Site Search

961 results for life policy 300109556

1. Advisor Code of Conduct - Updated! Our Advisor Code of Conduct sets out Equitable Life's expectations of advisors in dealing with clients and other stakeholders. The Code of Conduct forms part of your contractual relationship with us.
   
   We have updated our Code to clarify specific expectations to help you meet regulatory compliance requirements, support your needs-based sales, and treat customers fairly.
   
   Please review our updated Advisor Code of Conduct.
2. Delegation Requests Now Available on EquiNet We are excited to announce a new feature that will help make it easier for you to do business with Equitable Life.
    
   This new feature allows you, to submit a delegation request through the “Access” tab under your EquiNet profile. 
   
   Once the delegation request has been completed, the specified people will be able to view and manage the policies of the Advisor who submitted the request, as long as they have codes of their own within the system.
    
   Please contact the customer service team at customerservice@equitable.ca for more information.
3. [pdf] EquiLiving Critical Illness Insurance for Children
4. [pdf] Transferring wealth to an adult child - case study
5. [pdf] Preferred Retirement Solution Checklist
6. [pdf] Equation Generation IV Admin Guide
7. [pdf] Equimax Product Summary
8. [pdf] Meeting the needs of a developing business - with key person insurance
9. [pdf] Preferred Estate Transfer using Equimax
10. [pdf] Equation Generation IV Product Summary