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  1. [pdf] Equitable's Competitive Advantage
  2. Path to Success Module 2
  3. 2023 is here and we are here for you! Equitable Life® would like to wish everyone a Happy New Year and we are looking forward to doing more business together in 2023!
    Just a reminder, we made some changes in 2022 to make doing business with Equitable Life easier. Some of the most recent enhancements include:

    Opt in for text messages on new applications
    ● Upon submission of an application, you can opt-in to receive text message updates for your new business applications. That’s a text message when the application is received, when a decision is made, when it’s ready for delivery and when the commissions have been triggered.

    Cloning pages on EZcomplete®
    ● You now have the ability to clone an application on EZcomplete. A whole family or a spouse can have a lot of duplicate information and the ability to clone an application can save tremendous amounts of time and make for a much more pleasant client experience.

    Jump around on EZcomplete
    ● Jump from one part of the application to another and back again. You no longer have to complete the application one section after another in order. This will allow a lot more flexibility when submitting a policy application.

    To learn more about these great enhancements contact your local wholesaler.

    Continue watching for news from Equitable Life for more great launches and enhancements in 2023!
     

    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
     
  4. [pdf] TFSA Third Party Contribution
  5. [pdf] Now it’s even easier to grow your savings online!
  6. Critical Illness - More Covered Conditions
  7. [pdf] Equitable GIF Fund Facts
  8. Invesco
  9. Exciting new product changes are coming your way! Equitable Life® has exciting product enhancements that will help you offer more choices for clients in 2022.
     
    Changes to our whole life and critical illness insurance products effective February 12, 2022, include:

    •   NEW! 10 pay premium option with Equimax Estate Builder®
    •   NEW! EquiLiving® plans and riders enhanced  

    EZcomplete and paper applications will be updated on February 12, 2022

    Transition rules are available.

    Watch for more information including the virtual product launch event.
     
  10. [pdf] myFlex Options Guide