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- [pdf] Facts & Figures
- [pdf] Equitable Guaranteed Investment Funds – Estate Class
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Do you have clients looking for growth but are concerned about taking on too much risk?
Please join us to hear Dina DeGeer, Senior Vice President, Portfolio Manager, Head of the Mackenzie Bluewater Team and David Arpin, Senior Vice President and Portfolio Manager, Mackenzie Investments, discuss how the Mackenzie Bluewater Team is positioning the Mackenzie Canadian Growth Balanced Fund for future success
Learn about the value of investing in high-quality businesses and how taking a broader approach to fixed income investing can deliver the balanced solution your clients are looking for
Equitable Life is pleased to offer the Mackenzie Canadian Growth Balanced fund as one of six different Mackenzie funds in Pivotal Select™ segregated fund lineup.
Learn More
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Kickoff 2022 Webcast
Equitable Life's Savings & Retirement team is hosting a digital fireside chat with members from the leadership team. Join us to hear Fabien Jeudy, President and Chief Executive Officer and Cam Crosbie, Vice-President, Savings and Retirement share their perspectives of the industry, their future vision for Equitable Life, and the Savings & Retirement division.
We will also hear from Tawnya Duxbury, Director, Savings & Retirement Operations and Projects as she shares how her operations team has equipped themselves to provide industry leading service.
Last but not least, we have invited guest speaker Larry Distillio, Assistant Vice-President Practice Management, Mackenzie Investments to discuss "Mastering your Mind to Increase your Bottom Line”. * Larry helps advisors learn how to avoid self-sabotaging behaviours such as procrastination, worry and avoidance while minimizing emotional stress. This is a session not to be missed.
Learn More
*We will be seeking Continuing Education credits for Larry Distillio's portion of this webcast. -
Path to Success modules now available on EquiNet!
The Path to Success Critical Illness course module PDFs and videos are now available on the Critical Illness EquiNet page. The Path to Success program gives you access to specialized topics about Critical Illness Insurance, why it matters for your clients, and how to make an effective sale.
Learn about:
- Overcoming objections to Critical Illness Insurance
- Pivoting from other products to Critical Illness Insurance
- How to position and design the Critical Illness solution
…and more!
We have made the expert information from Path to Success available to you to review at anytime. However, if you wish to earn CE credits, you may continue to access the course through our Path to Success program website.
Questions about the program? Visit the Critical Illness page on EquiNet or contact your local wholesaler. -
Request standard in-force illustrations with the click of a button
At Equitable®, we are making continuous improvements to our advisor and client services. We are excited to share an upcoming enhancement.
What’s new?
Beginning on August 15, 2024 , you and your clients will be able to request standard, current in-force illustrations—at any time—for your clients’ whole life and universal life policies with the click of a button.
Currently, standard in-force illustrations for whole life and universal life policies are autogenerated only on policy anniversaries. These in-force illustrations will no longer be autogenerated after August 15, 2024.
Please note: For specialized illustrations—such as those with segregated funds, D2000/D2000+ policies, policies where the insured’s age falls outside existing illustration parameters, or policies that were originally from Clarica—you will still need to use the in-force illustration request form for whole life or universal life policies.
How do I access this?
You can request an in-force illustration by logging into EquiNet® and going to the Policy Details page via Policy Inquiry. Under the Coverage tab, you will now see a button called Inforce Illustration Request. Click the button to request the illustration. Learn more about how to access here.
- Switches and surrenders
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Forget the password. Create your EquiNet passkey today.
Passkey technology lets you log in to your EquiNet account securely using your face or fingerprint, removing the need for a password. Your biometric data stays safely on your device, making passkey a simple, fast, and highly secure way to access your account. You may already be using passkey on your personal devices.
Ready to get started? Watch the video to learn how to create a passkey on your mobile device. Starting this December, if you choose to continue to log in using your email address and password, you may also be required to enter a one-time passcode that’s sent to your email.
Important! Protect your credentials.
In 2026, all your Equitable® accounts will use the same credentials to log in.
Remember that you have personal information in your Client Access® and EquitableHealth.ca® accounts. To keep your personal information private and safe, make sure you’re the only one using your login credentials.
Watch for ongoing communications and updates about how Equitable is helping to protect your information.
- Total Cost Reporting: understanding what's coming next
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Group - COVID-19 Group Benefits Updates
As the coronavirus (COVID-19) continues to spread, it’s important that you have the most up-to-date information about how it impacts you, your clients and their plan members. To help, we have created a COVID-19 Updates page on EquiNet, our secure advisor site. There you will find links to past editions of our eNews, as well as the most up to date FAQ. Please check back often. We will continue to provide timely updates on any developments that impact our clients and their plan members or their benefits coverage.