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  1. Equitable’s New Brand – The Power of Together!

    On November 1, 2023, we unveiled our new brand and announced the shortening of our brand name to Equitable®. The rebranding includes a fresh new look, and a forward-looking vision for the future – one that honours our 103-year history and our unwavering commitment to clients.

    As we start 2024 with a renewed sense of purpose and commitment to clients, together with you, we are more determined than ever to provide more value and impact – to protect today and prepare tomorrow for our clients.

    “At Equitable, we champion the power of togetherness. It’s a mindset that drives our behaviours, decisions, and actions to power equitable outcomes for our clients, advisors, and partners,” said Fabien Jeudy, President, and CEO, Equitable.










    View the Power of Together video to learn more about Equitable’s renewed purpose and dedication to clients:

     
    View on Vimeo

    Questions about our new brand? Please contact your Equitable wholesaler or visit equitable.ca.


     ® or TM denotes a trademark of The Equitable Life Insurance Company of Canada.
  2. The Equimax EVOLUTION Continues Earlier this year, we announced a host of improvements to our Equimax® Participating Whole Life solution, designed to add value, flexibility, and affordability to an already excellent plan. 

    Today we’re pleased to announce the following additional updates took effect on August 12th, 2023: 
    1. Targeted improvements in rates, death benefits, and cash values for Equimax Estate Builder and Equimax Wealth Accumulator plans. 
    2.  New joint last to die rates for the Wealth Accumulator plans to align with Estate Builder. 
    3.  A new “rated age” calculation, and
    4.  New rates for determining the maximum enhancement amount with the Enhanced Protection dividend option.

    Visit our splash page and watch our informative video to learn more and start selling the enhanced Equimax today.

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    Refer to our Transition Rules for all the details on processing your applications.


    Our illustration tools are updated:
    ●  New Web-based illustration software on secure EquiNet® (log in required)
    ●  New Desktop illustration software 
    ●  New EZstart™ on EquiNet 

    Need more information?
    For information on these changes, please contact your Equitable Life wholesaler. 


    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
  3. Do you have clients considering a First Home Savings Account in 2024?

    We want to help clients save money for their first home. A First Home Savings Account (FHSA) is a registered plan allowing prospective first-time homebuyers to save for their first home tax-free up to $8,000 a year or a lifetime contribution limit of $40,000.

    With the Equitable® FHSA, they can put their money to work right away. Available on Pivotal Select™ Investment Class (75/75) and Pivotal Select Estate Class (75/100) and Daily/Guaranteed Interest Account (DIA/GIA), Equitable offers clients an array of investment products to suit their individual needs and risk tolerance.

    Do not wait. Get clients started today!

    To open a FHSA or DIA/GIA for clients, log in to EZcomplete®, our highly rated online application tool. It is easy to use, convenient, and fast.  

    For more information on FHSA or DIA/GIA, including a FAQ and client materials, visit EquiNet® or contact your Director, Investment Sales.   

    Date posted: October 16, 2024

  4. Complex large case? Meet our Tax and Estate Planning expert.

    Ask our Experts Episode 4

    At Equitable, we understand that complex large cases require expert handling. Our team is here to help guide you through every step of the process.

    Today, we are thrilled to share the fourth episode of Ask our Experts. Watch episode 4 featuring Bryan McNulty, Head of Tax and Estate Planning.

    Bryan talks about:
    • How his past experiences serve him in his role at Equitable.
    • The importance of policy ownership.
    • Equitable’s mutual status and our focus on life insurance.

    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. 



    Don’t miss the favourites! Watch our most viewed Ask our Experts episodes here:
  5. Give the Gift of a Head Start
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  7. [pdf] Invest with Equitable
  8. [pdf] Pre-Authorized Debit (PAD)
  9. [pdf] B2B Loan application process for Equitable Life of Canada
  10. [pdf] B2B RSP Loan Product Brochure