Equitable Life | Competitive Edge Newsletter
Simple Issue products – updates and resources
- New! Application Authorization Form (1344) – Now covers both Living Protection CI and Final Protection WL.
- Simple Issue Application Checklist – Learn how to save time and get your policies issued quickly.
- Living Protection or Final Protection Data Collection Worksheet – Answers the questions…Does your client qualify? What information do you need? Have your client sign it and keep it for your records.
No change to dividend scale for 2014/2015
Equitable Life’s Board of Directors has approved continuing the current dividend scale for the period July 1, 2014 to June 30, 2015.
NEW Canada’s Anti-Spam Legislation (CASL) effective July 1, 2014
The legislation establishes rules for the sending of commercial electronic messages (CEMs) to your clients.
Term – the perfect balance between need and affordability
We are not a one-size-fits-all society. Mix and match various term life insurance products into one customized plan with our new Product Comparison Report available in the Equitable Sales Illustrations® software.
Make it a term family plan
Combine multiple term plans on multiple people covering multiple needs…all in one package. And only one policy fee!
Equitable Life’s 2016 Leaders’ Conference
Holland River Cruise, April 2016 – Join us and satisfy your sweet tooth!
Did you know that Belgium produces over 200,000 tonnes of chocolate every year?