be reflected in the dividend scale. Therefore, Equitable Life’s Board of Directors has approved a change to the dividend scale effective July 1, 2013 which will affect certain policies.
New approved method of payment for individual products
To comply with updated Anti-money laundering rules, Equitable Life has changed their acceptable forms of payment for both Life & Health and Savings & Retirement products.
- Starter & Counter Cheques are only accepted if accompanied by a letter from the bank or bank statement confirming the client’s name and address.
- Bank Drafts are only accepted if accompanied by a letter from the bank confirming the source of funds.
- Money Orders & Cash are not accepted.
Our Payout Annuities have never looked so good!
Newly added features include an easy to use web interface, enhanced illustration reports and case saving by client.
2013 Leaders’ Conference – San Francisco
Congratulations to everyone who attended! Next up…Chicago.
2014 Leaders’ Conference – Chicago
Chicago is our kind of town. Make it yours in 2014!