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  1. [pdf] EZstart FAQ
  2. [pdf] Excelerator deposit option Q&A
  3. Equimax Enhancements – Coming Soon

    More updates for a better and stronger solution!


    We have exciting news! Further to our October 5th product updates, we will be rolling out more changes to Equitable’s flagship Equimax whole life solution. 

    Stay tuned for more details, coming on December 10, 2024.

    Transition Rules
    Check out our Transition Rules for new and in-progress life applications, which take effect on December 7, 2024. 

    Questions? Contact your Equitable wholesaler. 
  4. [pdf] Preferred Estate Transfer - Preferred Retirement Solution
  5. [pdf] EquiLiving Prospecting Letters
  6. What’s new in EZtransact We’re excited to introduce the latest enhancement for EZtransact™, our digital self-serve tool. EZtransact now allows you to help clients:

    •  Easily make segregated fund withdrawals. This functionality is available for all account types, and for the First Home Savings Account, it also eliminates the need to submit additional CRA paper forms.

    •  Transfer from one fund to another fund digitally, within the same policy and same sales charge options.

    These enhancements make it easier than ever to do business with Equitable®. They will help reduce your time spent on paperwork, allowing to you focus on more value-add time and services for clients. 

    Check out EZtransact. Stay tuned for more exciting digital enhancements coming soon!
     
    If you have any questions, please contact your Director, Investment Sales. 


    Date posted: July 11, 2024
  7. CI Path to Success
  8. New re-branded Application for Life and CI Insurance (Form 350)
    We are excited to announce that as of December 7th, 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).
  9. [pdf] Equimax Product Summary
  10. [pdf] Path to Success - Overcoming Objections: I Don’t Understand the Definitions