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1. Policy Documentation Contract Replacement
2. [pdf] Underwriting tips: medical examinations
3. Resources
4. Online Annuity Quotation
5. Online Annuity Quote
6. Life changes and so do clients’ insurance needs We’ve enhanced our partial conversion option with Equitable Term Life Insurance
   
   At Equitable^®, we understand that as life changes, so do your clients’ insurance needs. That's why we're excited to introduce enhanced flexibility in our partial conversion feature with a term rider carryover.
   
   What’s changed?
   
   1.    Partial conversions are available for both term standalone plans and term riders. Previously, partial conversions were limited to term standalone plans only.
   
   2.    Clients can choose any term plan for the rider carryover, regardless of the original term plan: T10, T20, T30/65. Previously, the term rider carryover had to match the original term coverage plan type.
   
   As always, the term rider is carried over at the client’s current age, with rates based on the conversion date.
   
   As life evolves, count on Equitable to provide solutions that adapt with your clients. 
   
   
   Learn more
   
   For more information, please consult the Equitable Term Life insurance admin guide.
7. [pdf] A Retirement Savings Plan is just as relevant now as it was over 60 years ago
8. [pdf] Buy-sell agreements
9. [pdf] Building a stronger investment portfolio with participating whole life (supplemental)
10. EZcomplete enhancements for segregated fund applications

    When we launched EZcomplete^® for segregated funds back in January we heard a lot of positive comments from our advisors. We also heard that we could do better. So that's just what we did.

     

    1. FUNDSERV CODE 

    Advisors with an active FundSERV code no longer need to remember to select the FundSERV code when starting a new segregated fund application. EZcomplete will now default to the FundSERV code.

    
    2. LOAN DEPOSIT OPTION
    Under the Contributions section of the segregated fund application for Non-registered, TFSA, RSP or Spousal RSP, Loan is now a deposit option under Deposit Types. If Loan is selected, EZcomplete will ask for amount and Lending Company name. Equitable Life® has partnered with B2B Bank to provide investment and RSP loans at competitive rates. Details can be found on EquiNet® under "Loans".

    
    3. LIMITING SUCCESSOR ANNUITANT
    Applicable to TFSA, RIF and Spousal RIF applications only, EZcomplete will now use validation to prevent advisors from accidentally naming the same person as both successor annuitant and beneficiary, reducing the instances of "not in good order" applications.

    
    4. ONGOING PAD FUND SELECTION
    If Ongoing PAD is selected as a Deposit Type, an advisor can allocate the Ongoing PAD to a fund allocation that is different than the rest of the deposit options.

    
    5. TRANSFER FORM NOTIFICATION
    The MGA and advisor confirmation emails now include text to confirm that a Transfer Form has been uploaded and submitted as part of the segregated fund application. This additional information will act as a reminder to the Advisor/MGA to send the Transfer Form to the relinquishing institution.

     

    6. POPULATING FIELDS
    Advisors will no longer need to keep entering the same advisor and MGA information on new segregated fund applications. The first time an advisor code is used on an EZcomplete segregated fund application, the advisor will populate all the required fields. Each subsequent time a new segregated fund application is created with the same advisor code, the following fields will pre-populate with the values that were last entered.

    a) Advisor Email
    b) Dealer/MGA Name
    c) Branch Number
    d) MGA Email