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1. And the Equitable FHSA Contests winners are... Equitable^® is proud to be the first insurance company to offer a First Home Savings Account (FHSA) to Canadians.  
    
   Since launch in September 2023, we have received an incredible response to Equitable’s FHSA, available on Pivotal Select™ Investment Class (75/75) and Pivotal Select Estate Class (75/100).
    
   As part of this historic launch, we offered contests for clients to win $8,000 towards their 2024 FHSA contribution, with their advisor winning $2,000. We’ve now completed the draws and are thrilled to announce the following winners:
    
   January 16, 2024, draw:
   Client: Jagan A., ON
   Advisor: Krupa P., ON
    
   February 13, 2024, draw:
   Client: Pawandeep K., ON
   Advisor: Jaskaranjit S., ON
    
   Congratulations to our winners! It warms our hearts to know we are helping Canadians save for their first home.  
    
   From all of us at Equitable, thank you for your trust and partnership.
    
   ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
   
   Date Posted: March 13, 2024
2. And the winners of Equitable’s New Year’s Resolution, New Year’s Contribution Contest are…

   A big thank you for making  Equitable’s New Year’s Resolution, New Year’s Contribution contest a huge success.  
   
   Clients who made a contribution between January 1 and February 29, 2024, to their Registered Retirement Savings Plan (RRSP), Tax-Free Savings Account (TFSA) or First Home Savings Account (FHSA) could win $5,000 and the advisor could win $1,000.
    
   As a special thank you to our clients and wonderful advisor partners we’ve tripled the fun and appreciation to three prizes.
   
    We’ve now completed the draws and are thrilled to announce the following winners:

   • Client: Winnie C., Ontario
     Advisor: Rebecca M., Ontario

   • Client: Eunice D., Alberta
     Advisor: Diamond O., Alberta

   • Client: Loyda A., Alberta
     Advisor: Michael V., Alberta

   Congratulations to our winners!  
   
   From all of us at Equitable, thank you for your trust and partnership.
   
   Date posted: April 24, 2024
    
   ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.  

3. New! Digital Beneficiary Change Request option for clients (Individual insurance) Great news! Equitable^® has introduced a new Digital Beneficiary Change Request option for life insurance clients on Client Access. 
   
   Clients with eligible plans can now choose to make beneficiary changes directly online. It is another step in Equitable’s journey of enhancing the client experience.
   
   Which plans are eligible?
   
   Eligible
   • Individually owned plans with revocable beneficiary designations.
   • Plans with policy owners not living in Quebec.
   
   Not eligible
   • Plans with irrevocable or preferred beneficiaries.
   • Plans with policy owners living in Quebec.
   
   Our previous process, using form (#671BCF), has not changed. It continues to be available for those who prefer that option.
   
   
   Note: The new Digital Beneficiary Change Request is currently only available to clients. We will be launching an advisor online option soon. Going forward, we will not make self serve transactions available to clients ahead of advisors.
   
   Learn more: Please contact your local Equitable wholesaler. 
4. New! Digital Beneficiary Changes – for advisors In July, Equitable^® launched a new Digital Beneficiary Change Request option for life insurance clients using Client Access. 
   
   We have just updated this process for advisors. You can now submit digital beneficiary change requests for eligible clients using Policy Inquiry. No forms needed!
   
   It’s easy! Just log in to EquiNet^®, then select Policy Inquiry from the Menu bar. 
   
   This simple process is another step in our journey towards enhancing your experience of working with us.
   
   
   
   
   
   
   
   
   
   
   Which plans are eligible*?
    

   Eligible	Not eligible
   Individually or jointly owned plans with revocable beneficiary designations.	Plans with irrevocable or preferred beneficiaries.
   Plans where all policy owners are living outside Quebec.	Plans with policy owners living in Quebec.

   
   *These eligibility rules apply to requests made online by both clients and advisors. 
   
   Our previous ‘manual’ process (using form #671BCF) continues to be available for those who prefer that option.
   
   Learn more
   Please contact your Equitable wholesaler for more details.

   
   
   
   ^® or ^TM denotes a trademark of The Equitable Life Insurance Company of Canada.

5. Equitable's Fresh Outlook DIA/GIA Contest

    

   CONGRATULATIONS to Immaculata A., Manitoba. Winner of the PRIZE of $1000.
    

   The contest is now over. Thank you to those who participated. 

    

    

   Win with Equitable’s Fresh Outlook DIA/GIA Contest 

   August 1 to October 31, 2024 

    

   ® or ^TM denotes a registered trademark of The Equitable Life Insurance Company of Canada.
   Fresh Outlook DIA/GIA Contest: No purchase necessary. Contest period is August 1, 2024 to October 31, 2024. One (1) prize to be awarded for a total value of $1,000 CAD. Correct answer to mathematical skill-testing question required to win. Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible Entries received during the Contest Period. For full contest rules, including no-purchase method of entry, see full contest rules.

6. Request standard in-force illustrations with the click of a button
   At Equitable^®, we are making continuous improvements to our advisor and client services. We are excited to share an upcoming enhancement. 

   
   What’s new?

   
   Beginning on August 15, 2024 , you and your clients will be able to request standard, current in-force illustrations—at any time—for your clients’ whole life and universal life policies with the click of a button.
   
   Currently, standard in-force illustrations for whole life and universal life policies are autogenerated only on policy anniversaries. These in-force illustrations will no longer be autogenerated after August 15, 2024.
   
   Please note: For specialized illustrations—such as those with segregated funds, D2000/D2000+ policies, policies where the insured’s age falls outside existing illustration parameters, or policies that were originally from Clarica—you will still need to use the in-force illustration request form  for whole life or universal life policies.  

   
   How do I access this?

   
   You can request an in-force illustration by logging into EquiNet^® and going to the Policy Details page via Policy Inquiry. Under the Coverage tab, you will now see a button called Inforce Illustration Request. Click the button to request the illustration. Learn more about how to access here. 
    
7. Introducing Equitable Guaranteed Investment Funds

   
    

   We’re excited to introduce the next evolution of the product advisors know and trust most. You made segregated funds our #1 wealth solution. Now, we’ve made it even better with enhancements designed to help power your growth and help deliver even more value to clients.

   Discover Equitable Guaranteed Investment Funds™

   • More choice & flexibility when it comes to our investment fund lineup

   • Better pricing advantages including the option for clients to group account values together within a household

   • New features & tools like asset rebalancing to make portfolio management easier

   Individual Wealth is in growth mode — and advisors like you are the reason why.

   If you were already offering our segregated funds to clients or were on the fence about segregated funds altogether, there’s never been a better time to explore Equitable Guaranteed Investment Funds.
   
    

           

   
   Have questions or want a walkthrough? Our team is here to support your success every step of the way. Meet the team.

8. [pdf] MDRT - Million Dollar Round Table Certifying Letters
9. 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.

10. 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.