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951 results for life policy 300109556

1. Submit an Application
2. [pdf] 2024 Annual Report
3. Marketing materials
4. [pdf] Understanding Equitable’s Pivotal Select Preferred Pricing Program
5. Equimax Estate Builder® reprice
6. Navigating the current market
7. [pdf] Why do business with Equitable Life
8. Equitable Life Savings & Retirement Webinar Series features EZtransact

   In 2021, Equitable Life’s S&R team will spotlight various aspects of our competitive fund line up and product offerings. Each webinar in the series will feature a new topic. The series will also give 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 is featuring EZtransact™, a new online tool that allows advisors to submit transactions and collect signatures electronically. With a growing need for digital solutions, Equitable Life’s new EZtransact eliminates the hassle of filling out forms, collecting signatures, submitting copies to your MGA, and being tied down to business hours for submitting transactions. This new online tool complements our existing and highly rated online application tool, EZcomplete.  
    
   Join your host, Joseph Trozzo, Investment Sales Vice President as he welcomes Nicole Lemon, Product Manager, Savings and Retirement, Equitable Life of Canada to discuss Equitable Life’s electronic capabilities and to experience a demo for EZtransact. 
   
   This webinar is not approved for continuing education credits. This webcast is available in English only.
    

   Learn More

9. Referrals are important to your business...and they're important to ours too

   MGA advisors ranked Equitable Life® #1 as the company they would be most likely to recommend to a friend. 
   
   Life Ops Consulting Group Distribution Service Satisfaction Survey 2021. (Independent advisors)

10. Universal Life Product Fund Changes In September 2022, we will be changing the underlying securities being tracked for several universal life funds, listed below.*  These changes apply to our current Equation Generation IV universal life insurance product and to any legacy products that offer these same UL funds.
    
    If your client would like to transfer money currently invested in any of the above UL funds to a different UL fund and/or change the investment option for their future deposits, please submit a request well in advance of September 2022 using form 693UL.
    
    Please contact your Equitable Life^® Regional Sales Manager for more information. 
     

    UL Fund	Currently Tracked	Upcoming Change*
    European	DJ Euro STOXX 50 Total Return Index	STOXX Europe 600 Paris-Aligned Index (ESG)
    Canadian Bond	Sun Life MFS Canadian Bond	Equitable Life Active Canadian Bond Fund Internal Linked
    Global Fixed Income	Mackenzie Global Tactical Bond	Invesco Global Bond
    Canadian Value Stock	Mackenzie Cundill Canadian Security	Franklin Bissett Canadian Equity
    Large Cap Canadian Equity	Mackenzie Ivy Canadian	Dynamic Equity Income
    Global Balanced	Templeton Global Balanced	Mackenzie Ivy Global Balanced

    
    *Underlying security changes will occur in September 2022. Exact effective date has not yet been determined.