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Introducing Equitable EZBenefits: A better group benefits solution for your small business clients If you serve small business owners, chances are they’re looking for a group benefits solution that’s affordable, sustainable and easy to manage. That’s why we introduced Equitable EZBenefits™. It’s a unique group benefits solution designed with you and your small business clients in mind.

Options to fit every need
Available to organizations with between 2 and 25 employees, EZBenefits offers a range of plan design options to match different needs and budgets. * Whether your client owns start-up or a growing company, we’ve got them covered. Plan options include a mix of Life, Health and Dental coverage. ** Clients can also add Long-Term Disability (LTD) coverage or a Health Care Spending Account (HCSA).

Embedded services to support health and wellness
To provide employees with added support for both their physical and mental wellbeing, all our plan design options include:
- Anytime, online access to medical professionals through our Virtual Healthcare solution from Dialogue,
- Access to professional counselors – via the telephone, the web or in-person – through our Employee and Family Assistance Program from Homewood Health®, and
- Online resources to help manage health, financial and family challenges through Homeweb, Homewood Health’s online wellness portal.
Extra HR support for your clients
EZBenefits also comes with built-in HR support through Equitable Life’s partnership with HRdownloads® This takes the heavy lifting out of common human resource tasks with HR support tools and services, including:
- HR Technology: An award-winning cloud-based human resource information system to provide help from onboarding to offboarding and everything in between.
- HR Content: Access to a library of over 3,000 HR documents, templates, compliance resources and articles, with 25 free document downloads.
- HR Training: A free Workplace Diversity and Inclusion online training course.
- HR Support: One free Live HR Advice call with a seasoned HR expert.
A streamlined process to optimize your time
We know that advising small business clients can be challenging. We’ve created a streamlined benefits process that provides rapid quotes, hassle-free plan implementation, simplified renewals and that is easy to administer. That way, you can spend more time advising your clients and building your business – and less time with administrative back and forth.

Pricing stability for long-term stability
When it comes to attracting and retaining talent, we know your small business clients are competing with larger organizations that have big budgets and lots of resources. That’s why we’ve designed EZBenefits to provide long-term pricing stability for health and dental benefits.

Find out more
Watch this video to learn how EZBenefits can help you and your clients. You can also visit info.equitable.ca/ezbenefits for more details or to request a quote. If you have questions, contact your Equitable Life Group Account Executive. If you don't have an Equitable Life Group Account Executive, email us at EZBenefits@equitable.ca.

* Not available in Quebec.
** Dental coverage is not included with the Bronze plan design option.
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[pdf] Corporate Preferred Estate Transfer® using whole life
EZtransact enhancements: New “Internal Transfer” and “Other Institution” options
At Equitable^®, we’re always looking for ways to make it easier to support clients. That’s why we’re excited to share new enhancements in EZtransact^® that give you more flexibility and simplify transfer processes.

What’s new
As of January 22, EZtransact now offers:
•  Internal Transfers that streamline digital movement of investments between eligible client accounts within Individual Wealth.
•  An “Other Institution” option when you’re initiating an external transfer. This means you can request transfers from financial institutions that are not listed in our existing dropdown menu.

These enhancements remove the need for manual workarounds and help ensure transfers are captured clearly and accurately the first time.

These updates support:
•  Advisors working with Individual Wealth clients
•  Clients who need to move investments either within Equitable or from another financial institution

To transfer funds between existing Equitable contracts, simply go to EZtransact, select Make a Transfer on the policy you want to receive the funds, and view your client’s existing contracts all in one place.

Use the new “Other Institution” option to start transfers from any financial institution, even if it’s not part of the standard list.

You’ll see these enhancements in the “Make a Transfer” flow within EZtransact on EquiNet^®. It appears right at the point where you select the financial institution for the transfer.

These updates are designed to:
• Give you more flexibility when managing external transfers
• Remove the need for manual steps or workaround solutions
• Help reduce errors that can happen during manual processing
• Improve efficiency for you and deliver a smoother experience for clients

You asked, and we listened! Keep providing us with your feedback on our digital tools. When we grow together, success is mutual. Get to know EZtransact! If you have any questions, please contact your Director, Investment Sales.

Date posted: April 1, 2026
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Equitable Life is launching a new Retirement Savings Plan section on EquiNet It is never too early or too late to speak to your clients about Retirement Savings Plans (RSP). This is a great time to check us out because Equitable Life® is launching all new tools and resources to help you improve your sales strategy and reach your clients.

Today, Equitable Life is launching an all new RSP section on EquiNet®. The RSP Product Information box contains new and improved marketing tools and resources. Need to prospect new clients? We have editable letters to help you do that! Need to market to Millennials, Generation X or Baby Boomers? We have brochures and case studies to help you reach them. Want to market to your clients using social media? We have links and articles to help you share the love. With all the new and updated RSP materials, we have you covered. So, visit us on EquiNet today to see how we can help you grow your business.