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Free Webinar: A better employee health benefits solution for small business clients Join us on Tuesday, May 28, 2024 at 1 p.m. ET for a free webinar about Equitable EZBenefits™ – our new employee health benefits solution designed for small business clients.

If you serve small business owners, chances are they’re looking for a group benefits solution that’s affordable, sustainable and easy to manage. That’s why we created EZBenefits for businesses with between 2 and 25 employees.

You’ll learn about:
● The range of plan design options we’ve created to fit various needs and budgets;
● The streamlined process we’ve designed to optimize your time and provide you and your clients with rapid quotes, hassle-free plan implementation and easy renewals;
● Our dedicated Advisor Concierge Service – your go-to resource for EZBenefits support;
● The health and wellness services that are embedded with EZBenefits, including Virtual Health and an Employee and Family Assistance Program; and
● The built-in HR support through Equitable’s partnership with HRdownloads®, including access to HR technology, content and training.

Register to attend the EZBenefits webinar

This webinar will be delivered using Microsoft Teams and will include a Q&A component. If you wish to submit a question using the Q&A feature, please follow these instructions when you join the webinar:
● Join using the Microsoft Teams app. If you do not have Microsoft Teams, you can download it for free here.
● If you prefer to join via web browser without installing Microsoft Teams, please use Google Chrome or Microsoft Edge. Other browsers do not support the Q&A feature.
Equitable Sales Illustration System User Tips

Universal life product linked interest option changes

On July 1, 2025, we will be changing the index that is tracked for the linked interest options shown far below.

Clients can change their investment options at any time if they choose. This includes the Linked Interest Option(s) for money currently invested and future deposits.

Requests for this change can be done:

• In writing – Submit the Reallocation and transfer of funds – universal life form (form 693UL).

• Online by advisors – Go to Policy Inquiry on EquiNet^® (advisor site).

• Online by clients – Links in Client Access® through Equitable.ca.

Please contact your Equitable^® Wholesaler for more information.

Linked Interest Option	Universal life insurance solution	Currently tracking	Effective July 1, 2025
Canadian Equity Index	• Equitable Generations^TM	S&P/TSX 60^® Total Return Index	S&P/TSX Composite^® Total Return Index
Canadian Equity	• Equation Generation^® IV • EquiLife^® • Equation Generation III • Equation Generation II • Equation • Direction 2000 Plus	S&P/TSX 60^® Total Return Index	S&P/TSX Composite^® Total Return Index

S&P/TSX® 60 Total Return Index and S&P/TSX Composite® Total Return Index registered trademarks of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and S&P Global. All others are registered trademarks of The Equitable Life Insurance Company of Canada.

Individual Insurance Prestige Advisor Program
Prestige Advisor qualifications MGA
Prestige Advisor qualifications WFG
New internal transfer enhancement available on Equitable’s EZcomplete
Advisors will now notice a new internal transfer enhancement in EZcomplete®, Equitable’s online application platform — and it’s designed to make life a whole lot easier. With this update, moving a client’s funds from an existing Equitable® segregated fund contract into a new Equitable Guaranteed Investment Funds™ contract is now faster, smoother and far more intuitive.

Here’s what you can expect:
- A clear, consolidated view of clients’ current contracts.
- Key details — like product type, current market value, sales charge and Guaranteed Interest Account terms — displayed right up front.
- Options to complete full or partial transfers.
- Helpful alerts that guide you through each step and help prevent mistakes.
Everything you need to complete an internal transfer is now in one spot — no more digging through old statements or searching for external documents. It’s a more streamlined, transparent experience for both you and clients.

You can access the enhancement directly within EZcomplete (Individual Wealth).

If you have questions, speak with your Director, Investment Sales or Advisor Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427, or email individualwealth@equitable.ca.

® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
Path to Success Module 4
Total Cost Conversation — Navigating Client Relationship Model Phase 3 (CRM3) with clients
Discover how to navigate CRM3 conversations to build trust, clarity and stronger client relationships.

Join our May Master Class, featuring Invesco Global Consulting’s Program “Total Cost Conversation — Navigating Client Relationship Model Phase 3 (CRM3) with clients.”
Total Cost Reporting with CRM3 will become mandatory on client statements in January 2027 and now is the right time to start the conversation. This session will help you speak clearly and confidently with clients about what’s changing, using language that builds trust and understanding.

In this session, Invesco will explore:
- What to say about CRM3 and how to explain it in a way clients understand.
- How trust differs across generations, including Boomers, Gen X and Millennials.
- How to clearly communicate and reinforce your value to clients.
Why attend?
- Learn practical ways to build trust and confidence when discussing CRM3 with clients.
- Support client conversations with greater transparency and clarity.
- Gain access to a research‑based script to open discussions about Total Cost Reporting.
Hosted by Joseph Trozzo, Vice President, National Investment Sales at Equitable, with featured presentation by Rob Kochel, Director, Invesco Global Consulting at Invesco. This webcast is available in English only. Don’t miss this opportunity.

Learn more
[pdf] RRSP to RRIF Conversion