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1. Access more fund performance information faster and easier

   
   
   Welcome to a new and improved Fund Overview & Performance  website for Equitable Life^® segregated funds.
   
   A central location for:

   • fund performance and quartile rankings

   • daily and historical unit prices

   • fund information (available in web and PDF)

   • Fund Facts documents

   • MERs

   
   
   Highlights:

   • Save your favourite funds for easy access.

   • New fund search and filter tools by product, guarantee, asset class and sustainability.

   • Share features allow you to easily share fund information with clients.

   • Ability to compare fund performance of Equitable Life segregated funds.

   • Simulated backcasted returns for funds with less than five years of performance history.

    
   Check out the new Fund Overview & Performance webpage today to see how Equitable Life is making fund information faster and easier to access. Speak to your Regional Investment Sales Manager to learn more!
    
    

    _{® denote a trademark of The Equitable Life Insurance Company of Canada.}

   Posted February 27, 2023

2. The new segregated fund EZcomplete cloning feature will save time and errors.

    

   The new cloning feature for Savings & Retirement EZcomplete^® applications means that advisors don’t need to enter the same client information when completing multiple applications for the same client. 

    

   Here's how easy it is to use.

   

   Best of all, you can clone in progress and submitted applications.
   
   This is just some of the information that will be automatically copied:

   • Name

   • Date of birth

   • Gender

   • Occupation

   • Address

   • Phone numbers

   • Email address

   • Social Insurance Number

   • All beneficiary information

   
   The new EZcomplete cloning feature will save advisors time and reduce errors.

    

             
   
                                                                     
    

    

   If you have any questions, contact your Regional Investment Sales Manager

   
   ® denotes a trademark of The Equitable Life Insurance Company of Canada.
   Posted April 6, 2023
3. Is it time to revisit bonds?

   You see the interest rate predictions and talk of inflation in the news every day. What should clients do? Is it time to consider bonds?
    
   Join our webcast with Darcy Briggs, Senior Vice-President, Portfolio Manager, of the Franklin Canadian Core Plus Bond Fund, for insights on the impacts of interest rates and inflation movement on bond portfolios and how to navigate during this time of uncertainty.
    
   Darcy and the team skillfully combine Canadian core bonds with non-core fixed income opportunities to create a solution that is built around a foundation of high-quality Canadian bonds. They opportunistically add “off benchmark” securities for added yield and diversification.
    
   You don’t want to miss it.

    

   Learn more
    
    

    
   Continuing Education Credits
   This webcast 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.
   
   Date Posted: April 25, 2024
4. Now better than ever! The updated “Understanding participating whole life insurance” (#1038) is here Our most-viewed client guide has gone through a full update. It now features new Equitable^® branding and wording that makes all the difference.
   
   We’ve rewritten it to help clients grasp concepts like dividends better. And to help clients understand how we invest their premium payments in the participating account. It will help you have conversations with clients about the ins and outs of their participating whole life insurance policies.
   
   We’ve also refreshed the visuals throughout. The redone 1038 guide is another way we’re showing our wholehearted commitment to our participating policyholders.
   
   See the EquiNet^® marketing materials page to find the updated 1038!
   
   Want to know more?
   Your Equitable Wholesaler is here to help!
    
5. [pdf] Forward thinking ... Equimax whole life insurance for children
6. Individual insurance communications at Equitable are changing
   Out with the old and in with the new … in phases. Less than one year after the launch of our bold brand redesign, we are refreshing Equitable^® individual insurance client letter communications. The updated letters are an opportunity to show more than our new logo. It’s about showing clients that we are here to listen and support them every step of the way.
   
   This fresh approach to client communication delivers greater personalization that evolves with each client’s needs. Adopting a more inclusive and conversational tone means clients will stay well informed with clarity, so they can understand their insurance policies and the claims process better. Consistent communication across their insurance journey with Equitable reinforces how much we value their trust in us to support their financial needs.
   
   Other notable changes you can expect to see over the next year include:
   ● Graphic icons
   ● Scannable content
   ● Simplified layouts
   ● Visual financial data
   
   The rollout of new letters begins this fall. As always, you can access a copy of your clients’ letters on EquiNet^®.
   
   Questions or want to share feedback? Talk to your Equitable wholesaler today!
   
   
   
   
   
   ^® or ^TM denote trademarks of The Equitable Life Insurance Company of Canada.
7. Advisor Guide
8. [pdf] Levelize the tax on fixed income investments with corporately-owned participating whole life (corpor
9. Client-Focused Videos A Great Tool to Start Meaningful Conversations with clients
   
   We are committed to helping advisors connect with clients. To support this, Equitable created a video that explains how life and critical illness insurance can provide financial support when the unexpected happens. 
   
   This video is a great tool which can help advisors drive those important conversations and guide clients toward the best solution to fit their needs.
   
   You can watch our new video here: English - French
   
   Just a quick reminder, we have also created a series of videos to help clients understand the different insurance options. Share them with your clients today: 
   ● Equimax^® participating whole life for children
   ● Dividends
   ● EquiLiving^® critical illness insurance
   ● Term life insurance
   ● Equitable Generations^™ universal life insurance
   
   Contact your Equitable Wholesaler – we’re here to help!
10. Simpler juvenile policy approvals

    A win for you and clients 

    
    Get insurance protection in place more quickly for kid’s policies with an enhanced juvenile underwriting model. It’s an industry-leading predictive model that extends existing auto-assess capabilities for your juvenile applications.  
     
    What does this mean for you?   
    You will notice reduced wait times as clients get the protection they need faster. And you will receive your commission quicker as well. This gives both you and your Equitable^® underwriter time to focus on supporting your complex cases to bring you our best offer. The new auto-approval model for juvenile policies is a win for all. 
     
    Give us a try!  
    See for yourself how we can help you get protection in place for clients quickly. 
    
    Contact your Equitable wholesaler for more information.
    
    ^® or ^TM denote trademarks of The Equitable Life Insurance Company of Canada.