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  1. We hear you. Equitable Life was ranked #1 for overall segregated funds service performance*. Each year, Life Ops Consulting Group conducts an independent survey of financial advisors to find out
    how satisfied advisors are with the service they receive from life insurance companies in Canada. Since 2015, Equitable Life® has received top marks in overall segregated funds service performance, new business processing, fund/policy statements and post-sales service.

    Equitable Life was ranked #1 for overall segregated funds service performance*

    We would like to take this opportunity to thank each of you that took the time to participate in this survey. We are proud of the service that we provide and are committed to listening to what advisors want and need to run their business. We work hard to earn your trust and will do what it takes to keep it.

    Thank you.
     

    * Life Ops Consulting Group Distribution Service Satisfaction Survey 2019
    ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.


     
  2. About
  3. Administration Reference Guide for Individual Wealth
  4. Term vs permanent life insurance: helping clients choose the best solution for them Most people understand why life insurance matters. What they’re often unsure about is which type of coverage is right for them. As an advisor, you’re in a unique position to do more than present options, you can help clients feel confident they’re making an informed choice. 

    Start with the client, not the product
    Before discussing insurance solutions, you can start by asking three important questions:
    1. What do you need to protect today?
    2. What are you trying to achieve for the future?
    3. What is your budget?
    By asking these questions you will get a better understanding of which solution fits the client’s needs.

    Matching the solution to the client
    Term life insurance may be ideal for clients who have budget considerations and need coverage for: 
    • Helping to replace income
    • Helping cover a mortgage or other debts
    • Business protection
    • A specific period of time (10 – 30 years)
    If a client wants lifetime coverage but can’t afford it right now, term insurance is a good option.  It gives them affordable coverage today that they can later choose to convert to permanent insurance when their income increases.1

    Permanent life insurance (whole life and universal life) is an option for clients looking for lifelong coverage and added long-term value. It’s a good option for clients who want to:
    • Build an inheritance
    • Preserve their estate
    • Build tax advantaged cash value growth

    Permanent life insurance is also an excellent way for parents or grandparents to help give children or grandchildren some lasting financial security. It secures lifetime protection at a lower cost when the child is young and healthy. It also offers the potential for cash value growth that they can access if needed.   

    Helping clients make confident choices
    By focusing on what the client needs now—and what they might need later—you can help them pick life insurance that fits their changing life and financial goals. Share this client‑friendly piece that outlines some of the things that clients should consider to make an informed decision: 
    Which life insurance solution is right for you?

    Reminder: Clients’ needs can change; it’s a good idea to review their coverage regularly.

    For any questions, contact your Equitable wholesaler.


    1See contract for details on conversion limitations and eligibility.
  5. [pdf] Choosing the right account type
  6. Guaranteed Interest Account Application version update

    Equitable® Guaranteed Interest Account applications with a version date prior to 2023/09/01 (located on the bottom right-hand corner of the application) will no longer be accepted after December 31, 2023. If you currently have applications with a date that is before 2023/09/01, please destroy them and download digital applications from EquiNet® or order paper applications from our Supply Team.  

    If you have any other questions, contact your Regional Investment Sales Manager or Equitable’s Advisor Services Team, Monday to Friday from 8:30 a.m. to 7:30 p.m. at 1.866.884.7427 or email savingsretirement@equitable.ca 


    Posted December 13, 2023 

    ® or ™ denotes a registered trademark of The Equitable Life Insurance Company of Canada. 

  7. Sales Strategies
  8. Supporting you and your group clients during the COVID-19 pandemic

    We know these are challenging times.

    As COVID-19 continues to spread, we want to reassure you that we remain ready and committed to support you, your group clients and their plan members.

    We have a robust and well-tested business continuity plan in place and have taken the necessary steps to maintain the high level of service you have come to expect from us. Our business is near 100% digital, so the vast majority of our employees are now working remotely from home and are fully functional. Our Customer Care Centre remains open to support plan members and can be reached at 1.800.265.4556. And our Client Relationship Specialists are available for Plan Administrator questions and support.

    As the situation continues to develop, we know you will have questions about what it means for your clients and their plan members. We have already issued announcements related to Travel Assist coverage for plan members who are outside of the country, and about short-term disability coverage for plan members who are in quarantine or self-isolation. We will continue to provide timely updates as developments unfold.

    All of us are facing an unprecedented number of urgent situations where there is no established protocol. Our commitment to you and your clients is to respond quickly, and to be flexible where we can, tailoring solutions to specific needs. The global situation is evolving rapidly; we ask for your patience as our solutions also evolve quickly and accordingly. Your Group Account Executive and myFlex Sales Manager are well equipped to navigate Equitable Life’s experts and to resolve difficulties.

    These are extraordinary times and history is in the making. Rest assured that Equitable Life is unwavering in our support, and we will be here to help you when it matters most.

  9. [pdf] Customizing Your Defaults