Site Search

1331 results for if

1. [pdf] Stephanie Wong Bio
2. About
3. New! Digital Beneficiary Changes – for advisors In July, Equitable^® launched a new Digital Beneficiary Change Request option for life insurance clients using Client Access. 
   
   We have just updated this process for advisors. You can now submit digital beneficiary change requests for eligible clients using Policy Inquiry. No forms needed!
   
   It’s easy! Just log in to EquiNet^®, then select Policy Inquiry from the Menu bar. 
   
   This simple process is another step in our journey towards enhancing your experience of working with us.
   
   
   
   
   
   
   
   
   
   
   Which plans are eligible*?
    

   Eligible	Not eligible
   Individually or jointly owned plans with revocable beneficiary designations.	Plans with irrevocable or preferred beneficiaries.
   Plans where all policy owners are living outside Quebec.	Plans with policy owners living in Quebec.

   
   *These eligibility rules apply to requests made online by both clients and advisors. 
   
   Our previous ‘manual’ process (using form #671BCF) continues to be available for those who prefer that option.
   
   Learn more
   Please contact your Equitable wholesaler for more details.

   
   
   
   ^® or ^TM denotes a trademark of The Equitable Life Insurance Company of Canada.

4. Advisor Guide
5. [docx] Prospecting Letter 51-70
6. [docx] Prospecting Letter 18-34
7. [docx] Prospecting Letter 35-50
8. Equitable Now Accepts eSignatures on all documents (Ind. Ins. & S&R)

   View the Guide to completing eSignatures

   
   What are the benefits?
   ● It’s secure because you no longer need to upload or email documents to us.
   ● It also removes a step in the process for you -  we will get the eSigned documents directly once all signatures are completed and therefore you no longer need to notify us once the documents are signed.
   ● Your documents will be processed quickly and efficiently.
   
   How does this work?
   ● Including esign@equitable.ca as a non-signing reviewer is the preferred method as it ensures the security embedded documents are accurately and immediately available for Equitable. We will be automatically notified when signing is complete and will download eSigned forms immediately for processing.
   ● If not using esign@equitable.ca we require the original signed form and audit trail with all the security features intact.
   ● The email addresses used to sign must match what is in our file (as provided on the application, for electronic policy delivery or through previous communication). If an email address has changed, or we don’t have an email contact for the signer, we will follow up for confirmation.
   ● We will accept all eSigning Vendors that have the functionality to place the eSignature in the correct signature fields on all applicable documents. If the eSigning vendor does not have the functionality to do this, we cannot accept it. 
   
   
    
   _{^® denotes a registered trademark of The Equitable Life Insurance Company of Canada.}
9. [pdf] Poster - What did you wish for this year?
10. [pdf] Poster - What does your retirement bucket list include?