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Launching Equitable Life Savings & Retirement Webinar Series
In 2021, Equitable Life’s® S&R team will spotlight various aspects of our competitive fund lineup and product offerings. Each webinar in the series will feature a new topic. This series will also give advisors an opportunity to learn more about various products and product features, hear from industry professionals, learn about investment strategies; and so much more.
This month, Equitable Life welcomes Kimberley West, Senior Client Portfolio Manager for Invesco Canada’s International Companies Fund. West will be joined by Ryan Diamant, Senior Product Manager, Invesco Canada.
Equitable Life is pleased to highlight access to Invesco Global Companies Fund, Invesco International Companies Fund, and Invesco Europlus Fund in the Pivotal Select™ segregated fund line-up.
Learn More
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Equitable Life Savings & Retirement Webinar Series welcomes Franklin Templeton
In 2021, Equitable Life’s® S&R team will spotlight various aspects of our competitive fund lineup and product offerings. Each webinar in the series will feature a new topic. This series will also give advisors an opportunity to:- learn more about various products and product features,
- hear from industry professionals,
- learn about investment strategies; and so much more.
Join your host Joseph Trozzo, Investment Sales Vice President and Franklin Templeton. Equitable Life is pleased to highlight access to the Bissett Monthly Income and Growth Fund Select, Bissett Canadian Equity Fund and Bissett Dividend Income Fund in the Pivotal Select™ segregated fund line-up.
Learn More
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Equitable Life Savings & Retirement Webinar Series featuring Dynamic Funds
Equitable Life continues to spotlight various aspects of our competitive fund lineup and product offerings. This series gives advisors an opportunity to:
• learn more about various products and product features,
• hear from industry professionals,
• learn about investment strategies; and so much more.
This month, we welcome Bill McLeod, Vice President & Portfolio Manager, Equity Income, from Dynamic Funds. Join us to hear Bill McLeod discuss:
• North American markets in 2022
• Insights on the current positioning and review of the investment process for Dynamic’s Equity Income Fund.
Learn more
Equitable Life is pleased to offer access to five different Dynamic Funds in the Pivotal Select™ segregated fund lineup including the Equitable Life Dynamic Equity Income Fund.
This webcast is available in English only.
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Equitable Life Savings & Retirement Webinar Series welcomes Franklin Templeton
In 2021, Equitable Life’s® S&R team will spotlight various aspects of our competitive fund lineup and product offerings. Each webinar in the series will feature a new topic. This series will also give advisors an opportunity to:- learn more about various products and product features,
- hear from industry professionals,
- learn about investment strategies; and so much more.
Join your host Joseph Trozzo, Investment Sales Vice President and Franklin Templeton. Equitable Life is pleased to highlight access to the Bissett Monthly Income and Growth Fund Select, Bissett Canadian Equity Fund and Bissett Dividend Income Fund in the Pivotal Select™ segregated fund line-up.
Learn More
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Equitable Life Dynamic U.S. Monthly Income Fund Select
As a Global Equity Balanced asset class, investors benefit from long-term capital growth through investments that include a broad range of U.S. equity and debt securities. Check out Equitable Life Dynamic U.S. Monthly Income Fund Select in this issue of Fund Focus. The Fund aims to provide long-term capital appreciation and income by investing primarily in a broad range of U.S. equity and debt securities, focusing on a value investment approach when selecting equity securities.
Key highlights
• Actively manages access to the U.S. (one of the broadest and deepest markets in the world).
• Ability to tactically shift asset allocation to take advantage of changing market conditions.
• Aims to provide stability and growth to investors while providing interest and dividend income.
For more information, check out Equitable Life Dynamic U.S. Monthly Income Fund Select or contact your Regional Investment Sales Manager.
Posted November 2, 2023 -
FasatWeb Upgrade Implementation
At Equitable, we are making continuous improvements to our advisor services. We are excited to share some upcoming enhancements to FasatWeb—Equitable’s compensation inquiry system.
What’s new?
On January 20, 2024, Equitable is implementing changes to FasatWeb. These changes include:
● Single sign-on has been enabled. Once you log into EquiNet, you won’t have to log in again to access Compensation Inquiry.
● Compensation Inquiry (FasatWeb) can be accessed using MS Edge, Chrome, or Firefox. Compensation Inquiry will no longer run on Internet Explorer.
● Compensation Inquiry screens will now have a new look and feel.
● Two new features have been added to the Activity Analyser, as are highlighted in the image below:
1. Advanced Export—an Advanced Export button has been added to the upper right side of the page, allowing you to export all query results.
2. Column visibility—the new Column visibility tab allows you to choose which columns you’d like to display in your PDF or print request.
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New! Digital Beneficiary Change Request option for clients (Individual insurance)
Great news! Equitable® has introduced a new Digital Beneficiary Change Request option for life insurance clients on Client Access.
Clients with eligible plans can now choose to make beneficiary changes directly online. It is another step in Equitable’s journey of enhancing the client experience.
Which plans are eligible?
Eligible
• Individually owned plans with revocable beneficiary designations.
• Plans with policy owners not living in Quebec.
Not eligible
• Plans with irrevocable or preferred beneficiaries.
• Plans with policy owners living in Quebec.
Our previous process, using form (#671BCF), has not changed. It continues to be available for those who prefer that option.
Note: The new Digital Beneficiary Change Request is currently only available to clients. We will be launching an advisor online option soon. Going forward, we will not make self serve transactions available to clients ahead of advisors.
Learn more: Please contact your local Equitable wholesaler. -
Updates to Guaranteed Interest Account Applications
New versions of the Guaranteed Interest Account (GIA) contract/applications will be available on July 20, 2024. The current versions can be used until July 19, 2024. GIA applications signed on or before July 19, 2024 must be received at Equitable® no later than July 26, 2024.
Changes will be made to the commission schedules (schedule A and B) on or around July 20, 2024. These changes include:
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an improved layout and formatting to improve readability, and
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decreases to the Daily Interest Account and Guaranteed Interest Account commissions.
To review the commission schedules, please login to EquiNet. Once you have logged in, you can access the commissions schedules by selecting “Contracting/Compensation” and selecting the “Compensation” option.
If you have any questions, please contact your Director, Investment Sales.
Posted July 18, 2024 -
- [pdf] Forward thinking ... Equimax whole life insurance for children
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Individual insurance communications at Equitable are changing
Out with the old and in with the new … in phases. Less than one year after the launch of our bold brand redesign, we are refreshing Equitable® individual insurance client letter communications. The updated letters are an opportunity to show more than our new logo. It’s about showing clients that we are here to listen and support them every step of the way.
This fresh approach to client communication delivers greater personalization that evolves with each client’s needs. Adopting a more inclusive and conversational tone means clients will stay well informed with clarity, so they can understand their insurance policies and the claims process better. Consistent communication across their insurance journey with Equitable reinforces how much we value their trust in us to support their financial needs.
Other notable changes you can expect to see over the next year include:
● Graphic icons
● Scannable content
● Simplified layouts
● Visual financial data
The rollout of new letters begins this fall. As always, you can access a copy of your clients’ letters on EquiNet®.
Questions or want to share feedback? Talk to your Equitable wholesaler today!
® or TM denote trademarks of The Equitable Life Insurance Company of Canada.