Welcome to EquiNet

Equitable Life's secure site for our Advisors

Welcome to EquiNet

Equitable Life's secure site for our Advisors

Notice:PLANNED OUTAGE is scheduled for EquiNet® and EZcomplete® on Saturday, June 10, 2023, from 6:00 a.m. to 10:00 a.m. ET. During this time, access to this platform will be unavailable. We apologize for any inconvenience this outage may cause.

What's New

Individual Insurance

Path to Success modules now available on EquiNet!

The Path to Success Critical Illness course module PDFs and videos are now available on the Critical Illness EquiNet page. The Path to Success program gives you access to specialized topics about Critical Illness Insurance, why it matters for your clients, and how to make an effective sale. Learn about: - Overcoming objections to Critical Illness Insurance - Pivoting from other products to Critical Illness Insurance - How to position and design the Critical Illness solution …and more! We have made the expert information from Path to Success available to you to review at anytime. However, if you wish to earn CE credits, you may continue to access the course through our Path to Success program website. Questions about the program? Visit the Critical Illness page on EquiNet or contact your local wholesaler.

1 minute read

More Insurance News

Savings & Retirement

Get Client Focused: Turning Compliance into Your Advantage

Join Equitable Life and guest speaker, April-Lynn Levitt, CFP, Business Coach, The Personal Coach, to learn how to be compliant in today’s environment and create client-focused review meetings: • Understand the new requirements and the best practices for implementing the new requirements into your practice. • Go beyond “ticking the boxes” to build an exceptional client experience. • Learn to use your review process to stimulate referrals and update compliance documents seamlessly. We are pleased to provide you with a recorded version of April-Lynn Levitt’s presentation, “Get Client Focused: Turning Compliance into Your Advantage” click here This webinar is available in English only. ® denote trademarks of The Equitable Life Insurance Company of Canada. Posted June 6, 2023

1 minute read

More Savings & Retirement News

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Who we are

Transcript for: Why Equitable video

Betty:

I have to take care of myself and it's not easy at my age. It's on me to keep the house in order and to make sure the cheque book is balanced every month.

Mike:

About 25 years ago I took my life savings, all of my savings out of the bank, and started my business. I take a lot of pride in how I run my company.

Customer Service Representative (CSR):

Every morning when I walk through the doors, I stop for a minute and remind myself that I am here to help people. When the phone rings, I know the person on the other end of the line is depending on me.

Betty:

You know, I don't like using the Internet. So, every month I mail a cheque to Equitable Life. I always call them to make sure they got it. They know me by name, and they take the time to listen to me.

Mike:

We've had hassles with insurance companies in the past, but with Equitable Life, I can talk to a real person. Someone who can answer my questions and solve problems quickly. One of our team members was rushed to the hospital with a heart attack a few weeks ago. He was in pretty rough shape. So, we called Equitable Life. They worked with his wife to complete the forms and they got everything sorted out. Now he can focus on getting better.

CSR:

Just last week I received a call from a customer. His wife had just passed away and he was so overwhelmed dealing with all the details. I took down all his questions and concerns and called him back later that afternoon with the information he needed. He said we were the first company that really seemed to care about his loss; and I don't think I will ever forget that.

Mike:

With Equitable Life there is no red tape. They are reliable and they are efficient. That's important to me.

CSR:

I love being part of a company that cares more about the people than simply the bottom line. I'm proud of what we do here and I'm proud to say I work here.

Betty:

The people at Equitable Life always listen and do whatever they can to suit my ways; and that is something you can't always find nowadays.

Voice over:

Canadians have turned to Equitable Life since 1920 to protect what matters most. We offer individual insurance, savings and retirement and group benefit solutions to meet your needs. Find out more at equitable.ca.

Canadians have turned to Equitable Life since 1920 to protect what matters most. We work with independent advisors across Canada to offer Individual Life and Health, Savings and Retirement, and Group Benefits solutions to meet your needs.

But we're not your typical financial services company. We have the knowledge, experience, and ability to find solutions that work for you. We're friendly, caring and interested in helping. And we're owned by our participating policyholders, not shareholders. So we can focus on your interests and provide you with personalized service, security, and wellbeing.

Click on the video to learn more about Equitable Life and the solutions we offer to meet our customers’ needs.