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  1. [pdf] EquiNet Quick Tips
  2. How to talk to clients about CI when they don’t want to
    Does this sound familiar? 

    You’re having a chat with your client about Critical Illness insurance. They suddenly interject: “Critical illness insurance isn’t for me.”

    “Why is that?” you ask. 

    “Because….
    -  Critical Illness insurance is expensive!
    -  I don’t understand what it covers exactly.
    -  I have money to cover me if I get sick, so I don’t need this.
    -  I’m healthy enough.
    -  It’s not life insurance, so I don’t need it right now. 
    -  I already have disability coverage through my work.”

    If you’ve heard any of these responses, and didn’t know how to respond, we can help. 


    Our Path to Success program covers all these objections and more with simple-to-follow PDFs and videos. You’ll learn conversation strategies and tips on how to navigate the sale. Most importantly, you’ll know exactly what to say the next time a client objects to Critical Illness insurance. 

    Want to learn more? Check out our CI Path to Success modules here!

    Need CE credits? Take our Path to Success program here. 
  3. Administration Reference Guide for Individual Wealth
  4. [pdf] Advisors Edge Insurance for Children Article
  5. Request standard in-force illustrations with the click of a button
    At Equitable®, we are making continuous improvements to our advisor and client services. We are excited to share an upcoming enhancement. 


    What’s new?


    Beginning on August 15, 2024 , you and your clients will be able to request standard, current in-force illustrations—at any time—for your clients’ whole life and universal life policies with the click of a button.

    Currently, standard in-force illustrations for whole life and universal life policies are autogenerated only on policy anniversaries. These in-force illustrations will no longer be autogenerated after August 15, 2024.

    Please note: For specialized illustrations—such as those with segregated funds, D2000/D2000+ policies, policies where the insured’s age falls outside existing illustration parameters, or policies that were originally from Clarica—you will still need to use the in-force illustration request form  for whole life or universal life policies.  


    How do I access this?


    You can request an in-force illustration by logging into EquiNet® and going to the Policy Details page via Policy Inquiry. Under the Coverage tab, you will now see a button called Inforce Illustration Request. Click the button to request the illustration. Learn more about how to access here. 
     
  6. Questions about eDelivery? New eDelivery page

    Find information on the eDelivery process quickly with our new eDelivery of a Contract landing page.

    New-Business-eDelivery-EN.jpgPolicy-Change-eDelivery-EN_conversions.jpg
    We’ve made it easier to get the information you need to electronically deliver the insurance contract promptly. 

    eDelivery makes it quick and easy, and our new landing page ensures you’re able to find the information you need regarding the New Business eDelivery process, or the Policy Change and Conversions eDelivery process. You can find various resources in the Links section on the right-hand side of each page to help you along the way. 
     
     
     
     
  7. Product Enhancements - 10 Pay Equitable Life has exciting product enhancements that will help you offer more options to clients. 

    Access our Virtual Product Launch NOW. Grab a coffee and get ready for this exciting news! Hear from our leaders and learn about our exciting product enhancements.

    NEW! 10 pay premium option with Equimax Estate Builder®
    • The new EquiLiving® 20 pay rider options will be available on Equimax® plans
    New Illustration software available on February 11, 2022 
    The updated illustration software will be available for download after 9 a.m. ET on Friday, February 11, 2022, and will include all the Equimax and EquiLiving enhancements.

    See the Equitable Sales Illustrations Update for information on how to download the software or check for updates. 

    Please review updates to the commission schedule A for these new enhancements.

    Learn more Get ready to make 2022 your best year yet for your sales! 

    Please contact your Regional Sales Manager for more information. 
  8. [pdf] Payout Annuity Application
  9. New Individual Wealth tools to support client conversations


    Equitable has new resources now available on EquiNet® — each designed to help support client conversations and make it easier to explain investment strategies in a clear and meaningful way. 

     

    New case studies to help support client conversations  *NEW*
    We know some financial concepts can be tricky to explain. To help, we have created a set of straightforward, advisor‑focused case studies designed to deepen your understanding and help you better grasp the mechanics of our product options, understand the “why,” and translate that knowledge into clear, client-friendly conversations.


    The four new case studies cover:

    • Asset rebalancing

    • Householding

    • Resets

    • Segregated funds vs. mutual funds



    Introducing our fund manager spotlight pages 

    You can now find spotlight pages for every fund manager on the Equitable Guaranteed Investment Funds™ platform. Each page will help you get to know each manager’s vision, investment philosophy and mission. 

    Quickly access: 

    • An overview of each fund manager  

    • Mission and investment approach 

    • Available funds on Equitable GIF 

    • Additional value-added content — including videos, helpful links and more. 

     

    New sample portfolios to help guide client discussions

    A new set of sample portfolios designed to help illustrate how different investment styles might align with a client’s goals are now available. These are not recommendations — they are conversation starters. Use them to help clients visualize: 

     

    • How their strategy could look in practice. 

    • Trade-offs between different investment styles. 

    • How various approaches could support long‑term planning. 


    Have questions or want support navigating any of these new resources? Contact your Director, Investment Sales today.