Universal Life Product Fund Changes
In September 2022, we will be changing the underlying securities being tracked for several universal life funds, listed below.* These changes apply to our current Equation Generation IV universal life insurance product and to any legacy products that offer these same UL funds.
If your client would like to transfer money currently invested in any of the above UL funds to a different UL fund and/or change the investment option for their future deposits, please submit a request well in advance of September 2022 using form 693UL.
Please contact your Equitable Life® Regional Sales Manager for more information.
*Underlying security changes will occur in September 2022. Exact effective date has not yet been determined.
If your client would like to transfer money currently invested in any of the above UL funds to a different UL fund and/or change the investment option for their future deposits, please submit a request well in advance of September 2022 using form 693UL.
Please contact your Equitable Life® Regional Sales Manager for more information.
| UL Fund | Currently Tracked | Upcoming Change* |
|---|---|---|
| European | DJ Euro STOXX 50 Total Return Index | STOXX Europe 600 Paris-Aligned Index (ESG) |
| Canadian Bond | Sun Life MFS Canadian Bond | Equitable Life Active Canadian Bond Fund Internal Linked |
| Global Fixed Income | Mackenzie Global Tactical Bond | Invesco Global Bond |
| Canadian Value Stock | Mackenzie Cundill Canadian Security | Franklin Bissett Canadian Equity |
| Large Cap Canadian Equity | Mackenzie Ivy Canadian | Dynamic Equity Income |
| Global Balanced | Templeton Global Balanced | Mackenzie Ivy Global Balanced |
*Underlying security changes will occur in September 2022. Exact effective date has not yet been determined.