Site Search

493 results for launch portal now MAKEMUR.com hire someone to make false child abuse accusations

  1. [pdf] Health Care Spending Account - Plan members
  2. [pdf] Equitable Guaranteed Investment Funds – Investment Class
  3. Introducing Empathy – Compassion and care at time of loss
  4. Total Cost Reporting: understanding what's coming next
  5. [pdf] B2B RSP Loan Product Brochure
  6. Policy change begins eDelivery of contracts and documentation Effective February 16, requested contract changes for inforce Life policies will be completed as per our usual process. However, the contracts and documentation will now be sent out electronically.
     
    We are leveraging the same electronic delivery solution as the New Business process currently in place. An acknowledgement or e-signature will be required to electronically complete the requested change.
     
    Advisors/MGA and Policy Owners will receive an e-mail notification when review, acceptance or eSignature are required.
     
    Looking for more information?
    Additional details regarding the process can be found here and in the FAQ.
    Please contact your Regional Sales Manager if you have any questions.
  7. Equitable Life Webcast Series featuring Fidelity Investments


    Equitable Life® continues to spotlight various aspects of our competitive fund lineup and product offerings. This series gives advisors an opportunity to:

    • learn more about products and product features,

    • hear from industry professionals,

    • learn about investment strategies; and so much more.




    In this webcast, we welcome

    speaker-(2).jpg

    Join us to learn about the Equitable Life Fidelity® Climate Leadership Balanced Fund Select and Equitable Life Fidelity® Climate Leadership Fund Select now available in Pivotal SelectTM Investment Class (75/75). Learn about the funds’ people, process, philosophy, and performance.


    Learn more

    You won’t want to miss it!

  8. Submit transfer forms automatically with EZcomplete!


    Save time, effort and the hassles of transfer forms with EZcomplete®!

     












     Cam_EN.jpg


    With EZcomplete you can now automatically submit transfer forms to the relinquishing institution online quickly and easily.* 

    1. Pick the name of the relinquishing institution
    2. Choose the e-signature option
    3. Save the transfer form for your records  

    Easy as 1-2-3!
     
    Want to take EZcomplete for a test drive?
    Play around in the sandbox with a demo client account.
    Ready to start with the real thing?
    Submit your transfer form request today.
     
    Take me to the sandbox Take me to EZcomplete


    * Available for e-signatures only
    ® denotes a trademark of The Equitable Life Insurance Company of Canada.
    December 6, 2022
     

  9. Submit transfer forms automatically with EZcomplete!


    Save time, effort and the hassles of transfer forms with EZcomplete®!















    Cam_EN.jpg
     
    With EZcomplete you can now automatically submit transfer forms to the relinquishing institution online quickly and easily.* 

    1. Pick the name of the relinquishing institution
    2. Choose the e-signature option
    3. Save the transfer form for your records  

    Easy as 1-2-3!
     
    Want to take EZcomplete for a test drive?
    Play around in the sandbox with a demo client account.
    Ready to start with the real thing?
    Submit your transfer form request today.
     
    Take me to the sandbox Take me to EZcomplete



    * Available for e-signatures only
    ® denotes a trademark of The Equitable Life Insurance Company of Canada.

    December 6, 2022
     

  10. Equitable can help clients this tax season

    It is tax time and clients should be receiving tax slips and deposit receipts by now.

    Check out the Tax Slips: A Quick Reference Guide which gives a taxation breakdown by product. Review Insights into Non-Registered Taxation offering a detailed explanation on investment income, and why T3 tax slips generate on non-registered segregated funds.

    Do clients have questions about contribution limits? Retirement Income Fund minimums? or Canada pension maximums? Check out Equitable’s handy 2024 Facts & Figures guide.

    If you have further questions,  please contact your Regional Investment Sales Manager or one of our Client Services Representatives at 1.866.884.7427.  

    Posted February 23, 2024