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1. Launch
2. Launch
3. [pdf] EquiNet Quick Tips
4. Stay connected with a NEW Web Illustration tool for Equimax

   Equitable Life^® is pleased to announce the launch of our web illustration tool starting with Equimax® participating whole life insurance.
   
   This web illustration tool for Equimax is another way that Equitable Life is modernizing your experience and allowing you more flexibility to keep your business going while you’re on the road or meeting clients. This new illustration site is accessible on a web browser, so you can access it from a mobile device such as your phone, tablet, or iPad, and with MAC or Windows-based PCs or laptops.
   
   Access the new web illustration tool for Equimax by logging in to EquiNet^® and clicking the button in the ribbon called Sales Illustration that now has a Web Illustrations option. Note that you have the option to continue running Equimax illustrations in the desktop illustration software, as it remains unchanged at this time.
   
   For future enhancements, we plan to integrate with EZcomplete^®, to continue to make it easy to do business with Equitable Life.
   
   Visit the New Web illustration tool for Equimax_^® now.
   
   Questions? Please see our FAQ or contact your Regional Sales Manager.
   
   _{^® denotes a trademark of The Equitable Life Insurance Company of Canada}

5. Login information for current advisors
6. Anytime. Anywhere! Equitable Client Access
   At Equitable Life®, we know that managing your clients’ requests can keep you busy. We also know providing the opportunity for your clients to self-serve can allow you to focus on their future. That’s why our online client site, Equitable Client Access ensures your clients have all the information about their individual investment and insurance policy information that they need, right at their fingertips.
    
   Our secure client site gives your clients access to:
    
   • Tax Slips *NEW*
   • Coverage and guarantees
   • Investment allocation, performance, and market values
   • Pre-authorized payment information
   • Transaction history
   • Beneficiary information
   • Statements and letters
   • Advisor’s contact information
   • Banking or payment information  

   
   Sign up by December 31, 2021.
   
   Encourage your clients to login or register today!   
   client.equitable.ca

    
   If you have any questions about Equitable Client Access, we are here to help. Contact us Monday to Friday from 8:30 a.m. to 7:30 p.m. at 1.866.884.7427.
   
   ® and ^TM denote trademarks of The Equitable Life Insurance Company of Canada
7. [pdf] B2B Investment Loan Application Process
8. [pdf] B2B Loan application process for Equitable Life of Canada