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  1. EquiNet-FAQ-FINAL_fr
  2. [pdf] Invest with Equitable
  3. Take emotions out of investing
    Taking the emotion out of investing can be easier said then done. Most of us at one time or another have decided upon something strictly because of how we felt at the time, not because it was logical or made good financial sense. I am sure most of us have a good story to tell.

    When it comes to financial planning, you always want to encourage your clients to be a rational investor and accept that market fluctuation is part of the investment journey. Over the last few months, even the hardiest rational investor has been challenged to accept the market fluctuations. History shows us that this too, shall pass and markets will rise once more. The biggest question asked is always, when?

    While no one has a crystal ball with that answer, the best we can do is help our clients understand that when building portfolios, risk is always at the forefront of any good investment strategy. The level of risk is just one of the building blocks to constructing a financial portfolio that will see the client through good times and bad.

    Need more help? Equitable Life has created an emotional investing brochure to help your clients manage through these extraordinary times. To download a copy, click here. We have also included a template letter that you can personalize and use to reach out to your clients. To download an editable copy, click here.

     
  4. Take the emotions out of investing

    Investing without letting our emotions take the wheel can be quite a challenge. We've all made decisions based on our feelings rather than logic or financial sense at some point. But following our emotions when investing is a good way to put our investment plan at risk.

    When it comes to financial planning, it's crucial to guide clients towards being rational investors who understand that market fluctuations are part of the journey. Even the most steadfast rational investors have found it tough to stay calm amidst recent market volatility. But history reassures us that this too shall pass, and the markets will rise again. The burning question is always, "When?"

    While no one can predict the future, an advisors’ role is to help clients grasp that risk management is a cornerstone of any solid investment strategy. Risk is just one of the building blocks in crafting a financial portfolio that can weather both good times and bad.

    That’s why Equitable® has created an emotional investing brochure to help clients manage through extraordinary times.  Download your copy of Take emotions out of investing. We have also included a template letter that you can personalize and use to reach out to clients. To download an editable copy, click here.

    Questions? Contact your Director, Investment Sales.

    Date posted: April 17, 2025

  5. 5 Things You Need to Know About Equitable Generations Universal Life

    Here are five things you need to know about Equitable Generations™ Universal Life

    1. Affordability

    Because Equitable Life is owned by its policyholders, we don’t have to worry about paying shareholders. That means we can focus on offering competitive pricing!

    2. Investments

    Equitable Generations Universal Life is built for the 21st century with investment options that matter to today’s buyer including Target date, Environmental, Social, and Governance (ESG) funds for sustainable investing.

    3. Fees

    Equitable Generations has eliminated most universal life fund administration fees as well as the policy administration fee.

    4. KIND™

    Equitable Generations has a suite of contractual and non-contractual claims features we call KIND, designed to help your family navigate the claims process with ease.

    5. Flexibility

    With such competitive pricing, fantastic investment options and minimal fees. Equitable Generations Universal Life provides a level of flexibility rarely seen in the Universal Life space.


     

    See Equitable Generations Universal Life for yourself within one minute - try the EZStart quick quote software for advisors, available on EquiNet!

    Please contact your local wholesaler for more information. 

    TM and ® denote trademarks of The Equitable Life Insurance Company of Canada. 

  6. What you should know about Equitable Generations Universal Life

    Here are five things you need to know about Equitable Generations™ Universal Life

    1. Affordability

    Because Equitable Life is owned by its policyholders, we don’t have to worry about paying shareholders. That means we can focus on offering competitive pricing!

    2. Investments

    Equitable Generations Universal Life is built for the 21st century with investment options that matter to today’s buyer including Target date, Environmental, Social, and Governance (ESG) funds for sustainable investing.

    3. Fees

    Equitable Generations has eliminated most universal life fund administration fees as well as the policy administration fee.

    4. KIND™

    Equitable Generations has a suite of contractual and non-contractual claims features we call KIND, designed to help your family navigate the claims process with ease.

    5. Flexibility

    With such competitive pricing, fantastic investment options and minimal fees. Equitable Generations Universal Life provides a level of flexibility rarely seen in the Universal Life space.

    View our video on Vimeo or YouTube!

    See Equitable Generations Universal Life for yourself within one minute - try the EZStart quick quote software for advisors, available on EquiNet!

    Please contact your local wholesaler for more information. 



    TM and ® denote trademarks of The Equitable Life Insurance Company of Canada. 

     

  7. Universal Life
  8. 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. 
     
     
     
     
  9. Equitable’s EZstart tool
  10. [pdf] Health Care Spending Account - Plan administrators