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  1. New marketing material! 10-Pay Equimax Estate Builder - Enhanced Protection Dividend


    Let's take a second look at the Enhanced Protection dividend option

    Do you have clients who need a permanent plan with no out-of-pocket premiums payable after 10 years? Are they looking for a long-term permanent insurance solution for estate needs, but also would appreciate having some extra initial coverage for outstanding loans or other obligations?

    If so, it might be time to take a second look at the Enhanced Protection dividend option with a 10-pay Equimax Estate Builder® plan.

    Learn more by checking out our new marketing piece

  2. Equitable Life of Canada Webcast Series Featuring Invesco Canada Equitable Life® continues to spotlight various aspects of our competitive fund lineup and product offerings. 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.

    In this webcast, we welcome


    Join us to learn the reasons for the growth in ESG, how the following funds are managed and how they can be positioned in a client’s portfolio.
    • Equitable Life S&P/TSX Composite ESG Index Fund Select
    • Equitable Life S&P 500 ESG Index Fund Select 
    • Equitable Life NASDAQ 100 ESG Index Fund Select 

    Learn more

  3. Equitable Life Webcast Series featuring Franklin Templeton


    Equitable Life® continues to spotlight various aspects of our competitive fund lineup and product offerings. 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.
     



     In this webcast, we welcome


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     Join us to learn about Equitable Life ClearBridge Sustainable Global Infrastructure Income Fund Select along with the fund’s people, process, philosophy, and performance.

     

    Learn more
     

     

  4. Equitable Life Webcast Series featuring Fidelity Investments


    Equitable Life® continues to spotlight various aspects of our competitive fund lineup and product offerings. 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.




    In this webcast, we welcome

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    Join us to learn about the Equitable Life Fidelity® Climate Leadership Balanced Fund Select and Equitable Life Fidelity® Climate Leadership Fund Select now available in Pivotal SelectTM Investment Class (75/75). Learn about the funds’ people, process, philosophy, and performance.


    Learn more

    You won’t want to miss it!

  5. Guides for completing Individual Insurance forms now on EquiNet We have recently added guides to provide detailed instructions on how to fill out forms on EquiNet. You can find them on the Individual Forms page, directly underneath the applicable form. In the coming weeks, we will be adding more guides for additional forms, so make sure to check the Forms page for solutions that help you work smarter.
     
    View our newly posted guides:
    • 671OC Guide (Guide to Completing an Ownership Change Form)
    • 594 Guide (Guide to Completing Business Information Form)
    • 1710 Guide (Guide to Completing Verification of Identity for Policy Owners)
     
    Additional guides for the following forms will be available soon:
    • 693UL (Reallocation and Transfer of Funds Form -Universal Life)
    • 681 (Request for Termination Form)
  6. [pdf] 10 great reasons to choose Equitable for large case clients
  7. [pdf] Application for Agency Contract to Sell Insurance Products - MGA, AGA and National
  8. [pdf] Payout Annuity Advisor Guide
  9. Give the Gift of a Head Start