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- [pdf] Pivotal Select Contract and Information Folder
- [pdf] G2 - Application for Non-Underwriting change
- [pdf] Equitable GIF Registered Application
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Making it easy to do business with us
Online Term illustration now auto-populates the application
We have added a new online illustration for Equitable® Term life insurance illustrations that automatically populates the fields in your Term application.
We’ve designed the online illustration to be intuitive so you can fill in client details with ease.
● Select term plans and coverages of choice, then get an illustration report in minutes.
● You can save your web illustration progress at any time and view it from the online application dashboard.
● We’ve combined the illustration with our online application to make the process seamless. The illustration details you provide will auto-populate in the fields needed to complete the application.
New: You can create a term illustration without logging in to EquiNet.
We are taking another step in the journey towards enhancing the ways we do business.
Check out this update on the new Illustrations page on EquiNet®!
Learn more
Have further questions? Your Equitable Wholesaler is here to help!
® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
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Important Information Regarding FHSA Contributions
Many clients have already taken advantage of Equitable’s First Home Savings Account (FHSA), available on Pivotal Select™ Investment Class (75/75) and Pivotal Select Estate Class (75/100).
Below, we answer questions we have received regarding cut-off dates for 2023 FHSA contribution tax receipts.
1. The client submitted an application with a deposit before 11:59 p.m. ET on December 29, 2023. Will they get a 2023 FHSA contribution tax receipt?
Yes, the client will receive a 2023 FHSA contribution tax receipt.
2. The client submitted an application with a deposit on December 30 or 31, 2023. Will they get a 2023 FHSA contribution tax receipt?
No, the client will not receive a 2023 FHSA contribution receipt. The client’s deposit will be made effective the next business day, January 2, 2024. The client will receive a FHSA contribution tax receipt for the 2024 tax year.
However, since the client signed the application on or before December 31, 2023, they are eligible to take advantage of the 2023 contribution room in 2024 (up to $16,000 total*).
3. The client submitted an application with a deposit after January 1, 2024, but it was signed on or before December 31, 2023. Will they be eligible for the 2023 contribution room?
Yes. Any FHSA application received on or before 4:00 p.m. ET on January 12, 2024 that was signed on or before December 31, 2023 will be eligible to take advantage of the 2023 contribution room in 2024*.
4. The client received a confirmation letter stating their deposit was effective in January, but the application and contribution was submitted on or before December 29, 2023, will they receive a 2023 tax receipt for their contribution?
Yes, if the client received a confirmation letter stating their deposit was effective in January but the application and deposit was received at Equitable® on or before December 29, 2023, they will receive a 2023 tax receipt for their contribution. We are currently updating any impacted FHSA policies to reflect a December trade date. The client will receive a revised confirmation letter reflecting the December trade date.
5. When will 2023 FHSA contribution tax receipts be issued?
FHSA contribution receipts for the 2023 tax year will be mailed to clients by February 29, 2024.
If you have further questions, please contact your Regional Investment Sales Manager or one of our Client Services Representatives at 1.866.884.7427.
*Clients must consider all eligible FHSAs with any other institutions to determine their remaining contribution room.
® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
Posted January 2, 2024 - About
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Message from Equitable President and CEO Fabien Jeudy
I’m pleased to share our new brand with you. It’s an expression of our renewed purpose and commitment to work together, with our partners, to focus exclusively on our clients, protecting today and preparing tomorrow.
Our commitment to you
The new Equitable® brand signifies our focus on making it even easier to do business with us. To continuously refresh our products to meet the evolving needs of Canadians. And to strengthen our partnerships that enable growth and positive outcomes. The result is an uncompromising commitment to our clients, our partners, our advisors, and our people.
A year of transitioning to our new brand
Over the next year, we’ll make the transition away from our legacy look as our new look starts to emerge. We’ll invest in building more brand awareness so that together we can help even more Canadians. What you should know is that no matter old or new, our commitment is always focused on our clients, together with our partners.
Join us in the journey
We’ll provide more details on the changes we’re making, and we welcome you to join in the journey. I encourage you to reach out to your Equitable point of contact or visit equitable.ca to learn more.
Why Equitable? The Power of Together.
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Equitable’s New Logo.
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Sincerely,
Fabien Jeudy
President and CEO - [pdf] Equitable GIF TFSA Application
- Product at a glance