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  1. [pdf] Buy-sell agreements
  2. Instructions
  3. 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.
     
  4. New flexibility with Equitable’s Term Exchange option Great news! Equitable® has just added our Term 30/65 plan as an option for term exchanges! This gives clients greater flexibility to choose a term plan that can adapt to their specific needs. 

    Clients can exchange their Equitable 10-year or 20-year term plans to a Term 30/65 plan as their financial needs change – without additional underwriting.

    What you need to know:

    •    A term plan that is a result of an exchange option cannot be exchanged again
    •    Exchange is available between the 1st and 5th coverage anniversary. 
         o    Only up to the insured’s 65th birthday for exchange to T20
         o    Only up to the insured’s 55th birthday for exchange to T30/65
    •    To request a term exchange, use the Term Exchange form.

    For additional information, refer to the Term Advisor Admin Guide on EquiNet®,  or contact your Equitable wholesaler.

    ® or TM denotes a trademark of The Equitable Life Insurance Company of Canada.
  5. Equitable Savings & Retirement Division rebrands as Individual Wealth The Equitable® Savings & Retirement division has a new name: Individual Wealth.

    This change reflects how the division has grown. Over time, we have added more services and tools to help clients reach their financial goals. Our new name shows this broader focus.

    Why “Wealth”?
    The word “Wealth” means more than just saving for retirement. It includes investing, estate planning, tax strategies, and preparing for life events. It better describes our more holistic approach to wealth management.

    This update is more than just a name change. It shows our strong commitment to helping clients in new and better ways. Over the coming months you’ll notice changes across our materials, website, and contact details as we roll out this transformation. As we move forward as Individual Wealth, our commitment to supporting your business remains stronger than ever — because when we grow together, success is mutual.

    If you have any questions, feel free to reach out to your Director, Investment Sales.

    Date posted: July 24, 2025


     
  6. Equitable Individual Wealth 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 Individual Wealth Product and Marketing, as she welcomes Nicole Lemon, Product Manager, Individual Wealth.

    Start learning today! Register to watch On-Demand




     

    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.  It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by the licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only. 
    This webcast is available in English only.

    Date posted: October 2, 2025 

  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. More time to complete and view applications on EZcomplete


    You asked for more time, we listened!
     
    Effective January 14, 2023, you will have more time to complete and view in-flight and completed applications on the EZcomplete® dashboard.  

    You will now have,
    image-(1).jpg

    There are no changes to EZcomplete’s Sandbox.  Applications in the Practice Site will continue to be deleted after 10 calendar days.

    Take me to the Sandbox

    Take me to EZcomplete

    Play around in the Sandbox with a demo client account.

    Submit your applications today.


    If you have any questions, contact your Regional Investment Sales Manager or Advisor Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427, or email savingsretirement@equitable.ca.

     
     
    *Insurance applications currently offer 30 calendar days
    ** In-flight applications created prior to January 14, 2023, will maintain the existing 10-day submission timeline.
    ® denote a trademark of The Equitable Life Insurance Company of Canada.
    Posted: January 14, 2023
  9. Get the Straight Talk on Equitable’s par account performance

    Real answers to big questions

    At Equitable, we understand how important it is to make confident decisions when dealing with large cases. When you have questions, you need concise, direct insights from leaders and subject matter experts.

    Introducing the Straight Talk video series

    Today, we are thrilled to share the first episode of Straight Talk. This episode features Mark Arruda, VP of Individual Insurance Pricing and Finance.

    Mark talks about how Equitable’s par account is built to perform in all kinds of conditions, with strong governance, disciplined risk management, and prudent capital practices that ensure stability even when large life insurance claims are paid out.

    Watch Straight Talk for straight answers to the questions that matter most.

    Contact your Equitable Wholesaler to learn more about Equimax.

     

     

  10. Congratulations on qualifying as an Elite Advisor