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Making it easier to do business with us
At Equitable® we are always looking for ways to improve your experience with us. We’ve made the following enhancements to make it easier for you to put your business with us.
New and Improved UL Fund Performance page
Access more fund performance information faster and easier on our new and improved Fund Overview & Performance website for funds held within Equitable universal life policies.
We partnered with Fundata to build a central location for fund performance, fund information (available in web and PDF) and Management Expense Ratios (MERs). This fund reporting will be available for all our universal life business (both legacy products and products currently being sold).
Highlights include:
● Save your favourite funds for easy access.
● Fund search and tools to filter by product, asset class and sustainability.
● Share feature allows you to easily share fund information with clients.
● Ability to compare fund performance.
Check out the new Fund Overview & Performance website today. See how Equitable is making fund information faster and easier to access.
New “Update Payment” feature for banking changes has launched!
Great news! We have launched a new self-serve "Update Payment" feature in Client Access and on EquiNet®. This new online capability enables clients and advisors to easily submit key banking change requests for eligible insurance policies*, with no need to complete a physical form.
*The Update Payment transactions are only available for eligible policies: those that have not lapsed, are not on Automatic Premium Loan, and are not owned by a corporation or other entity.
What’s new? Clients and advisors can now submit banking changes via EquiNet under Policy Inquiry. It allows them to easily submit requests for the following: stop and resume pre-authorized payments or change banks. Learn more.
Speak to your individual life wholesaler to learn more about these great enhancements!
® or TM denotes a trademark of The Equitable Life Insurance Company of Canada -
Ride the same-day service wave with Equitable Life
Sit back and relax – we’ve got your deposits covered. Make setting up one-time or recurring deposits flow like water with EZtransact™ - only from Equitable Life®.
Learn more - Compensation Inquiry
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Changes to the Compensation Inquiry section on EquiNet
The Compensation Inquiry Section from EquiNet is only available on Microsoft Edge. Please follow the instructions below:
1. Open Microsoft Edge, click on the three dots in the top right corner and select ‘Settings’.
2. In the Settings menu, locate ‘Default browser’ and click on ‘Add’ in Internet Explorer mode pages.
3. Enter the URL https://advisor.equitable.ca/advisor/compensationinquiry and click on ‘Add’.
4. Login into EquiNet using Microsoft Edge and you will be able to access ‘Compensation Inquiry’.
This configuration expires in 30 days, if you want to continue accessing ‘Compensation Inquiry’ after 30 days, you will need to redo the steps above.
If you encounter problems configuring, call our support line at 1.800.722.6615 ext. 8888 -
Equitable awarded FundGrade A
Fundata recognizes Equitable with Fundata FundGrade A® awards in August and September. The recognized funds are:
- Equitable Life Fidelity Global Innovators Fund Select
- Equitable Life Fidelity Climate Leadership Balanced Fund Select
Mark Schmehl, the portfolio manager of the Fidelity Global Innovators Fund recently joined us for a webcast. If you missed the live webcast, you can watch it on-demand.
Want to learn more? Contact your Director, Investment Sales today.
FundGrade A® is used with permission from Fundata Canada Inc., all rights reserved.
® and ™ denote registered trademarks of The Equitable Life Insurance Company of Canada.
Date posted: October 29, 2024
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