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  1. [pdf] Sales Illustration System FAQ
  2. How to talk to clients about CI when they don’t want to
    Does this sound familiar? 

    You’re having a chat with your client about Critical Illness insurance. They suddenly interject: “Critical illness insurance isn’t for me.”

    “Why is that?” you ask. 

    “Because….
    -  Critical Illness insurance is expensive!
    -  I don’t understand what it covers exactly.
    -  I have money to cover me if I get sick, so I don’t need this.
    -  I’m healthy enough.
    -  It’s not life insurance, so I don’t need it right now. 
    -  I already have disability coverage through my work.”

    If you’ve heard any of these responses, and didn’t know how to respond, we can help. 


    Our Path to Success program covers all these objections and more with simple-to-follow PDFs and videos. You’ll learn conversation strategies and tips on how to navigate the sale. Most importantly, you’ll know exactly what to say the next time a client objects to Critical Illness insurance. 

    Want to learn more? Check out our CI Path to Success modules here!

    Need CE credits? Take our Path to Success program here. 
  3. 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.
  4. Make It EZ2 EZtransact Contest – Twice As Nice!


    The Make-It-EZ EZtransactTM contest is back by popular demand! This time we are making it twice as nice with one $200 winner each week, and a Grand Prize winner of $2000 at the end of the contest! Just in time for your busy RSP season, EZtransact, makes managing your client’s policies quick and convenient.

    Every EZtransact online transaction submitted between January 24 and April 1, 2022 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 January 31, 2022.

    Click here for to start using EZtransact today.

    New to EZtransact? Click here to try our new EZtransact Sandbox practice site. 

    “Make It EZ2” EZtransactTM Contest: No purchase necessary. Contest period January 24, 2022 to April 1, 2022. Eleven prizes to be awarded, for a total value of $4,000 CAD. Ten weekly prize draws, each for one prize of $200 CAD, to be held every Monday from January 31, 2022 to April 4, 2022. One Grand Prize draw, for one prize of $2,000 CAD, to be held on April 4, 2022. 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.
  5. [pdf] We’re serious about saving you money
  6. Critical Illness Path to Success Program This 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.

    View the pdf with details about the CI Path to Success Program.

    Watch details about the CI Path to Success Program here.

    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.
  7. New Year, New Opportunities—Explore Equitable’s Competitive Term Life Solution The new year brings new opportunities to help clients feel confident about their financial future. Equitable’s term rates are among the best on LifeGuide in key markets*, combined with our flexibility and support, making us a great choice for clients. Run an illustration now!

    Why choose Equitable for term life insurance?

    • Great rates – we’ve recently repriced! On average, we reduced our monthly term rates by 5%. Check out our great term rates for yourself.  Tip! For best term rates, choose monthly premiums.
    • Flexibility to change the term plan** – life is always changing, and so do life insurance needs. Offer clients the flexibility to:
         • Exchange term plans: from Term 10 to Term 20 or Term 30/65. They can also exchange from Term 20 to Term 30/65.
         • Convert to permanent coverage: Offer clients the security of changing their term plan to any of our permanent plans without underwriting.
    • Partial term conversion with term rider carryover: Convert part of the term coverage into permanent protection and carry over the remaining coverage as any term rider plan.
    • Extra support when it matters most – our KIND® program offers a suite of benefits for clients and their families. This reflects our deep commitment to standing by them when it matters most. 




    Build client relationships with trusted protection
    This year, and every year, strengthen your client relationships by choosing Equitable for term life protection. With our flexible solutions, innovative features, and unwavering support, you can help clients move forward with confidence.

    Start the year off by helping clients meet their insurance needs with a term plan.

    Run a quote today!

    Contact your Equitable wholesaler today to learn more!

     *Effective November 22, 2025. Our monthly term rates are ranked among the best on LifeGuide when compared against top carriers in key markets. 
    ** Administrative rules and age limits apply to exchanges and conversions. Please see the policy for details. The policy governs in all cases.
     
  8. Transaction Authorization Requirements table for Savings & Retirement advisors Equitable Life® is here to help. When it comes to getting certain transactions authorized in a non face-to-face environment, you might need some direction. We’ve got you covered.

    Equitable has created a quick reference table on EquiNet™. The Transaction Authorization Requirements table provides details on how to get certain forms approved and the best way to get them to us. Each form listed gives the authorization type that is accepted. We’ve also provided details when we receive a document that is considered not-in-good-order.

    As we navigate through COVID-19, we will continue to update this table. This means you have the most current information available at your fingertips, 24/7.

    Have other questions about COVID-19? Check out our Savings & Retirement COVID-19 update page on EquiNet as well. This page provides the latest news and information for Savings & Retirement advisors.

    Still have a question? Give our Advisor Services team a call Monday to Friday 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427 or email savingsretirement@equitable.ca, or your local Regional Investment Sales Manager.
     
  9. eDelivery of a Contract - New Business