Equitable Life Savings & Retirement Webinar Series features EZtransact

Equitable Life Savings & Retirement Webinar Series features EZtransact

In 2021, Equitable Life’s S&R team will spotlight various aspects of our competitive fund line up and product offerings. Each webinar in the series will feature a new topic. The series will also give advisors an opportunity to:

This month, Equitable Life is featuring EZtransact, a new online tool that allows advisors to submit transactions and collect signatures electronically. With a growing need for digital solutions, Equitable Life’s new EZtransact eliminates the hassle of filling out forms, collecting signatures, submitting copies to your MGA, and being tied down to business hours for submitting transactions. This new online tool complements our existing and highly rated online application tool, EZcomplete.  
 
Join your host, Joseph Trozzo, Investment Sales Vice President as he welcomes Nicole Lemon, Product Manager, Savings and Retirement, Equitable Life of Canada on Wednesday, September 22, 2021 at 2:00 p.m. ET / 11:00 a.m. PT to discuss Equitable Life’s electronic capabilities and to experience a demo for EZtransact.



Register today!
Date: Wednesday, September 22, 2021
Time: 2:00 p.m. ET / 11:00 a.m. PT
 

This webinar is not approved for continuing education credits. This webcast is available in English only.