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- COVID-19 Group Benefits Updates
- [pdf] Pivotal Select Fund Facts
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Individual insurance communications at Equitable are changing
Out with the old and in with the new … in phases. Less than one year after the launch of our bold brand redesign, we are refreshing Equitable® individual insurance client letter communications. The updated letters are an opportunity to show more than our new logo. It’s about showing clients that we are here to listen and support them every step of the way.
This fresh approach to client communication delivers greater personalization that evolves with each client’s needs. Adopting a more inclusive and conversational tone means clients will stay well informed with clarity, so they can understand their insurance policies and the claims process better. Consistent communication across their insurance journey with Equitable reinforces how much we value their trust in us to support their financial needs.
Other notable changes you can expect to see over the next year include:
● Graphic icons
● Scannable content
● Simplified layouts
● Visual financial data
The rollout of new letters begins this fall. As always, you can access a copy of your clients’ letters on EquiNet®.
Questions or want to share feedback? Talk to your Equitable wholesaler today!
® or TM denote trademarks of The Equitable Life Insurance Company of Canada. -
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. - [pdf] Claimant Statement for Individuals
- [pdf] Transforming the group benefits experience
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Start a Conversation with EZstart – Now Available for Equimax Wealth Accumulator
Looking for an easy way to explain insurance? We have a digital tool to do just that!
Start a Conversation with EZstart™
EZstart helps to commence those initial client conversations. Think of it like a digital brochure: you start a conversation about life goals, enter a few details - and within a few clicks - get a quick quote on your phone or tablet instantly.
We have a NEW EZstart for Equimax Wealth Accumulator® available. Go to the EZstart for Equimax Wealth Accumulator now.
Don’t forget about our other EZstart tools that are available for you. Learn more.
® and TM denote trademarks of The Equitable Life Insurance Company of Canada. -
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.
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Introducing Path to Invest for learning and earning CE credits
Equitable Life is pleased to introduce Path to Invest, our self-serve Continuing Education accredited presentation platform for advisors.
Whether you want to learn more about the financial services industry or how responsible investment solutions can fit into a client’s overall financial well-being, Path to Invest has what you are looking for.
It’s a one stop shop with 15 accredited presentations on a variety of topics. All with a video tutorial, short quiz and resource links for more information.
A few important notes before you get started.
PLEASE USE CHROME to get the best online experience as elements of the platform may not display correctly in other browsers.
To get started on your Path to Invest:- • Click Equitable Life Education site
- • Use the email address that you received this email to login.
- • Your password is Equitable
- • This link is specifically for your use only. Please do not share this link.
- Select a module.
- Watch the entire video presentation.
- Complete the quiz and receive a passing grade.
Check out Path to Invest and start learning and earning CE credits today.
Questions? Contact your Regional Investment Sales Manager to get started on your Path to Invest today!
™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada.
Posted June 14, 2023