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1. Tune in to our latest Equitable Insights Videos on EquiNet Our new Equitable Insights Video Series page on EquiNet® hosts all of our latest videos in one convenient place, including:
   
   ●  Our Large Case Experts, featuring Scott Morrow, Individual Insurance Sales Vice President, MGA East, Equitable Life
   ●  EZcomplete Makes Submission to Commission Easy, featuring Chris Marrese, Individual Operations Vice-President, Equitable Life
   ●  Our Investment Approach featuring David Irwin, Director, Portfolio Management and Client relations
   ●  Our Financial Strength, featuring Sheila Hart, Chief Financial Officer, Equitable Life
   
   Watch our Equitable Insights Video Series to learn more about Equitable Life and the solutions we offer to meet our customers’ needs.
2. Step Up Your Wealth Sales with Equitable Life! Welcome to the Step Up Your Wealth Sales program with Equitable Life® . You will be rewarded with a growth bonus for doing more business with Equitable Life in 2023!
   
   The program rewards advisors who promote Equitable Life’s Savings & Retirement products to existing and new clients as part of an overall investment strategy based on client needs.  
   
   Commission Bonus Calculation:
   Gross deposits into segregated funds
   + Gross deposits into Guaranteed Interest Account (GIA) contracts
   + 25% of payout annuity sales
   - Segregated fund redemptions
   - GIA redemptions
   = 2023 Net Deposits
   
   All deposits, sales, and redemptions occurring between January 1 and December 31, 2023, will be used to calculate an advisor’s 2023 net deposits. 
    

   Tier	2023 Net Deposits	Bonus Rate*
   1	Less than $250,000	$0
   2	$250,000 - 499,999	.25%
   3	$500,000 – 749,999	.50%
   4	$750,000+	.75%
   5	Elite Advisor re-qualifiers1	1.00%

   
   * The bonus amount will be calculated at the end of 2023 based on net deposits. The bonus will be paid within 90 days following December 31, 2023.  Maximum bonus payable is $100,000 for Elite Advisor re-qualifiers; $75,000 otherwise.
   
   For more information, download our flyer or contact your Equitable Life Regional Investment Sales Manager.
   
   Equitable Life is committed to offering advisors and clients product, service, and feature choices that best suit their needs. We offer multiple sales charge options, three distinct guarantee classes, and a diverse selection of investment funds to align with clients’ unique needs.  

   Posted:June 26, 2023
    
   ™or ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
   ¹  Elite Advisor re-qualifiers are advisors who attained Elite status as of end of 2022 and maintain Elite status at the end of 2023. To attain 2023 Elite Advisor status, an advisor must have $1,250,000 in gross deposits in at least 5 policies or $10,000,000 in assets. 

3. Equitable Life Webcast Series featuring Equitable Life Dynamic Asia Pacific Equity Fund Select

   
   Benjamin Zhan and Bruce Zhang will discuss the Equitable Life Dynamic Asia Pacific Equity Fund Select along with the fund's people, philosophy, process and performance. 
   
   Equitable Life^® continues to spotlight various aspects of our competitive fund lineup and product offerings. This series gives advisors an opportunity to:
   •  learn more about products and product features,
   •  hear from industry professionals,
   •  learn about investment strategies; and so much more.
   
   Join your host, Joseph Trozzo, Investment Sales Vice President, MGA, Equitable Life of Canada along with Dynamic Funds. 

    

   Learn More

   

   
   
   Continuing Education Credits
   This webinar has been submitted for continuing education (CE) approval with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. Upon approval, you will be sent an email notification to come back to the webinar presentation console to download your personalized certificate from the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. This webcast is available in English only.
   
   ® denote a registered trademark of The Equitable Life Insurance Company of Canada
   Posted May 31, 2023
4. Submit an Application
5. Like a summer breeze – Applying for LIFE insurance just got easier!

   What has changed? 

   A resting electrocardiogram (ECG) is no longer required for most LIFE cases.
   •    That’s right! We eliminated the resting ECG as a routine age/amount requirement for most life  insurance applicants.
   •    Of course, we may still request an ECG in certain cases at our underwriters’ discretion – for example, if the client has a history of diabetes or smoking. 

   
   Why did we do this?

   It’s simple – Equitable^® is dedicated to continually enhancing the client and advisor experience. By eliminating the ECG step for routine applications, life insurance clients can obtain the coverage they need more quickly and with less effort.

   
   Updated resources coming soon!

   The tools below are being updated shortly to reflect the above change:
   •    Our age/amount schedule for Life insurance products 
   •    The underwriting requirements built into our illustration tool
   •    Our paramedical service providers’ ordering system
   
   Until then, if you see an ECG as a listed requirement for your client in any of the above, there is no need for you to order the ECG unless we specifically ask for it. 
   
   Questions? Please contact your local Equitable wholesaler to learn more.
   
   View our Evidence of Insurability Schedule (#1343) – (see p.1 chart for Life products).
   
   
   
   ® and ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
    
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