We know RSP season can be a hectic one. Between client meetings, filling out forms, gathering signatures, confirming deposits, it can really feel like your head is barely above water. Equitable Life^_® is here to help.

With our EZ suite of online services, you can enjoy the ride all the way to March 1, 2022.

Submit your client’s RSP application quickly and easily with Equitable Life®’s EZcomplete online application software. With face-to-face or non-face-to-face meetings between you and your clients, e-signature and remote signing capabilities; plus knowing your applications will be received in good order, you can stay on top this RSP season. Learn More.
 

A one-time deposit or ongoing deposit request from your clients this RSP season is quickly and easily accomplished using Equitable Life’s digital solution, EZtransact. Eliminate the hassle of filling out forms, facilitating signatures yourself, submitting copies to your MGA and being tied to business hours. The Make-It-EZ EZtransact contest is back by popular demand! This time we are making it twice as nice with one $200 winner each week, and a Grand Prize winner of $2000 at the end of the contest! Just in time for your busy RSP season. Keep on top of the RSP wave with EZtransact. Learn More.
 

Online Banking

Alleviate the stress this RSP season by having your clients make deposits using online banking. Your clients do not have to stress about mailing a cheque or worry about whether the money will make it to head office by March 1, 2022. Online banking makes RSP season easier. Learn More.
 

For questions about RSP season, contact your local Regional Investment Sales Manager.