Life Quote Engine

Great tool to give your clients to demystify how Life Insurance premiums are arrived at.

"An Educated Consumer"...

This is a great way to take the smoke and mirrors out of the sales process.

If you are a Wealth Manager, CPA, or P&C Broker, we can provide you with your own branded Life Quote Engine to distribute to clients! 

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Contracting

Download our contracting Packet and e-mail back to contracting@equitasbrokeragegroup.com

or Upload all of your documents via the site.

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Upload

Group Health Census Form

Download our Group Health Census Form for quoting. Return via email to lbali@equitasbrokeragegroup.com

or Upload via the site.

Upload

Calculators

Great tool for outputting stunning, professional reports for your client. 

If you are a Wealth Manager or CPA these are great tools for presenting solutions to clients' needs. 

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Needs Analysis

The only way to provide a client with the right product information is to find out what their needs are! This is a great tool for doing that in a clear, concise, and professional format.  

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Life Underwriting

For Advisors Only, specific questionnaires for various conditions. For more information contact our underwriter Jenn LaDell at jladell@equitasbrokeragegroup.com

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Premium Finance Tools

RFP (request for proposal) as well as carrier specific pieces.  

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Advanced Planning

The following web pages and tools are For Advisors Only! These tools are available to Financial professionals for planning purposes only. Equitas Brokerage Group does not provide accounting or tax related services and/or advice. 

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Premium Finance Tools

The following carrier marketing pieces give an overview of their Premium Finance programs, parameters and possible guidelines.

Customizable Print Marketing

Scroll Though the Carousel, Click for the Full-Size Flyer. We'll Customize the Marketing Pieces for you!