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Lin covers her life, her partner, her home, and business with Equitable’s Term Life insurance
Lin has just opened her new business. Her partner Terri has supported her through it all, managing the bills and the mortgage so Lin can focus on getting her store established. Lin knows they’ve both worked so hard to achieve what they have.
She wants to make sure they’re covered in case anything happens to either of them.
With Equitable Life® Term Insurance, Lin can get affordable life insurance, which covers her and Terri’s current needs but is also flexible enough to change as their needs change.
This video can help you start the conversation with clients about Term insurance. It walks them through the different term options and the value of being able to convert term coverage to a permanent life insurance policy later on. It also details the KINDTM benefits that are currently available with Term insurance.
Not sure where to start? Send clients this prospecting letter, which you can personalize specifically for them.
Plus, check out our Term product page, then click on the Marketing Materials tab for the latest Term marketing materials.
Want to learn more? Reach out to your local wholesaler.
Watch our new Term insurance with Equitable Life of Canada video to learn more. See it on Vimeo or YouTube.
® and ™ denote trademarks of The Equitable Life Insurance Company of Canada. - Path to Success Module 6
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COVID-19 Vaccinations and your Equitable Life of Canada Insurance Coverage
Equitable Life of Canada would like to reassure our policyholders that getting vaccinated for COVID-19 will not negatively impact your life or health insurance coverage.
Being vaccinated for COVID-19 would have no impact on any claim made under an insurance policy or group benefits plan with Equitable Life of Canada. Your Equitable Life policies provide life and health insurance based on the conditions outlined in your contract with us. Our contracts do not include limitations related to adverse reactions to vaccines.
Equitable Life will continue to follow the guidance and recommendations from the Canadian government to protect the health of Canadians, and we fully support government-approved vaccines as one of the most effective ways to protect yourself from serious illness or death from COVID-19. -
Life changes and so do clients’ insurance needs
We’ve enhanced our partial conversion option with Equitable Term Life Insurance
At Equitable®, we understand that as life changes, so do your clients’ insurance needs. That's why we're excited to introduce enhanced flexibility in our partial conversion feature with a term rider carryover.
What’s changed?
1. Partial conversions are available for both term standalone plans and term riders. Previously, partial conversions were limited to term standalone plans only.
2. Clients can choose any term plan for the rider carryover, regardless of the original term plan: T10, T20, T30/65. Previously, the term rider carryover had to match the original term coverage plan type.
As always, the term rider is carried over at the client’s current age, with rates based on the conversion date.
As life evolves, count on Equitable to provide solutions that adapt with your clients.
Learn more
For more information, please consult the Equitable Term Life insurance admin guide. -
New web illustration tool for critical illness insurance
A seamless integration with EZcomplete
At Equitable®, we’re always looking for new ways to help you manage your business. We are excited to introduce our new web illustration tool for Critical Illness (CI) insurance.
This simple and intuitive tool integrates with the EZcomplete® dashboard to create a seamless experience.
Key features:
● Create CI illustrations for clients that easily transition to the application, with most fields auto populated.
● Save illustrations on your EZcomplete dashboard. This allows you to return and change or finish the quote at your convenience.
● Generate a fully compliant CI illustration PDF without logging into EquiNet®.
Reminder: You have access to the same web illustration features for term insurance.
Visit the new web illustration tool here.
® and TM denote trademarks of The Equitable Life Insurance Company of Canada. -
Client-Focused Videos
A Great Tool to Start Meaningful Conversations with clients
We are committed to helping advisors connect with clients. To support this, Equitable created a video that explains how life and critical illness insurance can provide financial support when the unexpected happens.
This video is a great tool which can help advisors drive those important conversations and guide clients toward the best solution to fit their needs.
You can watch our new video here: English - French
Just a quick reminder, we have also created a series of videos to help clients understand the different insurance options. Share them with your clients today:
● Equimax® participating whole life for children
● Dividends
● EquiLiving® critical illness insurance
● Term life insurance
● Equitable Generations™ universal life insurance
Contact your Equitable Wholesaler – we’re here to help! - [pdf] Payout Annuity Advisor Guide
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DBRS Morningstar Confirms Ratings on Equitable Life at A (high), Stable Trends
DBRS Limited (DBRS Morningstar) confirmed the Financial Strength Rating and Issuer Rating of The Equitable Life Insurance Company of Canada at A (high). All trends are Stable.1
Visit the DBRS website to read the full media release. www.dbrsmorningstar.com
1 https://www.dbrsmorningstar.com/research/419296/dbrs-morningstar-confirms-ratings-on-the-equitable-life-insurance-company-of-canada-at-a-high-stable-trends -
The power of together
At Equitable, we believe in the power of working together. It's a mindset that drives our behaviours, decisions, and actions to deliver impact and positive outcomes for our clients, advisors, partners, each other, and the communities we cherish.
Together with advisors and partners across Canada, we offer Individual Insurance, Group Insurance and Savings and Retirement solutions. Together we are helping clients protect today and prepare tomorrow.
View on Vimeo
Questions about our new brand? Please contact your Equitable wholesaler or visit equitable.ca.
- [pdf] Path to Success - Overcoming Objections: I Have Long Term Disability Insurance Already