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1. CI Path to Success
2. CI Path to Success
3. Updates
4. Coming March 23, 2020 – Equimax enhancements include 60 months of flexibility to make extra deposits

   The following features will be available on Equimax Estate Builder® and Equimax Wealth Accumulator® plans!   
   
   60 months of Excelerator Deposit Option (EDO) flexibility

   • Up to 60 months to make initial EDO payment or resume stopped or reduced payments. No additional underwriting required. 
   • For approved EDO amounts exceeding $150,000 annually ($12,500 monthly), clients have up to 12 months from the date the EDO application was signed or the date of the last EDO payment to make an EDO payment before a contribution cap may apply.
   • Available on all policies with an effective date of March 23, 2020 or later.
   
   
   
   EDO available on case ratings of 300% or less
   • If a policy already in effect has a rating over 200% and up to and including 300%, the owner can apply to add EDO provided the policy was issued under the 2017 tax rules.
   • Additional underwriting and submission of satisfactory evidence may be required.
   
   
   
   Disability Benefit Disbursement at no extra cost
   • If a life insured becomes disabled from a severe mental or physical impairment as defined in the policy contract, the owner may apply for a tax-free,* lump sum payment of up to 100% of the policy’s cash value.
   • Exclusions apply. See sample policy contract for full details, including the qualifications for the disbursement.
   • Available on all policy issued under the 2017 tax rules.

   
   
   * Tax laws are subject to change. The payment of the disability benefit disbursement may affect the adjusted cost basis (ACB) of the policy as it is considered payment of a capital benefit. Changes in ACB can affect the future taxation of the policy.

   Processing your Application
   To make the transition as smooth as possible, please take a moment to review the following transition rules.
    

5. Marketing Materials
6. Marketing Materials
7. Marketing Materials
8. Marketing Materials
9. Fabien Jeudy takes over as President and CEO In March, we announced that Fabien Jeudy was appointed as Equitable Life’s next President and CEO. Jeudy officially took over on July 5^th, succeeding Ronald Beettam, who is retiring after 16 years with the company.
   
   Jeudy is a collaborative leader with more than 30 years of experience in the insurance industry, leading actuarial, finance, risk management, distribution, marketing teams and operational teams in the Life & Health Insurance, Wealth Management and Group Benefits markets in Canada, the US, and Asia.
   
   “His proven success developing and managing high-performance teams, building long-term relationships with stakeholders and regulators, growing and innovating the insurance business, and making long-term decisions with the policyholder in mind make him the perfect choice to lead Equitable Life into its next 100 years in business,” said Board Chair Douglas Alexander.
   
   Learn more about our new President and CEO
    
10. Delegation Requests Now Available on EquiNet We are excited to announce a new feature that will help make it easier for you to do business with Equitable Life.
     
    This new feature allows you, to submit a delegation request through the “Access” tab under your EquiNet profile. 
    
    Once the delegation request has been completed, the specified people will be able to view and manage the policies of the Advisor who submitted the request, as long as they have codes of their own within the system.
     
    Please contact the customer service team at customerservice@equitable.ca for more information.