Varanasi Wealth Management：Universal Life Insurance

This advisor piece lists the top 5 reasons why Equitable Life should be your first choice.

General Content

For advisor use only. This chart takes a closer look at life insurance and highlights some of the key differences between Equitable❼term, whole life and universal life products.틜A;틜A;(Available in PDF Format only.)

Participating Whole LifeTermUniversal Life

This client piece shows how life insurance is an easy and affordable way to amplify the amount of a charitable gift without impacting their family❼inheritance.

General ContentParticipating Whole LifeUniversal Life

Provides a generic overview of the Corporate Preferred Estate Transfer concept without a specific reference to Equimax participating whole life or Equation Generation IV universal life.

Sales Strategies

The Corporate Preferred Estate Transfer is the most tax-efficient way for clients to get the value of their shares out of their company and into the hands of their estate.

Critical illness InsuranceSales Strategies

Universal Life

Universal Life

Universal Life

Universal Life

Universal Life

Universal Life

Universal Life

Critical illness InsuranceTermUniversal Life

Universal Life

Critical illness InsuranceTermUniversal Life

Flexible life insurance with an investment component

Universal Life

Universal Life

Universal Life

This brochure provides an overview of Equitable Life❼Equation Generation IV universal life including Plan Types, Cost of Insurance, Death Benefit Options and Savings and Investment Opportunities.

Universal Life

This guide includes information about how Equation Generation IV works, the life insurance protection it provides, the investment options available within the product, bonus options, and much more.

Universal Life

This one page document provides advisors with an overview of the target market, features and benefits specific to this product.

Universal Life

Participating Whole LifeUniversal LifeVaranasi Wealth Management

Participating Whole Life

Participating Whole LifeUniversal Life

This guide can be used as an easy reference to all of Equitable❼Life and Health products currently available for sale.

General ContentCritical illness InsuranceParticipating Whole LifeTermSales Strategies

When your clients need cash, they may be able to access the cash value of their Equimax policy. This new marketing piece can help you find the option that works best for them.

Participating Whole LifeUniversal Life

Provides a generic overview of the Corporate Preferred Retirement Solution concept without a specific reference to Equimax participating whole life or Equation Generation IV universal life.

Sales Strategies

Review this checklist with your clients to ensure they understand the Corporate Preferred Retirement Solution (corporate borrowing) and how it can impact them and their business.Ahmedabad Wealth Management

Sales Strategies

Provides a generic overview of the Corporate Preferred Retirement Solution concept without a specific reference to Equimax participating whole life or Equation Generation IV universal life.

Participating Whole LifeUniversal Life

Review this checklist with your clients to ensure they understand the Corporate Preferred Retirement Solution (shareholder borrowing) and how it can impact them and their business.

Participating Whole LifeUniversal Life

Provides a generic overview of the Preferred Estate Transfer concept without a specific reference to Equimax participating whole life or Equation Generation IV universal life.

Participating Whole LifeUniversal Life

The Preferred Estate Transfer is a tax-efficient ways for clients to build and transfer wealth by redirecting money from taxable investments to pay the premiums for a permanent life insurance policy.

Universal Life

Provides a generic overview of the Preferred Retirement Solution concept without a specific reference to Equimax participating whole life or Equation Generation IV universal life.

Participating Whole LifeUniversal Life

Review this checklist with your clients to ensure they understand the Preferred Retirement Solution and how it can impact them.

Participating Whole LifeUniversal Life

Universal Life

Participating Whole LifeUniversal Life

Participating Whole LifeUniversal Life

General ContentUniversal Life

This guide is a support piece for tax and estate planners who want a high-level review of two unique planning opportunities using corporately-owned life insurance to help meet estate & retirement needs.

Sales Strategies

Equitable Life❼Investor Profiler Questionnaire can assist in determining a suggested asset mix for your clients savings within their Equation Generation IV universal life plan.

Universal Life