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  1. [pdf] Investment Direction - Legacy
  2. 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!  
    For more information, reach out to your local wholesaler.
  3. [pdf] Pivotal Select Application - TFSA
  4. [pdf] Pivotal Select Application - FHSA
  5. [pdf] Daily/Guaranteed Interest Account Application - FHSA
  6. [pdf] Coverage2go
  7. Brandes
  8. ALERT! Temporary Suspension of Ground Service – British Columbia
    The British Columbia government has declared a provincial state of emergency following severe flooding and landslides, causing widespread damage and road closures preventing ground access into and out of the province.
     
    Please be advised that we are not accepting courier shipments traveling by ground into and out of British Columbia.  Any printed materials ordered from Equitable Life will be held until the situation in BC is resolved. In the meantime, please feel free to use our digital copies.
     
    If you have any questions or concerns, please contact your Regional Sales Manager.
     
     
  9. New marketing material! 10-Pay Equimax Estate Builder - Enhanced Protection Dividend


    Let's take a second look at the Enhanced Protection dividend option

    Do you have clients who need a permanent plan with no out-of-pocket premiums payable after 10 years? Are they looking for a long-term permanent insurance solution for estate needs, but also would appreciate having some extra initial coverage for outstanding loans or other obligations?

    If so, it might be time to take a second look at the Enhanced Protection dividend option with a 10-pay Equimax Estate Builder® plan.

    Learn more by checking out our new marketing piece

  10. A new look and feel for EZtransact, our digital self-serve tool We’re excited to introduce a new look and feel for EZtransact™, our digital self-serve tool.  EZtransact allows you to:
    • •  Help a client set up a one-time or recurring deposit or edit an existing pre-authorized debit.
    • •  Manage client segregated fund policies conveniently and eliminate the hassle of filling out forms and facilitating signatures.
     
    EZtransact now has a simplified and modern design that will make managing pre-authorized debit requests even easier!
     
    Check out EZtransact. And stay tuned for more exciting digital enhancements coming soon!
     
    If you have any questions, please contact your Regional Investment Sales Manager. 

    Posted November 27, 2023