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1. New Individual Wealth tools to support client conversations

   
   Equitable has new resources now available on EquiNet^® — each designed to help support client conversations and make it easier to explain investment strategies in a clear and meaningful way. 

    

   New case studies to help support client conversations  *NEW*
   We know some financial concepts can be tricky to explain. To help, we have created a set of straightforward, advisor‑focused case studies designed to deepen your understanding and help you better grasp the mechanics of our product options, understand the “why,” and translate that knowledge into clear, client-friendly conversations.
   
   
   The four new case studies cover:

   • Asset rebalancing

   • Householding

   • Resets

   • Segregated funds vs. mutual funds

   
   
   Introducing our fund manager spotlight pages 

   You can now find spotlight pages for every fund manager on the Equitable Guaranteed Investment Funds™ platform. Each page will help you get to know each manager’s vision, investment philosophy and mission. 
   
   Quickly access: 

   • An overview of each fund manager  

   • Mission and investment approach 

   • Available funds on Equitable GIF 

   • Additional value-added content — including videos, helpful links and more. 

    

   New sample portfolios to help guide client discussions

   A new set of sample portfolios designed to help illustrate how different investment styles might align with a client’s goals are now available. These are not recommendations — they are conversation starters. Use them to help clients visualize: 

    

   • How their strategy could look in practice. 

   • Trade-offs between different investment styles. 

   • How various approaches could support long‑term planning. 

   
   Have questions or want support navigating any of these new resources? Contact your Director, Investment Sales today. 

2. [pdf] Equitable Guaranteed Investment Funds – Estate Class
3. About
4. EZcomplete Non-Face-to-Face enhancement

   
   An EZ way to conduct your out-of-town business

   You asked for it, we built it: a solution for your non face-to-face business. EZcomplete^® allows you to conduct your non face-to-face business easily and quickly with your clients providing their signature remotely on their own device.

   How does it work?

   EZcomplete walks you through the electronic signature process. EZcomplete allows your clients to sign remotely using their own device for non-face-to-face applications. You only need to enter their email address and provide them with a secret passcode to securely access the documents to review and sign.

    Just another reason to do business with Equitable Life^® 

   EZcomplete makes it easy to process your non-face-to-face applications and do business with Equitable Life. 

   Login to EquiNet® and click on the EZcomplete icon on the menu bar

    

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

5. Equitable Life creates guide to accessing virtual healthcare at no cost

   With many health clinics closed and the healthcare system under strain, people are looking to access a doctor and other health providers virtually.

   To make it easier for plan members, we’ve created the Guide to Accessing Virtual Health Care Services on the plan member section of EquitableHealth.ca. This online resource provides information about and links to a range of virtual health services they need to take care of their health and the health of their family during these challenging times.

   The Guide also indicates which services can be accessed for free. In some provinces, online doctor visits are now covered by the public health plan, so there’s no cost to the patient to access them as long as they provide their valid provincial health card. In other provinces, the nominal fee can be claimed on a Health Care Spending Account.

   We will continue to update the Guide as more virtual healthcare providers and services become available.

   View our Guide to Accessing Virtual Healthcare

6. 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
7. Equimax® Participating Whole Life – A whole life solution for everyone Recently, we made some exciting changes for Equimax Estate Builder^® and Equimax Wealth Accumulator^®.
   
   These enhancements, launched in February, make Equimax the preferred solution for clients and their families. In particular, buying a whole life solution for children gives them a head start for tomorrow. Life insurance on a child gives them:
   - Permanent insurance at children’s rates
   - A stable tax-advantaged investment option
   - A boost in financial planning
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   Watch our new Equimax for Children video to learn more. View on Vimeo or YouTube.
   
   Plus, visit our Equimax product page on EquiNet^®, then click on the Marketing Materials tab for the latest Equimax marketing materials.
   
   Need more information? Please contact your local wholesaler.
    

   _{^® denotes trademarks of The Equitable Life Insurance Company of Canada.}

8. The Equimax EVOLUTION Continues Earlier this year, we announced a host of improvements to our Equimax^® Participating Whole Life solution, designed to add value, flexibility, and affordability to an already excellent plan. 
   
   Today we’re pleased to announce the following additional updates took effect on August 12^th, 2023: 
   1. Targeted improvements in rates, death benefits, and cash values for Equimax Estate Builder and Equimax Wealth Accumulator plans. 
   2.  New joint last to die rates for the Wealth Accumulator plans to align with Estate Builder. 
   3.  A new “rated age” calculation, and
   4.  New rates for determining the maximum enhancement amount with the Enhanced Protection dividend option.
   
   Visit our splash page and watch our informative video to learn more and start selling the enhanced Equimax today.
   
      
   
   Refer to our Transition Rules for all the details on processing your applications.
   
   
   Our illustration tools are updated:
   ●  New Web-based illustration software on secure EquiNet^® (log in required)
   ●  New Desktop illustration software 
   ●  New EZstart™ on EquiNet 
   
   Need more information?
   For information on these changes, please contact your Equitable Life wholesaler. 
   
   
   ^® and ^TM denote trademarks of The Equitable Life Insurance Company of Canada.
9. [pdf] Levelize the tax on your fixed income investments with participating whole life (individual clients)
10. 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.