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  1. Ride the same-day service wave with Equitable Life


    Sit back and relax – we’ve got your deposits covered. Make setting up one-time or recurring deposits flow like water with EZtransact™ - only from Equitable Life®.

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  2. [pdf] Equitable Guaranteed Investment Funds Understanding sales charge options
  3. [pdf] S&R Supply Order Form
  4. Marketing materials
  5. [pdf] Cloud DX FAQ
  6. EZ Upload
  7. [pdf] Levelize the tax on fixed income investments with corporately-owned participating whole life (corpor
  8. Equitable Savings & Retirement Webcast featuring Payout Annuities

    This month, Equitable® highlights payout annuities. We will talk about life annuities, product features, taxation and the benefits that payout annuities can bring to a client’s retirement plan.

    Join your host, Deedra Weinstein, Head of S&R Product and Marketing, as she welcomes Nicole Lemon, Product Manager, Savings and Retirement, on Wednesday, November 27, 2024, at 2:00 p.m. ET / 11:00 a.m. PT.

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    Continuing Education Credits
    This webcast has been accredited for continuing education (CE) credits for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. 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.

    Date posted: November 14, 2024

  9. Juvenile insurance is a gift that keeps on giving
    Life insurance may not come wrapped with a ribbon, but it can be a perfect gift to provide a child with a lifetime of protection. Equimax® whole life insurance provides permanent coverage, with several benefits:

    • Insurability – lock in permanent insurance protection for life while a child is young and healthy.
    • Affordability – it is cost-effective to purchase a life insurance policy for a child and lock in a guaranteed premium at children’s rates.
    • Cash value – Equimax has a guaranteed minimum cash value outlined in the contract. It can also accumulate tax-advantaged, non-guaranteed dividends1. As the cash value of the policy increases over time, the child can use the cash value to help pay for life’s milestones or emergencies.   

    Protecting a child’s future with life insurance today can be a gift that keeps on giving for all their tomorrows.

    Ask your wholesaler about Equimax whole life insurance for children.

    1Dividends are not guaranteed and are paid at the sole discretion of the Board of Directors.