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1. Investment loans
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3. Marketing Materials
4. Equitable Life's COVID-19 Information Page

   
   Get the latest news and information from Equitable Life by bookmarking this page. Check back often for updates.

    

   Click here for news related to Savings and Retirement.

5. Request standard in-force illustrations with the click of a button
   At Equitable^®, we are making continuous improvements to our advisor and client services. We are excited to share an upcoming enhancement. 

   
   What’s new?

   
   Beginning on August 15, 2024 , you and your clients will be able to request standard, current in-force illustrations—at any time—for your clients’ whole life and universal life policies with the click of a button.
   
   Currently, standard in-force illustrations for whole life and universal life policies are autogenerated only on policy anniversaries. These in-force illustrations will no longer be autogenerated after August 15, 2024.
   
   Please note: For specialized illustrations—such as those with segregated funds, D2000/D2000+ policies, policies where the insured’s age falls outside existing illustration parameters, or policies that were originally from Clarica—you will still need to use the in-force illustration request form  for whole life or universal life policies.  

   
   How do I access this?

   
   You can request an in-force illustration by logging into EquiNet^® and going to the Policy Details page via Policy Inquiry. Under the Coverage tab, you will now see a button called Inforce Illustration Request. Click the button to request the illustration. Learn more about how to access here. 
    
6. Individual Wealth Marketing Materials
7. Policy Change eDelivery Scenarios
8. [pdf] Managing a Retirement Savings Plan tax refund
9. [pdf] Tax Free Savings Account
10. [pdf] Levelize the tax on your fixed income investments with participating whole life (individual clients)