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1. Marketing Materials
2. Marketing Materials
3. Sales Strategies
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6. [docx] Client Engagement Letter
7. [pdf] B2B Investment Loan Product Brochure
8. SMS is Available for Individual Insurance Application Updates If you haven’t opted in to receive your client's application status via text message, give it a try on your next application. 
   
   When you submit a client’s application, you can opt-in to receive text message updates for your new business applications. No need to log in to your advisor portal to know exactly what is going on with a case.
    
   Once you opt-in to receive text messages, you will receive short text updates for your new business applications. That’s a text message when:
   • The application is received,
   • Equitable Life has made a decision,
   • The policy is ready for delivery, and
   • The commissions have been triggered.
   Please note, this number is not monitored for incoming texts. Please contact Customer Service with any questions.
   
   In addition to these messages, Equitable Life will continue to send proactive emails detailing outstanding requirements.
   
   Be sure to opt-in to text messages when you complete your next application on EZComplete®.
   
    

   We’ve recently made a number of changes to make doing business with us easy. Learn more about SMS and other ways we are making it easy to do business with us.
    

     
   ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
    
9. [pdf] Client file reference
10. There is still time for your clients to contribute to their Tax-Free Savings Account

    
    If you have clients that have not contributed to their Tax-Free Savings Account (TFSA) this year, great news… there is still time!
    
    You know that an Equitable Life® TFSA is a great way to save. Each year residents of Canada who are at least 18 years of age are eligible to invest up to $6,000* into their TFSA, in addition to any previously unused contribution room. Deposits made into a TFSA are made with after-tax dollars. This means that withdrawals can be made at any time on a tax-free basis.
    
    Interested in increasing an existing Pre-Authorized Debit (PAD) TFSA deposit?
    Clients with an existing PAD (or who had one in the previous six months), can go online to make any adjustments to a scheduled deposit to their TFSA. Clients can simply login to Equitable Life’s Client Access®. Client Access is Equitable’s secure online client site that connects clients to tools and policy information.
     
    Consider a one-time deposit or set up a PAD?
    To get started with one-time deposit, clients simply log in to their online bank account and select the option to add a new bill/payee and search for Equitable Life Savings Plan. The Equitable Life savings plan policy number will serve as the account number.
    
    Clients that complete their deposits using online banking do not have to worry about mailing a cheque or missing the deadline. Deposits are applied based on the investment direction on file.
    
    If you have clients that would like to set up a PAD, simply complete Form #378. For details on how to submit forms during COVID-19, refer to the NEW APPLICATIONS & TRANSACTION AUTHORIZATION REQUIREMENTS webpage.
     
    If you have any questions, please reach out to your local Regional Investment Sales Manager or Advisor Services at 1.866.884.7427 Monday to Friday, 8:30 a.m. to 7:30 p.m. ET or email savingsretirement@equitable.ca.
     

    *The annual TFSA limit is set by Canada Revenue Agency (CRA) and is currently $6,000. Your notice of assessment will tell you if you have unused contribution room from previous years. Contributions over the maximum will be charged a monthly penalty of 1% by CRA.
     
    ® denotes a trademark of The Equitable Life Insurance Company of Canada