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  1. [pdf] Corporate Preferred Estate Transfer using universal life
  2. [pdf] Corporate Preferred Estate Transfer using Equimax
  3. Equitable’s EZstart tool
  4. Coming soon — enhanced Equitable Generations™ universal life (UL) See what’s ahead

    Equitable Generations UL insurance solution is about to get even better! In the next few weeks, Level cost of insurance (COI)* option will be added to our offering. The new Level COI option will add more value, choices, and opportunities for clients.

    The enhanced Equitable Generations is designed to meet client’s UL needs. To simplify our UL products, Equation Generation® IV UL insurance solution will soon no longer be available for new sales.

    Stay tuned for more details and the effective date.

    Check out the Transition Rules for new and in-progress universal life applications.


    * For Level COI, only Account Value Protector is offered as a death benefit option.
     
  5. Death Claim Requirements
  6. [pdf] G2 - Application for Change
  7. [pdf] G3 - Application for Change
  8. Extending Homeweb to plan members who are losing coverage

    We know these are difficult times for Canadian employers and their employees.

    As businesses temporarily suspend operations to help stop the spread of COVID-19, some employers have had to make the difficult decision to temporarily lay off employees or put their benefits coverage on hold.

    So we are pleased to announce that Homewood Health® and Equitable Life® will extend access to Homeweb, a personalized online mental health and wellness portal, for up to 120 days for plan members who have temporarily lost their benefits coverage due to COVID-19.

    Employees and their family members will continue to have access to the Homeweb website and mobile app, including:

    • iVolve, Homewood’s online self-directed Cognitive Behavioural Therapy treatment tool to help manage mild to moderate anxiety and depression;
    • Resources and information to support themselves and their family members through the COVID-19 pandemic;
    • An interactive online Health Risk Assessment to help identify and address health risks; and
    • An online library of interactive tools, assessments and 20 different e-courses that allow each user to learn at his/her own pace.

    This will allow businesses undergoing financial hardship to provide some support to employees who are temporarily without benefits coverage.

  9. Roll out the red carpet for a refreshed Term! We are pleased to announce that updates to our Term life insurance solution are now live! We believe that Term life insurance can deliver value to clients at every stage of their life journeys. Be it at renewal or at conversion, Term is a flexible and affordable life insurance solution for clients today and into tomorrow.

    On February 3rd, 2024, we refreshed our Term life insurance solution. Some of the existing and new updates with our Term offering include:
    ●  More targeted, competitive pricing,
    ●  Benefits re-aligned under the KIND™ program,
    ●  Yearly renewals. After the initial term of level premiums, Term life insurance will now renew yearly with premiums gradually increasing each year. This will help clients keep their Term protection longer without large premium increases.

    With these updates and more, our Term solution doesn’t just “do the job,” it’s what clients want!

    Visit our splash page and watch our informative video to learn more and start selling today!
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    View our Transition Rules for all the details on processing your applications.
     
    We’ve also updated our illustration tool:
    ● New Desktop illustration software

    Want to learn more?
    Contact your Equitable wholesaler anytime!
     

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