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[pdf] Dollar Cost Averaging
[pdf] Homewood Health Online
Equitable explains individual life and critical illness insurance with client-focused videos! In today’s busy world, clients need guidance to help them pick the right solutions for their needs. They need quick, easy-to-understand information. With so many options out there, it can get overwhelming to make the right choice.

The same goes for individual life and critical illness insurance. Which type of insurance is right for the client? Advisors can help provide that support and guidance. But perhaps, to get that conversation started, you just need to give clients a little nudge.

We get it. That’s why Equitable has produced a series of client-focused videos to help advisors start those conversations.

Check out our explainer videos below and share them with clients today!

●  Equimax^® participating whole life for children
●  Dividends
●  EquiLiving^® critical illness insurance
●  Term life insurance
●  Equitable Generations^™ universal life insurance

Want to learn more?
Contact your Equitable Wholesaler – we’re here to help!

^® or ^™ denote trademarks of The Equitable Life Insurance Company of Canada.
Simpler juvenile policy approvals
A win for you and clients

Get insurance protection in place more quickly for kid’s policies with an enhanced juvenile underwriting model. It’s an industry-leading predictive model that extends existing auto-assess capabilities for your juvenile applications.

What does this mean for you?
You will notice reduced wait times as clients get the protection they need faster. And you will receive your commission quicker as well. This gives both you and your Equitable^® underwriter time to focus on supporting your complex cases to bring you our best offer. The new auto-approval model for juvenile policies is a win for all.

Give us a try!
See for yourself how we can help you get protection in place for clients quickly.

Contact your Equitable wholesaler for more information.

^® or ^TM denote trademarks of The Equitable Life Insurance Company of Canada.
Get the Straight Talk on Equitable’s par account performance
Real answers to big questions

At Equitable, we understand how important it is to make confident decisions when dealing with large cases. When you have questions, you need concise, direct insights from leaders and subject matter experts.

Introducing the Straight Talk video series

Today, we are thrilled to share the first episode of Straight Talk. This episode features Mark Arruda, VP of Individual Insurance Pricing and Finance.

Mark talks about how Equitable’s par account is built to perform in all kinds of conditions, with strong governance, disciplined risk management, and prudent capital practices that ensure stability even when large life insurance claims are paid out.

Watch Straight Talk for straight answers to the questions that matter most.

Contact your Equitable Wholesaler to learn more about Equimax.
Submit PADs in a fraction of the time? It’s true…

Skip the paperwork and get Pre-Authorized Debit requests submitted instantly!

Are you still submitting pre-authorized debit (PAD) requests via fax or email? You could be saving time and effort by using EZtransact^TM instead:
- Pick the client's name from your list of clients.
- Choose the bank account from a list of pre-filled options.
- Have the client e-sign the form.
- Hit submit – form is sent to Equitable instantly.
- Your MGA office receives a copy at the same time.
No more scanning, saving, uploading, emailing, or faxing.

Get to know EZtransact in time for RRSP season and fast-forward your sales process.

™ or ® denote trademarks of The Equitable Life Insurance Company of Canada.
[pdf] Your guide to Coverage2go
DBRS Morningstar Confirms Ratings on Equitable Life at A (high), Stable Trends DBRS Limited (DBRS Morningstar) confirmed the Financial Strength Rating and Issuer Rating of The Equitable Life Insurance Company of Canada at A (high). All trends are Stable.¹

Visit the DBRS website to read the full media release. www.dbrsmorningstar.com

¹ https://www.dbrsmorningstar.com/research/419296/dbrs-morningstar-confirms-ratings-on-the-equitable-life-insurance-company-of-canada-at-a-high-stable-trends
The power of together At Equitable, we believe in the power of working together. It's a mindset that drives our behaviours, decisions, and actions to deliver impact and positive outcomes for our clients, advisors, partners, each other, and the communities we cherish.

Together with advisors and partners across Canada, we offer Individual Insurance, Group Insurance and Savings and Retirement solutions. Together we are helping clients protect today and prepare tomorrow.

View on Vimeo

Questions about our new brand? Please contact your Equitable wholesaler or visit equitable.ca.
[pdf] Equitable Investor Profile Questionnaire

Site Search

404 results for visit official MAKEMUR.com Looking to hire a lobbyist to get my sentence commuted

A win for you and clients

**Introducing the Straight Talk video series**

Skip the paperwork and get Pre-Authorized Debit requests submitted instantly!

Are you still submitting pre-authorized debit (PAD) requests via fax or email? You could be saving time and effort by using EZtransact^TM instead:

Pick the client's name from your list of clients.

Choose the bank account from a list of pre-filled options.

Have the client e-sign the form.

Hit submit – form is sent to Equitable instantly.

Your MGA office receives a copy at the same time.

No more scanning, saving, uploading, emailing, or faxing.

Get to know EZtransact in time for RRSP season and fast-forward your sales process.

™ or ® denote trademarks of The Equitable Life Insurance Company of Canada.

Site Search

404 results for visit official MAKEMUR.com Looking to hire a lobbyist to get my sentence commuted

A win for you and clients

Introducing the Straight Talk video series

Skip the paperwork and get Pre-Authorized Debit requests submitted instantly! Are you still submitting pre-authorized debit (PAD) requests via fax or email? You could be saving time and effort by using EZtransactTM instead:

Pick the client's name from your list of clients.

Choose the bank account from a list of pre-filled options.

Have the client e-sign the form.

Hit submit – form is sent to Equitable instantly.

Your MGA office receives a copy at the same time.

No more scanning, saving, uploading, emailing, or faxing. Get to know EZtransact in time for RRSP season and fast-forward your sales process.

™ or ® denote trademarks of The Equitable Life Insurance Company of Canada.

**Introducing the Straight Talk video series**

Skip the paperwork and get Pre-Authorized Debit requests submitted instantly!

Are you still submitting pre-authorized debit (PAD) requests via fax or email? You could be saving time and effort by using EZtransact^TM instead:

No more scanning, saving, uploading, emailing, or faxing.

Get to know EZtransact in time for RRSP season and fast-forward your sales process.