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Web Illustration Tool for Universal Life (UL) Insurance now available
The new tool for UL provides greater flexibility and convenience. You will now have access to UL illustrations in the same way that you access and save Whole life web illustrations. It enables you to manage your business on the go from your laptop.

This is the latest step in our commitment to making it easier for you to do business with us, with all our product illustrations now available in a web version. Visit the new web illustration tool here.

Speak to your individual life wholesaler to learn more!
Savings & Retirement Policy and Procedure updates regarding Electronic Signatures We have updated our policies and procedures regarding electronic signatures in the Savings and Retirement department. We are now able to accept electronically signed documents, from all major third-party signing vendors.

Including esign@equitable.ca as a non-signing reviewer is the preferred method as it ensures the security embedded documents are accurately and immediately available for Equitable. We will be automatically notified when signing is complete and will download eSigned forms immediately for processing. Including esign@equitable.ca as a non-signing reviewer is secure, quick, and efficient. Documents no longer need to be emailed to us – eSigned documents are sent directly to us once all signatures are completed, therefore you do not need to notify us once the documents are signed.

When esign@equitable.ca is not used to submit electronically signed documents, the following criteria are required:
- The original signed form and audit trail with all the security features intact
- The email address used to sign must match what is in our files (as provided on the application, for electronic policy delivery or through previous communication). If an email address has changed, or we don’t have an email contact for the signer, we will follow up for confirmation.
A guide on how to use esign@equitable.ca can be found here.

Please note that Equitable does not accept digital signatures (images or fonts of a signature which are not stamped).

Date posted: June 13, 2024
[pdf] Business Information Form (Guide)
Path to Success Module 2
[pdf] Daily/Guaranteed Interest Account Contract
Administration Guide
Fabien Jeudy takes over as President and CEO In March, we announced that Fabien Jeudy was appointed as Equitable Life’s next President and CEO. Jeudy officially took over on July 5^th, succeeding Ronald Beettam, who is retiring after 16 years with the company.

Jeudy is a collaborative leader with more than 30 years of experience in the insurance industry, leading actuarial, finance, risk management, distribution, marketing teams and operational teams in the Life & Health Insurance, Wealth Management and Group Benefits markets in Canada, the US, and Asia.

“His proven success developing and managing high-performance teams, building long-term relationships with stakeholders and regulators, growing and innovating the insurance business, and making long-term decisions with the policyholder in mind make him the perfect choice to lead Equitable Life into its next 100 years in business,” said Board Chair Douglas Alexander.

Learn more about our new President and CEO
Path to Success modules now available on EquiNet!
The Path to Success Critical Illness course module PDFs and videos are now available on the Critical Illness EquiNet page. The Path to Success program gives you access to specialized topics about Critical Illness Insurance, why it matters for your clients, and how to make an effective sale.

Learn about:
- Overcoming objections to Critical Illness Insurance
- Pivoting from other products to Critical Illness Insurance
- How to position and design the Critical Illness solution
…and more!

We have made the expert information from Path to Success available to you to review at anytime. However, if you wish to earn CE credits, you may continue to access the course through our Path to Success program website.

Questions about the program? Visit the Critical Illness page on EquiNet or contact your local wholesaler.
Equimax® Participating Whole Life – A whole life solution for everyone Recently, we made some exciting changes for Equimax Estate Builder^® and Equimax Wealth Accumulator^®.

These enhancements, launched in February, make Equimax the preferred solution for clients and their families. In particular, buying a whole life solution for children gives them a head start for tomorrow. Life insurance on a child gives them:
- Permanent insurance at children’s rates
- A stable tax-advantaged investment option
- A boost in financial planning

Watch our new Equimax for Children video to learn more. View on Vimeo or YouTube.

Plus, visit our Equimax product page on EquiNet^®, then click on the Marketing Materials tab for the latest Equimax marketing materials.

Need more information? Please contact your local wholesaler.

_{^® denotes trademarks of The Equitable Life Insurance Company of Canada.}
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!