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Reinstatements
Exciting new product changes are coming your way! Equitable Life® has exciting product enhancements that will help you offer more choices for clients in 2022.

Changes to our whole life and critical illness insurance products effective February 12, 2022, include:

• NEW! 10 pay premium option with Equimax Estate Builder®
• NEW! EquiLiving® plans and riders enhanced

EZcomplete and paper applications will be updated on February 12, 2022

Transition rules are available.

Watch for more information including the virtual product launch event.
[pdf] Preferred Retirement Solution using Equimax
2024 Holiday hours
The Holiday season brings thoughts of gratitude, and there is no better time to express our thanks and sincere appreciation for your dedication and commitment to Equitable.

Thank you for your support this past year and for trusting Equitable with your Individual Insurance and Savings & Retirement business. Happy Holidays!

Client Care Centre Holiday Hours
Friday December 6, 2024 - CLOSED
Tuesday December 24, 2024 - 8:30 a.m. – 11:00 a.m. ET
Wednesday December 25, 2024 – CLOSED
Thursday December 26, 2024 – CLOSED
December 27, 30 and 31, 2024 - 8:30 a.m. – 7:30 p.m. ET
Wednesday January 1, 2025 - CLOSED

Savings & Retirement
All transaction requests to be handled same business day must be submitted in good order by:
● December 24, 2024, 11:00 a.m. ET
● December 31, 2024, 11:00 a.m. ET

FHSA applications to be considered for 2024 contribution year must be submitted in good order by:
● December 31, 2024, 11:59 p.m. ET

FHSA online banking deposit deadline for 2024 contribution receipt:
● December 24, 2024, 4:00 p.m. ET Note: Transaction requests submitted after 11:00 a.m. ET will be processed effective next business day

RRSP deposits to be considered for the 2024 tax year must be:
● Dated March 3, 2025, or before
● Must be submitted to Head Office in good order by March 7, 2025, by 4:00 p.m. ET

RRSP applications to be considered for 2024 contribution year must be submitted in good order by:
● March 3, 2025, 11:59 p.m. ET

RRSP B2B Loans:
● RRSP loan deposits must be received by March 14, 2025, by 4:00 p.m. ET
Note: Transactions submitted after these dates will not receive a 2024 contribution receipt

Individual Insurance
Underwriting
● Underwriting must receive all evidence and outstanding Underwriting requirements by December 9th at the latest. Underwriting will then be able to decision these cases by December 16th. This will give the New Business team December 13th – December 31st to issue and settle policies.

New Business
● New Business will continue to process all issue and settle requirements every business day until the last working day of the year – December 31st. New Business needs to receive ALL final settle documents in Good Order within our posted service standards. We are currently operating at a 3 business day turn around time.

Field Payroll
● Second Last Pay Period for 2024 – December 11, 2024 to December 17, 2024 (Transmission/Statement date December 18, 2024)
● Last Pay Period of 2024 – December 18, 2024 to December 31, 2024 (Transmission/Statement date January 2, 2025)
● First Pay of 2025 – January 1, 2025 to January 7, 2025 (Transmission/Statement date on January 8, 2025)

Daily Pay will run on business days.

Please note that all requirements must be received in Head Office by the above dates to guarantee settlement for year end.
[pdf] Preferred Estate Transfer using Universal Life
[pdf] Annuity Settlement Option
[pdf] Prescribed Annuities: Tax-Efficient Retirement Income
Tune in to our latest Equitable Insights Videos on EquiNet Our new Equitable Insights Video Series page on EquiNet® hosts all of our latest videos in one convenient place, including:

● Our Large Case Experts, featuring Scott Morrow, Individual Insurance Sales Vice President, MGA East, Equitable Life
● EZcomplete Makes Submission to Commission Easy, featuring Chris Marrese, Individual Operations Vice-President, Equitable Life
● Our Investment Approach featuring David Irwin, Director, Portfolio Management and Client relations
● Our Financial Strength, featuring Sheila Hart, Chief Financial Officer, Equitable Life

Watch our Equitable Insights Video Series to learn more about Equitable Life and the solutions we offer to meet our customers’ needs.
2022 brings a new year of retirement savings opportunities
As a new year begins, you will start to reach out to your clients about the upcoming Retirement Savings Plan deadline, March 1, 2022. This year, connect with your clients through social media, video chats, emails or even in-person. Try Equitable’s Case Studies, Prospecting Letters, Video and Equitable Blog on EquiNet® to make the most of your meetings. Designed for each specific target group, these sales strategies can help initiate a conversation about retirement savings goals.

To learn more about Retirement Savings Plans, click here.
Update to DSC Reimbursement for WFG advisors

Equitable Life now accepts WFG’s Commission Rebate Disclosure form instead of Equitable’s Deferred Sales Charge Reimbursement (DSC) Request Form (Form #1605). Allowing the use of WFG’s form will help streamline the process for WFG in submitting DSC reimbursements.

Previously, any DSC reimbursement received from Equitable Life required WFG advisors to submit form #1605 and provide proof of the DSC charge from the relinquishing institution, along with a cheque for the reimbursement. The WFG disclosure form and cheque from WFG is now all that is required for the initial submission. Proof of the DSC charge from the relinquishing institution is not required in all instances, but may be requested by Equitable Life and must be available if requested.

If you have any questions, contact your Regional Investment Sales Manager or Equitable Life’s Advisor Services Team Monday to Friday from 8:30 a.m. to 7:30 p.m. ET at 1.866.884.7427 or email savingsretirement@equitable.ca.