Welcome to EquiNet

Equitable's secure site for our Advisors

Welcome to EquiNet

Equitable's secure site for our Advisors

What's New

Individual Insurance

Boost your knowledge and earn CE Credits Looking to deepen your understanding of Universal Life insurance and get a new CE Credit? Equitable is excited to offer a new addition to our online learning center: The mechanics of Universal Life. Whether you are new to the concept or looking to refresh your expertise, this course will help provide the knowledge you need to start conversations with clients. Our CE credit courses allow you to learn at your own pace and earn CE credits quickly and easily. Available Courses: • The mechanics of Universal Life *NEW* • Introduction to Whole Life Insurance • Participating Whole Life for the Children’s Market – A head start for tomorrow • Path to Success - Expert Advice on Navigating CI Sales • Ensuring a Compliant, Needs-based Insurance Sale • Where UL Fits in your product portfolio • Building your business with Critical Illness insurance • Harness the Power of Whole Life Cash Value A few important notes before you get started: • The programs are hosted on Teachable: https://equitable-life-education.teachable.com • Username: Please use your email address that you are contracted with • Password: Equitable • Please use Google Chrome to access the courses You can earn CE credits right away when you complete these courses. Start earning CE Credits! Check out the individual insurance online learning centre on EquiNet to stay up to date on new courses. All courses are accredited by Alberta Insurance Council, Insurance Council of Manitoba, The Institute for Advanced Financial Education, and Chambre de la sécurité financière*. Questions? Contact your local wholesaler. Are you having trouble logging in? Email equitableiimarketing@equitable.ca for assistance.

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Individual Wealth

No printing, no scanning—just EZcomplete

EZcomplete® is your simple, digital tool for submitting applications for Equitable’s Pivotal Select™ segregated fund lineup. How does it work? EZcomplete® guides you step by step. Once the documents are ready for client review and signature, just enter the client’s email address and give them a secret passcode. They’ll get a secure link to review and sign the documents—no printing or scanning needed! When can I use it? Use EZcomplete® for both in-person and non face-to-face meetings. It works with individual, joint, or business clients. You can use it on a tablet, laptop, or desktop with internet access—whatever works best for you. Why use EZcomplete®? It’s fast, easy, and secure. For non face-to-face meetings, clients can sign documents remotely using their own device. Start using EZcomplete® today and make your application process smoother than ever. If you have any questions, feel free to reach out to your Director, Investment Sales. Date posted: October 7, 2025

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Who we are

Transcript for: Why Equitable video

When we come together, great things follow. The world is better when we harness the power of togetherness to forge collective purpose. At Equitable this is more than just a feeling, it's a mindset. Driving our behaviors, decisions, and actions to power Equitable outcomes. It's how we show up daily. Committed to be at our very best to support Canadians, today and for all tomorrows to come. And our unique structure enables us to focus all our efforts towards improving the financial well-being of those we serve; our clients, partners and community. For over a century we have delivered on our promise to be there for Canadians. We believe that now it is more important than ever that we invest further to recommit our path of being a mutual and to welcome all to join in the shared benefits of living an equitable life. Today we introduce our new look. This fresh look signifies that wherever you are in your life journey, Equitable remains focused on you. We are employees. We are partners. We are clients. Together, over 1 million strong, harnessing the power of togetherness.

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.