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1. Individual Wealth Marketing Materials
2. [pdf] DSC/Transfer Fee Recovery Program – FAQ
3. Equimax Enhancements – Coming Soon

   More updates for a better and stronger solution!

   
   We have exciting news! Further to our October 5^th product updates, we will be rolling out more changes to Equitable’s flagship Equimax whole life solution. 
   
   Stay tuned for more details, coming on December 10, 2024.
   
   Transition Rules
   Check out our Transition Rules for new and in-progress life applications, which take effect on December 7, 2024. 
   
   Questions? Contact your Equitable wholesaler. 
4. [pdf] Business fact finding sheet (fillable)
5. [pdf] Payout Annuities Product at a Glance
6. Web Illustration Tool for Universal Life (UL) Insurance now available

   The new tool for UL provides greater flexibility and convenience. You will now have access to UL illustrations in the same way that you access and save Whole life web illustrations. It enables you to manage your business on the go from your laptop.
   
   This is the latest step in our commitment to making it easier for you to do business with us, with all our product illustrations now available in a web version. Visit the new web illustration tool here.
   
   Speak to your individual life wholesaler to learn more!

7. [pdf] Gradual Inheritance Strategy
8. [pdf] Tax Free Savings Account
9. Equitable and Cloud DX