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1. [pdf] FeelingBetterNow
2. [pdf] Online Plan Member Enrolment Quick Reference Guide
3. [pdf] GIA Laddering Option
4. [pdf] Path to Success - Pivoting to CI from Investment Planning
5. [pdf] Path to Success - Pivoting to CI from Life Insurance
6. [pdf] Path to Success - Pivoting to CI from Long Term Disability Insurance
7. [pdf] Transfer Authorization
8. Equimax Participating Whole Life illustration reports are getting a makeover! As you’ve heard us say before, we focus exclusively on our clients and partners. We are continually looking for ways to make it easier to do business with Equitable^®. With this in mind, we’ve taken a long hard look at our illustration reports for Equimax^® Participating Whole Life. We have updated our reports to help make them easier to use.
   
   The new Equimax illustration report will have:
   ●  A new look and feel that matches our refreshed branding
   ●  Updated content that is clearly written and client-friendly
   ●  A reorganized layout based on advisor feedback
   ●  A cleaner, streamlined design
   
   All of these changes will go live on February 24, 2024 through the desktop and web illustration software on EquiNet^®.
   
   Have questions or want to share feedback? Talk to your Equitable Wholesaler today!
   
   
   ^® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
9. Save time on your DIA/GIA applications with EZcomplete

   Save time on your Daily Interest Account and Guaranteed Interest Account applications with Equitable’s EZcomplete^®. Recently launched on Equitable’s electronic application platform, EZcomplete takes the hassle out of completing applications.
   
   EZcomplete applications are available for:
   •   Daily/Guaranteed Interest Accounts
   •   Pivotal Select^™ segregated funds
   •   Equitable Generations^™ universal life insurance
   •   Equimax^® participating whole life insurance
   •   EquiLiving^® critical illness insurance
   
   Did you know:
   •   Applications settle faster due to significantly fewer “NIGOs” (not in good order).
   •   The electronic signature process is seamless, and ideal for in-person or remote applications.
   •   EZcomplete delivers point-of-sale materials directly to clients.
   •   Only the relevant sections display, reducing complexity, and simplifying the application process.
   
   Just another reason to do business with Equitable. Go online today! Log in to EquiNet^® and click on the EZcomplete icon on the menu bar.
   
   Date posted: October 8, 2024

10. 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.