Welcome to EquiNet
Equitable's secure site for our AdvisorsWelcome to EquiNet
Equitable's secure site for our AdvisorsWhat's New
Individual Insurance
Get to “Yes” faster with auto-approvals
Equitable’s underwriting auto-approvals through EZComplete can help speed up the underwriting decision. That means fewer delays and a better experience for clients.
Auto-approval is available for healthy clients seeking individual coverage within these limits:
• Ages 18-50: up to $3,000,000
• Ages 51-55: up to $500,000
• Ages 56-60: up to $100,000
Note: Equitable may ask for more information if needed for underwriting or preferred review.
Log into EquiNet to start your web-based sales illustration. Then apply seamlessly through EZComplete with key fields auto-filled that save time and reduce errors. You can also capture e-signatures quickly and submit applications directly for processing.
Don’t delay. Run a quote today.
For more information, contact your Equitable Wholesaler.
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Individual Wealth
Grow your expertise and earn CE credits with the enhanced Path to Invest experience
Looking to understand industry trends, deliver greater value to clients and earn Continuing Education (CE) credits?
Equitable® has enhanced Path to Invest, our self-paced learning experience designed for today’s financial professional. Through one-hour modules, you’ll gain practical insights, access updated resources and earn CE credits, all on your own schedule.
Get started with these enhanced Path to Invest modules:
• Planning Concepts Modules
• Product Modules
• Registered Plans Modules
• Investment Modules
• Total Cost Reporting Module
Start learning today! Visit our Learning Centre to begin.
If you have any questions, reach out to your Director, Investment Sales. When we work together, success is mutual.
Continuing Education Credits
To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. These webcasts are available in English only. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by the licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only.
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Individual Insurance
Individual Wealth
Group Benefits
Who we are
The power of together
At Equitable, we believe in the power of working together. It's a mindset that drives our behaviours, decisions, and actions to deliver impact and positive outcomes for our clients, advisors, partners, each other, and the communities we cherish.