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  1. [pdf] Tax and estate planners' guide to corporate life insurance
  2. [pdf] Path to Success - Pivoting to CI from Investment Planning
  3. [pdf] Personalized Brochure - The Equitable Investment Advantage
  4. [pdf] The Equitable Investment Advantage
  5. Simpler juvenile policy approvals

    A win for you and clients 


    Get insurance protection in place more quickly for kid’s policies with an enhanced juvenile underwriting model. It’s an industry-leading predictive model that extends existing auto-assess capabilities for your juvenile applications.  
     
    What does this mean for you?   
    You will notice reduced wait times as clients get the protection they need faster. And you will receive your commission quicker as well. This gives both you and your Equitable® underwriter time to focus on supporting your complex cases to bring you our best offer. The new auto-approval model for juvenile policies is a win for all. 
     
    Give us a try!  
    See for yourself how we can help you get protection in place for clients quickly. 

    Contact your Equitable wholesaler for more information.

    ® or TM denote trademarks of The Equitable Life Insurance Company of Canada.
  6. [pdf] Take a Premium Holiday
  7. Administration Reference Guide for Savings & Retirement
  8. [pdf] EZcomplete FAQ
  9. Equitable Blog
  10. [pdf] Path to Success - Why Critical Illness Insurance Today?