Site Search

822 results for enter portal now MAKEMUR.COM how to get charges dropped so he can get out Austria

1. Free Webinar: A better employee health benefits solution for small business clients Join us on Tuesday, May 28, 2024 at 1 p.m. ET for a free webinar about Equitable EZBenefits™ – our new employee health benefits solution designed for small business clients.
   
   If you serve small business owners, chances are they’re looking for a group benefits solution that’s affordable, sustainable and easy to manage. That’s why we created EZBenefits for businesses with between 2 and 25 employees.
    
   You’ll learn about:
   ● The range of plan design options we’ve created to fit various needs and budgets;
   ● The streamlined process we’ve designed to optimize your time and provide you and your clients with rapid quotes, hassle-free plan implementation and easy renewals;
   ● Our dedicated Advisor Concierge Service – your go-to resource for EZBenefits support;
   ● The health and wellness services that are embedded with EZBenefits, including Virtual Health and an Employee and Family Assistance Program; and
   ● The built-in HR support through Equitable’s partnership with HRdownloads®, including access to HR technology, content and training.
   
   Register to attend the EZBenefits webinar
   
   This webinar will be delivered using Microsoft Teams and will include a Q&A component. If you wish to submit a question using the Q&A feature, please follow these instructions when you join the webinar:
   ● Join using the Microsoft Teams app. If you do not have Microsoft Teams, you can download it for free here.
   ● If you prefer to join via web browser without installing Microsoft Teams, please use Google Chrome or Microsoft Edge. Other browsers do not support the Q&A feature.
2. Like a summer breeze – Applying for LIFE insurance just got easier!

   What has changed? 

   A resting electrocardiogram (ECG) is no longer required for most LIFE cases.
   •    That’s right! We eliminated the resting ECG as a routine age/amount requirement for most life  insurance applicants.
   •    Of course, we may still request an ECG in certain cases at our underwriters’ discretion – for example, if the client has a history of diabetes or smoking. 

   
   Why did we do this?

   It’s simple – Equitable^® is dedicated to continually enhancing the client and advisor experience. By eliminating the ECG step for routine applications, life insurance clients can obtain the coverage they need more quickly and with less effort.

   
   Updated resources coming soon!

   The tools below are being updated shortly to reflect the above change:
   •    Our age/amount schedule for Life insurance products 
   •    The underwriting requirements built into our illustration tool
   •    Our paramedical service providers’ ordering system
   
   Until then, if you see an ECG as a listed requirement for your client in any of the above, there is no need for you to order the ECG unless we specifically ask for it. 
   
   Questions? Please contact your local Equitable wholesaler to learn more.
   
   View our Evidence of Insurability Schedule (#1343) – (see p.1 chart for Life products).
   
   
   
   ® and ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
    
3. Why fair treatment of clients matters

   Building strong client relationships

   
   Fair treatment of clients and excellent service goes beyond offering great products. It's about understanding and meeting clients’ needs at every single stage of life. At Equitable, we believe in putting clients first and building lasting, trusting relationships. 
   
   As an advisor, it’s important to build these strong client relationships for your business growth and success. This is achieved by focusing on each client’s interests and providing personalized financial care and support. 
   
   Here are some tips to build and maintain strong client relationships:
   ● Meet with clients at a minimum of every two years to maintain relationships and ensure clients have the right coverage for their needs. Updates to their insurance may be needed with life changes like marriage, children or purchasing a home. 
   ● Regularly review products with investment components with clients. This may help ensure client investments stay on track to meet their needs and align with their financial goals. 
   ● Reassess term policies and riders with clients throughout the term period, and at least six months before renewal. This can help clients understand any premium changes and consider options that may meet their ongoing needs. 
   
   
   Another important tip:
   ● Document each attempt to engage with clients. Regular meetings with advisors are needed to ensure the client has the right coverage for their current and future needs. Keeping a record of these attempts helps protect advisors when clients don’t respond or don’t want to meet. 
   
   Treating clients with fairness and ensuring their interests are protected will show that you are providing support to help ensure your clients' needs are covered. Building trust leads to happier clients, stronger relationships, and more business opportunities to help protect clients throughout their lifetime.
4. Online Annuity Quotation
5. Online Annuity Quotation
6. [pdf] Replacement requirements by province
7. [pdf] Underwriting cover letter template
8. [pdf] Application for Fundserv Contract (segregated funds only) - Dealer and Advisor
9. PAR whole life Highlights
10. [pdf] Custom Quote - DIA/GIA