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1. Coming soon – 2024 Product Updates What’s changing?
   
   Updates include changes/enhancements to our flagship Equimax^® Par Whole Life product, Evidence of Insurability Schedule and more. A detailed summary of all the changes will be available on October 8, 2024.
   
   The Transition Rules, for handling new and in-progress life applications, are effective October 5, 2024.
   
   Need more information?
   Contact your Equitable wholesaler. Watch for more details on October 8.
   
   
   
   
   
   
   
   
   
   
   
   ^® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
    
2. Online Banking
3. Take advantage of our online services today!
4. Investment Loans
5. Choosing the right funds
6. [pdf] A Small Price to Pay
7. [pdf] EquiLiving Claims Experience
8. [pdf] Web-Based Sales Illustrations FAQ
9. [pdf] Corporate Preferred Estate Transfer using universal life
10. Things keep getting EZer with Equitable and EZtransact! Equitable® continues to make great strides with our digital self-serve tool, EZtransact^®. To keep this momentum, we’ve given EZtransact a fresh new look and feel, with additional transaction management changes and a new dashboard to enhance your online transaction experience! This refresh embraces our new brand, as we continue to focus on making it easier for you to do business with us.
    
    What’s new with this update?
    New dashboard for client search
    • The existing client search screen has been replaced with a new user-friendly dashboard.
    • Upon accessing EZtransact, all contracts associated with the user’s EquiNet ID will be displayed.
    • Users can refine the results and search by client name or contract number.
    Transaction management
    • Transactions submitted through EZtransact within the last 12 months are available, including their status.
    • Transactions that have received all signatures will now allow the user to download a copy of the signed request and any supporting documents uploaded by the user.
    • Transactions that are pending client signatures will allow the user to manage and track the e-signature process:
      • Signing packages can be resent to clients who have not completed their e-signature.
      • Clients can be unlocked through the dashboard if locked out due to too many invalid attempts.
    Signing process changes
    • Advisor and dealer/MGA stakeholders have been removed from signing information and review screens.
    • Users are no longer required to provide an email address for the dealer/MGA to submit a transaction.
    Get to know EZtransact and fast-forward your sales process. If you have any questions, please contact your Director, Investment Sales
    
    Date published: October 3, 2024