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Welcome to EquiNet

Equitable Life's secure site for our Advisors

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Individual Insurance

How to talk to clients about CI when they don’t want to

Does this sound familiar? You’re having a chat with your client about Critical Illness insurance. They suddenly interject: “Critical illness insurance isn’t for me.” “Why is that?” you ask. “Because…. - Critical Illness insurance is expensive! - I don’t understand what it covers exactly. - I have money to cover me if I get sick, so I don’t need this. - I’m healthy enough. - It’s not life insurance, so I don’t need it right now. - I already have disability coverage through my work.” If you’ve heard any of these responses, and didn’t know how to respond, we can help. Our Path to Success program covers all these objections and more with simple-to-follow PDFs and videos. You’ll learn conversation strategies and tips on how to navigate the sale. Most importantly, you’ll know exactly what to say the next time a client objects to Critical Illness insurance. Want to learn more? Check out our CI Path to Success modules here! Need CE credits? Take our Path to Success program here.

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Savings & Retirement

First Home Savings Account Webcast September 27, 2023, 2:00 PM ET

Join us for the Equitable Life® First Home Savings Account (FHSA) webcast to learn: • Who is eligible • Contribution limits • Making withdrawals • How FHSA compares to an RSP and TFSA • Practical applications Help make a client’s dream of homeownership a reality. Register now! You won’t want to miss it! Equitable Life Savings & Retirement Webinar Series - FHSA Date: Wednesday, September 27, 2023 Time: 2:00 p.m. ET / 11:00 a.m. PT Moderator: Shannon Labby, National Investment Sales - Vice President, Equitable Life Speaker: Aron Barabas, Regional Investment Sales Manager, Savings & Retirement Posted September 14, 2023 Continuing Education Credits This webinar has been accredited for 1.00 Life continuing education (CE) credit with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. This webcast is available in English only. ® denote a registered trademark of The Equitable Life Insurance Company of Canada

1 minute read

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Who we are

Transcript for: Why Equitable video

Betty:

I have to take care of myself and it's not easy at my age. It's on me to keep the house in order and to make sure the cheque book is balanced every month.

Mike:

About 25 years ago I took my life savings, all of my savings out of the bank, and started my business. I take a lot of pride in how I run my company.

Customer Service Representative (CSR):

Every morning when I walk through the doors, I stop for a minute and remind myself that I am here to help people. When the phone rings, I know the person on the other end of the line is depending on me.

Betty:

You know, I don't like using the Internet. So, every month I mail a cheque to Equitable Life. I always call them to make sure they got it. They know me by name, and they take the time to listen to me.

Mike:

We've had hassles with insurance companies in the past, but with Equitable Life, I can talk to a real person. Someone who can answer my questions and solve problems quickly. One of our team members was rushed to the hospital with a heart attack a few weeks ago. He was in pretty rough shape. So, we called Equitable Life. They worked with his wife to complete the forms and they got everything sorted out. Now he can focus on getting better.

CSR:

Just last week I received a call from a customer. His wife had just passed away and he was so overwhelmed dealing with all the details. I took down all his questions and concerns and called him back later that afternoon with the information he needed. He said we were the first company that really seemed to care about his loss; and I don't think I will ever forget that.

Mike:

With Equitable Life there is no red tape. They are reliable and they are efficient. That's important to me.

CSR:

I love being part of a company that cares more about the people than simply the bottom line. I'm proud of what we do here and I'm proud to say I work here.

Betty:

The people at Equitable Life always listen and do whatever they can to suit my ways; and that is something you can't always find nowadays.

Voice over:

Canadians have turned to Equitable Life since 1920 to protect what matters most. We offer individual insurance, savings and retirement and group benefit solutions to meet your needs. Find out more at equitable.ca.

Canadians have turned to Equitable Life since 1920 to protect what matters most. We work with independent advisors across Canada to offer Individual Life and Health, Savings and Retirement, and Group Benefits solutions to meet your needs.

But we're not your typical financial services company. We have the knowledge, experience, and ability to find solutions that work for you. We're friendly, caring and interested in helping. And we're owned by our participating policyholders, not shareholders. So we can focus on your interests and provide you with personalized service, security, and wellbeing.

Click on the video to learn more about Equitable Life and the solutions we offer to meet our customers’ needs.