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1. [pdf] Plan Administrator Guide to EZBenefits
2. Web Illustration Tool for Universal Life (UL) Insurance now available

   The new tool for UL provides greater flexibility and convenience. You will now have access to UL illustrations in the same way that you access and save Whole life web illustrations. It enables you to manage your business on the go from your laptop.
   
   This is the latest step in our commitment to making it easier for you to do business with us, with all our product illustrations now available in a web version. Visit the new web illustration tool here.
   
   Speak to your individual life wholesaler to learn more!

3. [pdf] Equitable's Competitive Advantage
4. Reinstatements
5. [pdf] Invest with Equitable
6. [pdf] What's New July 6 2017
7. [pdf] Policy summary premium error
8. Get Client Focused: Turning Compliance into Your Advantage

   Join Equitable Life and guest speaker, April-Lynn Levitt, CFP,  Business Coach, The Personal Coach, to learn how to be compliant in today’s environment and create client-focused review meetings:

   •   Understand the new requirements and the best practices for implementing the new requirements into your practice.

   •   Go beyond “ticking the boxes” to build an exceptional client experience.

   •   Learn to use your review process to stimulate referrals and update compliance documents seamlessly.

   We are pleased to provide you with a recorded version of April-Lynn Levitt’s presentation, “Get Client Focused: Turning Compliance into Your Advantage” click here

   This webinar is available in English only.

   ® denote trademarks of The Equitable Life Insurance Company of Canada.
   
   Posted June 6, 2023
    
9. Delegation Requests Now Available on EquiNet We are excited to announce a new feature that will help make it easier for you to do business with Equitable Life.
    
   This new feature allows you, to submit a delegation request through the “Access” tab under your EquiNet profile. 
   
   Once the delegation request has been completed, the specified people will be able to view and manage the policies of the Advisor who submitted the request, as long as they have codes of their own within the system.
    
   Please contact the customer service team at customerservice@equitable.ca for more information.
10. Welcome Fidelity to Equitable Life’s Pivotal Select segregated funds lineup
    Equitable Life^® is pleased to welcome Fidelity to its Pivotal Select™ segregated funds lineup.
    • Equitable Life Fidelity^® Special Situations Fund Select
    • Equitable Life Fidelity^® Tactical Asset Allocation Income Portfolio Select
    • Equitable Life Fidelity^® Tactical Asset Allocation Balanced Portfolio Select
    • Equitable Life Fidelity^® Tactical Asset Allocation Growth Portfolio Select

    These new funds are available on all the Pivotal Select load types and guarantee classes, providing you and your clients with even more choice and flexibility.
    
    To learn more about Fidelity, click here. To learn more about the funds, click here.
     
    Speak to your Regional Investment Sales Manager today about Equitable’s segregated fund lineup.
     
     
     
     
     
     
    Equitable Life and Pivotal Select are trademarks of The Equitable Life Insurance Company of Canada.
    Fidelity and Fidelity Investments are registered trademarks of 483A Bay Street Holdings LP. Used with permission.