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1. 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.

2. Exciting new product changes are coming your way! Equitable Life® has exciting product enhancements that will help you offer more choices for clients in 2022.
    
   Changes to our whole life and critical illness insurance products effective February 12, 2022, include:
   
   •   NEW! 10 pay premium option with Equimax Estate Builder®
   •   NEW! EquiLiving® plans and riders enhanced  
   
   EZcomplete and paper applications will be updated on February 12, 2022
   
   Transition rules are available.
   
   Watch for more information including the virtual product launch event.
    
3. Sales Strategies
4. Important update MGAs / National Accounts
5. Policy Documentation Contract Replacement
6. [pdf] Another reason to invest with Equitable
7. [pdf] B2B Loan application process for Equitable Life of Canada
8. [pdf] Transforming the group benefits experience
9. [pdf] Replacement requirements by province