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EquiNet Quick Tips
Need some help navigating your way around EquiNet? We’ve put together the top 5 Quick Tips on the following topics, based on the most frequently mentioned questions from advisors:
1. Policy Inquiry/New Business Pending Inquiry
2. Document Lookup
3. Policy Statements & Correspondence
4. Username & Email Address Support
5. Need more help? Submit a request for support using the EquiNet Support Form.
See more details and information about other site tips in this FAQ created to help you find your way around.
[pdf] Dialogue Virtual Healthcare Overview
Equitable explains individual life and critical illness insurance with client-focused videos! In today’s busy world, clients need guidance to help them pick the right solutions for their needs. They need quick, easy-to-understand information. With so many options out there, it can get overwhelming to make the right choice.

The same goes for individual life and critical illness insurance. Which type of insurance is right for the client? Advisors can help provide that support and guidance. But perhaps, to get that conversation started, you just need to give clients a little nudge.

We get it. That’s why Equitable has produced a series of client-focused videos to help advisors start those conversations.

Check out our explainer videos below and share them with clients today!

●  Equimax^® participating whole life for children
●  Dividends
●  EquiLiving^® critical illness insurance
●  Term life insurance
●  Equitable Generations^™ universal life insurance

Want to learn more?
Contact your Equitable Wholesaler – we’re here to help!

^® or ^™ denote trademarks of The Equitable Life Insurance Company of Canada.
Start a Conversation with EZstart – Now Available for Equimax Wealth Accumulator Looking for an easy way to explain insurance? We have a digital tool to do just that!

Start a Conversation with EZstart™

EZstart helps to commence those initial client conversations. Think of it like a digital brochure: you start a conversation about life goals, enter a few details - and within a few clicks - get a quick quote on your phone or tablet instantly.

We have a NEW EZstart for Equimax Wealth Accumulator® available. Go to the EZstart for Equimax Wealth Accumulator now.

Don’t forget about our other EZstart tools that are available for you. Learn more.

_{^®and ^TMdenote trademarks of The Equitable Life Insurance Company of Canada.}
Smarter saving with GIA Laddering Want to show clients how to grow their savings in smart ways? Try Guaranteed Interest Account (GIA) laddering—a simple strategy that helps clients earn more interest and stay flexible.

How does it work?
Instead of a client putting all their money into one-year GIAs, laddering means splitting the money into different GIAs with different end dates. This way clients can:

• Earn better interest rates.

• Get access to part of their money every year.

• Be ready if interest rates go up or down.
Use our new calculator
Equitable’s new GIA Laddering Calculator shows clients how this strategy compares to putting all their money in one-year GIAs each year. It helps clients see which option could give them more money over time.

Contact your Director, Investment Sales to see how laddering can work for clients.

Date posted: September 15, 2025
We want to hear from you! We’re building the Equitable Listens^TM advisor community and invite you to join!

What’s in it for me?

How do I join?

It’s simple. Click on your invitation link below to get started, answer a few questions then confirm your email and you’re in!

Thank you,
The Equitable Listens Team

This advisory panel is for research purposes only. Your email address will only be used to invite you to participate in studies or to share study results with you. This community is currently in English only.
[pdf] Pivotal Solutions Fund Facts
[pdf] Payout Annuity Advisor Guide