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1. WFG KYC and Trade Ticket documents are now part of EZcomplete

     
   
   Equitable Life® wants to help you get on with your day. Effective June 11, 2022, WFG’s KYC* and Trade Ticket documents will be integrated into the highly rated EZcomplete® online application tool. This means no more completing these documents separately and uploading them to EZcomplete.
   
   By integrating the KYC and Trade Ticket with EZcomplete:

   • these documents will automatically populate with information collected in the EZcomplete process,

   • necessary signatures will be captured, and

   • these documents will be sent to WFG’s back office on your behalf.

    
   Once the application has been submitted, signed documents will be available for advisors, clients, and joint clients to download. It is that easy.
    
   Get on with your day with Equitable Life. Log in to EZcomplete today.
    
   Speak to your Regional Investment Sales Manager to learn more.
    
   * KYCs on corporately owned policies are not currently supported
   ® denotes a trademark of The Equitable Life Insurance Company of Canada.

2. 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.
3. Get to know our large case experts

   New episode in our Ask our Experts video series

   At Equitable^®, we’re committed to the large case market. Our dedicated team of experts is here to support you from application through to policy placement.
   
   Today, we are thrilled to share the second episode of Ask our Experts. This mini docuseries features key members of our large case team. They talk about their work, their perspectives, and their role in the large case experience.
   
   Watch Ask our Experts Episode 2 featuring Kevin Till, AVP of Individual Life Pricing.
   
   Kevin chats with us about:
        • What he finds interesting about large case pricing.
        • How quickly Equitable can turn around a large case quote.
        • The difference between a mutual and a stock insurance company.
        • Equitable’s reinsurance strategy.
   
   
   
   In case you haven’t seen it…
   Watch Ask our Experts Episode 1 with Cindy Shirley, Chief Underwriter and Claims Risk Management.
   
   Learn more:
   Visit our large case markets webpage to learn more about our team of dedicated experts.
   
   Do you have a large case opportunity? Talk to your wholesaler to learn more.
   
   ® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.
    
4. Getting a tax refund is exciting, but should it be?
   Do clients know that when a tax refund is issued, it means they are giving the government an interest-free loan? If a client receives a tax refund, it may mean the client’s employer is withholding too much tax.  Here’s how to change that.
   
   The client can complete and submit Canada Revenue Agency (CRA) form T1213 (Request to Reduce Tax Deductions at Source).
   
   The client will indicate which regular deductions and non-refundable tax credits to qualify for. These would include things like regular Registered Retirement Savings Plans contributions, childcare expenses, etc. When approved by the CRA, the client will see more money on every pay. A client might even want to make this request to reduce the tax withheld if a large bonus or vacation pay is anticipated.
   
   Encourage clients to use the additional cash flow to increase monthly contributions, support a Retirement Savings Plan or Tax-Free Savings Account or repay an investment loan. Increasing savings each year – even by a small amount – can have a substantial impact on retirement savings. For additional questions, contact your Regional Investment Sales Manager.
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10. Equimax Enhancements – Coming Soon

    More updates for a better and stronger solution!

    
    We have exciting news! Further to our October 5^th product updates, we will be rolling out more changes to Equitable’s flagship Equimax whole life solution. 
    
    Stay tuned for more details, coming on December 10, 2024.
    
    Transition Rules
    Check out our Transition Rules for new and in-progress life applications, which take effect on December 7, 2024. 
    
    Questions? Contact your Equitable wholesaler.