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Equitable Life is working quickly to simplify processes for conducting non face-to-face business and make it as easy as possible for you to work with your clients and Equitable Life. We’ll update this page frequently, so be sure to check back often. If you can’t find the information you’re looking for, please contact your Equitable Life Regional Sales Manager.

Simplified Process Quick Links:

  1. Submitting applications
  2. Underwriting
  3. Policy delivery
  4. Existing business

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Methods for transferring files securely to Equitable Life (May 20, 2020)
EZ Upload FAQ (May 20, 2020)

EZcomplete online application
Log in to EquiNet® and click on the EZcomplete Online Application link in the selection panel at the top of the page.

Our Tutorial video is available if you haven’t tried EZcomplete before. See how easy it is!
Strategies for Life Insurance advisors and clients (e-blast) (March 26, 2020)
EZcomplete® Online Application for non face-to-face meetings​ (March 26, 2020)

 Paper applications
(form #350)
 
Guidelines for completing a paper application non face-to-face
Non Face-to-Face Meetings – ID Verification Options (March 26, 2020)
EZ Upload allows you to send the application and required documents electronically.
  • Log in to EquiNet, click on the Tools & Information link in the selection panel at the top of the page and click on EZ Upload.

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EXTENDED TO October 31, 2021: Temporary Evidence of Insurability Schedule (1343)
Evidence of Insuranbility Requirements Extended

 

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We are unable to respond to email replies sent to signers@e-signlive.ca  All email inquiries should be directed to either Eastern or Western Service. Please include the policy number within your inquiry.

Deliver the insurance contract promptly. eDelivery makes it quick and easy! Learn more

 

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Digital Payment Options for your Client's First and Subsequent Annual Payments for Individual and Critical Illness Insurance Business (May, 2020)
Extended Grace Period and other premium payment relief options (April 3, 2020)
Online resources and tools to keep you and your clients in the know