April 15, 2020 @ 2:00 pm – 2:30 pm


The Equitable 1040 Overlay approach has consistently been an easy-to-use and sensible tool to uncover planning opportunities with clients. Join Equitable Advanced Markets for this live webinar as we unpack and discuss:

•  How the 1040 Overlay works

•  What changes were made in 2020

•  Uncovering potential opportunities with small business owners

•  Enhancing value and building relationships with centers of influence and their respective clients

•  Examining numerous planning strategies that may be gleaned from reviewing aclient’s tax picture


Join us on April 15, 2020 at 2 p.m. for a webinar on how to use the 1040 Overlay to grow your life insurance sales.