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  1. [pdf] Converting Your Savings into Retirement Income
  2. [pdf] Dollar Cost Averaging
  3. [pdf] Investment Direction - Equitable GIF
  4. Sales Strategies
  5. The Equitable Gives Back Contest – Start spreading the word! Equitable Life of Canada is celebrating our 100th Anniversary in 2020, and we’re busy planning a year of events and activities so we can celebrate this significant milestone with our employees, clients, wholesalers and advisors across Canada.

    A big part of who we are as a company is our commitment to help strengthen the communities where we operate by supporting a variety of charitable initiatives that help to improve the quality of life for the people living there. We are proud to launch the Equitable Gives Back Contest. Our goal is to give $10,000 to five registered charities operating in Canada.

    All it takes to enter is an original essay (not less than 100 words, not more than 500) describing the way in which a charitable organization could use $10,000 to help further their charitable purpose and improve life for Canadians.

    Reach out to your clients, tell them about the contest, and encourage them to visit www.equitable100.ca to see if they are eligible! All entries must be submitted by March 31, 2020.
     
  6. [pdf] Investing in technology to make benefits easier
  7. Online sales illustrations

    Providing you flexibility while on the go. 

    We know how important it is to have tools that provide flexibility and convenience when managing your business. That’s why we created web-based sales illustration tools for easy access. You can create a Term, Critical Illness, Whole Life or Universal Life client illustrations from anywhere, anytime!

    Useful Features:
    • Save illustrations directly to your dashboard. You can revisit, edit, or complete them whenever you want.
    • Our Term and Critical Illness illustrations integrate with EZcomplete®. This means you can move from illustration to application easily, with most fields in the first step filled in automatically.

    Our web-based tools put everything at your fingertips, so you can keep your business moving while on the go. This is just one of many ways we’ve made it easier to do business with Equitable®.

    Try running an illustration today!

    If you have any questions, please reach out to your Equitable Wholesaler.
  8. EquiNet Quick Tips

    Need some help navigating your way around EquiNet? We’ve put together the top 5 Quick Tips on the following topics, based on the most frequently mentioned questions from advisors:

    1. Policy Inquiry/New Business Pending Inquiry 
    2. Document Lookup 
    3. Policy Statements & Correspondence 
    4. Username & Email Address Support
    5. Need more help? Submit a request for support using the EquiNet Support Form.

     

    See more details and information about other site tips in this FAQ created to help you find your way around.

  9. [pdf] Coverage2go