727 results for form to restart a pac on insurance

1. Advisor Guide
2. [pdf] Building a stronger investment portfolio with participating whole life (supplemental)
3. [pdf] Levelize the tax on fixed income investments with corporately-owned participating whole life (corpor
4. [pdf] Levelize the tax on your fixed income investments with participating whole life (individual clients)
5. Equitable's Fresh Outlook DIA/GIA Contest

    

   CONGRATULATIONS to Immaculata A., Manitoba. Winner of the PRIZE of $1000.
    

   The contest is now over. Thank you to those who participated. 

    

    

   Win with Equitable’s Fresh Outlook DIA/GIA Contest 

   August 1 to October 31, 2024 

    

   ® or ^TM denotes a registered trademark of The Equitable Life Insurance Company of Canada.
   Fresh Outlook DIA/GIA Contest: No purchase necessary. Contest period is August 1, 2024 to October 31, 2024. One (1) prize to be awarded for a total value of $1,000 CAD. Correct answer to mathematical skill-testing question required to win. Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible Entries received during the Contest Period. For full contest rules, including no-purchase method of entry, see full contest rules.

6. [pdf] Three steps to packaging large cases for success
7. Elite Advisor Program

   At Equitable®, we believe that when we grow together, success is mutual. Our Elite Advisor Program recognizes our top investment advisors and provides unique benefits to support your business.
   
   This year, we have enhanced our Program to offer more valuable resources and opportunities to help you thrive.
   
   • Marketing and event support, and
   • invitations to our Business/Advisor Practice Support conferences for Platinum and Diamond production levels.
   
   
   
   
   While maintaining great benefits like:
   • Increased bonus rate on our Step Up Your Wealth Sales Program for Elite Advisor re-qualifiers¹.
   • Enhanced services including access to a priority phone line and a dedicated inside sale representative.
   
   You can check out all the details here.
   
   If you have any questions, you can reach your Director, Investment Sales.

    

   ¹Elite Advisor re-qualifiers are advisors who attained Elite Advisor status in2024 and 2025.
   Equitable reserves the right to end or alter the Elite Advisor Program and/or the Step Up Your Wealth sales campaign at any time and without notice.
   ® or TM denotes a trademark of The Equitable Life Insurance Company of Canada

8. A good time to look at the Equitable Life Money Market Fund Select Whether clients are looking for a short-term cash savings solution or are interested in funding a dollar cost averaging strategy, the Equitable Life Money Market Fund Select may be an ideal solution.
   
   With a current yield to maturity of 2.32%*, the fund provides maximum income through short-term investments consistent with preservation of capital and liquidity. 
   
   And advisors earn the full commission upon deposit on funds used for a dollar cost averaging strategy.
   
   For more information check out Equitable Life Money Market Fund Select or contact your Director, Investment Sales.
   
   * As of April 3, 2025, net of fees. Yield to Maturity: The market value weighted average yield to maturity includes the coupon payments and any capital gain or loss that the investor will realize by holding the bonds to maturity.
   
   ™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada.
   
   Date posted: April 7, 2025
    
9. 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.
    
10. [pdf] Cloud DX FAQ