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
- CARES Act FAQ for Individuals
- CARES Act FAQ for Small Business Owners
- CARES Act eNotice
- Enduring Strength
- Quick Take Take 5 Views: Experts Share Latest Developments on Coronavirus
- What can TIME teach us about investing?
- Managing Volatility Flyer
- Quick Take Take 5 Views: An Epidemic of Market Jitters
- Quick Take Take 5 Views: Active managers Assess market Opportunities
- Quick Take Take 5 Views: Coronavirus Update
- Dollar Cost Averaging Flyer
- 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
- Strength and Stability (Equitable Advisors)
- Strength and Stability (Independent Channel)
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 AXA Equitable, MLOA or its affiliates provide legal or tax advice.
Life Insurance products are issued by AXA Equitable Life Insurance Company (NY, NY) or MONY Life Insurance Company of America (MLOA), an Arizona Stock Corporation with its main administration office in Jersey City, NJ 07310 and are distributed by AXA Network, LLC (AXA Network Insurance Agency of California in CA; AXA Network Insurance Agency of Utah in UT; AXA Network of Puerto Rico, Inc. in PR) and AXA Distributors, LLC. 1290 Avenue of the Americas, New York, NY 10104.