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  1. Marketing Materials
  2. Marketing Materials
  3. Marketing Materials
  4. Taking the guess work out of market volatility with Equitable Life

     

    Investing during market highs and market lows can leave even the most seasoned investors scratching their heads. Knowing when to buy and when to sell is not easy, but disciplined investing can be.

    Dollar cost averaging with Equitable Life® is designed to provide a long-term investment solution. This strategy helps take the guesswork out of knowing when to get into the market. It can also provide consistency for a long-term financial plan regardless of whether there is a lot or a little to invest.
     
    And for a limited time only, we’ve increased the initial commission for the CB5 sales option from 5.6% to 7.0% on Pivotal Select™ segregated funds*, effective from May 20 to August 31, 2022.** During this time, advisors earn the increased full initial commission even if funds are placed into Equitable Life Money Market Fund to start the PAC.
     
    For more information on dollar cost averaging, please contact your Equitable Life Regional Investment Sales Manager.

     

     
     
    * Applies to FundSERV trades occurring between May 20 and August 31, 2022. Initial commission on non-FundSERV trades occurring between May 20 to August 31, 2022 increases from 4% to 5%. Initial commission is subject to a chargeback.
    ** Equitable Life reserves the right to end the campaign at any time and without notice.
     
    ™or ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
     
     
  5. [pdf] Payout Annuity Rate Guarantees
  6. November is Financial Literacy Month

    Equitable® wants to mark Financial Literacy this November. Created by the Financial Consumer Agency of Canada (FCAC), the campaign this year is “Money on your Mind. Talk about it!”

    The FCAC is challenging Canadians to do one thing to boost their financial confidence. One of those things includes asking questions to a trusted financial advisor. That’s, you! Be ready this year to answer anything from retirement savings, home ownership, annuities, estate planning, Daily and Guaranteed Interest Accounts, segregated funds and more.

    Need help? Contact your Director, Investment Sales to get started. At Equitable, we believe in the power of together.

    Have questions about the upcoming tax season or need tips to help manage and grow your business? If you missed our recent webcast with our Operations and Digital Experience teams, click here to learn more.

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

    Posted November 5, 2024

  7. Understanding Life Insurance Replacements at Equitable All provinces require completion of a life insurance replacement declaration (LIRD) or equivalent form if intending to replace an existing insurance contract with a new one. The LIRD helps clients think carefully before terminating their existing policy. It contains important questions for them to consider. 

    When do you need to send a LIRD to Equitable®?

    Refer to our: LIRD requirements by province     

    Equitable needs to receive the LIRD only in provinces where it is mandated. Please check the province-specific requirements (linked above). 

    If a client is replacing a life insurance contract with a new one with us, and the owner lives in one of the specified provinces, the LIRD must be sent to Equitable with the application. It should include a written explanation of the questions reviewed with the client and must be signed and dated. 

    Important reminder: While you will always complete a LIRD, do not submit the LIRD unless we require it. Doing so may delay the new business process.

    Note: The LIRD does not terminate the original policy; it indicates intent to do so.

    Questions? Please contact your local Equitable wholesaler if you need additional information.

    ® or TM denotes a trademark of The Equitable Life Insurance Company of Canada.  
  8. Are your clients looking for more Tax-Free Savings Account contribution room?
    Good news!  With the start of the new year comes new additional contribution room.

    A Tax-Free Savings Account is a great option for clients to grow their savings with the flexibility to access their money when they need it, before or during retirement. Encourage your clients to start saving today! ­

    For more information on the options available, please click here.
     
  9. Coming soon – 2024 Product Updates What’s changing?

    Updates include changes/enhancements to our flagship Equimax® Par Whole Life product, Evidence of Insurability Schedule and more. A detailed summary of all the changes will be available on October 8, 2024.

    The Transition Rules, for handling new and in-progress life applications, are effective October 5, 2024.

    Need more information?
    Contact your Equitable wholesaler. Watch for more details on October 8.











    ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
     
  10. [pdf] Equimax Client Guide