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  1. Policy Change eDelivery Scenarios
  2. Policy contract changes for residents of Quebec Starting June 1, 2023, there will be new language rules for any “contracts of adhesion”, including insurance policy contracts, in Quebec. These changes are part of Bill 96, which is about respecting French as the official and common language of Quebec.

    At Equitable Life, we have made some changes to our contract processes to support this new requirement.
    Starting after May 23, 2023, clients who live in Quebec will always get a copy of their insurance policy contract in French, regardless of language preference.
    - We will only send the English copy to the policy owner if they specifically ask for it. In that case, we would also send a French copy.
    - For clients who request a copy of their policy contract in French, there is no change. We pride ourselves in respecting the needs of our clients.

    If you want to learn more about these language changes, visit Assemblee nationale du Quebec - Bill 96. You may also contact your wholesaler.
  3. Deletions and Decreases
  4. Deletions and Decreases
  5. [pdf] Request for a Replacement Policy for a Lost Policy
  6. Policy change begins eDelivery of contracts and documentation Effective February 16, requested contract changes for inforce Life policies will be completed as per our usual process. However, the contracts and documentation will now be sent out electronically.
     
    We are leveraging the same electronic delivery solution as the New Business process currently in place. An acknowledgement or e-signature will be required to electronically complete the requested change.
     
    Advisors/MGA and Policy Owners will receive an e-mail notification when review, acceptance or eSignature are required.
     
    Looking for more information?
    Additional details regarding the process can be found here and in the FAQ.
    Please contact your Regional Sales Manager if you have any questions.
  7. G3 Policy Change
  8. About
  9. Life Policy Collateral Loans
  10. What is the process to change the agent on record for a policy?