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New publication: CLHIA consumer guide for critical illness In February, the Canadian Life and Health Insurance Association (CLHIA) published a new consumer guide for critical illness. This guide covers what clients need to know about critical illness.

Some of the topics include:
● What critical illness insurance covers in Canada
● If critical illness insurance is the right choice for a client
● What critical illness insurance policies may or may not include
● Plan types and offerings
● And more!

Equitable is committed to helping clients make informed decisions about their insurance needs. You can find links to the CLHIA critical illness consumer guide on equitable.ca and through EquiNet > Individual Insurance > Critical Illness. You can also find a link to the CLHIA agent guide for critical illness on EquiNet.

Share this with clients in addition to the great resources below!

Critical illness insurance with Equitable video: View on Vimeo.

Critical illness prospective letter template – simply fill it out and send off to your clients!

Want to earn CE credits? Check out our Critical Illness Path to Success program.

Need more information?
Your Equitable Wholesaler is here to help!

^® and ^TM denote trademarks of The Equitable Life Insurance Company of Canada.
Can an advisor transfer their contract under another MGA?
Equitable Life is launching a new Retirement Savings Plan section on EquiNet It is never too early or too late to speak to your clients about Retirement Savings Plans (RSP). This is a great time to check us out because Equitable Life® is launching all new tools and resources to help you improve your sales strategy and reach your clients.

Today, Equitable Life is launching an all new RSP section on EquiNet®. The RSP Product Information box contains new and improved marketing tools and resources. Need to prospect new clients? We have editable letters to help you do that! Need to market to Millennials, Generation X or Baby Boomers? We have brochures and case studies to help you reach them. Want to market to your clients using social media? We have links and articles to help you share the love. With all the new and updated RSP materials, we have you covered. So, visit us on EquiNet today to see how we can help you grow your business.
An Exciting Fund Lineup Offered with Equitable Generations Equitable Generations™ is a Universal Life product that offers investment options that resonate with today’s 21^st century client while reducing every fee possible. It also reduces the cost of insurance to help clients maximize their opportunity to purchase coverage and build tax-advantaged wealth.

Fund Features of Equitable Generations:

● 34 fund options, including 18 new investment options, tracking funds managed by Fidelity™, Dynamic™, Invesco™ and more.
● 3 sustainable investment “ESG” (Environmental, Social & Governance) options – because today’s buyer cares as much about impact as they do about returns.
● Target date funds that auto-rebalance over time so that as a client approaches retirement, the fund adjusts its risk automatically.

Learn more about our new funds:

● American Equity Index (ESG)
● Canadian Equity Index (ESG)
● Special Situations fund (Fidelity)
● Sustainable Equity, Balanced, and Bond Funds (Fidelity)
● Target Date funds (Fidelity)
● Details on funds available
● Get all your ESG questions answered with Margaret Dorn, S&P
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.
The Equimax EVOLUTION Continues Earlier this year, we announced a host of improvements to our Equimax^® Participating Whole Life solution, designed to add value, flexibility, and affordability to an already excellent plan.

Today we’re pleased to announce the following additional updates took effect on August 12^th, 2023:
1. Targeted improvements in rates, death benefits, and cash values for Equimax Estate Builder and Equimax Wealth Accumulator plans.
2. New joint last to die rates for the Wealth Accumulator plans to align with Estate Builder.
3. A new “rated age” calculation, and
4. New rates for determining the maximum enhancement amount with the Enhanced Protection dividend option.

Visit our splash page and watch our informative video to learn more and start selling the enhanced Equimax today.



Refer to our Transition Rules for all the details on processing your applications.

Our illustration tools are updated:
●  New Web-based illustration software on secure EquiNet^® (log in required)
●  New Desktop illustration software
●  New EZstart™ on EquiNet

Need more information?
For information on these changes, please contact your Equitable Life wholesaler.

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

September is Life Insurance Awareness Month The perfect time to start conversations with clients.

Many people don’t think about life insurance until it’s too late. This month is a good time to remind clients why life insurance matters. Life insurance can help provide financial protection for families and businesses when they need it most.

As an advisor, you play a key role in helping clients make the right choices to protect the people and things they care about. At Equitable^®, we’re committed to supporting you in guiding clients through these important decisions. To help you start conversations about life insurance, we have created resources that explain the different types of life insurance and how each can help clients meet their unique financial needs.

Use these tools during your client meetings, either in person or online. They can help you explain why life insurance matters, show the different plan options, and build trust with clients.

Let’s work TOGETHER this month to help clients PROTECT TODAY and PREPARE TOMORROW^.

Contact your Equitable wholesaler today to learn more!

What kind of life insurance is right for you? (1197)

Forget the password. Create your EquiNet passkey today. Passkey technology lets you log in to your EquiNet account securely using your face or fingerprint, removing the need for a password. Your biometric data stays safely on your device, making passkey a simple, fast, and highly secure way to access your account. You may already be using passkey on your personal devices.

Ready to get started? Watch the video to learn how to create a passkey on your mobile device. Starting this December, if you choose to continue to log in using your email address and password, you may also be required to enter a one-time passcode that’s sent to your email.

Important! Protect your credentials.

In 2026, all your Equitable^® accounts will use the same credentials to log in.

Remember that you have personal information in your Client Access^® and EquitableHealth.ca^® accounts. To keep your personal information private and safe, make sure you’re the only one using your login credentials.

Watch for ongoing communications and updates about how Equitable is helping to protect your information.
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.