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1. EZcomplete Non-Face-to-Face enhancement

   
   An EZ way to conduct your out-of-town business

   You asked for it, we built it: a solution for your non face-to-face business. EZcomplete^® allows you to conduct your non face-to-face business easily and quickly with your clients providing their signature remotely on their own device.

   How does it work?

   EZcomplete walks you through the electronic signature process. EZcomplete allows your clients to sign remotely using their own device for non-face-to-face applications. You only need to enter their email address and provide them with a secret passcode to securely access the documents to review and sign.

    Just another reason to do business with Equitable Life^® 

   EZcomplete makes it easy to process your non-face-to-face applications and do business with Equitable Life. 

   Login to EquiNet® and click on the EZcomplete icon on the menu bar

    

   ^® denotes a trademark of The Equitable Life Insurance Company of Canada.

2. The new segregated fund EZcomplete cloning feature will save time and errors.

    

   The new cloning feature for Savings & Retirement EZcomplete^® applications means that advisors don’t need to enter the same client information when completing multiple applications for the same client. 

    

   Here's how easy it is to use.

   

   Best of all, you can clone in progress and submitted applications.
   
   This is just some of the information that will be automatically copied:

   • Name

   • Date of birth

   • Gender

   • Occupation

   • Address

   • Phone numbers

   • Email address

   • Social Insurance Number

   • All beneficiary information

   
   The new EZcomplete cloning feature will save advisors time and reduce errors.

    

             
   
                                                                     
    

    

   If you have any questions, contact your Regional Investment Sales Manager

   
   ® denotes a trademark of The Equitable Life Insurance Company of Canada.
   Posted April 6, 2023
3. Introducing Path to Invest for learning and earning CE credits Equitable Life is pleased to introduce Path to Invest, our self-serve Continuing Education accredited presentation platform for advisors.
    
   Whether you want to learn more about the financial services industry or how responsible investment solutions can fit into a client’s overall financial well-being, Path to Invest has what you are looking for.  
   
   It’s a one stop shop with 15 accredited presentations on a variety of topics.  All with a video tutorial, short quiz and resource links for more information. 
   
   
   
   A few important notes before you get started. 
   PLEASE USE CHROME to get the best online experience as elements of the platform may not display correctly in other browsers.
    
   To get started on your Path to Invest:
   • • Click Equitable Life Education site
   • • Use the email address that you received this email to login.
   • • Your password is Equitable
   • • This link is specifically for your use only. Please do not share this link.
   Earning CE credits with Path to Invest is easy. 
   1. Select a module.
   2. Watch the entire video presentation.
   3. Complete the quiz and receive a passing grade.
   Once you’ve successfully completed the requirements, your personalized CE certificate will automatically be available to download.
    
   Check out Path to Invest and start learning and earning CE credits today. 
   
   Questions? Contact your Regional Investment Sales Manager to get started on your Path to Invest today!
    
   ™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada.
   
   Posted June 14, 2023
4. Equitable’s Grow Your Way Home contest

   
   From May 1 to August 31, 2026, clients who open an Equitable FHSA, make an FHSA contribution, or set up recurring FHSA deposits are automatically entered into Equitable’s Grow Your Way Home contest. A simple way to reconnect, re‑engage and help guide clients on their journey to home ownership.  

   
   Why this matters for your business 

   Use the contest as a reason to reach out: 

   • Re‑engage clients who haven’t contributed recently 

   • Encourage recurring deposits tied to paydays 

   • Introduce the FHSA to younger clients or first‑time buyers 

   • Support clients planning to use tax‑refund funds 

    

   
   What clients and advisors can win. 

   There will be two prize draws: 

   • Two winning clients will receive $8,000. 

   • Each winning client’s advisor receives $1,000. 

   See here for full contest rules and details. 
    

   How clients earn entries 

   We’re rewarding actions that help build real progress: 

   • New FHSA contracts 

   • One‑time deposits 

   • Automated monthly or bi‑weekly contributions 

   
   Key Dates 

   Contest window: May 1 – August 31, 2026 

   Draw date: September 21, 2026 

    

   How to Enter 

   Submitting contributions is quick and easy: 

   • Use EZcomplete® to open new accounts or process contributions. 

   • Use EZtransact® for ongoing client transactions. 

    

   Make the most of it 

   Your Director, Investment Sales can help you build a tailored outreach plan, share conversation starters and identify high‑potential clients to engage throughout the summer. It’s a simple, effective way to spark FHSA activity and strengthen client relationships all season long. 

    

   ® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.  

   Equitable’s Grow Your Way Home contest: No purchase necessary. Contest period is May 1, 2026 to August 31, 2026. Enter by: opening an Equitable FHSA during the Contest Period; making a deposit to your Equitable FHSA during the Contest Period;  or submitting a no-purchase entry. Two prizes of $8,000 each to be drawn on September 21, 2026 will be awarded to clients. The servicing advisor for the contract to which the selected entrant made the deposit is also an eligible winner and will receive a $1,000 prize. Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible entries received during the Contest Period. For full contest rules, including no-purchase method of entry, see the full contest rules.

5. There is still time to enter Equitable’s Ring in the Savings Contest!

   
   
   ™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada.
     For full contest rules, including no-purchase method of entry, see the full contest rules. 
   
   Posted February 14, 2025

6. [pdf] Asset Rebalancing - Equitable GIF
7. Policy contract changes for residents of Quebec Starting June 1, 2023, there will be new language rules for any “contracts of adhesion”, including insurance policy contracts, in Quebec. These changes are part of Bill 96, which is about respecting French as the official and common language of Quebec.
   
   At Equitable Life, we have made some changes to our contract processes to support this new requirement.
   Starting after May 23, 2023, clients who live in Quebec will always get a copy of their insurance policy contract in French, regardless of language preference.
   - We will only send the English copy to the policy owner if they specifically ask for it. In that case, we would also send a French copy.
   - For clients who request a copy of their policy contract in French, there is no change. We pride ourselves in respecting the needs of our clients.
   
   If you want to learn more about these language changes, visit Assemblee nationale du Quebec - Bill 96. You may also contact your wholesaler.
8. [pdf] FHSA to RSP/RIF Conversion