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  1. [pdf] Why do business with Equitable Life
  2. [pdf] Collateral Loan Suitable Candidate Profile
  3. [pdf] Building a Stronger Investment Portfolio
  4. Updates
  5. How can I help to expedite the contracting process?
  6. Can an advisor transfer their contract under another MGA?
  7. Give the Gift of a Head Start
  8. Repositioned Wealth Accumulator available

    Repositioned Equimax Wealth available now

    As we continue to grow to meet the needs of various market segments, our product options for your high net worth (HNW) clients have also been improved. Equimax Wealth Accumulator® has been repositioned to meet the needs of your high net worth clients by providing more deposit room and competitive early cash values.

    Equimax Wealth is now repositioned for your high net worth clients

    Equimax Wealth Accumulator is now targeted for clients ages 45 to 65 with an insurance need but also looking for tax advantaged growth as an alternative to traditional investments. It allows your clients to achieve both while diversifying their portfolio and saving taxes, particularly for corporations.
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    Highlights of the repositioned Equimax Wealth Accumulator:

    • More deposit room - Allows for significantly more deposit room by reducing the initial death benefit. This means more money can be paid into the policy to promote the tax-advantaged investment growth.
    • Higher early cash surrender values - We are more competitive on total cash value in years 1 to 10 in the target market ages of 45-65. The higher extra deposit room and early surrender cash value allows the illustration to show an earlier premium offset, which is key for the HNW market.
    • More competitive on life pay - Improvements to life pay more notable than 20 pay. Reduced premiums for most male and female non-smokers in our target market (ages 45-65) as well as 2, 3, and 4 year improvement in illustration of premium offset.
    • More competitive at older ages - A shift in the target market means you can support older clients in the HNW market. The Equimax Wealth Accumulator is now more competitive at ages 45-65.

    Learn more

    For full details on the transition, please see our transition rules.

    For more information on this product, please visit the Equimax page on Equinet.

  9. Equitable Life Savings & Retirement Webinar Series features Global Equity Investing Using a First Pr
    In 2022, Equitable Life’s® S&R team will continue to spotlight various aspects of our competitive fund lineup and product offerings. Each webinar in the series features a new topic. This series gives 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 Michael Hatcher, CFA, Head of Global Equities and Director of Research for the Invesco Canada Equity team. Join your host Taylor Stavenjord, Regional Vice President and Invesco Canada.

    Equitable Life is pleased to highlight access to Invesco Global Companies Fund, Invesco International Companies Fund, and Invesco Europlus Fund in the Pivotal Select™ segregated fund lineup.

     

    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.
  10. Equitable Life Savings & Retirement Webinar Series featuring Equitable Asset Management Group
    In 2022, Equitable Life’s® S&R team will continue to spotlight various aspects of our competitive fund lineup and product offerings. Each webinar in the series features a new topic. This series gives 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 David Irwin, Director, Portfolio Management and Client Relations, Equitable Life of Canada. Please join us to hear David Irwin discuss the state of markets today, what key risks investors are focused on, and how the Equitable Life Active Segregated Fund lineup is positioned.

     

    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.