Site Search

676 results for PROBLEMGO.com Buying a bribe for a judge to dismiss a case darknet click access client favorite

1. EZtransact: Your digital edge for client requests

   Advisors, are you using EZtransact^® yet? It’s the simple, secure way to submit client requests online—fast and frustration-free.
   
   Why use EZtransact?

   •  Easy to use: The platform is simple and clear—no guesswork needed.
   •  E-Signature ready: Send forms to clients for secure electronic signing.
   •  Real-time error checks: Helps catch mistakes early and avoid delays.
   •  Faster processing: Once signed, transaction documents go straight to Equitable.

   What can you do with EZtransact?
   You can submit many types of transactions, including:

   •  Pre-Authorized Debit (PAD) Agreements
   •  Fund Switches
   •  RSP to RIF Conversions
   •  Withdrawals
   •  Dollar Cost Averaging
   •  Transfers from other financial institutions
   EZtransact helps you save time and serve clients better. Try it today and make these transactions smoother.
   
    If you have any questions, feel free to reach out to your Director, Investment Sales.
   
   Date posted: August 21, 2025
2. [pdf] Wise thinking for your financial plans
3. And the winners of Equitable’s Close to Home contest are…

   
   A big thank you for making  Equitable’s Close to Home contest a huge success. We’ve now completed the draws and are thrilled to announce the following winners:

   • Client: Edwin M., Ontario

   • Advisor: Amir S., Ontario

   • Client: Veronica C., Ontario

   • Advisor: Sabena D., Ontario

   Congratulations to our winners. From all of us at Equitable, thank you for your trust and partnership.

4. And the winners of Equitable’s Snowball Your Savings contest are… A big thank you for making  Equitable’s Snowball Your Savings contest a huge success. We’ve now completed the draws and are thrilled to announce the following winners:
    
   • Client: Aemie V., British Columbia
   • Advisor: Sitti M., British Columbia
   • Client: Reenu V., Ontario
   • Advisor: Amjath A., Ontario
   
   Congratulations to our winners. From all of us at Equitable, thank you for your trust and partnership.
    
5. Why fair treatment of clients matters

   Building strong client relationships

   
   Fair treatment of clients and excellent service goes beyond offering great products. It's about understanding and meeting clients’ needs at every single stage of life. At Equitable, we believe in putting clients first and building lasting, trusting relationships. 
   
   As an advisor, it’s important to build these strong client relationships for your business growth and success. This is achieved by focusing on each client’s interests and providing personalized financial care and support. 
   
   Here are some tips to build and maintain strong client relationships:
   ● Meet with clients at a minimum of every two years to maintain relationships and ensure clients have the right coverage for their needs. Updates to their insurance may be needed with life changes like marriage, children or purchasing a home. 
   ● Regularly review products with investment components with clients. This may help ensure client investments stay on track to meet their needs and align with their financial goals. 
   ● Reassess term policies and riders with clients throughout the term period, and at least six months before renewal. This can help clients understand any premium changes and consider options that may meet their ongoing needs. 
   
   
   Another important tip:
   ● Document each attempt to engage with clients. Regular meetings with advisors are needed to ensure the client has the right coverage for their current and future needs. Keeping a record of these attempts helps protect advisors when clients don’t respond or don’t want to meet. 
   
   Treating clients with fairness and ensuring their interests are protected will show that you are providing support to help ensure your clients' needs are covered. Building trust leads to happier clients, stronger relationships, and more business opportunities to help protect clients throughout their lifetime.
6. Coming March 23, 2020 – Equimax enhancements include 60 months of flexibility to make extra deposits

   The following features will be available on Equimax Estate Builder® and Equimax Wealth Accumulator® plans!   
   
   60 months of Excelerator Deposit Option (EDO) flexibility

   • Up to 60 months to make initial EDO payment or resume stopped or reduced payments. No additional underwriting required. 
   • For approved EDO amounts exceeding $150,000 annually ($12,500 monthly), clients have up to 12 months from the date the EDO application was signed or the date of the last EDO payment to make an EDO payment before a contribution cap may apply.
   • Available on all policies with an effective date of March 23, 2020 or later.
   
   
   
   EDO available on case ratings of 300% or less
   • If a policy already in effect has a rating over 200% and up to and including 300%, the owner can apply to add EDO provided the policy was issued under the 2017 tax rules.
   • Additional underwriting and submission of satisfactory evidence may be required.
   
   
   
   Disability Benefit Disbursement at no extra cost
   • If a life insured becomes disabled from a severe mental or physical impairment as defined in the policy contract, the owner may apply for a tax-free,* lump sum payment of up to 100% of the policy’s cash value.
   • Exclusions apply. See sample policy contract for full details, including the qualifications for the disbursement.
   • Available on all policy issued under the 2017 tax rules.

   
   
   * Tax laws are subject to change. The payment of the disability benefit disbursement may affect the adjusted cost basis (ACB) of the policy as it is considered payment of a capital benefit. Changes in ACB can affect the future taxation of the policy.

   Processing your Application
   To make the transition as smooth as possible, please take a moment to review the following transition rules.
    

7. Here is what our advisors are saying about Equitable’s EZtransact

   You asked US to make EZtransact™ even easier, so we did. We asked YOU to tell us what you think, and you are! Here is what our advisors are saying about Equitable’s EZtransact:
   
   “EZtransact puts Equitable above all our product partners! This was so easy! Thank you!” - Michelle Rolston
   
   
   “You've done an amazing job with the forms that are so easy to deal with now! Thank you”. - Jane Hanson
   
   “You've got this thing running brilliant” - Gerald Kottke
   
   “Love the ease of this!” - Bradley Radke

   In case you missed the most recent updates to EZtransact, advisors can now help clients make segregated fund withdrawals for all account types, and transfer from one fund to another digitally using our self-serve tool. Comments from our advisors since these enhancements were made have been overwhelmingly positive. Thank you!
   
   Get to know EZtransact and fast-forward your sales process. If you have any questions, please contact your Director, Investment Sales, or Advisor Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1-866-884-7427, or email savingsretirement@equitable.ca.
   
   Date posted: August 22, 2024 

8. 5 great reasons to work with Equitable There are plenty of reasons to work with Equitable^®. We’ve rounded up the top 5 in our popular marketing piece 5 great reasons to make Equitable your first choice.
   
   1. We’re committed to our policyholders.
   At Equitable, our mutual status gives us the advantage of focusing exclusively on our policyholders and our commitments to them. We have a DBRS Morningstar rating of A (high) and a strong LICAT ratio. This means that we are well-positioned to continue meeting our commitments to our clients.
   
   2. We have a broad, competitive product shelf.
   We offer a diversified and competitive product portfolio, with some of the most competitive solutions on the market. Our broad range of insurance and savings products provide you with competitive, flexible solutions to meet clients’ financial needs.
   
   3. We make underwriting easy.
   Are you working on a large case? We have a specialized team of experts and dedicated underwriters to help you with larger and more complex cases.
   
   4. We offer regional wholesaler support.
   Our regional wholesalers are here to provide personalized sales support in the field, from coast-to-coast. They take the time to understand your business needs and help develop solutions.
   
   5. We have great online advisor tools.
   EquiNet^®, Equitable’s advisor site, is bilingual and mobile-friendly. It puts the tools and information you need right at your fingertips. Check out our EZcomplete^® online applications, administrative forms and processes, sales illustrations, marketing materials, and more.
   
   Contact your Equitable wholesaler today to learn more!
    
9. [pdf] Business Information Form (Guide)
10. [pdf] Equitable GIF Contract Provisions and Information Folder