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1. Can’t meet in person? EZcomplete is an EZ way to meet online

   
   Instead of canceling your meeting, why not meet online instead? Our EZcomplete^® application makes it easy to process your non-face-to-face applications and do business with Equitable Life.
    
   EZcomplete is available on Pivotal Select™ segregated funds and all life products – Term, Whole Life, CI and Universal Life – and allows for the signing process to change from in-person to non face-to-face at the end of the application, despite how it was started.  This gives you and your clients the option to easily and efficiently connect remotely.
   
   
   
   How does it work?
    
   EZcomplete gives you the option to conduct your non face-to-face business easily and quickly, enabling your clients to provide their signature remotely on their own device. You simply need to enter their email address and provide them with a secret passcode to securely access the documents to review and sign.
    
   There is no limit on the face amounts or product options and the time to settle is reduced when using the application. It is a flexible, intuitive tool to use, and helps keep business on track now that many clients and advisors are opting for more social distance.

   
   For Life Advisors, please refer to the New Business and Underwriting page on Equinet for details about non-face-to-face delivery.

2. Manage more details within Contract Delivery for New Business applications We are excited to announce further enhancements to our eDelivery process to empower you, the advisor, the ability to manage client details more easily within Contract Delivery.
   
   Effective January 15, 2022, advisors will need to create a Password within Contract Delivery when choosing “eDelivery” as the contract delivery method and provide the password to the client to use as their password:
   
   The Password must be between 4 and 100 alpha/numeric characters, and cannot be the Policy number. For multiple signers the password (and email address) must be unique per each signer.
   
   Advisors can now edit and/or update an email address within Contract Delivery, in the event of a bounce back or email change, to keep the eDelivery process moving and avoid delays in processing time. If a lock out occurs, advisors can trigger a resend of the signing email once they add a new valid email address in Contract Delivery. Simply click the pencil icon beside the Email field to enter the valid email address:
   

   Another new feature- in the event a client has declined, the advisor will get an email from Equitable Life^®. Click through to EquiNet^® within the email to view the message within Contract Delivery that the client provided as the reason for decline under a new “Declined Details” section. This enables you to connect with the client to proceed with the sale by discussing the reasons for decline with them directly.

   Also new for clients with this enhancement, policy owners of a policy created after January 15 will be able to see a PDF copy of their policy within client access. Note: this PDF copy is as the policy was originally issued.
   
   Resources: 

   • eDelivery of a Contract - New Business
   • eDelivery FAQ
3. Clients could win $8,000 with an Equitable Life FHSA!

   
         

   
   The Equitable Life^® First Home Savings Account (FHSA) is available!  

   
   Offered on Pivotal Select™ Investment Class (75/75) and Pivotal Select Estate Class (75/100), this is a great opportunity to help clients achieve their dream of home ownership. 

   
   Clients who open a FHSA between September 11 and December 31, 2023, have a chance to win $8,000 towards their 2024 FHSA contribution.  And the advisor wins $2,000!   

   
   Help make a client’s dream of homeownership a reality, starting today!   

   
   To open a FHSA for clients, log into EZcomplete, our highly rated online application tool. It is easy to use, convenient, and fast.  

   
   For more information on FHSA, including an FAQ and client materials, visit EquiNet or contact your Regional Investment Sales Manager.  

    

   
   ® and ™ denotes a trademark of The Equitable Life Insurance Company of Canada. 

   Equitable Life FHSA Contest: No purchase necessary. Contest period September 11 to December 31, 2023.  Enter by making a deposit to an Equitable Life FHSA during the contest period or by submitting a no-purchase entry. One prize for a total value of $8,000 CAD to be drawn on January 16, 2024, will be awarded. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner will receive a $2,000 CAD prize. For example, if an Equitable Life client is a winner of the $8,000 prize, the client’s servicing advisor wins a $2,000 prize.  Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible Entries received during the Contest Period.  For full contest rules, including no-purchase method of entry, see full contest rules. 

   Posted September 11, 2023

4. Clients could win $5,000 in Equitable’s New Year’s Resolution, New Year’s Contribution Contest!
   Equitable® wants to help clients achieve their financial goals in 2024.
    
   Clients could win $5,000 and you could win $1,000 in Equitable’s New Year’s Resolution, New Year’s Contribution Contest.
    
   How it works:
   The client makes a contribution between January 1 and February 29, 2024 to one or more of these accounts:
   • •  First Home Savings Account
   • •  Registered Retirement Savings Plan
   • •  Tax-Free Savings Account
   If they win, you win! The draw will be held March 20, 2024.  
    
   Equitable is dedicated to offering clients the products, the services, and the choices that best suit their needs. We provide multiple sales charge options, three distinct guarantee classes, and a diverse selection of investment funds.
    
   Speak to your Regional Investment Sales Manager to learn more.
   
   Posted: December 14, 2023
   
   ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
    
   Equitable’s New Year’s Resolution, New Year’s Contribution Contest: No purchase necessary. Contest period January 1, 2024, to February 29, 2024.  Enter by making a deposit to an Equitable FHSA, TFSA or RRSP during the contest period or by submitting a no-purchase entry. One prize for a total value of $5,000 CAD to be drawn on March 8, 2024, will be awarded. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner and will receive a $1,000 CAD prize. For example, if an Equitable client is a winner of the $5,000 prize, the client’s servicing advisor wins a $1,000 prize.  Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible Entries received during the Contest Period.  For full contest rules, including no-purchase method of entry, see the full contest rules. 
5. Deposits using online banking
6. Sales Illustrations
7. Equitable Life Savings & Retirement Webinar Series welcomes Mackenzie Ivy Global Balanced.
   In 2021, Equitable Life’s^® S&R team will spotlight various aspects of our competitive fund lineup and product offerings. Each webinar in the series will feature a new topic. This series will also give advisors an opportunity to:
   • learn more about various products and product features,
   • hear from industry professionals,
   • learn about investment strategies; and so much more.
    
   This month, Equitable Life welcomes Mackenzie Investments.
    
   Join your host Joseph Trozzo, Investment Sales Vice President and Matt Moody, Vice President, Portfolio Manager, Mackenzie Ivy Team and Dagmar-Rose Pagel, Product Manager.
    

   Learn More

    

8. Equitable Life Savings & Retirement Webinar Series welcomes Fidelity Investments Canada. In 2021, Equitable Life’s S&R team will spotlight various aspects of our competitive fund lineup and product offerings. Each webinar in the series will feature a new topic. This series will also give advisors an opportunity to:
   • learn more about various products and product features,
   • hear from industry professionals,
   • learn about investment strategies; and so much more.
    
   This month, Equitable Life welcomes David Tulk, Portfolio Manager, and Ilan Kolet, Institutional Portfolio Manager from Fidelity Investments Canada®, who will highlight the Fidelity Tactical Asset Allocation Portfolios. These portfolios will be part of the Pivotal Select™ lineup, launching June 7, 2021.
    

   Learn More

9. Equitable Life Savings & Retirement Webinar Series featuring Dynamic Funds

   In 2022, Equitable Life’s^® S&R team will continue to spotlight various aspects of our competitive fund lineup and product offerings. Each webinar in the series features a new topic. This series gives advisors an opportunity to:

   • learn more about products and product features,

   • hear from industry professionals,

   • learn about investment strategies; and so much more.

   This month, Equitable Life welcomes David L. Fingold, Vice President and Portfolio Manager, 1832 Asset Management L.P.
    
   Learn More!