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5 great reasons to work with Equitable
There are plenty of reasons to work with Equitable. We’ve rounded up the top 5 in our popular marketing piece 5 great reasons to make Equitable your first choice.
1. We’re committed to our policyholders.
At Equitable, our mutual status gives us the advantage of focusing exclusively on our policyholders and our commitments to them. We have a DBRS Morningstar rating of A (high) and a strong LICAT ratio. This means that we are well-positioned to continue meeting our commitments to our clients.
2. We have a broad, competitive product shelf.
We offer a diversified and competitive product portfolio, with some of the most competitive solutions on the market. Our broad range of insurance and savings products provide you with competitive, flexible solutions to meet clients’ financial needs.
3. We make underwriting easy.
Are you working on a large case? We have a specialized team of experts and dedicated underwriters to help you with larger and more complex cases.
4. We offer regional wholesaler support.
Our regional wholesalers are here to provide personalized sales support in the field, from coast-to-coast. They take the time to understand your business needs and help develop solutions.
5. We have great online advisor tools.
EquiNet, Equitable’s advisor site, is bilingual and mobile-friendly. It puts the tools and information you need right at your fingertips. Check out our EZcomplete® online applications, administrative forms and processes, sales illustrations, marketing materials, and more.
Contact your Equitable wholesaler today to learn more!
- Helping clients build financial literacy in a changing disclosure landscape
- [pdf] Investment Direction - Pivotal Select
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EZcomplete Non-Face-to-Face enhancement
An EZ way to conduct your out-of-town businessYou asked for it, we built it: a solution for your non face-to-face business. EZcomplete® allows you to conduct your non face-to-face business easily and quickly with your clients providing their signature remotely on their own device.
How does it work?
EZcomplete walks you through the electronic signature process. EZcomplete allows your clients to sign remotely using their own device for non-face-to-face applications. You only need to enter their email address and provide them with a secret passcode to securely access the documents to review and sign.
Just another reason to do business with Equitable Life®
EZcomplete makes it easy to process your non-face-to-face applications and do business with Equitable Life.
Login to EquiNet® and click on the EZcomplete icon on the menu bar
® denotes a trademark of The Equitable Life Insurance Company of Canada.
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Equitable Life presents a conversation with Equitable Asset Management Group
Did you miss our recent webcast with Equitable Asset Management Group’s Dave Irwin? Did you want to watch it again? Click here to access the On Demand presentation.
Summary
After a record-breaking descent into bear market territory, equity markets have since undergone an unprecedented recovery despite the continued negative economic impacts of COVID-19. With market performance seemingly at odds with the outlook for corporate profits and recessionary calls from economists, what can possibly explain the optimistic tone of the market and is it justified? Please join us to hear David Irwin, Director, Portfolio Management and Client Relations share some insight into the current environment, key market drivers and policy responses to help put market performance in context.
Don’t miss your opportunity to also hear about Equitable’s Active Portfolios and recent No Load CB sales charge option.
Please note that this webcast is open to advisors only. Be advised this webcast is available in English only. We will not be seeking any Continuing Education credits for this webcast. -
Equitable Life presents Invesco Canada – Global perspectives in a highly uncertain time
The COVID-19 pandemic has shaken the global economy. Uncertainty in the market is leaving investors unsure of what is next and asking where do we go from here? Please join Michael Hatcher, Head of Global Equities and Director of Research for Invesco Canada as he shares his insight in the global equity space.
Equitable Life® is pleased to highlight access to Invesco Global Companies Fund, Invesco International Companies Fund, and Invesco Europlus Fund in the Pivotal Select™ segregated fund line-up.
Register now
Continuing Education Credits
This webinar 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. In order 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.
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Equitable Life presents Dynamic Funds featuring David L. Fingold
With the upcoming U.S. election, and the ongoing coronavirus pandemic, the challenges and uncertainty of today’s global market can create doubt for investors. Please join us to hear guest speaker David L. Fingold from Dynamic Funds discuss a look at global markets; insights on the current positioning of Dynamic American Fund and Dynamic Global Discovery Fund; and review of investment process
Do not miss the opportunity to hear about some of the key holdings of David’s portfolios!
Equitable Life is pleased to offer access to five different Dynamic Funds in the Pivotal Select™ segregated fund line-up, including the Equitable Life Dynamic American Value Select and Equitable Life Dynamic Global Discovery (the underlying funds of which are managed by David).
Learn more
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Launching Equitable Life Savings & Retirement Webinar Series
In 2021, Equitable Life’s® S&R team will spotlight various aspects of our competitive fund lineup and product offerings. Each webinar in the series will feature a new topic. This 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 welcomes Kimberley West, Senior Client Portfolio Manager for Invesco Canada’s International Companies Fund. West will be joined by Ryan Diamant, Senior Product Manager, Invesco Canada.
Equitable Life is pleased to highlight access to Invesco Global Companies Fund, Invesco International Companies Fund, and Invesco Europlus Fund in the Pivotal Select™ segregated fund line-up.
Learn More
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Equitable Life Savings & Retirement Webinar Series welcomes Franklin Templeton
In 2021, Equitable Life’s® S&R team will spotlight various aspects of our competitive fund lineup and product offerings. Each webinar in the series will feature a new topic. This 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.
Join your host Joseph Trozzo, Investment Sales Vice President and Franklin Templeton. Equitable Life is pleased to highlight access to the Bissett Monthly Income and Growth Fund Select, Bissett Canadian Equity Fund and Bissett Dividend Income Fund in the Pivotal Select™ segregated fund line-up.
Learn More
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Equitable Life Savings & Retirement Webinar Series featuring Dynamic Funds
Equitable Life continues to spotlight various aspects of our competitive fund lineup and product offerings. This series gives 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, we welcome Bill McLeod, Vice President & Portfolio Manager, Equity Income, from Dynamic Funds. Join us to hear Bill McLeod discuss:
• North American markets in 2022
• Insights on the current positioning and review of the investment process for Dynamic’s Equity Income Fund.
Learn more
Equitable Life is pleased to offer access to five different Dynamic Funds in the Pivotal Select™ segregated fund lineup including the Equitable Life Dynamic Equity Income Fund.
This webcast is available in English only.