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985 results for life policy 300109556

7% No Load CB5 Initial Commission - Limited Time Offer!

For a limited time only, Equitable Life^® is pleased to announce an increase to the CB5 sales option initial commission from 5.6% to 7.0% on Pivotal Select™ segregated funds. The 7% initial commission is effective from May 20 to August 31, 2022 only.*

Equitable Life is committed to offering advisors and clients product, service, and feature choices that best suit their needs. We are pleased to offer multiple sales charge options, three distinct guarantee classes, and a diverse selection of investment funds to align with advisors’ and clients’ unique needs.

For more information, please contact your Equitable Life Regional Investment Sales Manager.

* Increased initial commission does not apply to pre-existing PADs. Equitable Life reserves the right to end the campaign, at any time and without notice.
** Applies to FundSERV trades occurring between May 20 and August 31, 2022. Initial commission on non-FundSERV trades occurring between May 20 to August 31, 2022 increases from 4% to 5%. Initial commission is subject to a chargeback.

™or ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
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.
This month, Equitable Life welcomes Les Stelmach, Senior Vice President, Portfolio Manager Franklin Bissett Investment Management and Ryan Crowther, Vice President, Portfolio Manager, Franklin Bissett Investment Management.

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
Crunch the numbers with Equitable Life of Canada

Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life^® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.
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Gloria and Nigel just launched their small business and have dreams of becoming millionaires. What will it take for them to join the millionaire’s club?

Did you know?
There are many factors to consider including inflation, taxation and rate of return. Check out Equitable Life’s Cool Million Calculator.

Share calculators using your Facebook, Twitter or LinkedIn account.
Crunch the numbers with Equitable Life of Canada
Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life^® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.
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Amesh just celebrated his 71st birthday. He is looking for a product that provides continued growth in a tax-sheltered environment. What should he do with his existing Registered Retirement Savings Plan?

Did you know?
It is mandatory that you convert your RRSP to a RRIF by December 31st in the year you turn 71. Check out Equitable Life’s RRIF Payment Calculator.

Share calculators using your Facebook, Twitter or LinkedIn account.
Stay connected with a NEW Web Illustration tool for Equimax
Equitable Life^® is pleased to announce the launch of our web illustration tool starting with Equimax® participating whole life insurance.

This web illustration tool for Equimax is another way that Equitable Life is modernizing your experience and allowing you more flexibility to keep your business going while you’re on the road or meeting clients. This new illustration site is accessible on a web browser, so you can access it from a mobile device such as your phone, tablet, or iPad, and with MAC or Windows-based PCs or laptops.

Access the new web illustration tool for Equimax by logging in to EquiNet^® and clicking the button in the ribbon called Sales Illustration that now has a Web Illustrations option. Note that you have the option to continue running Equimax illustrations in the desktop illustration software, as it remains unchanged at this time.

For future enhancements, we plan to integrate with EZcomplete^®, to continue to make it easy to do business with Equitable Life.

Visit the New Web illustration tool for Equimax^_® now.

Questions? Please see our FAQ or contact your Regional Sales Manager.

_{^® denotes a trademark of The Equitable Life Insurance Company of Canada}
Equitable Life presents “Opportunities and risks in the current investment landscape” featuring Davi If you missed the live webcast, “Opportunities and risks in the current investment landscape” with David Irwin from Equitable Life, catch up On-Demand.
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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. 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.

Date posted: March 15, 2023

® denote trademarks of The Equitable Life Insurance Company of Canada.
Equitable Life Dynamic U.S. Monthly Income Fund Select

As a Global Equity Balanced asset class, investors benefit from long-term capital growth through investments that include a broad range of U.S. equity and debt securities. Check out Equitable Life Dynamic U.S. Monthly Income Fund Select in this issue of Fund Focus. The Fund aims to provide long-term capital appreciation and income by investing primarily in a broad range of U.S. equity and debt securities, focusing on a value investment approach when selecting equity securities.

Key highlights

• Actively manages access to the U.S. (one of the broadest and deepest markets in the world).

• Ability to tactically shift asset allocation to take advantage of changing market conditions.

• Aims to provide stability and growth to investors while providing interest and dividend income.

For more information, check out Equitable Life Dynamic U.S. Monthly Income Fund Select or contact your Regional Investment Sales Manager.
Posted November 2, 2023
Reminder: New 350 Life and CI Applications In early August, Equitable^® updated the privacy and legal sections on some forms. This included the 350 Paper Application for Life and/or Critical Illness Insurance. This change was also applied on our websites and our online application EZComplete^®. These changes are part of Bill 64. The Bill is about the protection of personal and private information in Quebec and took effect on September 1^st, 2023.

Due to this change, we ask that all advisors use the latest version, dated May 2023, of the paper application.

For applications in Quebec, the latest version must be used.

For all regions outside Quebec, we are supporting a transition period from ‘old’ to ‘new’ applications until December 31^st, 2023. After this date, we will no longer accept older versions of our Life and Critical Illness applications.

To make sure you are using the latest version of the application, check the date on the title page. It should say May 2023. See the image below:

To order paper copies, click here.

To learn more about Bill 64, please visit Assemblee nationale du Quebec - Bill 64. You may also contact your wholesaler.

^® denote a registered trademark of The Equitable Life Insurance Company of Canada.
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.
Welcome to Cindy Shirley our new Vice President, Chief Underwriter & Claims Today, we are pleased to share some exciting news with you. Cindy Shirley, a seasoned industry expert, has joined Equitable Life^® as our new Vice President, Chief Underwriter & Claims.

With over 20 years of experience in risk selection within the Canadian individual life insurance sector, Cindy brings a wealth of underwriting knowledge to our organization. Her impressive background in individual and data-driven underwriting is a perfect fit for Equitable’s Individual Leadership team.

Cindy's passion for Underwriting is contagious and she looks forward to supporting you, our valued advisors – and our clients. Her exceptional leadership is complemented by her expertise in both high-volume underwriting and the customized large-case market – areas of increased focus for us at Equitable in the coming year.

We genuinely believe that Cindy’s addition to our team will not only enhance Equitable, but also strengthen our partnership with you.

Thank you for your business and the continued trust you place in Equitable Life!

Warm regards,
Donna Carbell | EVP, Individual Insurance Division

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

Site Search

985 results for life policy 300109556

Learn More

Amesh just celebrated his 71st birthday. He is looking for a product that provides continued growth in a tax-sheltered environment. What should he do with his existing Registered Retirement Savings Plan?

Did you know? It is mandatory that you convert your RRSP to a RRIF by December 31st in the year you turn 71. Check out Equitable Life’s RRIF Payment Calculator.

Share calculators using your Facebook, Twitter or LinkedIn account.

Key highlights

• Actively manages access to the U.S. (one of the broadest and deepest markets in the world).

• Ability to tactically shift asset allocation to take advantage of changing market conditions.

• Aims to provide stability and growth to investors while providing interest and dividend income.

For more information, check out Equitable Life Dynamic U.S. Monthly Income Fund Select or contact your Regional Investment Sales Manager.

Did you know?
It is mandatory that you convert your RRSP to a RRIF by December 31st in the year you turn 71. Check out Equitable Life’s RRIF Payment Calculator.