Equitable Life Insurance: Annuity
Annuities from Equitable Life
An Equitable Life annuity provides regular, fixed income payments for the rest of your life. If you are looking for a guaranteed monthly income stream that will continue until your death, then a life annuity is the perfect retirement option.
Talk to an Equitable Life Insurance Agent/Broker
The best way to learn more about annuities from Equitable Life is to contact a Equitable Life insurance agent or broker who speciallizes in annuity sales. An annuity broker deals with more than one company and can help you compare monthly incomes from all the different life insurance companies that sell annuities in Canada.
The Hughes Trustco Group (LifeAnnuities.com) is a licensed insurance broker authorized to sell life annuities for Equitable Life Insurance.
Equitable Life Insurance Broker
Contact: Ivon T Hughes
Toll Free 1-877-842-3863
How to buy an annuity from Equitable Life
- Start by completing a Equitable Life annuity quote.
- Receive your Equitable Life Annuity Illustration by email.
- Complete the Equitable Life Annuity Application.
- Complete the transfer form(s).
- The following items are sent to Equitable Life Insurance:
Completing a Equitable Life annuity quote below is the first step in calculating your monthly income based on your personal needs.
Click here to get an Equitable Life Annuity Quote
Once you submit your information, we'll calculate your annuity payout and send you the Equitable Life Annuity Illustration the same day. Here is an example of a Equitable Life Annuity Illustration.
After reviewing the annuity illustration, the annuity broker will take down your information and complete the annuity application for you. Here is an example of a Equitable Life Annuity Application.
The annuity broker will complete the transfer forms that are necessary. Registered funds like your RRSP, RRIF or RPP are transfered from one institution to another using a transfer form. If the funds are coming from a non-registered source the annuity broker will ask you for a cheque that is payable to Equitable Life Insurance.
- Equitable Life Annuity Application
- Equitable Life Annuity Illustration
- Transfer Form (for registered funds) or
- Cheque payable to Equitable Life Insurance (for non-registered funds)
- Void cheque for the payment of the monthly income
- Copy of a government issued photo ID
Your annuity policy will be issued when the registered funds are transferred. Or when the non-registered funds have been cashed.
About Equitable Life Insurance
Since 1920, people have been depending on Equitable Life of Canada for financial protection. As one of the largest mutual life insurance companies in Canada, Equitable Life is dedicated solely to its policyholders. Everything we do is focused on providing them with personalized service, security and wellbeing.
Through partnerships with Managing General Agencies and Advisors across Canada, we offer a wide selection of competitive Individual Life and Health, Savings and Retirement and Group Benefits products to meet a range of financial planning and health needs.