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  1. [pdf] Personalized Ads - Facts & Figures
  2. [pdf] Investment Direction - Equitable GIF
  3. Kickoff 2022 Webcast Equitable Life's Savings & Retirement team is hosting a digital fireside chat with members from the leadership team. Join us to hear Fabien Jeudy, President and Chief Executive Officer and Cam Crosbie, Vice-President, Savings and Retirement share their perspectives of the industry, their future vision for Equitable Life, and the Savings & Retirement division.
     
    We will also hear from Tawnya Duxbury, Director, Savings & Retirement Operations and Projects as she shares how her operations team has equipped themselves to provide industry leading service.
     
    Last but not least, we have invited guest speaker Larry Distillio, Assistant Vice-President Practice Management, Mackenzie Investments to discuss "Mastering your Mind to Increase your Bottom Line”. * Larry helps advisors learn how to avoid self-sabotaging behaviours such as procrastination, worry and avoidance while minimizing emotional stress. This is a session not to be missed.
     
    Learn More
     
    *We will be seeking Continuing Education credits for Larry Distillio's portion of this webcast.
  4. Switches and surrenders
  5. Forget the password. Create your EquiNet passkey today. Passkey technology lets you log in to your EquiNet account securely using your face or fingerprint, removing the need for a password. Your biometric data stays safely on your device, making passkey a simple, fast, and highly secure way to access your account. You may already be using passkey on your personal devices.
     
    Ready to get started? Watch the video to learn how to create a passkey on your mobile device. Starting this December, if you choose to continue to log in using your email address and password, you may also be required to enter a one-time passcode that’s sent to your email.
     
    Important! Protect your credentials.
     
    In 2026, all your Equitable® accounts will use the same credentials to log in.
     
    Remember that you have personal information in your Client Access® and EquitableHealth.ca® accounts. To keep your personal information private and safe, make sure you’re the only one using your login credentials.
     
    Watch for ongoing communications and updates about how Equitable is helping to protect your information.
     
  6. [pdf] Equitable Guaranteed Investment Funds – Investment Class
  7. November is Financial Literacy Month


    During the month of November, financial services organizations throughout Canada will be participating in Financial Literacy month. Created by the Financial Consumer Agency of Canada (Agency), the goal of this initiative is to share information that will help Canadians achieve their financial goals. This can include managing debt, saving for the future, and understanding their rights and responsibilities.

    To support this initiative, Equitable Life® will be posting articles on Equitable’s® Blog and sharing relevant information on Facebook, Twitter and LinkedIn. Feel free to share our content with your followers.

    If you’re interested in learning more about your own financial literacy, take this Self-Assessment Quiz. When you have completed the quiz, you will see a list of suggested topics that you might want to explore further.

    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada
    Posted November 1, 2023
  8. DBRS Morningstar reaffirms Equitable Life’s Financial Strength Rating and Issuer Rating
    DBRS Morningstar confirms Equitable Life’s Financial Strength Rating and Issuer Rating at A (high) with Stable Trends. Equitable Life of Canada is pleased to be able to maintain the confidence of the global credit rating agency DBRS Morningstar.
     
    A Financial Strength Rating is DBRS Morningstar’s assessment of an insurance company’s ability to make timely and full payment of its obligations on policyholder claims and benefits as well as financial contract guarantees and benefit obligations. An Issuer Rating reflects DBRS Morningstar’s assessment of that issuer’s likelihood of default and considers the issuer’s fundamental creditworthiness and business and financial risks.
     
    For more information, please see the DBRS Morningstar Media Release.
     
  9. Stay connected with a NEW Web Illustration tool for Equimax

    Equitable Life® is pleased to announce the launch of our web illustration tool starting with Equimax® participating whole life insurance.

    This web illustration tool for Equimax is another way that Equitable Life is modernizing your experience and allowing you more flexibility to keep your business going while you’re on the road or meeting clients. This new illustration site is accessible on a web browser, so you can access it from a mobile device such as your phone, tablet, or iPad, and with MAC or Windows-based PCs or laptops.

    Access the new web illustration tool for Equimax by logging in to EquiNet® and clicking the button in the ribbon called Sales Illustration that now has a Web Illustrations option. Note that you have the option to continue running Equimax illustrations in the desktop illustration software, as it remains unchanged at this time.

    For future enhancements, we plan to integrate with EZcomplete®, to continue to make it easy to do business with Equitable Life.

    Visit the New Web illustration tool for Equimax® now.

    Questions? Please see our FAQ or contact your Regional Sales Manager.

    ® denotes a trademark of The Equitable Life Insurance Company of Canada

  10. Easier than ever with Equitable and EZtransact Equitable® keeps improving our digital self-serve tool, EZtransact®. Our latest enhancements make it easier than ever to do business with us.

    What's new?
    Dollar cost averaging transaction
    • Advisors can now submit new dollar cost averaging requests through the Fund Switch transaction in EZtransact. A new recurring switch type is available.
    • When submitting a new request, you'll need to enter the amount, frequency, date of transfers, and the funds involved.
    • If a client has an active request, you can change the amount, frequency, date, and funds.
    • After you submit the request, the client will get an email to sign. Once they e-sign, the request goes directly to Equitable.

    Other recent enhancements include: See what advisors are saying about our updates and advance your sales process with EZtransact. If you have questions, contact your Director, Investment Sales.

    Date posted: December 11, 2024