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  1. [pdf] Protecting your plan
  2. Introducing Empathy – Compassion and care at time of loss
  3. [pdf] Equitable GIF Advisor FAQ
  4. [pdf] Change of Sales Charge Option (Pivotal Select)
  5. Equitable Life Savings & Retirement Webinar Series featuring Invesco Europlus

    In 2021, Equitable Life’s S&R team will spotlight various aspects of our competitive fund line up and product offerings. Each webinar in the series will feature a new topic. The 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 Invesco Canada to highlight Invesco’s Europlus Fund. Join your host, Joseph Trozzo, Investment Sales Vice President as he welcomes Matt Peden, Portfolio Manager, and Kimberley West, Client Portfolio Manager.
     
    Learn More
     




    Continuing Education Credits
    This webinar has been submitted for continuing education (CE) approval with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. Upon approval, you will be sent an email notification to come back to the webinar presentation console to download your personalized certificate from the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. This webcast is available in English only.
  6. Now better than ever! The updated “Understanding participating whole life insurance” (#1038) is here Our most-viewed client guide has gone through a full update. It now features new Equitable® branding and wording that makes all the difference.

    We’ve rewritten it to help clients grasp concepts like dividends better. And to help clients understand how we invest their premium payments in the participating account. It will help you have conversations with clients about the ins and outs of their participating whole life insurance policies.

    We’ve also refreshed the visuals throughout. The redone 1038 guide is another way we’re showing our wholehearted commitment to our participating policyholders.

    See the EquiNet® marketing materials page to find the updated 1038!

    Want to know more?
    Your Equitable Wholesaler is here to help!
     
  7. New marketing material! 10-Pay Equimax Estate Builder - Enhanced Protection Dividend


    Let's take a second look at the Enhanced Protection dividend option

    Do you have clients who need a permanent plan with no out-of-pocket premiums payable after 10 years? Are they looking for a long-term permanent insurance solution for estate needs, but also would appreciate having some extra initial coverage for outstanding loans or other obligations?

    If so, it might be time to take a second look at the Enhanced Protection dividend option with a 10-pay Equimax Estate Builder® plan.

    Learn more by checking out our new marketing piece

  8. [pdf] Service is our business
  9. Gathering paperwork for a new application