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1. Make room for more EDO room

   Effective June 26, 2021, a term rider added to an Equimax Estate Builder® or Equimax Wealth Accumulator® policy may allow for an increase to the maximum Excelerator Deposit Option (EDO) payment limit.
    
   Highlights:
   
   ● This enhancement will apply to adult single life Equimax Estate Builder and Wealth Accumulator policies where the Owner Signature Date on the application for insurance is June 26, 2021 or after.
   ● For the term rider to increase the EDO payment limit, it must be issued at the same time as the Equimax coverage.
   ● Term rider EDO payment limit assumes the term rider is held at least 10 years.
   ● The illustration system and EZcomplete application will calculate the maximum EDO payment including any increase from a term rider.
   ● Policies already issued do not qualify.  
   
   Full details about the changes can be found in the transition rules.
    
   Who can benefit from this product enhancement?
   Your clients who have a temporary insurance need and add a term rider to their Equimax plan may be able to take advantage of the additional exempt room and higher EDO payment limits to build the policy values. Make Equimax® your first choice for your clients’ whole life insurance needs.
    
   New Illustration software is now available
   The updated illustration software will be available for download after 9 a.m. ET on Friday, June 25, 2021. 
    
   Want more information?
   
   ● Learn more about the changes and transition rules
   ● Contact your Regional Sales Manager for more information on these changes and other sales ideas  

   
   ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.

2. Make It Easy EZtransact Contest

    

   Welcome EZtransact^TM, Equitable Life^®’s newest online transaction tool that makes managing your client’s policies quick and convenient.

   
   Every EZtransact online transaction submitted between September 13 and November 26, 2021 gives you the chance to WIN! Eligible non-winning Entries will be carried forward to subsequent Draw Dates. So the sooner you start using EZtransact, the more chances you have to win! First draw will be on September 27, 2021.
   
   One $100 winner each week! With a Grand Prize winner of $1000 at the end of the contest! Want to find out more? Please see the contest rules here. You can also contact us at equitablesrmarketing@equitable.ca.

   
   Click here for to start using EZtransact today.

    

   
   
   
   Make It Easy” EZtransact^TM Contest: No purchase necessary. Contest period September 13, 2021 to November 26, 2021. Eleven prizes to be awarded, for a total value of $2,100 CAD. Ten weekly prize draws, each for one prize of $100 CAD, to be held every Monday from September 27, 2021 to November 29, 2021. One Grand Prize draw, for one prize of $1,000 CAD, to be held on November 29, 2021. Correct answer to mathematical skill testing question required to win. Open to legal residents of Canada of the age of majority. Eligible non-winning Entries will be carried forward to subsequent Entry Periods and will be eligible on subsequent Draw Dates. Maximum one weekly draw prize per person. Odds of winning depend on number of eligible Entries received during the Contest Period.
   
   Click here to see full contest rules, including no purchase method of entry.

3. [pdf] Retirement Income Fund Understanding minimum withdrawal percentages
4. [pdf] Limited Trading Authorization
5. [pdf] Investment Direction - Equitable GIF
6. [pdf] Application for Contract To Sell Insurance Products and Request for Sponsorship
7. [pdf] Ownership Change Form
8. [pdf] Application for Agency Contract to Sell Insurance Products - MGA, AGA and National
9. [pdf] Claimant Statement for Individuals
10. [pdf] EQUITABLE LIFE: Stability you can count on