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  1. New 350 Life and CI Applications

    On August 2nd, 2023, Equitable Life® will be updating the privacy and legal sections on some forms. This includes the form 350 Paper Application for Life and/or Critical Illness Insurance. This change will also be applied on our websites and our online application EZComplete®. These changes are part of Bill 64. The Bill is about the protection of personal and private information in Quebec. This will take effect on September 1st, 2023.

    Due to this change, we ask all advisors to use the latest version dated May 2023 of the paper application after August 2nd. Applications in Quebec must use the lastest version from September 1, 2023 onwards. 

    For all regions outside Quebec, we will support a transition period from ‘old’ to ‘new’ applications until December 31st, 2023. After this date, we will no longer accept older versions of our Life and Critical Illness application.








    To make sure you are using the latest version of the application, check the date on the title page. It should say May 2023. See the image below:

    Form-350-Image-EN-(1).jpg

    To order paper copies, click here.

    Email completed applications to supply@equitable.ca.

    To learn more about Bill 64, please visit Assemblee nationale du Quebec - Bill 64. You may also contact your wholesaler.

    ® denote a registered trademark of The Equitable Life Insurance Company of Canada.

  2. Clients could win $8,000 with an Equitable Life FHSA!


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    The Equitable Life® First Home Savings Account (FHSA) is available!  


    Offered on Pivotal Select™ Investment Class (75/75) and Pivotal Select Estate Class (75/100), this is a great opportunity to help clients achieve their dream of home ownership. 


    Clients who open a FHSA between September 11 and December 31, 2023, have a chance to win $8,000 towards their 2024 FHSA contribution.  And the advisor wins $2,000!   


    Help make a client’s dream of homeownership a reality, starting today!   


    To open a FHSA for clients, log into EZcomplete, our highly rated online application tool. It is easy to use, convenient, and fast.  


    For more information on FHSA, including an FAQ and client materials, visit EquiNet or contact your Regional Investment Sales Manager.  

     


    ® and ™ denotes a trademark of The Equitable Life Insurance Company of Canada. 

    Equitable Life FHSA Contest: No purchase necessary. Contest period September 11 to December 31, 2023.  Enter by making a deposit to an Equitable Life FHSA during the contest period or by submitting a no-purchase entry. One prize for a total value of $8,000 CAD to be drawn on January 16, 2024, will be awarded. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner will receive a $2,000 CAD prize. For example, if an Equitable Life client is a winner of the $8,000 prize, the client’s servicing advisor wins a $2,000 prize.  Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible Entries received during the Contest Period.  For full contest rules, including no-purchase method of entry, see full contest rules. 

    Posted September 11, 2023

  3. The top five benefits of choosing the 10-pay premium option As part of our December 2024 Equimax® update, we launched a new guaranteed 10-pay premium option for Equimax Wealth Accumulator®. This option is a great way for clients to fund their life insurance policy.

    The top 5 benefits of the 10-pay premium option:

    1. Short Payment Period: After just 10 years, the policy will be completely paid-up, and clients won’t have to make any more payments while still having coverage.
    2. Growing Cash Value: By completing payments in a shorter time, clients can see their cash value grow faster. They can later access this value through policy loans or cash withdrawals if needed.
    3. Level Premiums: The premiums for the 10-pay option stay level over time. This makes it easier for clients to budget.
    4. Estate Planning: A fully paid-up life insurance policy can be a great planning tool for clients who want to leave a legacy for their loved ones.
    5. Tax Benefits: The cash value in a whole life policy grows tax-deferred, and the death benefit is paid out tax-free to beneficiaries.

    To learn more about our Equimax 10 pay premium option, visit our splash page:

    English-Button.png    French-Button.png    Chinese-Button.png

    Need more information? Contact your local Equitable wholesaler with any questions.


    ® or TM denotes a trademark of The Equitable Life Insurance Company of Canada.
     
  4. Making it easier to do business with us At Equitable® we are always looking for ways to improve your experience with us. We’ve made the following enhancements to make it easier for you to put your business with us.  

    New and Improved UL Fund Performance page

    Access more fund performance information faster and easier on our new and improved Fund Overview & Performance website for funds held within Equitable universal life policies. 
     
    We partnered with Fundata to build a central location for fund performance, fund information (available in web and PDF) and Management Expense Ratios (MERs). This fund reporting will be available for all our universal life business (both legacy products and products currently being sold).

    Highlights include: 
    ● Save your favourite funds for easy access. 
    ● Fund search and tools to filter by product, asset class and sustainability. 
    ● Share feature allows you to easily share fund information with clients. 
    ● Ability to compare fund performance. 

    Check out the new Fund Overview & Performance website today. See how Equitable is making fund information faster and easier to access. 

    New “Update Payment” feature for banking changes has launched!

    Great news! We have launched a new self-serve "Update Payment" feature in Client Access and on EquiNet®. This new online capability enables clients and advisors to easily submit key banking change requests for eligible insurance policies*, with no need to complete a physical form.  
    *The Update Payment transactions are only available for eligible policies: those that have not lapsed, are not on Automatic Premium Loan, and are not owned by a corporation or other entity.

    What’s new? Clients and advisors can now submit banking changes via EquiNet under Policy Inquiry. It allows them to easily submit requests for the following: stop and resume pre-authorized payments or change banks. Learn more. 

    Speak to your individual life wholesaler to learn more about these great enhancements!

    ® or TM denotes a trademark of The Equitable Life Insurance Company of Canada
  5. Do clients imagine owning a dream home?


    We’re here to help make that happen! Clients who contribute to a First Home Savings Account between May 1 and September 30, 2025, will be entered for a chance to win an incredible $8,000 in our Close to Home contest. Whether opening a new account or making an annual contribution, this is a golden opportunity to help them get one step closer to homeownership.

     

    Advisors, Your Efforts Matter Too! By guiding clients towards their homeownership dreams, you’ll be entered to win $1,000 as a special thank you for your dedication and support. At Equitable®, we believe that when we grow together, success is mutual.



    Don’t Miss Out! Enter today using Equitable’s user-friendly online application platform, EZcomplete®, or process an online transaction with ease using Equitable’s EZtransact®. It’s fast, simple, and could bring clients closer to their dream home.

     

    Want to learn more? Speak to your Director, Investment Sales, and help clients take the first step towards making homeownership a reality.

     

    Equitable’s Close to Home Contest: No purchase necessary. Contest period May 1, 2025, to September 30, 2025.  Enter by making a deposit to an Equitable FHSA during the contest period or by submitting a no-purchase entry. Two prizes for a total value of $8,000 CAD to be drawn on October 15, 2025, will be awarded. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner and will receive a $1,000 CAD prize. For example, if an Equitable client is a winner of the $8,000 prize, the client’s servicing advisor wins a $1,000 prize.  Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible Entries received during the Contest Period.  For full contest rules, including no-purchase method of entry, see the full contest rules. 

  6. Investment Calculators
  7. Lin covers her life, her partner, her home, and business with Equitable’s Term Life insurance Lin has just opened her new business. Her partner Terri has supported her through it all, managing the bills and the mortgage so Lin can focus on getting her store established. Lin knows they’ve both worked so hard to achieve what they have.

    She wants to make sure they’re covered in case anything happens to either of them.
    With Equitable Life® Term Insurance, Lin can get affordable life insurance, which covers her and Terri’s current needs but is also flexible enough to change as their needs change.

    This video can help you start the conversation with clients about Term insurance. It walks them through the different term options and the value of being able to convert term coverage to a permanent life insurance policy later on. It also details the KINDTM benefits that are currently available with Term insurance.

    Plus, check out our Term product page, then click on the Marketing Materials tab for the latest Term marketing materials.

    Want to learn more? Reach out to your local wholesaler.




    Watch our new Term insurance with Equitable Life of Canada video to learn more. See it on Vimeo or YouTube.



     
    ® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.
  8. Show term and critical illness illustrations with ratings


    Rating options are now available in term and critical illness web illustrations. When you add a rating, the premium changes so clients can see the difference. This makes it easier to compare options and set expectations early.

    What’s new
    You can apply ratings to your term and critical illness web illustrations. When you choose a rating, the illustration and report update right away with the new premium.

    Benefits
       • Clear side‑by‑side comparisons
       • Illustrated options better fit client’s needs
       • Talk about options with more confidence

    How to use the rating feature
      1. In the web illustration, go to Personal Information.
      2. Select the Ratings checkbox.
         • This option also appears when adding a term rider or critical illness rider.

      3. Choose the rating type you want to illustrate:
         • Permanent amount (term)
         • Permanent percentage (term and critical illness)
         • Temporary amount (term)
    Once applied, the premium updates automatically and appears in the illustration report.

    Important to know
       • Illustrated ratings are for comparison purposes only.
       • When you submit an application, the system removes the illustrated rating.
       • The final rating is determined through underwriting.

    Improving your experience with more digital enhancements
    We’re always working to improve the web illustration experience based on your valued feedback.
    Here are some improvements you've asked for:
       • A confirmation box appears showing the rider selected is included in the illustration report.
       • When you’re signed into EquiNet your name and advisor code are included at the bottom of the illustration report.
    New design updates to the illustration reports now make it easier for you and clients to review. Use these clear and refreshed illustrations to help clients get the protection that best meets their needs.

    Questions
    Contact your Equitable wholesaler. For specific case support be sure to include:
       • the client name (if applicable);
       • the product (term or CI);
       • screenshot of the illustration settings.

  9. Sales Strategies
  10. [pdf] Dialogue Virtual Healthcare Overview