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  1. [pdf] Segregated Fund Sales DSC Disclosure Form
  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. [pdf] Equitable GIF Advisor Guide
  4. [pdf] Coverage2go
  5. Transaction Authorization Requirements table for Savings & Retirement advisors Equitable Life® is here to help. When it comes to getting certain transactions authorized in a non face-to-face environment, you might need some direction. We’ve got you covered.

    Equitable has created a quick reference table on EquiNet™. The Transaction Authorization Requirements table provides details on how to get certain forms approved and the best way to get them to us. Each form listed gives the authorization type that is accepted. We’ve also provided details when we receive a document that is considered not-in-good-order.

    As we navigate through COVID-19, we will continue to update this table. This means you have the most current information available at your fingertips, 24/7.

    Have other questions about COVID-19? Check out our Savings & Retirement COVID-19 update page on EquiNet as well. This page provides the latest news and information for Savings & Retirement advisors.

    Still have a question? Give our Advisor Services team a call Monday to Friday 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427 or email savingsretirement@equitable.ca, or your local Regional Investment Sales Manager.
     
  6. New rules in effect for all Quebec applications The Quebec Regulatory Tribunal (AMF) made an important decision about selling insurance products to Quebec residents. As a result, Equitable® has changed its licensing rules for all future sales to clients in Quebec. 

    Effective on November 28, 2024, you must be licensed in Quebec to submit an application for a client who lives in Quebec. This requirement applies to all insurance and investment products.

    Regardless of where the application is signed, if you meet with a client whose primary residence is in Quebec, you must be licensed in Quebec to submit on the client’s behalf. 

    If you are not licensed in Quebec, you will need to get licensed in Quebec for applications for Quebec clients to be processed. 

    What about licensing for clients outside of Quebec? 

    In all cases, we encourage you to be licensed in the province where a client lives to be able to do business or provide ongoing service.




    Equitable is committed to providing solutions and service that is in the best interests of clients and advisors alike. We appreciate your continued support.

    Questions?

    Your Equitable Wholesaler is here to help. 

    You may also reach out to Advisor Services for more details. Email eastern-service@equitable.ca or call 1-800-668-4095.



    ® or TM denote trademarks of The Equitable Life Insurance Company of Canada.
  7. Simplified Alternative ID Process is Now Available We have updated form 1710 to help you validate your client’s identification when you are not face-to-face, or if your client does not have one of the primary sources of ID.

    Form 1710, Verification of Identity for Policyowner, will simplify the ID collection process currently in place. This form will help you with the validation of ID and provide you with space to record the details. New with this form is the ability to validate your client’s ID over a video call by documenting the details of the ID, and then having your client hold up the document and read the information for you to validate. You no longer need to obtain and submit copies of the identification documents to Equitable.

    If your client requests the use of the Alternate ID process for a paper application, you can use this form to satisfy your identification validation requirements.
    For more information, please see Section 2 of Form 1710 entitled “Alternate ID”. As well, you can refer to the “how to complete form 1710” Guide for further details.

    Additional resources:
     
  8. Access more fund performance information faster and easier



    Welcome to a new and improved Fund Overview & Performance  website for Equitable Life® segregated funds.

    A central location for:

    • fund performance and quartile rankings

    • daily and historical unit prices

    • fund information (available in web and PDF)

    • Fund Facts documents

    • MERs



    Highlights:

    • Save your favourite funds for easy access.

    • New fund search and filter tools by product, guarantee, asset class and sustainability.

    • Share features allow you to easily share fund information with clients.

    • Ability to compare fund performance of Equitable Life segregated funds.

    • Simulated backcasted returns for funds with less than five years of performance history.

     
    Check out the new Fund Overview & Performance webpage today to see how Equitable Life is making fund information faster and easier to access. Speak to your Regional Investment Sales Manager to learn more!
     
     

     ® denote a trademark of The Equitable Life Insurance Company of Canada.

    Posted February 27, 2023

  9. Make Equitable your first choice for insurance – has just been enhanced! Our popular marketing piece – Make Equitable® your first choice for insurance (1510) – just got an update with the latest life insurance offerings and our new branding.

    It is a great conversation starter that can help…
    ● Encourage clients to discover the benefits of our insurance solutions.
    ● Start the life insurance needs conversation.
    ● Help clients understand the Equitable ‘difference’ – that our full focus is on the interests and well-being of our policyholders.

    Learn more by visiting our marketing materials page.

    Questions?
    Please contact your local wholesaler.


     
    ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
     
  10. [pdf] Daily/Guaranteed Interest Account Client Brochure