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Kickoff 2022 Webcast Equitable Life's Savings & Retirement team is hosting a digital fireside chat with members from the leadership team. Join us to hear Fabien Jeudy, President and Chief Executive Officer and Cam Crosbie, Vice-President, Savings and Retirement share their perspectives of the industry, their future vision for Equitable Life, and the Savings & Retirement division.

We will also hear from Tawnya Duxbury, Director, Savings & Retirement Operations and Projects as she shares how her operations team has equipped themselves to provide industry leading service.

Last but not least, we have invited guest speaker Larry Distillio, Assistant Vice-President Practice Management, Mackenzie Investments to discuss "Mastering your Mind to Increase your Bottom Line”. * Larry helps advisors learn how to avoid self-sabotaging behaviours such as procrastination, worry and avoidance while minimizing emotional stress. This is a session not to be missed.

Learn More

*We will be seeking Continuing Education credits for Larry Distillio's portion of this webcast.
Equitable Life Active Balanced Portfolios – a unique investment opportunity
Find out how the Equitable Asset Management Group uses quantitative investing to uncover often overlooked investment opportunities to build the Equitable Life Active Balanced Portfolios. Clients benefit from asset allocation, style diversification, and cost-effective ETFs. The Portfolios are an ideal solution for a range of clients with diverse needs.

Join your host, Dave Irwin, AVP, External Fund Manager, and members of the Equitable Asset Management Group to learn how you can help clients achieve their financial goals with the Equitable Life Active Balanced Portfolios.

Learn more

Continuing Education Credits
This webcast has been submitted for continuing education (CE) approval with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. Upon approval, you will be sent an email notification to come back to the webinar presentation console to download your personalized certificate from the tool bar. 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.

™ and ® denote trademarks of The Equitable Life Insurance Company of Canada

Posted March 7, 2024
Request standard in-force illustrations with the click of a button
At Equitable^®, we are making continuous improvements to our advisor and client services. We are excited to share an upcoming enhancement.

What’s new?

Beginning on August 15, 2024 , you and your clients will be able to request standard, current in-force illustrations—at any time—for your clients’ whole life and universal life policies with the click of a button.

Currently, standard in-force illustrations for whole life and universal life policies are autogenerated only on policy anniversaries. These in-force illustrations will no longer be autogenerated after August 15, 2024.

Please note: For specialized illustrations—such as those with segregated funds, D2000/D2000+ policies, policies where the insured’s age falls outside existing illustration parameters, or policies that were originally from Clarica—you will still need to use the in-force illustration request form for whole life or universal life policies.

How do I access this?

You can request an in-force illustration by logging into EquiNet^® and going to the Policy Details page via Policy Inquiry. Under the Coverage tab, you will now see a button called Inforce Illustration Request. Click the button to request the illustration. Learn more about how to access here.
We want to hear from you! We’re building the Equitable Listens^TM advisor community and invite you to join!

What’s in it for me?

How do I join?

It’s simple. Click on your invitation link below to get started, answer a few questions then confirm your email and you’re in!

Thank you,
The Equitable Listens Team

This advisory panel is for research purposes only. Your email address will only be used to invite you to participate in studies or to share study results with you. This community is currently in English only.
[pdf] Preferred Retirement Solution Checklist
Surrender charges
Empowering newcomers: Financial basics for a new start in Canada
How are clients adjusting to life in a new country? Join our upcoming Master Class, "Empowering newcomers: Financial basics for a new start in Canada," to learn how to support them in building financial knowledge and confidence.

We will explore how a lack of credit history, unfamiliar Canadian financial systems, and starting over in a new country can affect financial decisions.

Join Joseph Trozzo, Vice President, National Investment Sales at Equitable, for an engaging conversation with Dr. Aditya Nain — professor, consultant, MoneySense columnist, and acclaimed multi-disciplinary author.

Together, they’ll uncover actionable strategies and fresh perspectives to empower advisors in guiding new Canadians through the complexities of the financial landscape with confidence and care.

Why attend?
• Help clients set financial goals & choose the right Canadian accounts and products.
• Educate clients on tax treatment of investment income.
• Raise awareness about newcomer scams.

Don’t miss this opportunity to deepen and elevate your advisory approach.

Learn more

Continuing Education Credits
This webcast has been submitted for continuing education (CE) approval for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. Upon approval, you will be sent an email notification to come back to the webcast presentation console to download your personalized certificate from the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full, and complete a short quiz. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by their licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only.

This webcast is available in English only.

Date posted: September 11, 2025
About
Most employers staying the course on benefits during COVID-19
With businesses suffering hardship due to COVID-19, employers are turning to you for advice on their benefits plans during these difficult times. We’ve received numerous questions from advisors about changes our clients are making to their plans during this crisis.

So far, the vast majority of clients are standing pat and taking a wait-and-see approach. Plan amendments have been the exception – fewer than 1% of our clients have made COVID-19-related amendments as of mid-April. Almost all are clients with fewer than 50 lives.

We know that many of our clients have experienced layoffs, but hardly any have cancelled benefits. Fewer than 0.1% have terminated benefits to date.

Below is a snapshot of plan amendments and terminations relative to our overall block, and an overview of the types of amendments we’re seeing.

COVID-19-related plan changes on Equitable Life’s block of business

As of April 15, 2020

Have clients who need to make a change?

We know this is a difficult time for Canadian employers. If you have a client who needs to make a change to their plan, please contact your Group Account Executive or myFlex Sales Manager. We have a range of options to help them manage, and changes can be made quickly. The average turnaround time for COVID-19-related amendments is currently about four days.

We’re happy to work with each employer to understand the options that suit their specific situation best.
2023 is here and we are here for you! Equitable Life^®would like to wish everyone a Happy New Year and we are looking forward to doing more business together in 2023!
Just a reminder, we made some changes in 2022 to make doing business with Equitable Life easier. Some of the most recent enhancements include:

Opt in for text messages on new applications
● Upon submission of an application, you can opt-in to receive text message updates for your new business applications. That’s a text message when the application is received, when a decision is made, when it’s ready for delivery and when the commissions have been triggered.

Cloning pages on EZcomplete^®
● You now have the ability to clone an application on EZcomplete. A whole family or a spouse can have a lot of duplicate information and the ability to clone an application can save tremendous amounts of time and make for a much more pleasant client experience.

Jump around on EZcomplete
● Jump from one part of the application to another and back again. You no longer have to complete the application one section after another in order. This will allow a lot more flexibility when submitting a policy application.

To learn more about these great enhancements contact your local wholesaler.

Continue watching for news from Equitable Life for more great launches and enhancements in 2023!

_{^®and ^TMdenote trademarks of The Equitable Life Insurance Company of Canada.}