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Oct 24, 2016 image 

Equitable Life  launches important product changes that simplify our product design and align with the new tax rules!  (français)

Insurance products

Check out what's new.
Find updated marketing material and application form #350 on EquiNet®.
Download the updated version 16-3 of the Equitable Sales Illustration® software.

G2 and G3 tax status?

We will make every effort to process applications for new business and policy changes as G2 policies. Applications submitted early, with no missing information and including all requirements and the first payment, have a better chance of being issued as G2 policies. If issued as G2 policies, certain changes may cause them to lose their G2 status.

New products added to online applications make submitting applications faster.

EZcomplete™ for face-to-face meetings

  • Now available for personally-owned Equimax® participating whole life, Equation Generation® IV universal life and term life insurance applications. It ensures your application is complete. It checks for missing information at each step and guides you through only the required sections of the application. EZcomplete "how to" webinars. Sign up now!    Find out more.

InsuranceAssist for non-face-to-face meetings

  • Now available for Equimax, Equation Generation IV, EquiLiving® critical illness and term life insurance applications. It walks you through the online version of the paper application. Find out more.

Questions?

Contact your Regional Sales Manager or your Equitable Life Advisor Service Team.

1.800.668.4095          

western-service@equitable.ca                        eastern-service@equitable.ca
(BC, AB, SK, MB)                                                (ON, QC, NB, NS, PE, NF)