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  1. No printing, no scanning—just EZcomplete EZcomplete® is your simple, digital tool for submitting applications for Equitable’s Pivotal Select™ segregated fund lineup.

    How does it work?
    EZcomplete® guides you step by step. Once the documents are ready for client review and signature, just enter the client’s email address and give them a secret passcode. They’ll get a secure link to review and sign the documents—no printing or scanning needed!

    When can I use it?
    Use EZcomplete® for both in-person and non face-to-face meetings. It works with individual, joint, or business clients. You can use it on a tablet, laptop, or desktop with internet access—whatever works best for you.

    Why use EZcomplete®?
    It’s fast, easy, and secure. For non face-to-face meetings, clients can sign documents remotely using their own device.

    Start using EZcomplete® today and make your application process smoother than ever.

     If you have any questions, feel free to reach out to your Director, Investment Sales.

    Date posted: October 7, 2025 
  2. Switches and surrenders
  3. Introducing Equitable Guaranteed Investment Funds


     

    We’re excited to introduce the next evolution of the product advisors know and trust most. You made segregated funds our #1 wealth solution. Now, we’ve made it even better with enhancements designed to help power your growth and help deliver even more value to clients.

    Discover Equitable Guaranteed Investment Funds™

    • More choice & flexibility when it comes to our investment fund lineup

    • Better pricing advantages including the option for clients to group account values together within a household

    • New features & tools like asset rebalancing to make portfolio management easier

    Individual Wealth is in growth mode — and advisors like you are the reason why.

    If you were already offering our segregated funds to clients or were on the fence about segregated funds altogether, there’s never been a better time to explore Equitable Guaranteed Investment Funds.

     

            explore-(1).png


    Have questions or want a walkthrough? Our team is here to support your success every step of the way. Meet the team.

  4. Sales Strategies
  5. Dynamic
  6. Franklin Templeton
  7. Vanguard
  8. [pdf] Segregated Fund Annual Report - December 31, 2024
  9. [pdf] Segregated Fund Semi-annual Report - June 30, 2025
  10. A New Universal Life Solution for the 21st Century – Coming Soon

    Introducing a new Universal Life solution built for the 21st century: Equitable Generations™ universal life insurance will be available for sale September 26, 2022.

     

    Check out our Equitable Generations universal life splash page: www.equitable.ca/ul


    Our new Equitable Generations
    Equitable Generations is a Universal Life product that offers investment options that resonate with today’s 21st century client while reducing every fee possible. It also reduces the cost of insurance to help clients maximize their opportunity to purchase coverage and build tax-advantaged wealth.

    Features of Equitable Generations:
    • 34 fund options, including 18 new investment options, tracking funds managed by Fidelity™, Dynamic™, Invesco™ and more.
    • 3 sustainable investment “ESG” (Environmental, Social & Governance) options – because today’s buyer cares as much about impact as they do about returns.
    • Target date funds that auto-rebalance over time so that as a client approaches retirement, the fund adjusts its risk automatically.
    • A lower cost insurance with no policy fee, with the opportunity to purchase insurance protection, more opportunity to build wealth, or both.


    Supporting you at claim time with KIND™

    This service will include the following components:
    ● Living Benefit
    ● Bereavement Counselling benefit
    ● Snap Advance*
    ● Compassionate Advance*

    * Snap Advance and Compassionate Advance are non-contractual and may be altered or terminated by Equitable Life at any time without notice.

    New illustration software available
    The updated illustration software will be available for download after 9 a.m. ET on Tuesday, September 6, and will include the new Equitable Generations product. See the Equitable Sales Illustrations Update for information on how to download the software or check for updates.  

    Learn more
    Transition rules are available

     

    Check out our Equitable Generations universal life splash page: www.equitable.ca/ul

    Watch for more information and get ready to sell Equitable Generations universal life as it becomes available on September 26.

    Please contact your Regional Sales Manager for more information. 

    Invesco® and all associated trademarks are trademarks of Invesco Holding Company Limited, used under licence. Invesco is a registered business name of Invesco Canada Ltd.
    Dynamic Funds is a registered trademark of its owner, used under license, and a division of 1832 Asset Management L.P.
    Fidelity is a registered trademark of 483A Bay Street Holdings LP. Used with permission.
    Equitable Life, Equitable Life of Canada, KIND and Equitable Generations are registered trademarks of The Equitable Life Insurance Company of Canada.