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1. [pdf] Daily/Guaranteed Interest Account Application - Registered/Non-Registered
2. Complex large case? Meet our Tax and Estate Planning expert.

   Ask our Experts Episode 4

   At Equitable, we understand that complex large cases require expert handling. Our team is here to help guide you through every step of the process.
   
   Today, we are thrilled to share the fourth episode of Ask our Experts. Watch episode 4 featuring Bryan McNulty, Head of Tax and Estate Planning.
   
   Bryan talks about:
   • How his past experiences serve him in his role at Equitable.
   • The importance of policy ownership.
   • Equitable’s mutual status and our focus on life insurance.
   
   Learn more:
   Visit our large case markets webpage to learn more about our team of dedicated experts. 
   
   Do you have a large case opportunity? Talk to your wholesaler to learn more. 
   
   
   
   Don’t miss the favourites! Watch our most viewed Ask our Experts episodes here:
3. [pdf] Equitable GIF Non-Registered Application
4. Have you heard about Equitable Client Access?
   Equitable Client Access^® allows clients to self-serve on some of the more popular requests. Thousands of clients have already signed up for Equitable Client Access and are enjoying the benefits of accessing their secure information 24/7.
   
   •   Does your client need to change or stop existing Pre-Authorized payment (PAD)? Equitable Client Access can do that.
   •   Does your client need to change a withdrawal date for a PAD? Equitable Client Access can do that too.
   •   Address or banking information changes? Equitable Client Access has your clients covered.
   •   Does your client need to change her beneficiary from Aunt Flora to Uncle Ned? Equitable Client Access can even do that.
   
   Equitable Client Access is a secure online client site that connects clients with policy information, right at their fingertips. In addition to the self-serve features, Equitable Client Access can also provide:
   
   •    Insurance coverage and guarantees
   •    Investment allocation, performance and market values
   •    Transaction history
   •    Statements and letters
   •    Advisor contact information, along with so much more.
   
   
   If your clients have not signed up for Equitable Client Access, direct them to client.equitable.ca - it only takes a few minutes to set up an account, and connects your clients with their policy information online – anytime!
   
   Have a question about Equitable Client Access? Want to tell your client how to go paperless? Check out our updated FAQ or contact your Regional Investment Sales Manager today.
    
5. Policy Title Changes
6. Convertibility - The Power of Term
7. In case you missed it… read our life insurance as an asset class article

   
   Equitable in partnership Wayne Miller, BMATH, ASA

   
   The concept of viewing life insurance as an asset class only became mainstream in Canada 12 years ago, after Wayne Miller, BMATH, ASA, made the case for it in an industry magazine article.
   
   Has anything changed in the past decade? Does a mutual company vs. a stock company make a difference? Equitable has been collaborating with Wayne to provide an answer – which is provided in this follow-up article to his original piece.

   Read the Article now
   
               
   
   
    

   
   
   
8. [pdf] Equitable GIF Contract Provisions and Information Folder