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1. New re-branded Application for Life and CI Insurance (Form 350)
   We are excited to announce that as of December 7^th, 2024, our new re-branded Application for Life and CI Insurance (Form 350) is available on EquiNet^® Individual Insurance>Forms.
   
   We will continue to accept the previous version of the Application for Life and CI Insurance (Form 350) dated May 2023.
   
   Once  your current supply is depleted, you can order the new application version dated November 2024 from our Supply department using form 1390 Supply Order Form (Life and Health).
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4. Easier than ever with Equitable and EZtransact Equitable^® keeps improving our digital self-serve tool, EZtransact^®. Our latest enhancements make it easier than ever to do business with us.
   
   What's new?
   Dollar cost averaging transaction
   • Advisors can now submit new dollar cost averaging requests through the Fund Switch transaction in EZtransact. A new recurring switch type is available.
   • When submitting a new request, you'll need to enter the amount, frequency, date of transfers, and the funds involved.
   • If a client has an active request, you can change the amount, frequency, date, and funds.
   • After you submit the request, the client will get an email to sign. Once they e-sign, the request goes directly to Equitable.
   
   Other recent enhancements include:
   • Segregated fund withdrawals and fund transfers
   • New dashboard for client search, transaction management enhancements and signing process improvements
   See what advisors are saying about our updates and advance your sales process with EZtransact. If you have questions, contact your Director, Investment Sales.
   
   Date posted: December 11, 2024
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