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  1. Par Whole Life Summary
  2. Product at a glance- Adults
  3. Equimax Estate Builder® reprice
  4. Summer is here and so is our new dividend scale

    Equitable’s Board of Directors has approved a new dividend scale for the period of July 1, 2024, to June 30, 2025.

    ● The interest rate* we use for the dividend scale will change. It will go from 6.25% to 6.40% on July 1, 2024.
    ● Other factors used to decide the dividend scale will remain the same.
    ● The interest rate for policies with dividends on deposit will change. It will go from 2.25% to 3.50% on July 1, 2024.
    ● The interest rate for most policy loans will remain at 6.50%. This applies to both new and existing policy loans, and automatic premium loans. It specifically applies to Equimax® policies with a 9-digit policy number that starts with either "3" or "8". Older policies may have different loan rates as they are based on the prime interest rate.

    Learn more:
    ● 2024 Advisor Dividend Scale Notice
    ● 2024 Client Dividend Scale Notice
    ● Dividend Information Page 





    Did you miss our Spring update & 2024 Dividend Scale announcement? Watch it now: 
    English-Button.jpeg French-Button.png Chinese-Button.png
    (*The French and Chinese events will be partially in English, with sub-titles on screen).








    *The dividend scale interest rate (DSIR) is different from the participating account (PAR) rate of return. The PAR rate of return is the return on the investments in the participating account over the calendar year. The DSIR smooths out the ups and downs of the participating account experience.
  5. EXCITING NEWS! Digital Transactions for Universal Life Plans Now Available We are happy to announce a major update to our digital systems that makes managing Equitable Universal Life (UL) policies easier than ever. Starting now, you can use digital transactions to submit your clients’ instructions to change their UL deposit allocations and transfer funds between accounts.
     
    This update builds on the recent launch of our digital policy loan request on EquiNet® and is another step towards making your Equitable® experience easier and more convenient.

    What's New?
    In the past, you had to submit written requests for UL deposit allocation changes and account value transfers using the Universal Life Form 693UL (you can still use this method if you prefer).
     
    Now, you can manage these transactions directly through the secure EquiNet advisor portal. This new process also allows clients to securely approve their requested changes by email.
     
    To get started, simply log into your account on EquiNet and go to the Policy Inquiry tab.
    We have provided a brief user guide to help you through the steps.
     
    We trust that this digital upgrade will enhance the way you work with Equitable. Stay tuned for more digital enhancements in the near future!
     
    Thank you for your continued support and partnership.
     
    Questions? For more information, please reach out to your wholesaler or our customer service team.
     
     
    ® or TM denotes a trademark of The Equitable Life Insurance Company of Canada.
     
  6. [pdf] Payout Annuity Application
  7. Group - Health, wellness & online services
  8. WFG KYC and Trade Ticket documents are now part of EZcomplete

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    Equitable Life® wants to help you get on with your day. Effective June 11, 2022, WFG’s KYC* and Trade Ticket documents will be integrated into the highly rated EZcomplete® online application tool. This means no more completing these documents separately and uploading them to EZcomplete.

    By integrating the KYC and Trade Ticket with EZcomplete:

    • these documents will automatically populate with information collected in the EZcomplete process,

    • necessary signatures will be captured, and

    • these documents will be sent to WFG’s back office on your behalf.

     
    Once the application has been submitted, signed documents will be available for advisors, clients, and joint clients to download. It is that easy.
     
    Get on with your day with Equitable Life. Log in to EZcomplete today.
     
    Speak to your Regional Investment Sales Manager to learn more.
     
    * KYCs on corporately owned policies are not currently supported
    ® denotes a trademark of The Equitable Life Insurance Company of Canada.

  9. [pdf] Large case concepts and strategies