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  1. Exciting new product changes are coming your way! Equitable Life® has exciting product enhancements that will help you offer more choices for clients in 2022.
     
    Changes to our whole life and critical illness insurance products effective February 12, 2022, include:

    •   NEW! 10 pay premium option with Equimax Estate Builder®
    •   NEW! EquiLiving® plans and riders enhanced  

    EZcomplete and paper applications will be updated on February 12, 2022

    Transition rules are available.

    Watch for more information including the virtual product launch event.
     
  2. Expanding Online Annuity Quotation Eligibility Equitable Life® is pleased to announce the following three enhancements to our Online Annuity Quotation eligibility, effective November 1, 2022:
     
    ●  Single Premium Quotes increased to $2million
    ●  Increased Allowed Annual Amount for Income Annuities
    ●  Alberta Locked-In Funds Available from Age 50 reduced from age 55

    Increasing income limits for our Online Annuity Quotation provides advisors with more flexibility to serve the various needs of clients. To learn more, visit Equitable’s Online Annuity Quotation

    For more information contact your Regional Investment Sales Manager or our Advisor Services team Monday to Friday from 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427.

    ® denotes a trademark of The Equitable Life Insurance Company of Canada.

    ​November 24, 2022
  3. Start a Conversation with EZstart – Now Available for Equimax Wealth Accumulator Looking for an easy way to explain insurance? We have a digital tool to do just that!
     
    Start a Conversation with EZstart™
     
    EZstart helps to commence those initial client conversations. Think of it like a digital brochure: you start a conversation about life goals, enter a few details - and within a few clicks - get a quick quote on your phone or tablet instantly.

    We have a NEW EZstart for Equimax Wealth Accumulator® available. Go to the EZstart for Equimax Wealth Accumulator now.

    Don’t forget about our other EZstart tools that are available for you. Learn more. 
     
    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
  4. EZcomplete now displays Critical Illness insurance premiums We have exciting news about EquiLiving® Critical Illness EZcomplete® applications. Effective April 22, 2023, EZcomplete will calculate and display critical illness insurance premiums automatically! This will save you time during the application process.

    EZcomplete will calculate and show both the yearly and monthly premium amounts as you complete the application – this is similar to other Equitable Life insurance products. This means you do not need to run a separate illustration to determine and input the premium amount into EZcomplete anymore.

    To learn more about Critical Illness, the Equitable way, visit our Critical Illness page on EquiNet or contact your local wholesaler.
     

     
    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
     
  5. Get Client Focused: Turning Compliance into Your Advantage

    Join Equitable Life and guest speaker, April-Lynn Levitt, CFP,  Business Coach, The Personal Coach, to learn how to be compliant in today’s environment and create client-focused review meetings:

    •   Understand the new requirements and the best practices for implementing the new requirements into your practice.

    •   Go beyond “ticking the boxes” to build an exceptional client experience.

    •   Learn to use your review process to stimulate referrals and update compliance documents seamlessly.

    We are pleased to provide you with a recorded version of April-Lynn Levitt’s presentation, “Get Client Focused: Turning Compliance into Your Advantage” click here

    This webinar is available in English only.

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

    Posted June 6, 2023
     
  6. New illustration software now available!
    We have updated our illustration software. Please be sure to download the latest version:
     2023-3 (August 2023).

    - Web-based illustration software on secure EquiNet® (log in required)
    - Desktop illustration software

    We have new rates for our Equimax® Wealth Accumulator and Estate Builder plans. Please refer to our Transition Rules for all the details on processing your applications.

    Need more information?
    For information on these changes, please contact your Equitable Life wholesaler. 


    ® denotes a trademark of The Equitable Life Insurance Company of Canada.
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  9. [pdf] Corporate Preferred Retirement Solution (shareholder borrowing) using Equimax
  10. [pdf] Equimax Wealth Accumulator – The path to maximizing tax-advantaged growth