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  1. 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. 
     
    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.
     
  2. New 350 Life and CI Applications

    On August 2nd, 2023, Equitable Life® will be updating the privacy and legal sections on some forms. This includes the form 350 Paper Application for Life and/or Critical Illness Insurance. This change will also be applied on our websites and our online application EZComplete®. These changes are part of Bill 64. The Bill is about the protection of personal and private information in Quebec. This will take effect on September 1st, 2023.

    Due to this change, we ask all advisors to use the latest version dated May 2023 of the paper application after August 2nd. Applications in Quebec must use the lastest version from September 1, 2023 onwards. 

    For all regions outside Quebec, we will support a transition period from ‘old’ to ‘new’ applications until December 31st, 2023. After this date, we will no longer accept older versions of our Life and Critical Illness application.








    To make sure you are using the latest version of the application, check the date on the title page. It should say May 2023. See the image below:

    Form-350-Image-EN-(1).jpg

    To order paper copies, click here.

    Email completed applications to supply@equitable.ca.

    To learn more about Bill 64, please visit Assemblee nationale du Quebec - Bill 64. You may also contact your wholesaler.

    ® denote a registered trademark of The Equitable Life Insurance Company of Canada.

  3. Making it easier to do business with us At Equitable® we are always looking for ways to improve your experience with us. We’ve made the following enhancements to make it easier for you to put your business with us.  

    New and Improved UL Fund Performance page

    Access more fund performance information faster and easier on our new and improved Fund Overview & Performance website for funds held within Equitable universal life policies. 
     
    We partnered with Fundata to build a central location for fund performance, fund information (available in web and PDF) and Management Expense Ratios (MERs). This fund reporting will be available for all our universal life business (both legacy products and products currently being sold).

    Highlights include: 
    ● Save your favourite funds for easy access. 
    ● Fund search and tools to filter by product, asset class and sustainability. 
    ● Share feature allows you to easily share fund information with clients. 
    ● Ability to compare fund performance. 

    Check out the new Fund Overview & Performance website today. See how Equitable is making fund information faster and easier to access. 

    New “Update Payment” feature for banking changes has launched!

    Great news! We have launched a new self-serve "Update Payment" feature in Client Access and on EquiNet®. This new online capability enables clients and advisors to easily submit key banking change requests for eligible insurance policies*, with no need to complete a physical form.  
    *The Update Payment transactions are only available for eligible policies: those that have not lapsed, are not on Automatic Premium Loan, and are not owned by a corporation or other entity.

    What’s new? Clients and advisors can now submit banking changes via EquiNet under Policy Inquiry. It allows them to easily submit requests for the following: stop and resume pre-authorized payments or change banks. Learn more. 

    Speak to your individual life wholesaler to learn more about these great enhancements!

    ® or TM denotes a trademark of The Equitable Life Insurance Company of Canada
  4. [pdf] Change of Sales Charge Option (Pivotal Select)
  5. COVID-19 Group Benefits FAQ
  6. [pdf] G2 - Application for Change
  7. [pdf] G3 - Application for Change
  8. [pdf] Daily/Guaranteed Interest Account Application - FHSA
  9. [pdf] Claimant Statement for Individuals - S&R
  10. [pdf] Pivotal Select Application - Registered/Non-Registered