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961 results for life policy 300109556
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Tax Slips – What you need to know
It is tax time, and clients should be receiving tax slips and deposit receipts by now. Check out the Tax Slips: A Quick Reference Guide for a taxation breakdown by product and Insights into Non-Registered Taxation for a detailed explanation on investment income, and why T3 tax slips are generated on non-registered segregated funds.
Clients who registered for tax slips on Equitable Client Access before December 31, 2022, can download or print tax slips quickly and easily from their Equitable® Client Access Inbox. Advisors can download tax receipts on Document Lookup on EquiNet®.
For questions about contribution limits, Retirement Income Fund minimums and Canada pension maximums check out Equitable Life®’s helpful 2023 Facts & Figures guide.
Equitable's Advisor Services Team is available Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427 or by email at savingsretirement@equitable.ca. You can also contact your Regional Investment Sales Manager.
® denotes a trademark of The Equitable Life Insurance Company of Canada.
Posted: February 15, 2023 -
Equitable Savings & Retirement Webinar Series presents Payout Annuities: A Retirement Strategy
Equitable® presents how payout annuities can contribute to an overall retirement strategy.
- • Hear why payout annuities provide a guaranteed income that is worry-free,
- • Receive insights into how a payout annuity can fit into a client’s retirement plan,
- • Learn how payout annuities can provide growth and flexibility for short or long-term income needs.
Join your host, Joseph Trozzo, Investment Sales Vice President MGA, as he welcomes Jim Chamberlain, Regional Investment Sale Manager, Savings and Retirement.
Learn more
Continuing Education Credits
This webinar has been accredited for 1.00 Life continuing education (CE) credit with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. This webcast is available in English only.
® denote a registered trademark of The Equitable Life Insurance Company of Canada
Posted November 2, 2023 -
Making it easy to do business with us
Online Term illustration now auto-populates the application
We have added a new online illustration for Equitable® Term life insurance illustrations that automatically populates the fields in your Term application.
We’ve designed the online illustration to be intuitive so you can fill in client details with ease.
● Select term plans and coverages of choice, then get an illustration report in minutes.
● You can save your web illustration progress at any time and view it from the online application dashboard.
● We’ve combined the illustration with our online application to make the process seamless. The illustration details you provide will auto-populate in the fields needed to complete the application.
New: You can create a term illustration without logging in to EquiNet.
We are taking another step in the journey towards enhancing the ways we do business.
Check out this update on the new Illustrations page on EquiNet®!
Learn more
Have further questions? Your Equitable Wholesaler is here to help!
® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
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Save time on your DIA/GIA applications with EZcomplete
Save time on your Daily Interest Account and Guaranteed Interest Account applications with Equitable’s EZcomplete®. Recently launched on Equitable’s electronic application platform, EZcomplete takes the hassle out of completing applications.
EZcomplete applications are available for:
• Daily/Guaranteed Interest Accounts
• Pivotal Select™ segregated funds
• Equitable Generations™ universal life insurance
• Equimax® participating whole life insurance
• EquiLiving® critical illness insurance
Did you know:
• Applications settle faster due to significantly fewer “NIGOs” (not in good order).
• The electronic signature process is seamless, and ideal for in-person or remote applications.
• EZcomplete delivers point-of-sale materials directly to clients.
• Only the relevant sections display, reducing complexity, and simplifying the application process.
Just another reason to do business with Equitable. Go online today! Log in to EquiNet® and click on the EZcomplete icon on the menu bar.
Date posted: October 8, 2024 -
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. - [pdf] EQUITABLE LIFE: Stability you can count on
- [pdf] Critical Protection: EquiLiving Critical Illness (Client Brochure)
- Reason Why letters
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Changes to RRSP to RIF Conversion Form - Pivotal Select (Form #1673)
Equitable Life® has recently updated the RRSP to RIF Conversion Form (Form #1673).
Summary of Change - The changes made to the Spousal section include clarification about beneficiary information and spousal consent.
The paper version of the updated RRSP TO RIF CONVERSION FORM - PIVOTAL SELECT (Form #1673) is now available on the Forms page of EquiNet®.
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Calming client fears about inflation and market volatility
Watch any news report or read any social media feed and you will see stories about inflation and market volatility. Inflation is one of the reasons that investing in equities is important - they can help to provide long-term returns that offset the effects of inflation. Help your clients stay on track during periods of market volatility and elevated inflation by following a few key investment strategies.
Time diversification through dollar-cost averaging
Volatile markets can provide opportunities. While your client may be skeptical, remind them about the benefits of dollar-cost averaging. Dollar-cost averaging adds time diversification, meaning your client buys into the market at different points in time. Regular investing can even allow your client to see growth during times of volatility. To learn more, click here.
It is time in the markets, not timing the markets that works long-term
Investing for the long-term allows your client to ride the waves of the investment market. The S&P/TSX Composite Index, for example, has had a compound annual return of approximately 7.8% over the past 25 years.[1] These returns account for the most recent financial crisis and the dot-com bubble. Previous market declines have offered buying opportunities for clients who have funds to invest. To learn more, click here.
Keep your clients invested with segregated funds
Segregated funds, like Equitable Life’s® Pivotal Select™, offer additional benefits beyond those offered by mutual funds and Exchange Traded Funds. Segregated fund guarantees (maturity and death) can protect your clients’ money during periods of market stress. A segregated fund guarantee will provide your client with the better of the guaranteed amount or the market value at the maturity date or date of death. A Pivotal Select segregated fund guarantee can give your client the confidence to stay invested during market uncertainty. To learn more about using Equitable Life’s segregated funds to keep your client invested, click here.
To learn more about the advantages of investing with Equitable Life, click here.
® Denotes a trademark of The Equitable Life Insurance Company of Canada.
[1] Annualized S&P/TSX Composite total return from January 3, 1995, to February 28, 2020.