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1. [pdf] MDRT - Million Dollar Round Table Certifying Letters
2. Policy change begins eDelivery of contracts and documentation Effective February 16, requested contract changes for inforce Life policies will be completed as per our usual process. However, the contracts and documentation will now be sent out electronically.
    
   We are leveraging the same electronic delivery solution as the New Business process currently in place. An acknowledgement or e-signature will be required to electronically complete the requested change.
    
   Advisors/MGA and Policy Owners will receive an e-mail notification when review, acceptance or eSignature are required.
    
   Looking for more information?
   Additional details regarding the process can be found here and in the FAQ.
   Please contact your Regional Sales Manager if you have any questions.
3. 2022 brings a new year of retirement savings opportunities

   As a new year begins, you will start to reach out to your clients about the upcoming Retirement Savings Plan deadline, March 1, 2022. This year, connect with your clients through social media, video chats, emails or even in-person. Try Equitable’s Case Studies, Prospecting Letters, Video and Equitable Blog on EquiNet® to make the most of your meetings. Designed for each specific target group, these sales strategies can help initiate a conversation about retirement savings goals.
   
   To learn more about Retirement Savings Plans, click here.

4. Critical Illness Path to Success Program This program was designed with you, the Advisor, in mind.
   
   Path to Success: Expert Advice on navigating CI Sales provides you with actionable ideas and scripts that you can implement immediately into your critical illness insurance meetings. CE Credits are available if you review the program in its entirety and complete the quizzes at the end of each section.
   
   View the pdf with details about the CI Path to Success Program.
   
   Watch details about the CI Path to Success Program here.
   
   Next steps:
   If you have any questions or are interested in getting access to this program, please reach out to your Regional Sales Manager directly.
5. [pdf] Corporate Preferred Estate Transfer using universal life
6. [pdf] Corporate Preferred Estate Transfer using Equimax
7. Replacements
8. Replacements
9. Guides for completing Individual Insurance forms now on EquiNet We have recently added guides to provide detailed instructions on how to fill out forms on EquiNet. You can find them on the Individual Forms page, directly underneath the applicable form. In the coming weeks, we will be adding more guides for additional forms, so make sure to check the Forms page for solutions that help you work smarter.
    
   View our newly posted guides:
   • 671OC Guide (Guide to Completing an Ownership Change Form)
   • 594 Guide (Guide to Completing Business Information Form)
   • 1710 Guide (Guide to Completing Verification of Identity for Policy Owners)
    
   Additional guides for the following forms will be available soon:
   • 693UL (Reallocation and Transfer of Funds Form -Universal Life)
   • 681 (Request for Termination Form)
10. Quickly calculate first home savings with Equitable Have clients thinking about buying a first home? Equitable^® has a calculator that can help.
    
    Check out our new First Home Savings Account (FHSA) calculator to see how much clients could save. It’s simple to use and shows how money can grow when invested in an Equitable FHSA.
    
    With the calculator, you can:
       •  Show clients how much they might save
    •  Demonstrate how savings can grow over time
    •  Motivate clients to reach their goal
    
    Try the FHSA calculator with clients today. Want to learn more? Talk to your Director, Investment Sales.
    
    Date posted: September 8, 2025