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1. 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.

2. 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!
   
   
   
    
3. Exchanges
4. Individual Insurance Marketing Materials
5. EquiNet Quick Tips

   Need some help navigating your way around EquiNet? We’ve put together the top 5 Quick Tips on the following topics, based on the most frequently mentioned questions from advisors:

   1. Policy Inquiry/New Business Pending Inquiry 
   2. Document Lookup 
   3. Policy Statements & Correspondence 
   4. Username & Email Address Support
   5. Need more help? Submit a request for support using the EquiNet Support Form.

    

   See more details and information about other site tips in this FAQ created to help you find your way around.

6. Practical approach to selling segregated funds in a TFSA
7. Grow your guarantee using resets from Equitable Life
   Did you know that many of Equitable Life®’s segregated funds contracts, including Pivotal Select™ Estate Class and Protection Class, allow for an annual reset of the death benefit guarantee? Now could be a great time to remind clients to lock-in any gains with a death benefit reset; and increase their Death Benefit guarantee to 100% of the current market value. The ability to lock-in market growth using resets is one of the differences between segregated funds and mutual funds.
    
   To complete a reset, submit the applicable investment direction form. If you have Limited Trading Authorization on file, you can sign the request on your client’s behalf*. The Investment Direction Forms are posted on EquiNet®, or can be found here (by product):
    
   • Pivotal Select (form # 693SEL)
   • Personal Investment Portfolio, Pivotal Solutions II or Pivotal Solutions DSC (form # 693ANN)
    
   Be sure to check out the “Growing your Guarantee with Resets” marketing piece which can be shared with your clients. For questions about resets, contact your Regional Investment Sales Manager today.
   
   
    
   *Advisors are required to keep notes of their conversation with their client for audit purposes when completing transactions using Limited Trading Authorization. World Financial Group (WFG) advisors are not permitted to use Limited Trading Authorization as per their agreement with WFG.
   ® and ^TM denote trademarks of The Equitable Life Insurance Company of Canada
    
8. [pdf] Equinet FAQ
9. EquiNet-FAQ