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  1. Product updates - See our latest!
    Good news!  The updates to Equitable’s individual insurance solutions, scheduled for October 5th, 2024, as announced last week, are now in effect!    

    What’s new in this product update?
     
    1. A new premium rate band for Equimax® policies with $5 Million and more of basic  life insurance coverage.
    2. A new illustration for switches from Paid-up Additions (PUA) to the Cash dividend option when premium offset is selected.
    3. A new way to calculate commission on Equimax life insurance, Term life insurance, and EquiLiving® critical illness insurance plans when clients choose monthly payments.
    4. A new life Evidence of Insurability Schedule (Form #1343) 

    …and there’s more!





    Visit our new splash page for a complete summary of the product changes, our latest video, and links to our sales tools and important resources:
    English-Button.jpeg French-Button.png Chinese-Button.png
    *Video available in English with French and Chinese sub-titles
     
     

    Please refer to our Transition Rules for all the details on processing your applications.

    Need more information?  Please contact your Equitable wholesaler.





    ® or TM denote trademarks of The Equitable Life Insurance Company of Canada.
  2. Crunch the numbers with Equitable Life’s Tax Free Savings Account Comparison 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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    Fei Hong and Yu Yan want to set up an emergency fund that will provide some growth and allow them to take out money when they need it. Does such a thing exist? If so, what is the catch?

     

    Did you know?

    With a TFSA, you can make tax free withdrawals at any time for any purpose. Check out Equitable Life’s Tax Free Savings Account Comparison Calculator

  3. COVID-19 Group Benefits FAQ
  4. Advisor Guide
  5. Have you heard about Equitable Client Access?
    Equitable Client Access® allows clients to self-serve on some of the more popular requests. Thousands of clients have already signed up for Equitable Client Access and are enjoying the benefits of accessing their secure information 24/7.

    •   Does your client need to change or stop existing Pre-Authorized payment (PAD)? Equitable Client Access can do that.
    •   Does your client need to change a withdrawal date for a PAD? Equitable Client Access can do that too.
    •   Address or banking information changes? Equitable Client Access has your clients covered.
    •   Does your client need to change her beneficiary from Aunt Flora to Uncle Ned? Equitable Client Access can even do that.

    Equitable Client Access is a secure online client site that connects clients with policy information, right at their fingertips. In addition to the self-serve features, Equitable Client Access can also provide:

    •    Insurance coverage and guarantees
    •    Investment allocation, performance and market values
    •    Transaction history
    •    Statements and letters
    •    Advisor contact information, along with so much more.


    If your clients have not signed up for Equitable Client Access, direct them to client.equitable.ca - it only takes a few minutes to set up an account, and connects your clients with their policy information online – anytime!

    Have a question about Equitable Client Access? Want to tell your client how to go paperless? Check out our updated FAQ or contact your Regional Investment Sales Manager today.
     
  6. Administration Reference Guide for Individual Wealth
  7. Product at a glance
  8. Equitable Life ClearBridge Sustainable Global Infrastructure Income Fund Select: Stability and diver Although an often-overlooked asset class, infrastructure assets are physical assets that provide an essential service to society. Investing in infrastructure can offer stability and diversification in a well-balanced portfolio. 
    Check out Equitable Life® ClearBridge Sustainable Global Infrastructure Income Fund Select in this issue of Fund Focus. The fund aims to achieve long-term capital appreciation and income by investing in publicly listed real estate companies across a spectrum of property types and geographies.  

    Reasons to Invest:  
    • ClearBridge has 50+ years as a leader in active management, with a focus on sustainable investing. 
    • An ESG (Environmental, Social and Governance) driven investment process: ESG factors are part of fundamental research and a bottom-up security selection process, and risks and opportunities are viewed through an ESG lens. 
    • Predictable income generation throughout the cycle: Invests in income-generating infrastructure assets, with cash flows underpinned by regulation or long-term contracts. 
    • Participation in global infrastructure renewal: Both developed and emerging economies are growing their infrastructure assets, producing new investment opportunities. 
    • Lots of flexibility - broad ranges for sector allocation and geographical allocation 

    For more information, check out the Equitable Life ClearBridge Sustainable Global Infrastructure Income Fund Select or contact your Regional Investment Sales Manager.  

    Date posted: July 20, 2023

    ™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada. 

     
  9. [pdf] Equinet FAQ
  10. EquiNet-FAQ