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  1. [pdf] Introducing EZBenefits: A better benefits experience for small business
  2. [pdf] Pivotal Select Application - Registered/Non-Registered
  3. [pdf] Daily/Guaranteed Interest Account Application - Registered/Non-Registered
  4. [pdf] Advisors Edge Insurance for Children Article
  5. EZCOMPLETE TRAINING AND RESOURCES
  6. [pdf] A better approach to drug plan management
  7. [pdf] Equitable GIF Fund Facts
  8. [pdf] TFSA Third Party Contribution
  9. A New Universal Life Insurance Solution for the 21st Century – Available NOW! Introducing a new universal life solution built for the 21st century: Equitable Generations™ universal life insurance is available for sale NOW!


    Check out our Equitable Generations universal life splash page: www.equitable.ca/ul

     
    Our new Equitable Generations universal life insurance
    Equitable Generations is a universal life product that offers investment options that resonate with today’s 21st century client while reducing every fee possible. It also reduces the cost of insurance to help clients maximize their opportunity to purchase coverage and build tax-advantaged wealth.

    NEW: EZstartTM Generations
    Today we are launching EZstart Generations which is:
     
    • A mobile-optimized tool for advisors
    • Designed to start a conversation and provide a possible universal life solution in under one minute
    • Goals based - you can see how Equitable Generations™ universal life insurance can perform at different stages of a client’s life.
    Give it a try and use this tool as you are starting the conversation about universal life solutions with clients. EZstart links directly to the EZcomplete® online application for an easy digital experience.
     
    NEW: SMS
    Effective today, September 26, 2022 when you submit an application, you can opt-in to receive text message updates for your new business applications.
    That’s a text message when:
    • The application is received,
    • A decision has been made by Equitable Life,
    • The policy is ready for delivery, and
    • The commissions have been triggered.
    Please note, this number is not monitored for incoming texts. Please contact Customer Service with any questions.
    Learn more

    Find all the exciting details on our virtual launch splash page (www.equitable.ca/ul) and watch our informative videos to get all the information you need to start selling Equitable Generations universal life.


    Check out our Equitable Generations universal life splash page: www.equitable.ca/ul


    Click on the Marketing Materials tab on EquiNet® for all of our new Equitable Generations marketing materials.

    Please contact your Regional Sales Manager for more information. 

     
    TM and ® denote trademarks of The Equitable Life Insurance Company of Canada. 
     
     
  10. Supporting you and your group clients during the COVID-19 pandemic

    We know these are challenging times.

    As COVID-19 continues to spread, we want to reassure you that we remain ready and committed to support you, your group clients and their plan members.

    We have a robust and well-tested business continuity plan in place and have taken the necessary steps to maintain the high level of service you have come to expect from us. Our business is near 100% digital, so the vast majority of our employees are now working remotely from home and are fully functional. Our Customer Care Centre remains open to support plan members and can be reached at 1.800.265.4556. And our Client Relationship Specialists are available for Plan Administrator questions and support.

    As the situation continues to develop, we know you will have questions about what it means for your clients and their plan members. We have already issued announcements related to Travel Assist coverage for plan members who are outside of the country, and about short-term disability coverage for plan members who are in quarantine or self-isolation. We will continue to provide timely updates as developments unfold.

    All of us are facing an unprecedented number of urgent situations where there is no established protocol. Our commitment to you and your clients is to respond quickly, and to be flexible where we can, tailoring solutions to specific needs. The global situation is evolving rapidly; we ask for your patience as our solutions also evolve quickly and accordingly. Your Group Account Executive and myFlex Sales Manager are well equipped to navigate Equitable Life’s experts and to resolve difficulties.

    These are extraordinary times and history is in the making. Rest assured that Equitable Life is unwavering in our support, and we will be here to help you when it matters most.