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1. [pdf] Business fact finding sheet (fillable)
2. Anti-money Laundering Legislation Requirements Summary
3. Benefits and Key features
4. [pdf] Premium Deposit Fund
5. Backdating of insurance applications – New rule now in effect

   Great news! We are making it even easier for you to do business with Equitable Life®. We now allow backdating of life insurance applications by up to 364 days. Previously, the maximum backdating period was six (6) months.
   
   Backdating can result in lower total premiums for the client over the life of a policy based on their younger age at time of application. But clients must pay all the premiums due for the backdated period up front. Thus, backdating is only beneficial when the total premium savings over the life of the policy are greater than the premium due for the backdated period.
    
   To request backdating beyond six (6) months (up to 364 days)
    No special approval is needed. Simply add a note to the Advisor Sheet requesting backdating or contact us at any time prior to policy issue. This step is only necessary when backdating beyond six (6) months as the application will automatically prompt to save age within the 6-month period.
    
   Note: The maximum backdating period for critical illness (CI) applications remains unchanged at three (3) months.
   
   Questions? Please contact your Equitable Life Regional Sales Manager for more information. 
    
    
    

6. Retirement Income Fund & Life Income Fund
7. Change to the Performance Interest Options on universal life
8. [pdf] Mackenzie Global Tactical Bond Fund
9. Navigating the current market
10. Access more fund performance information faster and easier

    
    
    Welcome to a new and improved Fund Overview & Performance  website for Equitable Life^® segregated funds.
    
    A central location for:

    • fund performance and quartile rankings

    • daily and historical unit prices

    • fund information (available in web and PDF)

    • Fund Facts documents

    • MERs

    
    
    Highlights:

    • Save your favourite funds for easy access.

    • New fund search and filter tools by product, guarantee, asset class and sustainability.

    • Share features allow you to easily share fund information with clients.

    • Ability to compare fund performance of Equitable Life segregated funds.

    • Simulated backcasted returns for funds with less than five years of performance history.

     
    Check out the new Fund Overview & Performance webpage today to see how Equitable Life is making fund information faster and easier to access. Speak to your Regional Investment Sales Manager to learn more!
     
     

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    Posted February 27, 2023