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  1. Enhancing the Transfer Process: Equitable's New Signature Guarantee Service Equitable® is making transfers even easier with EZcomplete®.

    This enhancement will help advisors and clients by reducing the number of rejections from other institutions that need a signature guarantee. Reducing transfer rejections means less time and effort for advisors, and faster transfers from other institutions. 

    Signature Guarantees
    Equitable will now offer signature guarantees on most transfers requested through EZcomplete. 

    When is a signature guarantee not available?

    •  For entity owned accounts
    •  If a Power of Attorney is signing on behalf of an owner
    •  If the transferring account has an irrevocable beneficiary 

    Watch the quick Identity Check with Persona video or read through instructions below. 





    To offer a signature guarantee, Equitable first needs to check the identity of all owners using Persona, a third-party service provider.
    The advisor starts by selecting a signature guarantee in EZcomplete. An email link is sent to all proposed owners.


    Clients can click the link within the email to Persona's verification process.
    They will be prompted to take a picture of their photo ID and a selfie, turning their head slightly left and right by following the prompts.
    Their identity can then be confirmed in seconds.






    Sending Transfer Forms:
    •  If all owners' identities are verified, Equitable will send the transfer form with a signature guarantee stamp and the e-signature audit log to the transferring institution.
    •  If ID verification fails, clients will be prompted to try up to three times. If still unsuccessful, the transfer form and e-signature audit log is sent to the transferring institution without the signature guarantee stamp.

    Handling Issues:
    •  Advisors’ obligations to verify ID is not affected by this process; ID verification is still required.
    •  If the client times out or loses the email to access Persona, the advisor can resend the link.
    •  If the client’s name or email changes after ID verification, the advisor will need to redo the ID verification with the updated information to get a signature guarantee.

    This update strives to make processes smoother and more efficient for everyone. Just another reason to do business with Equitable. When we work together, success is mutual.

    For more information or assistance, please contact your Director, Investment Sales.

    ​​​​​​Date published: May 7, 2025
  2. 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,
    image-(1).jpg

    There are no changes to EZcomplete’s Sandbox.  Applications in the Practice Site will continue to be deleted after 10 calendar days.

    Take me to the Sandbox

    Take me to EZcomplete

    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 savingsretirement@equitable.ca.

     
     
    *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
  3. There is still time to set up a First Home Savings Account in 2024

    A First Home Savings Account (FHSA) allows prospective first-time homebuyers to save for their first home. The plan is tax-free and allows annual contributions up to$8,000 a year or a lifetime contribution limit of $40,000. If you have a client who wants to buy a first home, start them on their path to home ownership with a FHSA.

    With Equitable’s FHSA or Daily/Guaranteed Interest Account (DIA/GIA), they can put their money to work right away. Available on Pivotal Select™ Investment Class(75/75) and Pivotal Select Estate Class (75/100) and Daily/Guaranteed Interest Account (DIA/GIA), Equitable offers clients an array of investment products to suit their individual needs and risk tolerance.

    Do not wait. Get clients started today!

    For more information on FHSA or DIA/GIA, including a FAQ and client materials, visit EquiNet® or contact your Director, Investment Sales.   

    Date posted: November 13, 2024

  4. [pdf] Online Plan Member Enrolment Quick Reference Guide
  5. Equitable and Cloud DX
  6. Supporting clients at claim time with KIND Did you know that our KIND™ program is available for new sales of Equitable Generations™ universal life and Equimax® participating whole life?

    In September 2022, we introduced our KIND program with our Equitable Generations launch and in February 2023 we announced the addition of KIND to new sales of Equimax.

    Our KIND program includes:
    ●  Compassionate Advance* - access up to 50% of your coverage to a maximum amount of $100,000 if the insured becomes terminally ill1
    ●  Bereavement Counselling - benefit for beneficiaries up to $1,000 total1
    ●  Snap Advance*- providing immediate access (if needed) of a portion of the death benefit up to $25,000 or the cash value of the policy, whichever is less when a death claim is submitted1
    ●  Living Benefit - tax-free access to the policy cash value in the event of severe disability1 We offer benefits to clients and their heirs with our KIND program. This is an example of our commitment to our clients.

    We offer benefits to clients and their heirs with our KIND program. This is an example of our commitment to our clients.


    To learn more about KIND with Equitable Generation or Equimax, read our our KIND Caring Claim Support Package or contact your local wholesaler.


    View our KIND video on YouTube or Vimeo! 
     
     
    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
    * Snap Advance and Compassionate Advance are non-contractual and may be altered or terminated by Equitable Life at any time without notice
    1 Subject to meeting the eligibility requirements.
     
  7. [pdf] Life Quick Reference Guide
  8. [pdf] The Right Time To Buy And Sell
  9. [pdf] Health Care Spending Account - Plan members