961 results for life policy 300109556

1. New web illustration tool for critical illness insurance

   A seamless integration with EZcomplete

   
   At Equitable^®, we’re always looking for new ways to help you manage your business. We are excited to introduce our new web illustration tool for Critical Illness (CI) insurance. 
   
   This simple and intuitive tool integrates with the EZcomplete^® dashboard to create a seamless experience. 
   
   Key features:
   ● Create CI illustrations for clients that easily transition to the application, with most fields auto populated.
   ● Save illustrations on your EZcomplete dashboard. This allows you to return and change or finish the quote at your convenience.
   ● Generate a fully compliant CI illustration PDF without logging into EquiNet^®.
   
   Reminder: You have access to the same web illustration features for term insurance. 
   
   Visit the new web illustration tool here.
   
   
   
   ^® and ^TM denote trademarks of The Equitable Life Insurance Company of Canada.
2. Equitable Savings & Retirement Webcast featuring Payout Annuities

   This month, Equitable® highlights payout annuities. We will talk about life annuities, product features, taxation and the benefits that payout annuities can bring to a client’s retirement plan.
   
   Join your host, Deedra Weinstein, Head of S&R Product and Marketing, as she welcomes Nicole Lemon, Product Manager, Savings and Retirement, on Wednesday, November 27, 2024, at 2:00 p.m. ET / 11:00 a.m. PT.

   Learn more
   
   Continuing Education Credits
   This webcast has been accredited for continuing education (CE) credits for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. 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.
   
   Date posted: November 14, 2024

3. Equitable's Fresh Outlook DIA/GIA Contest

    

   CONGRATULATIONS to Immaculata A., Manitoba. Winner of the PRIZE of $1000.
    

   The contest is now over. Thank you to those who participated. 

    

    

   Win with Equitable’s Fresh Outlook DIA/GIA Contest 

   August 1 to October 31, 2024 

    

   ® or ^TM denotes a registered trademark of The Equitable Life Insurance Company of Canada.
   Fresh Outlook DIA/GIA Contest: No purchase necessary. Contest period is August 1, 2024 to October 31, 2024. One (1) prize to be awarded for a total value of $1,000 CAD. Correct answer to mathematical skill-testing question required to win. Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible Entries received during the Contest Period. For full contest rules, including no-purchase method of entry, see full contest rules.

4. [pdf] Three steps to packaging large cases for success
5. New rules in effect for all Quebec applications The Quebec Regulatory Tribunal (AMF) made an important decision about selling insurance products to Quebec residents. As a result, Equitable^® has changed its licensing rules for all future sales to clients in Quebec. 
   
   Effective on November 28, 2024, you must be licensed in Quebec to submit an application for a client who lives in Quebec. This requirement applies to all insurance and investment products.
   
   Regardless of where the application is signed, if you meet with a client whose primary residence is in Quebec, you must be licensed in Quebec to submit on the client’s behalf. 
   
   If you are not licensed in Quebec, you will need to get licensed in Quebec for applications for Quebec clients to be processed. 
   
   What about licensing for clients outside of Quebec? 
   
   In all cases, we encourage you to be licensed in the province where a client lives to be able to do business or provide ongoing service.
   
   
   
   
   Equitable is committed to providing solutions and service that is in the best interests of clients and advisors alike. We appreciate your continued support.
   
   Questions?
   
   Your Equitable Wholesaler is here to help. 
   
   You may also reach out to Advisor Services for more details. Email eastern-service@equitable.ca or call 1-800-668-4095.
   
   
   
   ^® or ^TM denote trademarks of The Equitable Life Insurance Company of Canada.
6. [pdf] Buy-sell agreements
7. Elite Advisor Program

   At Equitable®, we believe that when we grow together, success is mutual. Our Elite Advisor Program recognizes our top investment advisors and provides unique benefits to support your business.
   
   This year, we have enhanced our Program to offer more valuable resources and opportunities to help you thrive.
   
   • Marketing and event support, and
   • invitations to our Business/Advisor Practice Support conferences for Platinum and Diamond production levels.
   
   
   
   
   While maintaining great benefits like:
   • Increased bonus rate on our Step Up Your Wealth Sales Program for Elite Advisor re-qualifiers¹.
   • Enhanced services including access to a priority phone line and a dedicated inside sale representative.
   
   You can check out all the details here.
   
   If you have any questions, you can reach your Director, Investment Sales.

    

   ¹Elite Advisor re-qualifiers are advisors who attained Elite Advisor status in2024 and 2025.
   Equitable reserves the right to end or alter the Elite Advisor Program and/or the Step Up Your Wealth sales campaign at any time and without notice.
   ® or TM denotes a trademark of The Equitable Life Insurance Company of Canada

8. Critical Illness Path to Success Program Instructions
9. Instructions
10. Unique solution can help your business grow in the group benefits market Are you ready to grow your business in the group benefits market? Then the Equitable EZBenefits™ experience should be on your radar.
    
    Join our online session May 22, at 1 p.m. ET and learn why companies with two to 25 employees are choosing this unique solution. Reasons like affordability, sustainability, and how easy managing the plan is for their members and administrators.
    
    We’ll also explore its features:
    • Plan design options for various needs and budgets
    • Embedded health and wellness services
    • Built-in HR support services
    • ‘EZ’ process for rapid quotes, hassle-free plan implementation and renewals
    • Dedicated advisor concierge service
    
    A question-and-answer (Q&A) period will follow the presentation.
    
    Register here to attend our session.
    
    
    
    
    ^® and ^TM denote trademarks of The Equitable Life Insurance Company of Canada.