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  1. 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
    Referrals are important to your business and ours
    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 above
    3 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)
     
  2. 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 available

     

    Check 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.

  3. [pdf] Unique Mortgage Protection
  4. Forms and Additional Information
  5. Who do I contact for contracting questions?
  6. Questions about eDelivery? New eDelivery page

    Find information on the eDelivery process quickly with our new eDelivery of a Contract landing page.

    New-Business-eDelivery-EN.jpgPolicy-Change-eDelivery-EN_conversions.jpg
    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. 
     
     
     
     
  7. Tune in to our latest Equitable Insights Videos on EquiNet Our new Equitable Insights Video Series page on EquiNet® hosts all of our latest videos in one convenient place, including:

    ●  Our Large Case Experts, featuring Scott Morrow, Individual Insurance Sales Vice President, MGA East, Equitable Life
    ●  EZcomplete Makes Submission to Commission Easy, featuring Chris Marrese, Individual Operations Vice-President, Equitable Life
    ●  Our Investment Approach featuring David Irwin, Director, Portfolio Management and Client relations
    ●  Our Financial Strength, featuring Sheila Hart, Chief Financial Officer, Equitable Life

    Watch our Equitable Insights Video Series to learn more about Equitable Life and the solutions we offer to meet our customers’ needs.
  8. Exciting new product changes are coming your way! Equitable Life® has exciting product enhancements that will help you offer more choices for clients in 2022.
     
    Changes to our whole life and critical illness insurance products effective February 12, 2022, include:

    •   NEW! 10 pay premium option with Equimax Estate Builder®
    •   NEW! EquiLiving® plans and riders enhanced  

    EZcomplete and paper applications will be updated on February 12, 2022

    Transition rules are available.

    Watch for more information including the virtual product launch event.
     
  9. Critical Illness Path to Success Program This program was designed with you, the Advisor, in mind.

    Path to Success: Expert Advice on navigating CI Sales provides you with actionable ideas and scripts that you can implement immediately into your critical illness insurance meetings. CE Credits are available if you review the program in its entirety and complete the quizzes at the end of each section.

    View the pdf with details about the CI Path to Success Program.

    Watch details about the CI Path to Success Program here.

    Next steps:
    If you have any questions or are interested in getting access to this program, please reach out to your Regional Sales Manager directly.
  10. New marketing material! 10-Pay Equimax Estate Builder - Enhanced Protection Dividend


    Let's take a second look at the Enhanced Protection dividend option

    Do you have clients who need a permanent plan with no out-of-pocket premiums payable after 10 years? Are they looking for a long-term permanent insurance solution for estate needs, but also would appreciate having some extra initial coverage for outstanding loans or other obligations?

    If so, it might be time to take a second look at the Enhanced Protection dividend option with a 10-pay Equimax Estate Builder® plan.

    Learn more by checking out our new marketing piece