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  1. [pdf] The Right Time To Buy And Sell
  2. [pdf] Equitable Guaranteed Investment Funds – Investment Class
  3. About
  4. Have you heard about Equitable Client Access?
    Equitable Client Access® allows clients to self-serve on some of the more popular requests. Thousands of clients have already signed up for Equitable Client Access and are enjoying the benefits of accessing their secure information 24/7.

    •   Does your client need to change or stop existing Pre-Authorized payment (PAD)? Equitable Client Access can do that.
    •   Does your client need to change a withdrawal date for a PAD? Equitable Client Access can do that too.
    •   Address or banking information changes? Equitable Client Access has your clients covered.
    •   Does your client need to change her beneficiary from Aunt Flora to Uncle Ned? Equitable Client Access can even do that.

    Equitable Client Access is a secure online client site that connects clients with policy information, right at their fingertips. In addition to the self-serve features, Equitable Client Access can also provide:

    •    Insurance coverage and guarantees
    •    Investment allocation, performance and market values
    •    Transaction history
    •    Statements and letters
    •    Advisor contact information, along with so much more.


    If your clients have not signed up for Equitable Client Access, direct them to client.equitable.ca - it only takes a few minutes to set up an account, and connects your clients with their policy information online – anytime!

    Have a question about Equitable Client Access? Want to tell your client how to go paperless? Check out our updated FAQ or contact your Regional Investment Sales Manager today.
     
  5. Welcome EZtransact from Equitable Life
    On July 28, 2021, Savings & Retirement is launching online transactions for segregated funds. A new way to make managing your client’s policies quick and convenient. With a growing need for digital solutions, Equitable Life’s new EZtransact eliminates the hassle of filling out forms, facilitating signatures yourself, submitting copies to your MGA and being tied down to business hours for submitting transactions.

    Available on EquiNet's secure website, EZtransact’s first service will allow advisors to setup a one-time or recurring deposit or edit an existing pre-authorized debit already in place. In just five simple steps, EZtransact:
    1. Collects the deposit details,
    2. Pre-populates pre-existing relevant details,
    3. Alerts you to any missing information,
    4. Facilitates the signing process and
    5. Sends a copy of the transaction to your MGA, eliminating any need for duplicate copies, or additional steps.

    “We are excited to be able to launch a new digital solution for our advisors”, said Vice-President, Savings and Retirement, Judy Williams. “We feel this new application complements our existing highly rated EZcomplete® online application process. With both solutions available to advisors, we are making it even easier to do business with Equitable Life”.

    If you are already registered with EquiNet, go online today, and give EZtransact a try. If you are not registered, contact your local Regional Investment Sales Manager or, call our Advisor Services Team to have a Regional Investment Sales Manager in your area contact you.
     

    To learn more, click here. 


    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada
  6. Make It Easy EZtransact Contest

     

    Welcome EZtransactTM, Equitable Life®’s newest online transaction tool that makes managing your client’s policies quick and convenient.


    Every EZtransact online transaction submitted between September 13 and November 26, 2021 gives you the chance to WIN! Eligible non-winning Entries will be carried forward to subsequent Draw Dates. So the sooner you start using EZtransact, the more chances you have to win! First draw will be on September 27, 2021.

    One $100 winner each week! With a Grand Prize winner of $1000 at the end of the contest! Want to find out more? Please see the contest rules here. You can also contact us at equitablesrmarketing@equitable.ca.


    Click here for to start using EZtransact today.

     




    Make It Easy” EZtransactTM Contest: No purchase necessary. Contest period September 13, 2021 to November 26, 2021. Eleven prizes to be awarded, for a total value of $2,100 CAD. Ten weekly prize draws, each for one prize of $100 CAD, to be held every Monday from September 27, 2021 to November 29, 2021. One Grand Prize draw, for one prize of $1,000 CAD, to be held on November 29, 2021. Correct answer to mathematical skill testing question required to win. Open to legal residents of Canada of the age of majority. Eligible non-winning Entries will be carried forward to subsequent Entry Periods and will be eligible on subsequent Draw Dates. Maximum one weekly draw prize per person. Odds of winning depend on number of eligible Entries received during the Contest Period.

    Click here to see full contest rules, including no purchase method of entry.
  7. Our Critical Illness Insurance Path to Success Program Our Critical Illness Insurance Path to Success program was designed with you, the Advisor, in mind.

    Path to Success: Expert Advice on navigating CI Sales provides you with actionable ideas and scripts that you can implement immediately into your critical illness insurance meetings. CE Credits are available if you review the program in its entirety and complete the quizzes at the end of each section.

    Learn more about the CI Path to Success Program
    Next steps:
    If you have any questions or are interested in getting access to this program, please reach out to your Regional Sales Manager directly.

    Enhancements to our Critical Illness Insurance product EquiLiving®
    The timing couldn’t be better for connecting with your Regional Sales Manager to gain access to this program, as we have made recent enhancements to our Critical Illness product that will help you offer more options to clients. We’ve enhanced our EquiLiving plans and riders with:

    •  20 pay options with coverage to age 75 or coverage for life
    •  Support from Cloud DX to help monitor a client’s well-being from treatment to recovery
    •  Added Acquired Brain Injury as a covered critical condition 
    •  30-day survival period removed for all non-cardiovascular covered conditions
    •  No age restriction to claim for Loss of Independent Existence (LOIE)
    •  Adult Covered Conditions definitions updated to 2018 CLHIA definitions
    •  Increased the number of Early Detection Benefit covered conditions from 4 to 8
    •  And so much more …

    Contact your Regional Sales Manager to get set up in the program and learn about other CE accredited presentations happening each week. 
  8. Message from Equitable President and CEO Fabien Jeudy

    I’m pleased to share our new brand with you. It’s an expression of our renewed purpose and commitment to work together, with our partners, to focus exclusively on our clients, protecting today and preparing tomorrow.

    Our commitment to you

    The new Equitable® brand signifies our focus on making it even easier to do business with us. To continuously refresh our products to meet the evolving needs of Canadians. And to strengthen our partnerships that enable growth and positive outcomes. The result is an uncompromising commitment to our clients, our partners, our advisors, and our people.

    A year of transitioning to our new brand

    Over the next year, we’ll make the transition away from our legacy look as our new look starts to emerge.  We’ll invest in building more brand awareness so that together we can help even more Canadians. What you should know is that no matter old or new, our commitment is always focused on our clients, together with our partners.

    Join us in the journey

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

     
    Why Equitable? The Power of Together.  
    View video on Vimeo.

     
    Equitable’s New Logo.
    View video on Vimeo.


    Sincerely,
    Fabien Jeudy
    President and CEO

  9. 5 great reasons to work with Equitable There are plenty of reasons to work with Equitable®. We’ve rounded up the top 5 in our popular marketing piece 5 great reasons to make Equitable your first choice.

    1. We’re committed to our policyholders.
    At Equitable, our mutual status gives us the advantage of focusing exclusively on our policyholders and our commitments to them. We have a DBRS Morningstar rating of A (high) and a strong LICAT ratio. This means that we are well-positioned to continue meeting our commitments to our clients.

    2.     We have a broad, competitive product shelf.
    We offer a diversified and competitive product portfolio, with some of the most competitive solutions on the market. Our broad range of insurance and savings products provide you with competitive, flexible solutions to meet clients’ financial needs.

    3.     We make underwriting easy.
    Are you working on a large case? We have a specialized team of experts and dedicated underwriters to help you with larger and more complex cases.

    4.     We offer regional wholesaler support.
    Our regional wholesalers are here to provide personalized sales support in the field, from coast-to-coast. They take the time to understand your business needs and help develop solutions.

    5.     We have great online advisor tools.
    EquiNet®, Equitable’s advisor site, is bilingual and mobile-friendly. It puts the tools and information you need right at your fingertips. Check out our EZcomplete® online applications, administrative forms and processes, sales illustrations, marketing materials, and more.

    Contact your Equitable wholesaler today to learn more!
     
  10. Let’s “Talk Money”: Helping clients feel better about their finances This November is Financial Literacy Month, and the theme is simple but powerful: “Talk Money.” The goal is simple—get Canadians talking about money. When people open up about budgeting, debt, or financial stress, they feel more confident and less alone.

    Money and mental health are connected
    Many Canadians feel stressed about money. That stress can affect their mental health. As an advisor, you can help by starting honest conversations. When clients talk about their worries, they’re more likely to take action and feel better.

    How advisors can help
    You don’t need to be a therapist. Just listen, ask questions, and offer simple steps. Here are a few ideas:

     
    Let’s talk money
    Talking about money helps people feel stronger and more in control. This month, let’s help clients open up, take action, and build better habits—financially and emotionally.

    If you have any questions, feel free to reach out to your Director, Investment Sales.