Site Search

423 results for go online quick PROBLEMGO.com Looking to buy a dismissal for a federal crime HMP Channings Wood

[pdf] New Forms to Comply with AML & CRS Changes
Online banking makes RSP season easier
March 1, 2021 is the deadline for clients to make Retirement Savings Plan (RSP) contributions within the first 60 days and that date is quickly approaching! Why not alleviate some stress by having your clients make their deposits using online banking?

To get started with online banking, clients simply log in to their online bank account and select the option to add a new bill/payee and search for Equitable Life Savings Plan. The Equitable Life savings plan policy number will serve as the account number.

Clients that complete their deposits using online banking don’t have to stress about mailing a cheque. Or worry about whether the money will make it to head office in time for the deadline. Deposits are applied based on the investment direction on file.

Deposits can be made to RSPs as well as Tax-Free Savings Accounts and non-registered accounts. The minimum deposit is $50 per fund and $500 per Guaranteed Deposit Account (GDA).

To learn more, click here. More questions? Reach out to your local Regional Investment Sales Manager.
Canada Post Labour Strike: What you need to know
No postal service? No worries. Equitable^® has electronic options that make doing business with us easy and seamless and will help to prevent delays in the event of a postal strike.

Online tools for advisors through EquiNet^®(Login to EquiNet to access):

● Use EZcomplete^®to submit your individual wealth, individual life and critical illness insurance applications electronically.
● Use Policy/New Business Inquiry and EZtransact™ to keep your business running. You will continue to receive your online correspondence so that you can keep clients up to date with lapses or premiums due.
● Use EZ Upload to submit scanned applications though a secure online connection. Easily upload applications and related documents, all at the click of a button. EZ Upload saves you time and courier costs and can be used for your life insurance, critical illness and savings and retirement business.

Online tools for clients:

● Equitable Client Access^® By setting up an account, clients can access their investment and insurance policy information, statements, letters, and payment details, whenever it’s convenient for them. Encourage them to sign up now!
● Online banking: Clients can make deposits to their Equitable savings policies, or make annual premium payments to their insurance policies through online banking. It’s fast and easy … and there’s no need for you to pick-up or deliver a cheque.
● Direct deposit withdrawals: Requests for cash withdrawals can be sent directly to clients’ bank accounts provided we have their banking information on file.
● Courier service: Contracts will continue to be sent via courier. Policy Disbursement cheques, cancellation letters, decline letters or cheques and other urgent correspondence will be couriered to the servicing MGA office for delivery/pickup. All other non-urgent correspondence will be held at Head Office.

Equitable works for you to make it business as usual!

Date posted: September 26, 2025
Administration Reference Guide for Individual Wealth
Financial planning concepts & tools
Clients looking to add a little balance and diversification to their investment mix?
An Equitable® Guaranteed Interest Account (GIA) may be just the right fit for them. With competitive interest rates, Equitable GIAs may be an ideal solution for clients looking to create a well-diversified and balanced portfolio.

A few reasons to consider Equitable for your GIA business:
- • The GIA advantage – a life insurance contract can provide many estate planning benefits.
- • Advisor rate discretion – advisors can forego up to 40bps of commission for an equal increase in interest rate, making our great rates even better.
- • Step Up Your Wealth Sales program¹ – 100% of GIA net deposits are used to calculate the 0.75% bonus commission earned on net deposits for 2024².
Bookmark this page to check our current rates.

For more information, please contact your Director, Investment Sales.

¹ Equitable reserves the right to alter or terminate this program at any time and without notice.

² All eligible deposits, sales, and redemptions occurring between January 1 and December 31, 2024, will be used to calculate an advisor’s 2024 net deposits. See full Step Up Your Wealth Sales program details for more information.

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

Date posted: May 9, 2024
[pdf] Daily/Guaranteed Interest Account Application - FHSA
Questions about eDelivery? New eDelivery page
Find information on the eDelivery process quickly with our new eDelivery of a Contract landing page.

We’ve made it easier to get the information you need to electronically deliver the insurance contract promptly.

eDelivery makes it quick and easy, and our new landing page ensures you’re able to find the information you need regarding the New Business eDelivery process, or the Policy Change and Conversions eDelivery process. You can find various resources in the Links section on the right-hand side of each page to help you along the way.
Equitable can help clients this tax season
It is tax time and clients should be receiving tax slips and deposit receipts by now.

Check out the Tax Slips: A Quick Reference Guide which gives a taxation breakdown by product. Review Insights into Non-Registered Taxation offering a detailed explanation on investment income, and why T3 tax slips generate on non-registered segregated funds.

Do clients have questions about contribution limits? Retirement Income Fund minimums? or Canada pension maximums? Check out Equitable’s handy 2024 Facts & Figures guide.

If you have further questions, please contact your Regional Investment Sales Manager or one of our Client Services Representatives at 1.866.884.7427.

Posted February 23, 2024
Equitable’s EZstart tool