740 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. 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.
    
9. Important Changes to your Equitable EquiNet Login
   We know that in today’s world, you have a lot of logins and passwords to go with them.
   
   Equitable^® is taking steps to increase the security of your EquiNet^® login while simultaneously removing the need for you to remember a password.
   
   This technology is called passkeys.
   
   A passkey will enable you to access all the great features EquiNet has to offer by using biometrics.
   
   You probably already have passkeys set up if you have an Amazon, Apple, Google, Uber or WhatsApp account.
   
   
   
   
   
   
   
   
   How passkeys will work on EquiNet:
   
   
   This authentication method is available now and will be optional to start. However, we strongly encourage you to use it. It is the next generation of security and makes for one less password for you to remember.
   
   All you need to do is log in to EquiNet as you normally would and follow the step-by-step prompts to enable a passkey. It’s that easy.
    
10. 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.