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1. Login information for current advisors
2. Path to Success Module 6
3. About
4. Changes to the PMPRB

   Earlier this month, the Government of Canada announced the final amendments to the Patented Medicines Regulations. These changes will impact how the Patented Medicine Review Board (PMPRB) sets the ceiling price for patented drugs and evaluates if the price of a drug reflects the value it has for patients. The intent of these updates is to enable the PMPRB to more effectively protect Canadians from excessive patented drug prices.

   These changes do not come into effect until July 1, 2020. Finalizing the guidelines and consultation with stakeholders will occur leading up to this date. It is yet to be determined which drugs will be included in the final guidelines. It is anticipated the guidelines will initially focus on drugs launched shortly prior to and after July 1, 2020.

   Equitable Life supports the modernization of the PMPRB and the ongoing need to evolve drug plan management tools in order to support the health of Canadians and drug plan affordability for public and private payers.

   If you have any questions, please contact your Group Account Executive.

5. We hear you. Equitable Life was ranked #1 for overall segregated funds service performance*. Each year, Life Ops Consulting Group conducts an independent survey of financial advisors to find out
   how satisfied advisors are with the service they receive from life insurance companies in Canada. Since 2015, Equitable Life^® has received top marks in overall segregated funds service performance, new business processing, fund/policy statements and post-sales service.
   
   Equitable Life was ranked #1 for overall segregated funds service performance^*
   
   We would like to take this opportunity to thank each of you that took the time to participate in this survey. We are proud of the service that we provide and are committed to listening to what advisors want and need to run their business. We work hard to earn your trust and will do what it takes to keep it.
   
   Thank you.
    

   * Life Ops Consulting Group Distribution Service Satisfaction Survey 2019
   ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.

   
    
6. Short and long-term income solutions from Equitable Life
   Do you have clients without a company pension plan, close to retiring and worried about outliving their savings? Have you talked to them about annuities? Maybe it’s time you did. 
    
   A payout annuity from Equitable Life® provides regular guaranteed income in retirement. Your clients can choose from
    
   • Life Annuity – guaranteed income for life
   • Joint Life Annuity – guaranteed income for two lives
   • Term Certain – guaranteed income for a specific period of time (5 to 30 years)
   • Term Certain to Age 90 – guaranteed income until age 90
    
   There’s no need for your clients to worry about stock market fluctuations or changing interest rates, what better time to add an annuity to your client’s retirement savings strategy.
    
   Payout annuities are an excellent solution for
   
    
   • Converting your savings into retirement income
   • Covering predictable fixed monthly expenses
   • Providing lifetime income
    
   For more information on payout annuities, please click here.
    
    
7. 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
8. [pdf] Levelize the tax on your fixed income investments with participating whole life (individual clients)
9. New flexibility with Equitable’s Term Exchange option Great news! Equitable^® has just added our Term 30/65 plan as an option for term exchanges! This gives clients greater flexibility to choose a term plan that can adapt to their specific needs. 
   
   Clients can exchange their Equitable 10-year or 20-year term plans to a Term 30/65 plan as their financial needs change – without additional underwriting.
   
   What you need to know:
   
   •    A term plan that is a result of an exchange option cannot be exchanged again
   •    Exchange is available between the 1^st and 5^th coverage anniversary. 
        o    Only up to the insured’s 65^th birthday for exchange to T20
        o    Only up to the insured’s 55^th birthday for exchange to T30/65
   •    To request a term exchange, use the Term Exchange form.
   
   For additional information, refer to the Term Advisor Admin Guide on EquiNet^®,  or contact your Equitable wholesaler.
   
   ^® or ^TM denotes a trademark of The Equitable Life Insurance Company of Canada.
10. New and improved online calculators

    Individual Wealth is excited to announce the launch of eight refreshed and enhanced online calculators! These tools are designed to help advisors and clients make more informed and accurate financial decisions.
    
    Why the change?
    We have switched vendors to Ativa Interactive, a Canadian company with 30 years of experience in financial services. Their tools are more reliable and easier to use, offering a better advisor and client experience. Ativa Interactive has a robust portfolio of calculators available, giving us the opportunity to expand our offerings in future.
    
    What’s available?
    We kept the calculators you use most and added two new ones based on your feedback.
    
    Popular calculators being refreshed:
    •    Will the money last calculator
    •    Savings Growth Calculator
    •    TFSA vs taxable investment calculator
    •    Retirement Projection Calculator
    •    Become a millionaire calculator
    •    RRIF Payment Calculator
    
    New additions:
    •    GIA laddering calculator
    •    First home savings account calculator

    These calculators are live and ready to support client conversations.
    
    Questions?
    If you have any questions or need support, please reach out to your Director, Investment Sales.
    
    Date posted: August 28, 2025