Advanced Markets

At Equitas Brokerage, we know some of your clients 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.

Description Download Forms
IRS Releases 2014 Inflation Adjustments, Tax Rates and Brackets IRS_2014
Concentrated Stock Diversification Strategy CSDPieceFinal
Helping To Protect Your Business HelpingtoProtectYourBusiness
Defining Points – Balance Check Flyer DefiningPointsBalanceCheckFlyer
Defining Points – Business DefiningPointsBusinessweb
Defining Points – Consumer Brochure DefiningPointsConsumerBrochure
Defining Points – Consumer Tri-Fold DefiningPointsConsumerTriFoldweb
Estate Equalization Calculator EstateEqualizationCalculator  
Estate Tax Calculator  EstateTaxCalculator
Human Life Calculator  humanlifecalculator
New Economy Playbook  NewEconomyPlaybook
Retirement Planning Strategies  RetirementPlanningStrategies