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- [pdf] B2B Loan application process for Equitable Life of Canada
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Making it easier to do business with us
At Equitable® we are always looking for ways to improve your experience with us. We’ve made the following enhancements to make it easier for you to put your business with us.
New and Improved UL Fund Performance page
Access more fund performance information faster and easier on our new and improved Fund Overview & Performance website for funds held within Equitable universal life policies.
We partnered with Fundata to build a central location for fund performance, fund information (available in web and PDF) and Management Expense Ratios (MERs). This fund reporting will be available for all our universal life business (both legacy products and products currently being sold).
Highlights include:
● Save your favourite funds for easy access.
● Fund search and tools to filter by product, asset class and sustainability.
● Share feature allows you to easily share fund information with clients.
● Ability to compare fund performance.
Check out the new Fund Overview & Performance website today. See how Equitable is making fund information faster and easier to access.
New “Update Payment” feature for banking changes has launched!
Great news! We have launched a new self-serve "Update Payment" feature in Client Access and on EquiNet®. This new online capability enables clients and advisors to easily submit key banking change requests for eligible insurance policies*, with no need to complete a physical form.
*The Update Payment transactions are only available for eligible policies: those that have not lapsed, are not on Automatic Premium Loan, and are not owned by a corporation or other entity.
What’s new? Clients and advisors can now submit banking changes via EquiNet under Policy Inquiry. It allows them to easily submit requests for the following: stop and resume pre-authorized payments or change banks. Learn more.
Speak to your individual life wholesaler to learn more about these great enhancements!
® or TM denotes a trademark of The Equitable Life Insurance Company of Canada - About
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Join us for an Equitable Life Master Class webcast featuring Dr. Ryan Murphy, Morningstar
You’re invited to our next Equitable® Master Class webcast offering compelling topics and unique ideas from leading experts to help you manage and grow your business.
Just asking clients what their goals are may not be enough. Clients may respond in ways that seem reasonable but might not represent the goals that are truly important to them.
In the Behavioural world, this is known as ‘thinking blind spots’ and stems from behavioural biases we all have. The blind spots can prevent clients from expressing their true goals to you and lead to a plan that doesn’t accurately represent their preferences and motivations.
Join us for an informative discussion led by Dr. Ryan Murphy, head of Morningstar’s global Behavioural insights in how you can get clients past their thinking blind spots.
Learn more
Continuing Education Credits
This webinar has been submitted for continuing education (CE) approval with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. Upon approval, you will be sent an email notification to come back to the webinar presentation console to download your personalized certificate from the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. This webcast is available in English only.
® or ™ denotes a registered trademark of The Equitable Life Insurance Company of Canada.
Posted February 1, 2024 - [pdf] Payout Annuity Advisor Guide
- Give the Gift of a Head Start
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Sofie wants to provide for her children long after she’s gone with Equitable Generations Universal L
Sofie knows the future is uncertain. As a mom of two children and in her late forties, Sofie wants to continue to help her kids with their life goals as they get older.
She learns that Universal Life insurance from Equitable® is a great fit for her. It has investment options, choices of death benefit and even flexibility on how she pays for her premiums. With the investment option, she can earn tax-advantaged growth*.
Watch our new Universal Life Insurance from Equitable video to learn more. See it on Vimeo
This video can help you talk with clients about Universal Life insurance. It walks them through what it is, how it works, and the affordability and flexibility it features. It highlights just how Universal Life from Equitable is an insurance solution truly designed to meet the needs of clients today and into tomorrow.
Not sure where to start? Send clients this draft prospecting letter which you can personalize specifically for them.
Plus, check out our Universal Life solution page on EquiNet®, then click on the Marketing Materials tab for the latest Universal Life Marketing Materials.
Want to learn more? Ask your Equitable wholesaler!
View on Vimeo
*Subject to the Income Tax Act of Canada.
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New Individual Wealth tools to support client conversations
Equitable has new resources now available on EquiNet® — each designed to help support client conversations and make it easier to explain investment strategies in a clear and meaningful way.New case studies to help support client conversations *NEW*
We know some financial concepts can be tricky to explain. To help, we have created a set of straightforward, advisor‑focused case studies designed to deepen your understanding and help you better grasp the mechanics of our product options, understand the “why,” and translate that knowledge into clear, client-friendly conversations.
The four new case studies cover:-
Asset rebalancing
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Householding
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Resets
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Segregated funds vs. mutual funds
Introducing our fund manager spotlight pagesYou can now find spotlight pages for every fund manager on the Equitable Guaranteed Investment Funds™ platform. Each page will help you get to know each manager’s vision, investment philosophy and mission.
Quickly access:-
An overview of each fund manager
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Mission and investment approach
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Available funds on Equitable GIF
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Additional value-added content — including videos, helpful links and more.
New sample portfolios to help guide client discussions
A new set of sample portfolios designed to help illustrate how different investment styles might align with a client’s goals are now available. These are not recommendations — they are conversation starters. Use them to help clients visualize:
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How their strategy could look in practice.
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Trade-offs between different investment styles.
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How various approaches could support long‑term planning.
Have questions or want support navigating any of these new resources? Contact your Director, Investment Sales today. -
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