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  4. Join us for an Equitable Life Master Class webcast featuring Dr. Ryan Murphy, Morningstar

    You’re invited to our next Equitable® Master Class webcast offering compelling topics and unique ideas from leading experts to help you manage and grow your business.

    Just asking clients what their goals are may not be enough. Clients may respond in ways that seem reasonable but might not represent the goals that are truly important to them.

    In the Behavioural world, this is known as ‘thinking blind spots’ and stems from behavioural biases we all have. The blind spots can prevent clients from expressing their true goals to you and lead to a plan that doesn’t accurately represent their preferences and motivations. 

    Join us for an informative discussion led by Dr. Ryan Murphy, head of Morningstar’s global Behavioural insights in how you can get clients past their thinking blind spots.
     

    Learn more

    Continuing Education Credits
    This webinar has been submitted for continuing education (CE) approval with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. Upon approval, you will be sent an email notification to come back to the webinar presentation console to download your personalized certificate from the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. This webcast is available in English only.

    ® or ™ denotes a registered trademark of The Equitable Life Insurance Company of Canada. 

    Posted February 1, 2024
  5. Preferred life insurance solutions - corporations
  6. Request standard in-force illustrations with the click of a button
    At Equitable®, we are making continuous improvements to our advisor and client services. We are excited to share an upcoming enhancement. 


    What’s new?


    Beginning on August 15, 2024 , you and your clients will be able to request standard, current in-force illustrations—at any time—for your clients’ whole life and universal life policies with the click of a button.

    Currently, standard in-force illustrations for whole life and universal life policies are autogenerated only on policy anniversaries. These in-force illustrations will no longer be autogenerated after August 15, 2024.

    Please note: For specialized illustrations—such as those with segregated funds, D2000/D2000+ policies, policies where the insured’s age falls outside existing illustration parameters, or policies that were originally from Clarica—you will still need to use the in-force illustration request form  for whole life or universal life policies.  


    How do I access this?


    You can request an in-force illustration by logging into EquiNet® and going to the Policy Details page via Policy Inquiry. Under the Coverage tab, you will now see a button called Inforce Illustration Request. Click the button to request the illustration. Learn more about how to access here. 
     
  7. [pdf] UL Transfers & Allocations How To
  8. [pdf] Application for Fundserv Contract (segregated funds only) - Dealer and Advisor
  9. Making it easy to do business with us

    Online Term illustration now auto-populates the application 

    We have added a new online illustration for Equitable® Term life insurance illustrations that automatically populates the fields in your Term application. 

    We’ve designed the online illustration to be intuitive so you can fill in client details with ease. 
    ●  Select term plans and coverages of choice, then get an illustration report in minutes. 
    ●  You can save your web illustration progress at any time and view it from the online application dashboard. 
    ●  We’ve combined the illustration with our online application to make the process seamless. The illustration details you provide will auto-populate in the fields needed to complete the application. 

    New: You can create a term illustration without logging in to EquiNet.   

    We are taking another step in the journey towards enhancing the ways we do business. 




    Check out this update on the new Illustrations page on EquiNet®! 

    Learn more

    Have further questions? Your Equitable Wholesaler is here to help!

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