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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.
1 minute read
Individual Wealth
A good time to look at the Equitable Money Market Fund
Whether clients are looking for a short-term cash savings solution or are interested in funding a dollar cost averaging strategy, the Equitable Money Market fund may be an ideal solution.
With a current yield to maturity of 1.48%*, the fund provides maximum income through short-term investments consistent with preservation of capital and liquidity.
And advisors earn the full commission upon deposit on funds used for a dollar cost averaging strategy.
For more information check out Equitable Money Market Fund or contact your Director, Investment Sales.
* As of August 7, 2026, net of fees. Applicable to Pivotal Select and Equitable GIF contracts. Yield to Maturity: The market value weighted average yield to maturity includes the coupon payments and any capital gain or loss that the investor will realize by holding the bonds to maturity.
™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada.
Date posted: August 11, 2026
1 minute read
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.