More time to complete and view applications on EZcomplete
You asked for more time, we listened!
Effective January 14, 2023, you will have more time to complete and view in-flight and completed applications on the EZcomplete® dashboard.
You will now have,
There are no changes to EZcomplete’s Sandbox. Applications in the Practice Site will continue to be deleted after 10 calendar days.
Play around in the Sandbox with a demo client account.
Submit your applications today.
If you have any questions, contact your Regional Investment Sales Manager or Advisor Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427, or email email@example.com.
*Insurance applications currently offer 30 calendar days
** In-flight applications created prior to January 14, 2023, will maintain the existing 10-day submission timeline.
® denote a trademark of The Equitable Life Insurance Company of Canada.
Posted: January 14, 2023