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Passkey: The fastest, safest way to log in to Client Access
We’ve upgraded the Client Access® portal to make access easier and more secure.
What’s new?
• Passkey: The easiest way to log in
Passkey is now available across all Equitable portals. With passkey, clients can log in quickly and securely using biometrics like face or fingerprint recognition, eliminating the need for passwords.
• Extra protection for email/password users
For clients who continue to use their email and password, extra security may be required. Clients may be prompted to enter a one-time passcode sent to their email, ensuring only authorized access.
What you need to know:
• Clients sign in to Client Access the same way you do on EquiNet, making it easier to support your clients.
• “Forgot email” is available to help clients recover the email they need to log in.
• Passkey setup is easy and safe. Just follow the prompts when you login. Watch the video to learn how to create a passkey. -
Reminder: Beneficiary designations for children’s CI policies
When a critical illness (CI) insurance policy or rider is issued for a minor, it’s important to ensure beneficiary designations accurately reflect clients’ intentions. Without a beneficiary on file, or with a minor designated without a trustee, an approved claim may need to be paid to the court or the Public Trustee. This can cause delays at a time when families may urgently need access to support.
Help clients name a beneficiary on their juvenile critical illness policy today. This isn’t just a safeguard to avoid court or Public Trustee delays at claim time. It’s a reflection of your expertise and care.
For more information, see our client support resource below. To view the link below, you will need to log in to your EquiNet® account.
View client support resources on EquiNet -
Questions about eDelivery? New eDelivery page
Find information on the eDelivery process quickly with our new eDelivery of a Contract landing page.
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.
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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 - [pdf] Life Quick Reference Guide
- Online Annuity Quotation
- Online Annuity Quote
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Backdating of insurance applications – New rule now in effect
Great news! We are making it even easier for you to do business with Equitable Life®. We now allow backdating of life insurance applications by up to 364 days. Previously, the maximum backdating period was six (6) months.
Backdating can result in lower total premiums for the client over the life of a policy based on their younger age at time of application. But clients must pay all the premiums due for the backdated period up front. Thus, backdating is only beneficial when the total premium savings over the life of the policy are greater than the premium due for the backdated period.
To request backdating beyond six (6) months (up to 364 days)
No special approval is needed. Simply add a note to the Advisor Sheet requesting backdating or contact us at any time prior to policy issue. This step is only necessary when backdating beyond six (6) months as the application will automatically prompt to save age within the 6-month period.
Note: The maximum backdating period for critical illness (CI) applications remains unchanged at three (3) months.
Questions? Please contact your Equitable Life Regional Sales Manager for more information.
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Crunch the numbers with Equitable Life’s Online Calculators
Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.
Each week in March, we will be sharing an online calculator from our list.Share calculators using your Facebook, Twitter or LinkedIn account.
-------------------------------------------------------------------------------------------------------Abbey and Ben enjoy being with friends and family. They are always ready to hit the town and have some fun. Sometimes, they run short on money at the end of each month.
Did you know?
One of the most important aspects of controlling a budget is knowing where the money goes. Check out Equitable Life’s Home Budget Calculator.