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  1. [pdf] Reallocation and Transfer of Funds Form -Universal Life (Guide)
  2. What types of contracts does Equitable Life offer?
  3. [pdf] Shareholder Borrowing Checklist
  4. Updates
  5. Open doors with our updated CI & UL solutions! Have you heard the news? On October 8th, we rolled out several updates to our competitive Equitable® product lineup—including our Critical Illness (CI) and Universal Life (UL) plans. 

    These updates are all about cost savings for clients and helping advisors like you grow your business. And the response has been fantastic!


    What’s new for CI and UL?

    1. Lower monthly costs for new EquiLiving® critical illness (CI) policies paid monthly – hello savings!

    •    The monthly modal factor for CI decreased from 0.09 to 0.0867.
    •        The monthly policy fee decreased from $4.50 to $4.34.

    *Note:  EquiLiving premium rates and annual policy fees have not changed. 

    2. Lower monthly costs for UL policies with CI riders added – now it’s more affordable to add CI coverage when selling UL!



    Commissions got a makeover too

    Good news! Commissions on Term and EquiLiving CI policies are now calculated based on the total premium paid for the policy year—even if clients opt for monthly payments. No more annual premium commission calculations!

    Learn more! 

    Questions? Contact your Equitable wholesaler for all the details.

    Cheers to savings and growing your business with Equitable!





    ® or TM denotes a trademark of The Equitable Life Insurance Company of Canada.

  6. Forms and Additional Information
  7. Who do I contact for contracting questions?
  8. Important Updates to Policy Settle requirements and Commissions  
    • If you are part of the WFG channel, please login  to review important updates here.
     
    • If you are part of the MGA / National Accounts channel, please login to review important updates here.
  9. [pdf] Policy Owner Request for New Advisor
  10. New! Digital Beneficiary Change Request option for clients (Individual insurance) Great news! Equitable® has introduced a new Digital Beneficiary Change Request option for life insurance clients on Client Access. 

    Clients with eligible plans can now choose to make beneficiary changes directly online. It is another step in Equitable’s journey of enhancing the client experience.

    Which plans are eligible?

    Eligible
    • Individually owned plans with revocable beneficiary designations.
    • Plans with policy owners not living in Quebec.

    Not eligible
    • Plans with irrevocable or preferred beneficiaries.
    • Plans with policy owners living in Quebec.

    Our previous process, using form (#671BCF), has not changed. It continues to be available for those who prefer that option.


    Note: The new Digital Beneficiary Change Request is currently only available to clients. We will be launching an advisor online option soon. Going forward, we will not make self serve transactions available to clients ahead of advisors.

    Learn more: Please contact your local Equitable wholesaler.