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Equitable Savings & Retirement Webinar Series presents Payout Annuities: A Retirement Strategy
Equitable® presents how payout annuities can contribute to an overall retirement strategy.
- • Hear why payout annuities provide a guaranteed income that is worry-free,
- • Receive insights into how a payout annuity can fit into a client’s retirement plan,
- • Learn how payout annuities can provide growth and flexibility for short or long-term income needs.
Join your host, Joseph Trozzo, Investment Sales Vice President MGA, as he welcomes Jim Chamberlain, Regional Investment Sale Manager, Savings and Retirement.
Learn more
Continuing Education Credits
This webinar has been accredited for 1.00 Life continuing education (CE) credit with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. 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.
® denote a registered trademark of The Equitable Life Insurance Company of Canada
Posted November 2, 2023 -
Making it easy to do business with us
Online Term illustration now auto-populates the application
We have added a new online illustration for Equitable® Term life insurance illustrations that automatically populates the fields in your Term application.
We’ve designed the online illustration to be intuitive so you can fill in client details with ease.
● Select term plans and coverages of choice, then get an illustration report in minutes.
● You can save your web illustration progress at any time and view it from the online application dashboard.
● We’ve combined the illustration with our online application to make the process seamless. The illustration details you provide will auto-populate in the fields needed to complete the application.
New: You can create a term illustration without logging in to EquiNet.
We are taking another step in the journey towards enhancing the ways we do business.
Check out this update on the new Illustrations page on EquiNet®!
Learn more
Have further questions? Your Equitable Wholesaler is here to help!
® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
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Save time on your DIA/GIA applications with EZcomplete
Save time on your Daily Interest Account and Guaranteed Interest Account applications with Equitable’s EZcomplete®. Recently launched on Equitable’s electronic application platform, EZcomplete takes the hassle out of completing applications.
EZcomplete applications are available for:
• Daily/Guaranteed Interest Accounts
• Pivotal Select™ segregated funds
• Equitable Generations™ universal life insurance
• Equimax® participating whole life insurance
• EquiLiving® critical illness insurance
Did you know:
• Applications settle faster due to significantly fewer “NIGOs” (not in good order).
• The electronic signature process is seamless, and ideal for in-person or remote applications.
• EZcomplete delivers point-of-sale materials directly to clients.
• Only the relevant sections display, reducing complexity, and simplifying the application process.
Just another reason to do business with Equitable. Go online today! Log in to EquiNet® and click on the EZcomplete icon on the menu bar.
Date posted: October 8, 2024 -
Simpler juvenile policy approvals
A win for you and clients
Get insurance protection in place more quickly for kid’s policies with an enhanced juvenile underwriting model. It’s an industry-leading predictive model that extends existing auto-assess capabilities for your juvenile applications.
What does this mean for you?
You will notice reduced wait times as clients get the protection they need faster. And you will receive your commission quicker as well. This gives both you and your Equitable® underwriter time to focus on supporting your complex cases to bring you our best offer. The new auto-approval model for juvenile policies is a win for all.
Give us a try!
See for yourself how we can help you get protection in place for clients quickly.
Contact your Equitable wholesaler for more information.
® or TM denote trademarks of The Equitable Life Insurance Company of Canada. - Critical Illness Path to Success Program
- Financial planning concepts & tools
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Your first $3 million has never been EZier!
Equitable Life® no longer requires medical evidence1 on life insurance amounts up to $3M for applicant ages 18-50, up to $500,000 for ages 51-55 and up to $100,000 for ages 56-60.
Clients can apply for preferred risk classes on term insurance amounts starting at $1 million2, and will have to provide additional evidence.
A winning combination
The increased non-medical limits will lead to even faster turnaround times in our EZcomplete® automated process! Our continued investment in digitalization is accelerating the application process - making it quick and easy! It’s a winning combination.
At Equitable Life, we are proud to be #1 in Canada for total policy turnaround time on fully underwritten insurance business3.
Fast, faster, fastest …did you know?- It takes about 12 days on average from the time an application is submitted to the policy being sent out electronically!
- More than 40% of all our life insurance policies that don’t require medical evidence are issued within 2 days and
- 95% of requirements are reviewed by an underwriter within 2 days
It’s not surprising that MGA advisors rank Equitable Life #1 as the company they would most likely recommend to a friend4. As a mutual, we provide financial security differently, by focusing exclusively on our clients.
Looking for more details?
These exciting updates are included in Equitable Sales Illustration® software, which is available for download.
Further details on these exciting new changes are available. As well, please speak to your Regional Sales Manager for more information.
® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
1 Medical evidence could include: Blood profile, urinalysis, paramedical exam etc.2 Preferred Term Underwriting will now begin at $1,000,000 for ages 18-50 and $500,000 for ages 51-60. Preferred Term Underwriting is not available for ages 61 and above3 New Business service survey conducted by MGA distribution partner 02/01/2021 to 07/31/2021
4 LifeOps Consulting Group Distribution Service Satisfaction survey 2021 (Independent advisors)
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A New Universal Life Solution for the 21st Century – Coming Soon
Introducing a new Universal Life solution built for the 21st century: Equitable Generations™ universal life insurance will be available for sale September 26, 2022.
Check out our Equitable Generations universal life splash page: www.equitable.ca/ul
Our new Equitable Generations
Equitable Generations is a Universal Life product that offers investment options that resonate with today’s 21st century client while reducing every fee possible. It also reduces the cost of insurance to help clients maximize their opportunity to purchase coverage and build tax-advantaged wealth.
Features of Equitable Generations:- 34 fund options, including 18 new investment options, tracking funds managed by Fidelity™, Dynamic™, Invesco™ and more.
- 3 sustainable investment “ESG” (Environmental, Social & Governance) options – because today’s buyer cares as much about impact as they do about returns.
- Target date funds that auto-rebalance over time so that as a client approaches retirement, the fund adjusts its risk automatically.
- A lower cost insurance with no policy fee, with the opportunity to purchase insurance protection, more opportunity to build wealth, or both.
Supporting you at claim time with KIND™This service will include the following components:
● Living Benefit
● Bereavement Counselling benefit
● Snap Advance*
● Compassionate Advance** Snap Advance and Compassionate Advance are non-contractual and may be altered or terminated by Equitable Life at any time without notice.
New illustration software available
The updated illustration software will be available for download after 9 a.m. ET on Tuesday, September 6, and will include the new Equitable Generations product. See the Equitable Sales Illustrations Update for information on how to download the software or check for updates.
Learn more
Transition rules are availableCheck out our Equitable Generations universal life splash page: www.equitable.ca/ul
Watch for more information and get ready to sell Equitable Generations universal life as it becomes available on September 26.
Please contact your Regional Sales Manager for more information.Invesco® and all associated trademarks are trademarks of Invesco Holding Company Limited, used under licence. Invesco is a registered business name of Invesco Canada Ltd.
Dynamic Funds is a registered trademark of its owner, used under license, and a division of 1832 Asset Management L.P.
Fidelity is a registered trademark of 483A Bay Street Holdings LP. Used with permission.
Equitable Life, Equitable Life of Canada, KIND and Equitable Generations are registered trademarks of The Equitable Life Insurance Company of Canada. - [pdf] Unique Mortgage Protection
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