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Crunch the numbers with Equitable Life’s Online Calculators
Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.
Each week in March, we will be sharing an online calculator from our list.Share calculators using your Facebook, Twitter or LinkedIn account.
-------------------------------------------------------------------------------------------------------Abbey and Ben enjoy being with friends and family. They are always ready to hit the town and have some fun. Sometimes, they run short on money at the end of each month.
Did you know?
One of the most important aspects of controlling a budget is knowing where the money goes. Check out Equitable Life’s Home Budget Calculator.
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Crunch The Numbers With Equitable Life’s Savings Calculator
Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.
Each week in March, we will be sharing an online calculator from our list.
Share calculators using your Facebook, Twitter or LinkedIn account.-------------------------------------------------------------------------------------------------------
Amina is going to get in the habit of saving by putting $25 a month into her RRSP. Her friends don’t think it is worth the effort. Does it matter how much you contribute?
Did you know?
Consistent investments over several years can be an effective strategy to accumulate wealth. Check out Equitable Life’s Savings Calculator.
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Crunch the numbers with Equitable Life’s RRSP Loan Calculator
Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.
Each week in March, we will be sharing an online calculator from our list.Share calculators using your Facebook, Twitter or LinkedIn account.
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Omar and Sarah want to catch up on contributing to their RRSP after the COVID lockdown. How much can they afford to contribute?
Did you know?An RRSP loan can be an excellent way to jump start your retirement savings. Check out Equitable Life’s RRSP Loan Calculator.
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Crunch the numbers with Equitable Life of Canada
Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.
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Gloria and Nigel just launched their small business and have dreams of becoming millionaires. What will it take for them to join the millionaire’s club?
Did you know?
There are many factors to consider including inflation, taxation and rate of return. Check out Equitable Life’s Cool Million Calculator.
Share calculators using your Facebook, Twitter or LinkedIn account. -
Crunch the numbers with Equitable Life of Canada
Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.
-------------------------------------------------------------------------------------------------------Amesh just celebrated his 71st birthday. He is looking for a product that provides continued growth in a tax-sheltered environment. What should he do with his existing Registered Retirement Savings Plan?
Did you know?
It is mandatory that you convert your RRSP to a RRIF by December 31st in the year you turn 71. Check out Equitable Life’s RRIF Payment Calculator.Share calculators using your Facebook, Twitter or LinkedIn account.
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Critical Illness Insurance Update
Path to Success CI program
This program was designed with you, the Advisor, in mind. It gives you ideas and scripts that you can use in your conversations with clients about Critical Illness. Catch a sneak preview below!
The three realities of health care are:
- Incidence of being diagnosed with a critical illness is exceptionally high
- No one is immune
- Survival with consequence; even if one survives a critical illness, the financial and emotional consequences are significant
Want to know more?
Visit the Critical Illness Path to Success page on EquiNet
Earn CE credits through the Path to Success program!
What’s new with CI?
If you missed some of our updates, check them out below!- June was Brain Injury awareness month… Check out some of our posts on our social media channels! LinkedIn | Facebook | Twitter | Instagram
- EZcomplete now automatically displays Critical Illness insurance premiums
- Cloud DX signs contract with Heart Centre
For more information, reach out to your local wholesaler. -
Application cloning option now available on EZcomplete
As of September 10th, you will now have the option to clone any Life Insurance and Critical Illness applications that is showing on the EZcomplete dashboard. “Cloning” means the information that has been completed in the existing application is duplicated in a new application.
This feature is meant for situations where multiple applications are being completed and at least one of the parties (the policy owner or insured person) is the same. For example, a single policy owner might own policies on the lives of each of their children. Cloning the application will save re-typing the information about the policy owner into each application.
Please note the following important details regarding cloning:
- Cloning the application will duplicate all information that has been completed in the existing application into the new application.
- In the family situation described above, the information about the policy owner should be completed in the original application. The application should then be cloned before entering any information about the insured person, as there will be a different insured person for the new application.
- Cloning applications can be convenient, but it carries risk. It is imperative that the advisor review every section of the new cloned application to ensure that the information is meant to apply to the new application. If an advisor incorrectly includes information about an individual in the new application, this could give risk to a privacy breach or to liability for the advisor if the questions are answered incorrectly for that individual.
- If the application was submitted and is no longer on the dashboard you will not have the option to clone it.
- You will not be able to change the product type on a cloned application so if you need to select a different product, you will need to start a new application.
- Any documents that were attached to the previous application will not be cloned. The documentation will need to be attached again if required.
- All information from an existing application will be duplicated to the cloned app up to the Signatures step (step 8). Signatures/advisor report will need to be obtained and completed again on the new cloned application.
Resources
Please contact your Regional Sales Manager for more information
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5 Things You Need to Know About Equitable Generations Universal Life
Here are five things you need to know about Equitable Generations™ Universal Life
1. Affordability
Because Equitable Life is owned by its policyholders, we don’t have to worry about paying shareholders. That means we can focus on offering competitive pricing!
2. Investments
Equitable Generations Universal Life is built for the 21st century with investment options that matter to today’s buyer including Target date, Environmental, Social, and Governance (ESG) funds for sustainable investing.
3. Fees
Equitable Generations has eliminated most universal life fund administration fees as well as the policy administration fee.
4. KIND™
Equitable Generations has a suite of contractual and non-contractual claims features we call KIND, designed to help your family navigate the claims process with ease.
5. FlexibilityWith such competitive pricing, fantastic investment options and minimal fees. Equitable Generations Universal Life provides a level of flexibility rarely seen in the Universal Life space.
See Equitable Generations Universal Life for yourself within one minute - try the EZStart quick quote software for advisors, available on EquiNet!
Please contact your local wholesaler for more information.
TM and ® denote trademarks of The Equitable Life Insurance Company of Canada. -
ALERT! Temporary Suspension of Ground Service – British Columbia
The British Columbia government has declared a provincial state of emergency following severe flooding and landslides, causing widespread damage and road closures preventing ground access into and out of the province.
Please be advised that we are not accepting courier shipments traveling by ground into and out of British Columbia. Any printed materials ordered from Equitable Life will be held until the situation in BC is resolved. In the meantime, please feel free to use our digital copies.
If you have any questions or concerns, please contact your Regional Sales Manager.
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A new look and feel for EZtransact, our digital self-serve tool
We’re excited to introduce a new look and feel for EZtransact™, our digital self-serve tool. EZtransact allows you to:
- • Help a client set up a one-time or recurring deposit or edit an existing pre-authorized debit.
- • Manage client segregated fund policies conveniently and eliminate the hassle of filling out forms and facilitating signatures.
EZtransact now has a simplified and modern design that will make managing pre-authorized debit requests even easier!
Check out EZtransact. And stay tuned for more exciting digital enhancements coming soon!
If you have any questions, please contact your Regional Investment Sales Manager.
Posted November 27, 2023