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1. Going digital with Pivotal Select Fund Facts
   Did you know, with every new policy, your client should receive a copy of Equitable Life’s Pivotal Select™ Fund Facts (Form #1366)? Did you know you can send it electronically?
    
   Over the last year, more and more advisors are opting out of traditional paper. Instead, advisors are going digital. Here are the top three reasons why.
    
   1. Clients receive the information quickly and conveniently.
   2. Advisors are confident clients are receiving the most current version available.
   3. Advisors can easily adhere to regulations. When providing the client with a link to the electronic Contract and Information Folder (Form #1403), it is easy to also provide a link to the Pivotal Select Fund Facts.
    
   Make it easy and convenient by getting in the habit of going digital.
    
   • Pivotal Select Fund Facts
   • Pivotal Select Contract and Information Folder
   • Pivotal Solutions Fund Facts
     
   Does your client prefer a PDF brochure with Fund Facts for all the available funds? Download your copy by logging on to EquiNet®. For more information contact your Regional Investment Sales Manager.

   
   ® and TM denote trademarks of The Equitable Life Insurance Company of Canada.

2. Text Notifications keep you informed in real time on your Equitable individual insurance business Our text notification program that we launched a year ago has been very successful. Thousands of tech-savvy advisors like yourself are currently taking advantage of text message updates on their Equitable new business application status.
    
   Approximately 70% of new Equitable insurance applications submitted are choosing to receive real-time status updates via text notifications.
    
   Not using Text Notifications yet?
   To opt-in, next time you submit an online insurance application, simply check 'Yes' on the Advisor Report when asked “Would you like to receive text notifications (SMS) regarding this application?”  You can opt-out at anytime by texting "Stop."
    
   Questions? Contact your wholesaler for more information.
3. Equitable Life Active Balanced Portfolios – a unique investment opportunity

   Find out how the Equitable Asset Management Group uses quantitative investing to uncover often overlooked investment opportunities to build the Equitable Life Active Balanced Portfolios. Clients benefit from asset allocation, style diversification, and cost-effective ETFs. The Portfolios are an ideal solution for a range of clients with diverse needs.
    
    
   Join your host, Dave Irwin, AVP, External Fund Manager, and members of the Equitable Asset Management Group to learn how you can help clients achieve their financial goals with the Equitable Life Active Balanced Portfolios.
     

   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.
   
   ™ and ® denote trademarks of The Equitable Life Insurance Company of Canada
   
   Posted March 7, 2024
    
4. Save time on your DIA/GIA applications with EZcomplete

   Save time on your Daily Interest Account and Guaranteed Interest Account applications with Equitable’s EZcomplete^®. Recently launched on Equitable’s electronic application platform, EZcomplete takes the hassle out of completing applications.
   
   EZcomplete applications are available for:
   •   Daily/Guaranteed Interest Accounts
   •   Pivotal Select^™ segregated funds
   •   Equitable Generations^™ universal life insurance
   •   Equimax^® participating whole life insurance
   •   EquiLiving^® critical illness insurance
   
   Did you know:
   •   Applications settle faster due to significantly fewer “NIGOs” (not in good order).
   •   The electronic signature process is seamless, and ideal for in-person or remote applications.
   •   EZcomplete delivers point-of-sale materials directly to clients.
   •   Only the relevant sections display, reducing complexity, and simplifying the application process.
   
   Just another reason to do business with Equitable. Go online today! Log in to EquiNet^® and click on the EZcomplete icon on the menu bar.
   
   Date posted: October 8, 2024

5. Individual insurance communications at Equitable are changing
   Out with the old and in with the new … in phases. Less than one year after the launch of our bold brand redesign, we are refreshing Equitable^® individual insurance client letter communications. The updated letters are an opportunity to show more than our new logo. It’s about showing clients that we are here to listen and support them every step of the way.
   
   This fresh approach to client communication delivers greater personalization that evolves with each client’s needs. Adopting a more inclusive and conversational tone means clients will stay well informed with clarity, so they can understand their insurance policies and the claims process better. Consistent communication across their insurance journey with Equitable reinforces how much we value their trust in us to support their financial needs.
   
   Other notable changes you can expect to see over the next year include:
   ● Graphic icons
   ● Scannable content
   ● Simplified layouts
   ● Visual financial data
   
   The rollout of new letters begins this fall. As always, you can access a copy of your clients’ letters on EquiNet^®.
   
   Questions or want to share feedback? Talk to your Equitable wholesaler today!
   
   
   
   
   
   ^® or ^TM denote trademarks of The Equitable Life Insurance Company of Canada.
6. Fresh new look for Equitable’s Path to Invest

   When we grow together, success is mutual. At Equitable, we’re committed to supporting your professional growth. Path to Invest, our self-serve online education and training resource, has been redesigned to deliver a simpler and more streamlined experience for advisors.
   
   You can now register and log in to Path to Invest, complete the modules, download resources, contact us with questions and access your CE certificates all in one place. Plus, our always-on Path to Invest modules offer new engagement tools like Refer a Colleague, Meet the Team and Learn More, an AI feature that allows you to further your content journey using AI suggested content.
   
   Grow your knowledge - and your business - with Equitable. Check out our current selection of investment training modules today and watch for more modules coming later this year. 

   
   Date posted: March 12, 2025

7. New Term Rider for Equitable Generations
   Affordable, Flexible Protection for Clients
   
   Great news! As of June 7, 2025 you can now offer clients a Term 30/65 Rider on Equitable Generations™ universal life plans. This new rider will help you provide clients more choice in affordable and flexible solutions to align with their financial goals.
   
   What this new rider means for clients:
   • Coverage until the later of 30 years or age 65
   • Premiums remain level
   ​​​​• Coverage convertible to a permanent plan until age 60
   
   The Term 30/65 Rider complements the 10 and 20 Yearly Renewable and Convertible Term Riders already offered on Equitable Generations.
   
   This enhancement reflects Equitable’s commitment to growing and evolving our products, ensuring you have the solutions to meet clients’ changing needs.
   
   
   Transition Rules
   Check out our Transition Rules for new and in-progress life applications, which took effect on June 7, 2025.
   
   Questions? Contact your Equitable^® wholesaler.
8. Equitable Savings & Retirement communications are changing We’re revamping Equitable’s Savings & Retirement client communications! Our new letters give us the opportunity to ensure we are providing the right information in the right way to our clients.
   
   As well as refreshing the look and feel of our letters, we’ve updated the content to be more clear, inclusive, and informative. This new experience will help show clients that we understand their needs and are here to support them in their investment journey.
   Notable enhancements you can expect to see in our letters include:
   
   •  New layouts that provide a consistent experience
   •  Digestible content written in plain language
   •  Investment data organized in easy-to-review tables
   •  Easily identifiable next steps and contact details
   
   The rollout of the new letters began in June, starting with our client Welcome/Confirmation letter. You can access a copy of the client’s letters on EquiNet^®.
   
   If you have any questions or want to share feedback, feel free to reach out to your Director, Investment Sales.
   
   Date posted: July 2, 2025 
9. Change to the Equitable Life Active Balanced Income Fund effective July 1, 2025 We’re making a small change to the Equitable Life Active Balanced Income Fund. The fund’s investment split was previously 50/50 between stocks (equities) and bonds (fixed income). As of July 1, the split changed to 40% stocks and 60% bonds.
   
   Clients invested in the Equitable Life Active Balanced Income Fund will be notified of this change via their statement.
   
   Why this change matters:
   This change ensures the three Equitable Life Active Balanced funds are better differentiated from each other, covering a wider range of client needs.

   Fund Name	Before July 1 Equities / Fixed Income	On and after July 1 Equities / Fixed Income
   Equitable Life Active Balanced Income Fund	50/50	40/60
   Equitable Life Active Balanced Fund	55/45	No change
   Equitable Life Active Balanced Growth Fund	70/30	No change

   
   The funds’ risk levels and investment categories remain the same.
   
    If you have any questions, feel free to reach out to your Director, Investment Sales.
   
   Date posted: July 28, 2025
10. EZtransact: Your digital edge for client requests

    Advisors, are you using EZtransact^® yet? It’s the simple, secure way to submit client requests online—fast and frustration-free.
    
    Why use EZtransact?

    •  Easy to use: The platform is simple and clear—no guesswork needed.
    •  E-Signature ready: Send forms to clients for secure electronic signing.
    •  Real-time error checks: Helps catch mistakes early and avoid delays.
    •  Faster processing: Once signed, transaction documents go straight to Equitable.

    What can you do with EZtransact?
    You can submit many types of transactions, including:

    •  Pre-Authorized Debit (PAD) Agreements
    •  Fund Switches
    •  RSP to RIF Conversions
    •  Withdrawals
    •  Dollar Cost Averaging
    •  Transfers from other financial institutions
    EZtransact helps you save time and serve clients better. Try it today and make these transactions smoother.
    
     If you have any questions, feel free to reach out to your Director, Investment Sales.
    
    Date posted: August 21, 2025