Advanced Markets

Above and Beyond the Average Need

At Equitas Life Brokerage, we know some of your client's needs are more complex than just requiring a life insurance policy. Our Advanced Insurance capabilities offer you creative and innovative estate and business planning solutions that take your clients best interests at heart today and in tomorrow’s constantly changing financial landscape. 

Estate and Business Planning can have a significant impact on your clients. Below are some helpful links to help you protect their business, their legacy and their loved ones.

Quick Video About Estate Planning

In this video, you'll learn exactly why you should have an estate plan, what goes into it, and how to make one! We also cover wills, trusts, healthcare proxy, and power of attorney.​