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1. Canada Post Labour Strike: What you need to know

   
   No postal service? No worries. Equitable® has electronic options that make doing business with us easy and seamless and will help to prevent delays due to the postal strike.

   
   Online tools for advisors through EquiNet^® (Login to EquiNet to access):
   
   ● Use EZcomplete^®to submit your savings & retirement and individual life and critical illness insurance applications electronically.
   ● Use Policy/New Business Inquiry and EZtransact™ to keep your business running. You will continue to receive your online correspondence so that you can keep clients up to date with lapses or premiums due.
   ● Use   EZ Upload to submit scanned applications though a secure online connection. Easily upload applications and related documents, all at the click of a button. EZ Upload saves you time and courier costs and can be used for your life insurance, critical illness and savings and retirement business.
   
   Online tools for clients:
   
   ● Equitable Client Access^® By setting up an account, clients can access their investment and insurance policy information, statements, letters, and payment details, whenever it’s convenient for them. Encourage them to sign up now!
   ●Online banking: Clients can make deposits to their Equitable savings policies, or make annual premium payments to their insurance policies through online banking. It’s fast and easy … and there’s no need for you to pick-up or deliver a cheque.
   ● Direct deposit withdrawals: Requests for cash withdrawals can be sent directly to clients’ bank accounts provided we have their banking information on file.
   ● Courier service: Contracts will continue to be sent via courier. Policy Disbursement cheques, cancellation letters, decline letters or cheques and other urgent correspondence will be couriered to the servicing MGA office for delivery/pickup. All other non-urgent correspondence will be held at Head Office.
   
   Equitable works for you to make it business as usual!
   
   Posted November 25, 2024
2. [pdf] Corporate Preferred Estate Transfer® using whole life
3. Frequently Asked Questions
4. About
5. [pdf] Building a stronger investment portfolio with participating whole life
6. [pdf] Gradual Inheritance Strategy
7. Changes to Pivotal Select NL-CB and NL-CB5 sales charge options On December 7, 2024, Equitable will make changes to the commission chargeback schedule for Pivotal Select™ NL-CB and NL-CB5. These changes aim to provide a more consistent approach to applying chargebacks.  
    
    
   
   Schedule before December 7, 2024: 
   
   
   
   Questions? Please contact your Director, Investment Sales. 
   
   Date posted: November 27, 2024
8. [pdf] Protecting that Bundle of Joy
9. [pdf] Building a stronger investment portfolio with participating whole life (supplemental)
10. [pdf] Levelize the tax on fixed income investments with corporately-owned participating whole life (corpor