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1. Policy Loan
2. Choosing the right funds
3. [pdf] New Forms to Comply with AML & CRS Changes
4. Savings & Retirement Marketing Materials
5. Surrender charges
6. Important update regarding all paramedical appointments Update regarding parameds for NEW and EXISTING cases:
   • In the absence of Parameds, the preferred method is to complete the medical questions in EZComplete
   • If you didn’t complete the new medical information, then complete the Health Information Form #1878
   • If you are unable to complete the 1878 Health Information Form, then you can order a Video EPara through Dynacare or through Equitable
    For more information view this article: Underwriting Updates Including Additional Changes to Non-Med Limits.
   
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   Equitable Life has made the decision to temporarily stop all face-to-face field service appointments effective immediately to ensure the protection of both our Clients and Examiners. All appointments will be cancelled by ExamOne. Dynacare has already cancelled their appointments.
   
   We are doing this to support social distancing as requested by the Federal and Provincial governments. We are actively working on a plan to provide viable options in the absence of face-to-face paramedical service appointments. This will be communicated shortly.
   
    
7. Revised Witness Signature Process during COVID-19 for Individual Life and Critical Illness Insurance Revised Witness Signature Process during COVID-19 for Individual Life and Critical Insurance Business
   
   We are temporarily revising our policy around witness signatures during COVID-19. While the preference is to have a witness when one is available, we understand that may be difficult given our current environment.
   
   Please follow the options below for witness signature with the first option being most preferable, and the last option being the least preferable:
   
   1. Signature from a witness who is a disinterested party
   2. Signature from a witness who is a party with an interest
   3. No witness 
   
   If we receive a form that doesn’t have a witness signature, we will still process the form. Just a reminder this is only temporary during COVID-19.
    
8. Going digital with Pivotal Select Fund Facts
   Did you know, with every new policy, your client should receive a copy of Equitable Life’s Pivotal Select™ Fund Facts (Form #1366)? Did you know you can send it electronically?
    
   Over the last year, more and more advisors are opting out of traditional paper. Instead, advisors are going digital. Here are the top three reasons why.
    
   1. Clients receive the information quickly and conveniently.
   2. Advisors are confident clients are receiving the most current version available.
   3. Advisors can easily adhere to regulations. When providing the client with a link to the electronic Contract and Information Folder (Form #1403), it is easy to also provide a link to the Pivotal Select Fund Facts.
    
   Make it easy and convenient by getting in the habit of going digital.
    
   • Pivotal Select Fund Facts
   • Pivotal Select Contract and Information Folder
   • Pivotal Solutions Fund Facts
     
   Does your client prefer a PDF brochure with Fund Facts for all the available funds? Download your copy by logging on to EquiNet®. For more information contact your Regional Investment Sales Manager.

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

9. THREE new ways to help make your Savings & Retirement business run smoother
   As of August 20, 2022, EZcomplete® will include several new features that allow applications to be completed faster and easier:
   
   1. Prefilled Fund Transfer Form
   The transfer form will be generated with the information from EZcomplete and included in the EZcomplete signing package, saving you time.
   
   
   
   2. Client eSignature Audit History and Document Download
   If you choose the e-signature option for the client, you’ll be able to download a copy of the e-signed transfer forms and the signature audit history.
   
   
   3. Email the Client Contract Info and Fund Facts Before Signing
   You'll now be able to email Point of Sale materials (Contract & Info Folder and Fund Facts) to clients before they provide their e-signature.
   
   
   Log in to EZcomplete today!
    
   Speak to your Regional Investment Sales Manager to learn more!
   
   
   
    
10. Exchanges