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Coming soon — enhanced Equitable Generations™ universal life (UL) See what’s ahead

Equitable Generations UL insurance solution is about to get even better! In the next few weeks, Level cost of insurance (COI)* option will be added to our offering. The new Level COI option will add more value, choices, and opportunities for clients.

The enhanced Equitable Generations is designed to meet client’s UL needs. To simplify our UL products, Equation Generation^® IV UL insurance solution will soon no longer be available for new sales.

Stay tuned for more details and the effective date.

Check out the Transition Rules for new and in-progress universal life applications.

* For Level COI, only Account Value Protector is offered as a death benefit option.
The Equitable Gives Back Contest – Start spreading the word! Equitable Life of Canada is celebrating our 100^th Anniversary in 2020, and we’re busy planning a year of events and activities so we can celebrate this significant milestone with our employees, clients, wholesalers and advisors across Canada.

A big part of who we are as a company is our commitment to help strengthen the communities where we operate by supporting a variety of charitable initiatives that help to improve the quality of life for the people living there. We are proud to launch the Equitable Gives Back Contest. Our goal is to give $10,000 to five registered charities operating in Canada.

All it takes to enter is an original essay (not less than 100 words, not more than 500) describing the way in which a charitable organization could use $10,000 to help further their charitable purpose and improve life for Canadians.

Reach out to your clients, tell them about the contest, and encourage them to visit www.equitable100.ca to see if they are eligible! All entries must be submitted by March 31, 2020.
Equitable Life is launching a new Retirement Savings Plan section on EquiNet It is never too early or too late to speak to your clients about Retirement Savings Plans (RSP). This is a great time to check us out because Equitable Life® is launching all new tools and resources to help you improve your sales strategy and reach your clients.

Today, Equitable Life is launching an all new RSP section on EquiNet®. The RSP Product Information box contains new and improved marketing tools and resources. Need to prospect new clients? We have editable letters to help you do that! Need to market to Millennials, Generation X or Baby Boomers? We have brochures and case studies to help you reach them. Want to market to your clients using social media? We have links and articles to help you share the love. With all the new and updated RSP materials, we have you covered. So, visit us on EquiNet today to see how we can help you grow your business.
Stay connected with a NEW Web Illustration tool for Equimax
Equitable Life^® is pleased to announce the launch of our web illustration tool starting with Equimax® participating whole life insurance.

This web illustration tool for Equimax is another way that Equitable Life is modernizing your experience and allowing you more flexibility to keep your business going while you’re on the road or meeting clients. This new illustration site is accessible on a web browser, so you can access it from a mobile device such as your phone, tablet, or iPad, and with MAC or Windows-based PCs or laptops.

Access the new web illustration tool for Equimax by logging in to EquiNet^® and clicking the button in the ribbon called Sales Illustration that now has a Web Illustrations option. Note that you have the option to continue running Equimax illustrations in the desktop illustration software, as it remains unchanged at this time.

For future enhancements, we plan to integrate with EZcomplete^®, to continue to make it easy to do business with Equitable Life.

Visit the New Web illustration tool for Equimax^_® now.

Questions? Please see our FAQ or contact your Regional Sales Manager.

_{^® denotes a trademark of The Equitable Life Insurance Company of Canada}
Path to Success modules now available on EquiNet!
The Path to Success Critical Illness course module PDFs and videos are now available on the Critical Illness EquiNet page. The Path to Success program gives you access to specialized topics about Critical Illness Insurance, why it matters for your clients, and how to make an effective sale.

Learn about:
- Overcoming objections to Critical Illness Insurance
- Pivoting from other products to Critical Illness Insurance
- How to position and design the Critical Illness solution
…and more!

We have made the expert information from Path to Success available to you to review at anytime. However, if you wish to earn CE credits, you may continue to access the course through our Path to Success program website.

Questions about the program? Visit the Critical Illness page on EquiNet or contact your local wholesaler.
Equimax® Participating Whole Life – A whole life solution for everyone Recently, we made some exciting changes for Equimax Estate Builder^® and Equimax Wealth Accumulator^®.

These enhancements, launched in February, make Equimax the preferred solution for clients and their families. In particular, buying a whole life solution for children gives them a head start for tomorrow. Life insurance on a child gives them:
- Permanent insurance at children’s rates
- A stable tax-advantaged investment option
- A boost in financial planning

Watch our new Equimax for Children video to learn more. View on Vimeo or YouTube.

Plus, visit our Equimax product page on EquiNet^®, then click on the Marketing Materials tab for the latest Equimax marketing materials.

Need more information? Please contact your local wholesaler.

_{^® denotes trademarks of The Equitable Life Insurance Company of Canada.}
Critical Illness Insurance Update Path to Success CI program
This program was designed with you, the Advisor, in mind. It gives you ideas and scripts that you can use in your conversations with clients about Critical Illness. Catch a sneak preview below!

The three realities of health care are:
- Incidence of being diagnosed with a critical illness is exceptionally high
- No one is immune
- Survival with consequence; even if one survives a critical illness, the financial and emotional consequences are significant

Want to know more?
Visit the Critical Illness Path to Success page on EquiNet
Earn CE credits through the Path to Success program!

What’s new with CI?
If you missed some of our updates, check them out below!
- June was Brain Injury awareness month… Check out some of our posts on our social media channels! LinkedIn | Facebook | Twitter | Instagram
- EZcomplete now automatically displays Critical Illness insurance premiums
- Cloud DX signs contract with Heart Centre
For more information, reach out to your local wholesaler.
What’s the story behind Equitable’s new brand? We are excited to share some more insight into the news of Equitable’s new brand.

Our new brand isn’t just a logo change.
Our new brand reflects our deeply rooted dedication to our clients. Over the next year, we will make the transition to our refreshed look. The new brand illustrates our focus on strong partnerships and making it even easier for you to do business with us.

Check out the Beyond the Logo video featuring our executive team sharing how the new brand embodies our commitment to advisors.

We’ll provide more details on the changes we’re making, and we welcome you to join in the journey. Please reach out to your Equitable point of contact or visit equitable.ca to learn more.

Posted December 4, 2023
The Equimax EVOLUTION Continues Earlier this year, we announced a host of improvements to our Equimax^® Participating Whole Life solution, designed to add value, flexibility, and affordability to an already excellent plan.

Today we’re pleased to announce the following additional updates took effect on August 12^th, 2023:
1. Targeted improvements in rates, death benefits, and cash values for Equimax Estate Builder and Equimax Wealth Accumulator plans.
2. New joint last to die rates for the Wealth Accumulator plans to align with Estate Builder.
3. A new “rated age” calculation, and
4. New rates for determining the maximum enhancement amount with the Enhanced Protection dividend option.

Visit our splash page and watch our informative video to learn more and start selling the enhanced Equimax today.



Refer to our Transition Rules for all the details on processing your applications.

Our illustration tools are updated:
●  New Web-based illustration software on secure EquiNet^® (log in required)
●  New Desktop illustration software
●  New EZstart™ on EquiNet

Need more information?
For information on these changes, please contact your Equitable Life wholesaler.

^® and ^TM denote trademarks of The Equitable Life Insurance Company of Canada.
Product updates - See our latest!
Good news! The updates to Equitable’s individual insurance solutions, scheduled for October 5^th, 2024, as announced last week, are now in effect!

What’s new in this product update?

1. A new premium rate band for Equimax^® policies with $5 Million and more of basic life insurance coverage.

2. A new illustration for switches from Paid-up Additions (PUA) to the Cash dividend option when premium offset is selected.

3. A new way to calculate commission on Equimax life insurance, Term life insurance, and EquiLiving^® critical illness insurance plans when clients choose monthly payments.

4. A new life Evidence of Insurability Schedule (Form #1343)

…and there’s more!

Visit our new splash page for a complete summary of the product changes, our latest video, and links to our sales tools and important resources:

*Video available in English with French and Chinese sub-titles

Please refer to our Transition Rules for all the details on processing your applications.

Need more information? Please contact your Equitable wholesaler.

^® or ^TM denote trademarks of The Equitable Life Insurance Company of Canada.