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1. [pdf] Equitable Investor Profile Questionnaire
2. [pdf] Application for Term Conversion (Guide)
3. [pdf] Create A Household - Equitable GIF
4. Equitable Life Savings & Retirement Webinar Series featuring Franklin Bissett Investment Management  

   In 2022, Equitable Life’s S&R team will continue to spotlight various aspects of our competitive fund line up and product offerings. Each webinar in the series features a new topic. The series also gives advisors an opportunity to: learn more about various products and product features, hear from industry professionals, learn about investment strategies; and so much more.

   This month, Equitable Life welcomes Les Stelmach, Senior Vice President, Portfolio Manager; Ryan Crowther, Vice President, Portfolio Manager; and Andrew Buntain, Vice President, Institutional Portfolio Manager, from the Franklin Bissett Investment Management team.
    

   Learn More

   
   Moderated by Andrew, Les and Ryan will discuss the Equitable Life Bissett Dividend Income Fund Select, and its goal of providing investors high current income by investing primarily in Canadian and American dividend paying preferred and common stocks.
    

5. [pdf] Forward thinking ... Equimax whole life insurance for children
6. Whole Life
7. Disability Waiver of Premium Requirements
8. [pdf] S&R Quick Reference Guide
9. 2023 Holiday Hours The Holiday season brings thoughts of gratitude, and there is no better time to express our thanks and sincere appreciation for your dedication and commitment to Equitable Life.
    
   Thank you for your support this past year and for trusting Equitable Life with your Individual Insurance and Savings & Retirement business. Happy Holidays!
    
   Client Care Centre Holiday Hours
   Friday December 22, 2023 - 8:30 a.m. – 7:30 p.m. ET
   Monday December 25, 2023 – CLOSED
   Tuesday December 26, 2023 – CLOSED
   December 27, 28 and 29, 2023 - 8:30 a.m. – 7:30 p.m. ET
   Monday January 1, 2024 - CLOSED
   
   Savings & Retirement
   To settle on December 22, 2023, the transaction must be received that day by 11:00 a.m. ET
   To settle on December 29, 2023, the transaction must be received that day by 11:00 a.m. ET
   
   
   Individual Insurance
   Underwriting
   ● Underwriting must receive all evidence and outstanding Underwriting requirements by December 15th- at the latest. Underwriting will then be able to decision these cases by December 21st. This will give the New Business team December 21st – December 29th to issue and settle policies.  
   
   New Business
   ● New Business will continue to process all issue and settle requirements every business day until the last working day of the year – December 29th. New Business needs to receive ALL final settle documents in Good Order within our posted service standards. We are currently operating at a 3 business day turn around time.
   
   Field Payroll
   ● Second Last Pay Period for 2023 – December13, 2023 to December 19, 2023 (Transmission/Statement date December 20, 2023)
   ● Last Pay Period of 2023 – December 20, 2023 to December 29, 2023 (Transmission/Statement date January 2,2024)
   ● First Pay of 2024 – January 1, 2024 to January 9, 2024 (Transmission/Statement date on January 10,2024)  
   
   Daily Pay will run on business days.
   
    
   Please note that all requirements must be received in Head Office by the above dates to guarantee settlement for year end.
10. [pdf] Manulife Bank Specialized Lending Contact List