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1. Equitable Life is launching a new Retirement Savings Plan section on EquiNet It is never too early or too late to speak to your clients about Retirement Savings Plans (RSP). This is a great time to check us out because Equitable Life® is launching all new tools and resources to help you improve your sales strategy and reach your clients.
   
   Today, Equitable Life is launching an all new RSP section on EquiNet®. The RSP Product Information box contains new and improved marketing tools and resources. Need to prospect new clients? We have editable letters to help you do that! Need to market to Millennials, Generation X or Baby Boomers? We have brochures and case studies to help you reach them. Want to market to your clients using social media? We have links and articles to help you share the love. With all the new and updated RSP materials, we have you covered. So, visit us on EquiNet today to see how we can help you grow your business.  
    
2. Equitable Life Savings & Retirement Webinar Series featuring Payout Annuities.

   
   This month, Equitable Life is featuring a discussion on Payout Annuities. Hear why payout annuities provide a guaranteed income that is worry-free and receive insights into how a payout annuity can fit into a client’s retirement plan.
    
   Join your host, Shannon Labby, Regional Vice President, National Investment Sales as she welcomes Nicole Lemon, Product Manager, Savings and Retirement, Equitable Life of Canada for a discussion on Equitable Life’s Payout Annuities.
   
    

   Learn more
    

   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.

3. The new segregated fund EZcomplete cloning feature will save time and errors.

    

   The new cloning feature for Savings & Retirement EZcomplete^® applications means that advisors don’t need to enter the same client information when completing multiple applications for the same client. 

    

   Here's how easy it is to use.

   

   Best of all, you can clone in progress and submitted applications.
   
   This is just some of the information that will be automatically copied:

   • Name

   • Date of birth

   • Gender

   • Occupation

   • Address

   • Phone numbers

   • Email address

   • Social Insurance Number

   • All beneficiary information

   
   The new EZcomplete cloning feature will save advisors time and reduce errors.

    

             
   
                                                                     
    

    

   If you have any questions, contact your Regional Investment Sales Manager

   
   ® denotes a trademark of The Equitable Life Insurance Company of Canada.
   Posted April 6, 2023
4. Is it time to revisit bonds?

   You see the interest rate predictions and talk of inflation in the news every day. What should clients do? Is it time to consider bonds?
    
   Join our webcast with Darcy Briggs, Senior Vice-President, Portfolio Manager, of the Franklin Canadian Core Plus Bond Fund, for insights on the impacts of interest rates and inflation movement on bond portfolios and how to navigate during this time of uncertainty.
    
   Darcy and the team skillfully combine Canadian core bonds with non-core fixed income opportunities to create a solution that is built around a foundation of high-quality Canadian bonds. They opportunistically add “off benchmark” securities for added yield and diversification.
    
   You don’t want to miss it.

    

   Learn more
    
    

    
   Continuing Education Credits
   This webcast 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: April 25, 2024
5. Now better than ever! The updated “Understanding participating whole life insurance” (#1038) is here Our most-viewed client guide has gone through a full update. It now features new Equitable^® branding and wording that makes all the difference.
   
   We’ve rewritten it to help clients grasp concepts like dividends better. And to help clients understand how we invest their premium payments in the participating account. It will help you have conversations with clients about the ins and outs of their participating whole life insurance policies.
   
   We’ve also refreshed the visuals throughout. The redone 1038 guide is another way we’re showing our wholehearted commitment to our participating policyholders.
   
   See the EquiNet^® marketing materials page to find the updated 1038!
   
   Want to know more?
   Your Equitable Wholesaler is here to help!
    
6. Advisor Guide
7. [pdf] Levelize the tax on fixed income investments with corporately-owned participating whole life (corpor
8. Client-Focused Videos A Great Tool to Start Meaningful Conversations with clients
   
   We are committed to helping advisors connect with clients. To support this, Equitable created a video that explains how life and critical illness insurance can provide financial support when the unexpected happens. 
   
   This video is a great tool which can help advisors drive those important conversations and guide clients toward the best solution to fit their needs.
   
   You can watch our new video here: English - French
   
   Just a quick reminder, we have also created a series of videos to help clients understand the different insurance options. Share them with your clients today: 
   ● Equimax^® participating whole life for children
   ● Dividends
   ● EquiLiving^® critical illness insurance
   ● Term life insurance
   ● Equitable Generations^™ universal life insurance
   
   Contact your Equitable Wholesaler – we’re here to help!
9. Simpler juvenile policy approvals

   A win for you and clients 

   
   Get insurance protection in place more quickly for kid’s policies with an enhanced juvenile underwriting model. It’s an industry-leading predictive model that extends existing auto-assess capabilities for your juvenile applications.  
    
   What does this mean for you?   
   You will notice reduced wait times as clients get the protection they need faster. And you will receive your commission quicker as well. This gives both you and your Equitable^® underwriter time to focus on supporting your complex cases to bring you our best offer. The new auto-approval model for juvenile policies is a win for all. 
    
   Give us a try!  
   See for yourself how we can help you get protection in place for clients quickly. 
   
   Contact your Equitable wholesaler for more information.
   
   ^® or ^TM denote trademarks of The Equitable Life Insurance Company of Canada.
10. Unique solution can help your business grow in the group benefits market Are you ready to grow your business in the group benefits market? Then the Equitable EZBenefits™ experience should be on your radar.
    
    Join our online session May 22, at 1 p.m. ET and learn why companies with two to 25 employees are choosing this unique solution. Reasons like affordability, sustainability, and how easy managing the plan is for their members and administrators.
    
    We’ll also explore its features:
    • Plan design options for various needs and budgets
    • Embedded health and wellness services
    • Built-in HR support services
    • ‘EZ’ process for rapid quotes, hassle-free plan implementation and renewals
    • Dedicated advisor concierge service
    
    A question-and-answer (Q&A) period will follow the presentation.
    
    Register here to attend our session.
    
    
    
    
    ^® and ^TM denote trademarks of The Equitable Life Insurance Company of Canada.