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There is still time to enter Equitable’s Ring in the Savings Contest!
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™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada.
For full contest rules, including no-purchase method of entry, see the full contest rules.
Posted February 14, 2025 -
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.If they win, you win! The draw will be held March 20, 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:
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. - COVID-19 Group Benefits Updates
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November is Financial Literacy Month
Equitable® wants to mark Financial Literacy this November. Created by the Financial Consumer Agency of Canada (FCAC), the campaign this year is “Money on your Mind. Talk about it!”
The FCAC is challenging Canadians to do one thing to boost their financial confidence. One of those things includes asking questions to a trusted financial advisor. That’s, you! Be ready this year to answer anything from retirement savings, home ownership, annuities, estate planning, Daily and Guaranteed Interest Accounts, segregated funds and more.
Need help? Contact your Director, Investment Sales to get started. At Equitable, we believe in the power of together.
Have questions about the upcoming tax season or need tips to help manage and grow your business? If you missed our recent webcast with our Operations and Digital Experience teams, click here to learn more.
® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.
Posted November 5, 2024 -
Are your clients looking for more Tax-Free Savings Account contribution room?
Good news! With the start of the new year comes new additional contribution room. And to make it even better the Government of Canada increased the annual contribution limit. Effective January 1, 2023, the annual limit goes from $6,000.00 to $6,500.00.
A Tax-Free Savings Account is a great option for clients to grow their savings with the flexibility to access their money when they need it, before or during retirement. Encourage your clients to start saving today!
For more information on the options available, please click here.
Posted: January 3, 2023 -
Delay in Pivotal Select segregated fund client statements
We apologize for the delay in the delivery of our Pivotal Select™ segregated fund client statements. We understand how crucial these statements are for you and clients. We are working hard to resolve the issue. We will post an update on EquiNet® on or before February 7.
We appreciate your understanding and patience during this time. If you have questions or need further assistance, reach out to our Client Care Team at 1.866.884.7427.
Best Regards,
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Cam Crosbie,
Executive Vice-President, Savings and Retirement Division
Equitable
Posted February 4, 2025 -
Making it easy to do business with us
Online Term illustration now auto-populates the application
We have added a new online illustration for Equitable® Term life insurance illustrations that automatically populates the fields in your Term application.
We’ve designed the online illustration to be intuitive so you can fill in client details with ease.
● Select term plans and coverages of choice, then get an illustration report in minutes.
● You can save your web illustration progress at any time and view it from the online application dashboard.
● We’ve combined the illustration with our online application to make the process seamless. The illustration details you provide will auto-populate in the fields needed to complete the application.
New: You can create a term illustration without logging in to EquiNet.
We are taking another step in the journey towards enhancing the ways we do business.
Check out this update on the new Illustrations page on EquiNet®!
Learn more
Have further questions? Your Equitable Wholesaler is here to help!
® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
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Understanding Life Insurance Replacements at Equitable
All provinces require completion of a life insurance replacement declaration (LIRD) or equivalent form if intending to replace an existing insurance contract with a new one. The LIRD helps clients think carefully before terminating their existing policy. It contains important questions for them to consider.
When do you need to send a LIRD to Equitable®?
Refer to our: LIRD requirements by province
Equitable needs to receive the LIRD only in provinces where it is mandated. Please check the province-specific requirements (linked above).
If a client is replacing a life insurance contract with a new one with us, and the owner lives in one of the specified provinces, the LIRD must be sent to Equitable with the application. It should include a written explanation of the questions reviewed with the client and must be signed and dated.
Important reminder: While you will always complete a LIRD, do not submit the LIRD unless we require it. Doing so may delay the new business process.
Note: The LIRD does not terminate the original policy; it indicates intent to do so.
Questions? Please contact your local Equitable wholesaler if you need additional information.
® or TM denotes a trademark of The Equitable Life Insurance Company of Canada. -
Equimax Participating Whole Life illustration reports are getting a makeover!
As you’ve heard us say before, we focus exclusively on our clients and partners. We are continually looking for ways to make it easier to do business with Equitable®. With this in mind, we’ve taken a long hard look at our illustration reports for Equimax® Participating Whole Life. We have updated our reports to help make them easier to use.
The new Equimax illustration report will have:
● A new look and feel that matches our refreshed branding
● Updated content that is clearly written and client-friendly
● A reorganized layout based on advisor feedback
● A cleaner, streamlined design
All of these changes will go live on February 24, 2024 through the desktop and web illustration software on EquiNet®.
Have questions or want to share feedback? Talk to your Equitable Wholesaler today!
® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.