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  1. [pdf] Payout Annuities Product at a Glance
  2. Sales Strategies
  3. [pdf] Equitable Investor Profile Questionnaire
  4. Expanding Online Annuity Quotation Eligibility Equitable Life® is pleased to announce the following three enhancements to our Online Annuity Quotation eligibility, effective November 1, 2022:
     
    ●  Single Premium Quotes increased to $2million
    ●  Increased Allowed Annual Amount for Income Annuities
    ●  Alberta Locked-In Funds Available from Age 50 reduced from age 55

    Increasing income limits for our Online Annuity Quotation provides advisors with more flexibility to serve the various needs of clients. To learn more, visit Equitable’s Online Annuity Quotation

    For more information contact your Regional Investment Sales Manager or our Advisor Services team Monday to Friday from 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427.

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

    ​November 24, 2022
  5. 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!

  6. Brandes
  7. [pdf] B2B Investment Loan Product Brochure
  8. [pdf] Tax-free money does exist, if you know where to look.