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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 -
Product updates - See our latest!
Good news! The updates to Equitable’s individual insurance solutions, scheduled for October 5th, 2024, as announced last week, are now in effect!
What’s new in this product update?
1. A new premium rate band for Equimax® policies with $5 Million and more of basic life insurance coverage.2. A new illustration for switches from Paid-up Additions (PUA) to the Cash dividend option when premium offset is selected.3. A new way to calculate commission on Equimax life insurance, Term life insurance, and EquiLiving® critical illness insurance plans when clients choose monthly payments.4. A new life Evidence of Insurability Schedule (Form #1343)
…and there’s more!
Visit our new splash page for a complete summary of the product changes, our latest video, and links to our sales tools and important resources:
*Video available in English with French and Chinese sub-titles
Please refer to our Transition Rules for all the details on processing your applications.
Need more information? Please contact your Equitable wholesaler.
® or TM denote trademarks of The Equitable Life Insurance Company of Canada. -
EZcomplete enhancements for segregated fund applications
When we launched EZcomplete® for segregated funds back in January we heard a lot of positive comments from our advisors. We also heard that we could do better. So that's just what we did.
1. FUNDSERV CODE
Advisors with an active FundSERV code no longer need to remember to select the FundSERV code when starting a new segregated fund application. EZcomplete will now default to the FundSERV code.
2. LOAN DEPOSIT OPTION
Under the Contributions section of the segregated fund application for Non-registered, TFSA, RSP or Spousal RSP, Loan is now a deposit option under Deposit Types. If Loan is selected, EZcomplete will ask for amount and Lending Company name. Equitable Life® has partnered with B2B Bank to provide investment and RSP loans at competitive rates. Details can be found on EquiNet® under "Loans".
3. LIMITING SUCCESSOR ANNUITANT
Applicable to TFSA, RIF and Spousal RIF applications only, EZcomplete will now use validation to prevent advisors from accidentally naming the same person as both successor annuitant and beneficiary, reducing the instances of "not in good order" applications.
4. ONGOING PAD FUND SELECTION
If Ongoing PAD is selected as a Deposit Type, an advisor can allocate the Ongoing PAD to a fund allocation that is different than the rest of the deposit options.
5. TRANSFER FORM NOTIFICATION
The MGA and advisor confirmation emails now include text to confirm that a Transfer Form has been uploaded and submitted as part of the segregated fund application. This additional information will act as a reminder to the Advisor/MGA to send the Transfer Form to the relinquishing institution.6. POPULATING FIELDS
Advisors will no longer need to keep entering the same advisor and MGA information on new segregated fund applications. The first time an advisor code is used on an EZcomplete segregated fund application, the advisor will populate all the required fields. Each subsequent time a new segregated fund application is created with the same advisor code, the following fields will pre-populate with the values that were last entered.a) Advisor Email
b) Dealer/MGA Name
c) Branch Number
d) MGA Email -
Changes to RRSP to RIF Conversion Form - Pivotal Select (Form #1673)
Equitable Life® has recently updated the RRSP to RIF Conversion Form (Form #1673).
Summary of Change - The changes made to the Spousal section include clarification about beneficiary information and spousal consent.
The paper version of the updated RRSP TO RIF CONVERSION FORM - PIVOTAL SELECT (Form #1673) is now available on the Forms page of EquiNet®.
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New year tune-up for Equimax participating whole life
It’s a new year and time for an Equimax® tune up! We have made some exciting changes for new sales of Equimax Estate Builder® and Equimax Wealth Accumulator® effective February 11, 2023.
These exciting enhancements make Equimax even more robust, simpler and cost effective, to ensure it continues to be the preferred participating whole life solution for clients and advisors alike.
Watch our informative video to learn more.
Check out our Equimax splash page for complete details on all the enhancements, our transition rules, and much more.
What’s new?- All new children’s policies will now be issued as non-smoker for life – we will no longer request a non-smoker declaration for new children's policies.
- We have also removed the policy fees on new Equimax sales, reducing total premium payments – allowing clients to buy even more coverage for the same payment.
The following enhancements add more value, making it easier for you to recommend Equimax as your preferred whole life solution.- Monthly Excelerator Deposit Option(EDO) payments and EDO payments received off anniversary will now buy more paid-up additional insurance,
- Dividends earned on EDO payment paid-up additions, and credited on the base policy, can now buy even more paid-up additions,
- New clients now have the option to elect individual policies on joint last to die (JLTD) plans if their personal situation changes,
- We have also changed the way we calculate monthly premiums – resulting in lower premium payments across the board,
- And we have added our KIND™ benefit program to Equimax, as we did for our newest Generations Universal Life solution last September – making it easier for families and beneficiaries at claim time.
- And, finally, we are introducing some new sales illustration features, a Web-based software and more to help you market Equimax!
Plus, visit our Equimax product page on EquiNet®, then click on the Marketing Materials tab for the latest Equimax marketing materials.
Need more information? Please contact your local wholesaler.
® and ™ denotes a trademark of The Equitable Life Insurance Company of Canada. -
And the winners of Equitable’s Close to Home contest are…
A big thank you for making Equitable’s Close to Home contest a huge success. We’ve now completed the draws and are thrilled to announce the following winners:-
Client: Edwin M., Ontario
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Advisor: Amir S., Ontario
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Client: Veronica C., Ontario
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Advisor: Sabena D., Ontario
Congratulations to our winners. From all of us at Equitable, thank you for your trust and partnership.
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And the winners of Equitable’s Snowball Your Savings contest are…
A big thank you for making Equitable’s Snowball Your Savings contest a huge success. We’ve now completed the draws and are thrilled to announce the following winners:
- Client: Aemie V., British Columbia
- Advisor: Sitti M., British Columbia
- Client: Reenu V., Ontario
- Advisor: Amjath A., Ontario
Congratulations to our winners. From all of us at Equitable, thank you for your trust and partnership.
- [pdf] Equitable GIF Contract Provisions and Information Folder
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Product Enhancements - Critical Illness
Equitable Life has exciting product enhancements that will help you offer more options to clients.
Access our Virtual Product Launch NOW. Grab a coffee and get ready for this exciting news! Hear from our leaders and learn about our exciting product enhancements.
NEW! EquiLiving plans and riders enhanced with:- 20 pay options with coverage to age 75 or coverage for life
- Support from Cloud DX to help monitor a client’s well-being from treatment to recovery.
- Added Acquired Brain Injury as a covered critical condition
- 30-day survival period removed for all non-cardiovascular covered conditions
- No age restriction to claim for Loss of Independent Existence (LOIE)
- EquiLiving Benefit now pays the higher of the EquiLiving Benefit or the Return of Premium Rider Benefit (not including Return of Premium on Death)
- And so much more …
The updated illustration software will be available for download after 9 a.m. ET on Friday, February 11, 2022, and will include all the Equimax and EquiLiving enhancements.
See the Equitable Sales Illustrations Update for information on how to download the software or check for updates.
Please review updates to the commission schedule A for these new enhancements.
Learn more- Transition rules are available
- Watch our virtual launch event video now! (Approx. 20 minutes)
- Watch our product launch intro video here
- Visit our launch event page with product change details and more here
- Marketing Materials
Please contact your Regional Sales Manager for more information. -
There’s a new U.S. sheriff in town - now what?
This February, we focus on how the new U.S. administration may impact Canadian portfolio positioning, inflation, interest rates, and more. Join Joseph Trozzo, Vice President, Investment Sales, at Equitable® as he hosts this timely discussion.
Featured Speaker: Ilan Kolet
Ilan Kolet is a portfolio manager at Fidelity Investments®. He is experienced in managing investments and planning for retirement. Ilan has worked at the Bank of Canada and BNN Bloomberg, focusing on the Canadian and U.S. economies. He will highlight key funds in Equitable’s portfolio strategy.
Learn more
Continuing Education Credits
This webcast has been submitted for continuing education (CE) approval for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. Upon approval, you will be sent an email notification to come back to the webinar presentation console to download your personalized certificate form the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by their licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only.
This webcast is available in English only.
Equitable is a trademark of The Equitable Life Insurance Company of Canada.
Fidelity Investments is a trademark of Fidelity Investments Canada ULC.
Date posted: February 12, 2025