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  1. Individual Insurance product enhancements

    Equitable Life has exciting product enhancements that will help you offer more options to clients. 

    Watch our Virtual Product Launch NOW. Grab a coffee and get ready for this exciting news! Hear from our leaders and learn about our exciting product enhancements.

    - Full Product Launch Video (approx. 20 minutes). 
    - Introduction video (View on Vimeo) / Product launch page 


    Highlights of the product changes effective February 12, 2022, include:

     

    NEW! 10 pay premium option with Equimax Estate Builder®

    - The new EquiLiving® 20 pay rider options will be available on Equimax® plans


    NEW! EquiLiving plans and riders enhanced with:

    - 20 pay options with coverage to age 75 or coverage for life
    - Support from Cloud DX to help monitor a client’s well-being from treatment to recovery.
    - Added Acquired Brain Injury as a covered critical condition 
    - 30-day survival period removed for all non-cardiovascular covered conditions
    - No age restriction to claim for Loss of Independent Existence (LOIE)
    - EquiLiving Benefit now pays the higher of the EquiLiving Benefit or the Return of Premium Rider Benefit (not including Return of Premium on Death)          
    - And so much more …

    New Illustration software available on February 11, 2022 
    The updated illustration software will be available for download after 9 a.m. ET on Friday, February 11, 2022, and will include all the Equimax and EquiLiving enhancements.

    See the Equitable Sales Illustrations Update for information on how to download the software or check for updates. 

    Please review updates to the commission schedule A for these new enhancements.

    Learn more Get ready to make 2022 your best year yet for your sales! 

    Please contact your Regional Sales Manager for more information. 
  2. Product Enhancements - Critical Illness Equitable Life has exciting product enhancements that will help you offer more options to clients. 

    Access our Virtual Product Launch NOW. Grab a coffee and get ready for this exciting news! Hear from our leaders and learn about our exciting product enhancements.

    NEW! EquiLiving plans and riders enhanced with:
    • 20 pay options with coverage to age 75 or coverage for life
    • Support from Cloud DX to help monitor a client’s well-being from treatment to recovery.
    • Added Acquired Brain Injury as a covered critical condition 
    • 30-day survival period removed for all non-cardiovascular covered conditions
    • No age restriction to claim for Loss of Independent Existence (LOIE)
    • EquiLiving Benefit now pays the higher of the EquiLiving Benefit or the Return of Premium Rider Benefit (not including Return of Premium on Death)
    • And so much more …
    New Illustration software available on February 11, 2022 
    The updated illustration software will be available for download after 9 a.m. ET on Friday, February 11, 2022, and will include all the Equimax and EquiLiving enhancements.

    See the Equitable Sales Illustrations Update for information on how to download the software or check for updates. 

    Please review updates to the commission schedule A for these new enhancements.

    Learn more Get ready to make 2022 your best year yet for your sales! 

    Please contact your Regional Sales Manager for more information. 
  3. Product Enhancements - 10 Pay Equitable Life has exciting product enhancements that will help you offer more options to clients. 

    Access our Virtual Product Launch NOW. Grab a coffee and get ready for this exciting news! Hear from our leaders and learn about our exciting product enhancements.

    NEW! 10 pay premium option with Equimax Estate Builder®
    • The new EquiLiving® 20 pay rider options will be available on Equimax® plans
    New Illustration software available on February 11, 2022 
    The updated illustration software will be available for download after 9 a.m. ET on Friday, February 11, 2022, and will include all the Equimax and EquiLiving enhancements.

    See the Equitable Sales Illustrations Update for information on how to download the software or check for updates. 

    Please review updates to the commission schedule A for these new enhancements.

    Learn more Get ready to make 2022 your best year yet for your sales! 

    Please contact your Regional Sales Manager for more information. 
  4. Protect clients and yourself from cyber attacks Cyber criminals are targeting advisors’ computers and email accounts. They are targeting advisors because you have detailed financial information about clients. These attacks put you and clients at risk by exposing private financial data, allowing unauthorized withdrawal attempts, and easing identity theft. A breach can lead to financial loss and a damaged reputation.

    How to stay safe:
    • Use strong security: Turn on multi-factor authentication, change your passwords often, and make sure passwords are unique.
    • Install antivirus or internet software: Use trusted programs such as Norton or McAfee to protect your computer.
    • Keep everything updated: Make sure your computer’s operating system and software are up to date.
    • Get expert help: Ask an IT professional to check your security system.
    • Be careful online: Take cybersecurity training to learn about new threats. Don’t click on suspicious links, including from people you don’t know.
    • Have cyber insurance: This can help protect you if something goes wrong. You can usually get it through your E&O provider.

    Remember: Cyber criminals also target the public, including client email accounts. They may use a client’s email to send you requests that look real. Call clients to confirm emailed requests, especially if someone asks to withdraw money or change banking information.

    Our clients trust you with their financial future. Do everything you can to keep their information safe.
  5. [pdf] Payout Annuities Client Brochure
  6. Anti-money laundering legislation changes To comply with the Government of Canada’s anti-money laundering legislation and FATCA/CRS changes, Equitable Life® has made changes to the information that we collect on some of our applications and forms.

    Changes and updates to our online forms and applications include the following:

    ● The 350 Application for Life Insurance -  Advisors can order new paper applications from Equitable’s Supply Team by filling out the Supply Order form 1390 and emailing it to supply@equitable.ca. You will receive your copies as they become available.
    ◦ Paper applications submitted after May 15, 2021, with a version date before April 2, 2021 will be accepted with the caveat that additional information may be required from the advisor to comply with anti-money laundering legislation. 
    ◦ As of July 1, 2021 any application with a version date prior to April 2, 2021 will no longer be accepted by Equitable Life.

    ● Equitable’s EZcomplete® online application reflects the new changes effective May 15, 2021. Any in-flight applications in EZcomplete will automatically be updated to comply with anti-money laundering legislation. You may be required to complete additional fields before submitting the application for signatures.

    ● Various other forms will now require additional information. A complete list of all forms and applications affected by the anti-money laundering legislation can be found here. 

    Learn more about the Government of Canada’s anti-money laundering legislation and Financial Transactions and Reports Analysis Centre of Canada
  7. An important announcement about our Travel Assist provider Allianz Global Assistance, our Travel Assist emergency medical assistance provider, has informed us that it is exiting the Canadian group travel insurance market.
     
    Allianz will continue to accept and support new claims up to June 30, 2023, and they will support ongoing claims until Dec. 31, 2023.
     
    We are already meeting with potential new Travel Assist partners and plan to have a provider in place before June 30, 2023.
     
    In the meantime, we are working closely with Allianz to help ensure a smooth and seamless transition for your clients and their plan members. Allianz is committed to maintaining its staff to meet and exceed service levels throughout the transition, as follows:
     
    Before July 1, 2023:
    Allianz will continue to accept calls and open new claims up to June 30, 2023. Any claims opened on or prior to June 30, 2023, will continue to be processed by Allianz until Dec. 31, 2023.
     
    After July 1, 2023:
    New cases will be directed to our new service provider. Allianz will work alongside us and our new provider to make this transition as simple as possible.
     
    After Dec. 31, 2023:
    For any cases still open as of Dec. 31, 2023, Allianz will work with our new service provider to responsibly transfer these cases while ensuring a seamless client experience.
     
    We will communicate this news next week to your clients who have Travel Assist coverage on their plan. And we will continue to communicate more details to you about this transition in the coming weeks.
     
    If you have any questions, please contact your Group Account Executive or myFlex Sales Manager.
  8. Equitable Life presents a conversation with Equitable Asset Management Group

    Did you miss our recent webcast with Equitable Asset Management Group’s Dave Irwin? Did you want to watch it again? Click here to access the On Demand presentation.


    Summary

    After a record-breaking descent into bear market territory, equity markets have since undergone an unprecedented recovery despite the continued negative economic impacts of COVID-19. With market performance seemingly at odds with the outlook for corporate profits and recessionary calls from economists, what can possibly explain the optimistic tone of the market and is it justified? Please join us to hear David Irwin, Director, Portfolio Management and Client Relations share some insight into the current environment, key market drivers and policy responses to help put market performance in context.

    Don’t miss your opportunity to also hear about Equitable’s Active Portfolios and recent No Load CB sales charge option.


    Please note that this webcast is open to advisors only. Be advised this webcast is available in English only. We will not be seeking any Continuing Education credits for this webcast.
  9. 7% No Load CB5 Initial Commission - Limited Time Offer!


    For a limited time only, Equitable Life® is pleased to announce an increase to the CB5 sales option initial commission from 5.6% to 7.0% on Pivotal Select™ segregated funds. The 7% initial commission is effective from May 20 to August 31, 2022 only.* 

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    Equitable Life is committed to offering advisors and clients product, service, and feature choices that best suit their needs. We are pleased to offer multiple sales charge options, three distinct guarantee classes, and a diverse selection of investment funds to align with advisors’ and clients’ unique needs.
     
    For more information, please contact your Equitable Life Regional Investment Sales Manager.

     

    * Increased initial commission does not apply to pre-existing PADs. Equitable Life reserves the right to end the campaign, at any time and without notice. 
    ** Applies to FundSERV trades occurring between May 20 and August 31, 2022. Initial commission on non-FundSERV trades occurring between May 20 to August 31, 2022 increases from 4% to 5%. Initial commission is subject to a chargeback.

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

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