Resources for navigating today's new world
During times of uncertainty, clients have a harder time facing their future with confidence. Equitable is committed to supporting and serving you and your clients — safely and effectively. We will be using this website to post important information about new or modified processes for underwriting, new and inforce business, and materials to help your clients navigate market volatility. Please check back often as we will be adding new resources as the world continues to evolve around us.
Complete apps at a distance
Get the easy digital, no-contact steps to take to complete a life insurance application with us.
Streamlined underwriting program
We will temporarily offer a streamlined underwriting program, eliminating lab and paramed requirements on qualifying cases. Get the details here.
Enduring strength
Share these frequently asked questions to help clients understand what’s behind Equitable’s financial strength and stability.
Resources for you to help clients navigate the current market volatility
Client materials
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Documents to view or email to clients
- Equitable Strengths and Stability
- CARES Act FAQ for Individuals
- CARES Act FAQ for Small Business Owners
- CARES Act eNotice
- Enduring Strength
- Smooth Sailing Case Study
- Smooth Sailing in Uncertain Waters Flyer
- Life Insurance as an Asset Client Brochure
- Life Insurance as an Asset Presentation (PPT)
- Planning for Tax-Efficient Retirement Income Guide
Financial Professional materials
Please be advised this webpage is not intended as legal or tax advice. Accordingly, any tax information provided is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. The tax information was written to support the promotion or marketing of the transaction(s) or matter(s) addressed, and clients should seek advice based on their particular circumstances from an independent tax advisor. Neither Equitable, Equitable America or its affiliates provide legal or tax advice.
References to Equitable in this document represent both Equitable Financial Life Insurance Company and Equitable Financial Life Insurance Company of America, which are affiliated companies.
Life insurance products are issued by Equitable Life Insurance Company (NY, NY) or Equitable Financial Life Insurance Company of America (EFLOA), an Arizona stock corporation with its main administration office in Jersey City, NJ 07310 and are co-distributed by affiliates Equitable Network, LLC (Equitable Network Insurance Agency of California in CA; Equitable Network Insurance Agency of Utah in UT; Equitable Network of Puerto Rico, Inc. in PR), and Equitable Distributors, LLC. Variable products are co-distributed by Equitable Advisors, LLC (Member FINRA, SIPC) (Equitable Financial Advisors in MI and TN) and Equitable Distributors, LLC. When sold by New York based (i.e. domiciled) financial professionals life insurance is issued by Equitable Financial Life Insurance Company (NY, NY).
