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  1. Make It Easy EZtransact Contest

     

    Welcome EZtransactTM, Equitable Life®’s newest online transaction tool that makes managing your client’s policies quick and convenient.


    Every EZtransact online transaction submitted between September 13 and November 26, 2021 gives you the chance to WIN! Eligible non-winning Entries will be carried forward to subsequent Draw Dates. So the sooner you start using EZtransact, the more chances you have to win! First draw will be on September 27, 2021.

    One $100 winner each week! With a Grand Prize winner of $1000 at the end of the contest! Want to find out more? Please see the contest rules here. You can also contact us at equitablesrmarketing@equitable.ca.


    Click here for to start using EZtransact today.

     




    Make It Easy” EZtransactTM Contest: No purchase necessary. Contest period September 13, 2021 to November 26, 2021. Eleven prizes to be awarded, for a total value of $2,100 CAD. Ten weekly prize draws, each for one prize of $100 CAD, to be held every Monday from September 27, 2021 to November 29, 2021. One Grand Prize draw, for one prize of $1,000 CAD, to be held on November 29, 2021. Correct answer to mathematical skill testing question required to win. Open to legal residents of Canada of the age of majority. Eligible non-winning Entries will be carried forward to subsequent Entry Periods and will be eligible on subsequent Draw Dates. Maximum one weekly draw prize per person. Odds of winning depend on number of eligible Entries received during the Contest Period.

    Click here to see full contest rules, including no purchase method of entry.
  2. Make your next audit a breeze

    New – Online CE Course: Ensuring a Compliant, Needs-based Insurance sale


    When regulators and auditors come knocking on your door, make sure you are prepared. Well documented, needs-based sales evidence may help protect you and demonstrate that you were acting in your clients’ interest. 

    Make your next audit a breeze with the tips you will learn in this course and earn CE credits at the same time (AIC, Advocis and ICM credits available only). 

    “The Approach” to supporting suitable, needs-based sales
     
    The CLHIA recommends six supporting elements to make a suitable, needs-based sale. Equitable® created this reference presentation, “Ensuring a Compliant, Needs-based Insurance Sale” that leverages The Approach to explain the requirements for each step, along with the documentation to retain in the client file.

    Get started now

    A few important notes:
    ● This program is hosted on Teachable: https://equitable-life-education.teachable.com/ 
    ● Username: Please use your email that you are contracted with.
    ● Password: Equitable
    ● Please use Google Chrome to access the courses.

    Get-started-now!-button-(3).png

    Looking for more CE accredited training courses?

    Check out our new individual insurance online learning centre on EquiNet® to stay up to date on new courses and find out more information on the topics provided. 

    Questions?
    Contact your local wholesaler.

    Are you having trouble logging in?
    Email equitablelifemarketing@equitable.ca for assistance.

     
  3. Benefits and Key features
  4. New Individual Wealth tools to support client conversations


    Equitable has new resources now available on EquiNet® — each designed to help support client conversations and make it easier to explain investment strategies in a clear and meaningful way. 

     

    New case studies to help support client conversations  *NEW*
    We know some financial concepts can be tricky to explain. To help, we have created a set of straightforward, advisor‑focused case studies designed to deepen your understanding and help you better grasp the mechanics of our product options, understand the “why,” and translate that knowledge into clear, client-friendly conversations.


    The four new case studies cover:

    • Asset rebalancing

    • Householding

    • Resets

    • Segregated funds vs. mutual funds



    Introducing our fund manager spotlight pages 

    You can now find spotlight pages for every fund manager on the Equitable Guaranteed Investment Funds™ platform. Each page will help you get to know each manager’s vision, investment philosophy and mission. 

    Quickly access: 

    • An overview of each fund manager  

    • Mission and investment approach 

    • Available funds on Equitable GIF 

    • Additional value-added content — including videos, helpful links and more. 

     

    New sample portfolios to help guide client discussions

    A new set of sample portfolios designed to help illustrate how different investment styles might align with a client’s goals are now available. These are not recommendations — they are conversation starters. Use them to help clients visualize: 

     

    • How their strategy could look in practice. 

    • Trade-offs between different investment styles. 

    • How various approaches could support long‑term planning. 


    Have questions or want support navigating any of these new resources? Contact your Director, Investment Sales today. 

  5. Path to Success Module 5
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  7. Fiera Capital
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