EquiNet Equitable Life's advisor site

Site Search

617 results for go to page quick MAKEMUR.com how to get better housing in prison

  1. Online CE Credit Courses
  2. Individual Insurance product enhancements

    Equitable Life has exciting product enhancements that will help you offer more options to clients. 

    Watch our Virtual Product Launch NOW. Grab a coffee and get ready for this exciting news! Hear from our leaders and learn about our exciting product enhancements.

    - Full Product Launch Video (approx. 20 minutes). 
    - Introduction video (View on Vimeo) / Product launch page 


    Highlights of the product changes effective February 12, 2022, include:

     

    NEW! 10 pay premium option with Equimax Estate Builder®

    - The new EquiLiving® 20 pay rider options will be available on Equimax® plans


    NEW! EquiLiving plans and riders enhanced with:

    - 20 pay options with coverage to age 75 or coverage for life
    - Support from Cloud DX to help monitor a client’s well-being from treatment to recovery.
    - Added Acquired Brain Injury as a covered critical condition 
    - 30-day survival period removed for all non-cardiovascular covered conditions
    - No age restriction to claim for Loss of Independent Existence (LOIE)
    - EquiLiving Benefit now pays the higher of the EquiLiving Benefit or the Return of Premium Rider Benefit (not including Return of Premium on Death)          
    - And so much more …

    New Illustration software available on February 11, 2022 
    The updated illustration software will be available for download after 9 a.m. ET on Friday, February 11, 2022, and will include all the Equimax and EquiLiving enhancements.

    See the Equitable Sales Illustrations Update for information on how to download the software or check for updates. 

    Please review updates to the commission schedule A for these new enhancements.

    Learn more Get ready to make 2022 your best year yet for your sales! 

    Please contact your Regional Sales Manager for more information. 
  3. Navigating the current market
  4. Equitable explains individual life and critical illness insurance with client-focused videos! In today’s busy world, clients need guidance to help them pick the right solutions for their needs. They need quick, easy-to-understand information. With so many options out there, it can get overwhelming to make the right choice.

    The same goes for individual life and critical illness insurance. Which type of insurance is right for the client? Advisors can help provide that support and guidance. But perhaps, to get that conversation started, you just need to give clients a little nudge.

    We get it. That’s why Equitable has produced a series of client-focused videos to help advisors start those conversations.

    Check out our explainer videos below and share them with clients today!

    ●  Equimax® participating whole life for children
    ●  Dividends
    ●  EquiLiving® critical illness insurance
    ●  Term life insurance
    ●  Equitable Generations™ universal life insurance



    Want to learn more?
    Contact your Equitable Wholesaler – we’re here to help!

     
    ® or ™ denote trademarks of The Equitable Life Insurance Company of Canada.
     
  5. Investment loans
  6. Investment loans
  7. [pdf] Payout Annuity Application
  8. Equitable’s EZstart tool
  9. What’s your saving style? 

    A TFSA for its flexibility or an RRSP for tax-deferred growth.   

    Did you know? More than 65% of people who put money into a TFSA* earn less than $80,000 a year. That’s why TFSAs are popular with middle-income Canadians. They’re simple and flexible: you don’t get a tax break when you put money in, but you don’t pay tax when you take money out. This makes them great for people who don’t get big benefits from tax deductions.  

    On the other hand, 54% of RRSP contributors earn more than $80,000 per year*. RRSPs often work better for higher-income earners because contributions lower taxable income. That means bigger tax savings for people in higher tax brackets.  

    Here’s the good news: From January 1 to March 2, 2026, when clients open or add money to an Equitable TFSA or RRSP, they’ll be entered into Equitable’s Snowball Your Savings contest. Two winners will be chosen—and their advisors will celebrate too!  


    How to Enter  

    Advisors can help clients submit contributions through EZcomplete® or process transactions using EZtransact®. Every entry is a chance to win!  

    Want ideas to boost contributions and help Canadians save more? Connect with your Director, Investment Sales today.  


    * Source: advisor.ca/news/tfsas-more-popular-than-rrsps-in-2023/  
    ® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.   
    Equitable’s Snowball Your Savings contest: No purchase necessary. Contest period January 1, 2026 to March 2, 2026.  Enter by making a deposit to an Equitable Tax-Free Savings Account or Registered Retirement Savings Plan during the contest period or by submitting a no-purchase entry. Two prizes of $5,000 CAD to be drawn on March 23, 2026 will be awarded. The servicing advisor for the contract to which the selected entrants made the deposit is also an eligible winner and will receive a $1,000 CAD prize. For example, if an Equitable client is a winner of the $5,000 prize, the client’s servicing advisor for the relevant contract wins a $1,000 prize.  Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible entries received during the Contest Period.  For full contest rules, including no-purchase method of entry, see the full contest rules.  
  10. Sofie wants to provide for her children long after she’s gone with Equitable Generations Universal L Sofie knows the future is uncertain. As a mom of two children and in her late forties, Sofie wants to continue to help her kids with their life goals as they get older.

    She learns that Universal Life insurance from Equitable® is a great fit for her. It has investment options, choices of death benefit and even flexibility on how she pays for her premiums. With the investment option, she can earn tax-advantaged growth*.

    Watch our new Universal Life Insurance from Equitable video to learn more. See it on Vimeo  

    This video can help you talk with clients about Universal Life insurance. It walks them through what it is, how it works, and the affordability and flexibility it features. It highlights just how Universal Life from Equitable is an insurance solution truly designed to meet the needs of clients today and into tomorrow.

    Not sure where to start? Send clients this draft prospecting letter which you can personalize specifically for them.

    Plus, check out our Universal Life solution page on EquiNet®, then click on the Marketing Materials tab for the latest Universal Life Marketing Materials.

    Want to learn more? Ask your Equitable wholesaler!



    View on Vimeo 




    *Subject to the Income Tax Act of Canada.