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1. Here is what our advisors are saying about Equitable’s EZtransact

   You asked US to make EZtransact™ even easier, so we did. We asked YOU to tell us what you think, and you are! Here is what our advisors are saying about Equitable’s EZtransact:
   
   “EZtransact puts Equitable above all our product partners! This was so easy! Thank you!” - Michelle Rolston
   
   
   “You've done an amazing job with the forms that are so easy to deal with now! Thank you”. - Jane Hanson
   
   “You've got this thing running brilliant” - Gerald Kottke
   
   “Love the ease of this!” - Bradley Radke

   In case you missed the most recent updates to EZtransact, advisors can now help clients make segregated fund withdrawals for all account types, and transfer from one fund to another digitally using our self-serve tool. Comments from our advisors since these enhancements were made have been overwhelmingly positive. Thank you!
   
   Get to know EZtransact and fast-forward your sales process. If you have any questions, please contact your Director, Investment Sales, or Advisor Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1-866-884-7427, or email savingsretirement@equitable.ca.
   
   Date posted: August 22, 2024 

2. New web illustration tool for critical illness insurance

   A seamless integration with EZcomplete

   
   At Equitable^®, we’re always looking for new ways to help you manage your business. We are excited to introduce our new web illustration tool for Critical Illness (CI) insurance. 
   
   This simple and intuitive tool integrates with the EZcomplete^® dashboard to create a seamless experience. 
   
   Key features:
   ● Create CI illustrations for clients that easily transition to the application, with most fields auto populated.
   ● Save illustrations on your EZcomplete dashboard. This allows you to return and change or finish the quote at your convenience.
   ● Generate a fully compliant CI illustration PDF without logging into EquiNet^®.
   
   Reminder: You have access to the same web illustration features for term insurance. 
   
   Visit the new web illustration tool here.
   
   
   
   ^® and ^TM denote trademarks of The Equitable Life Insurance Company of Canada.
3. [pdf] Transition Rules - 2024-12-7
4. [pdf] Corporate Preferred Estate Transfer® using whole life
5. About
6. [pdf] Building a stronger investment portfolio with participating whole life
7. [pdf] Gradual Inheritance Strategy
8. Changes to Pivotal Select NL-CB and NL-CB5 sales charge options On December 7, 2024, Equitable will make changes to the commission chargeback schedule for Pivotal Select™ NL-CB and NL-CB5. These changes aim to provide a more consistent approach to applying chargebacks.  
    
    
   
   Schedule before December 7, 2024: 
   
   
   
   Questions? Please contact your Director, Investment Sales. 
   
   Date posted: November 27, 2024
9. [pdf] Protecting that Bundle of Joy
10. [pdf] Building a stronger investment portfolio with participating whole life (supplemental)