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  1. [pdf] MDRT - Million Dollar Round Table Certifying Letters
  2. Re-Allocation of funds
  3. Policy change begins eDelivery of contracts and documentation Effective February 16, requested contract changes for inforce Life policies will be completed as per our usual process. However, the contracts and documentation will now be sent out electronically.
     
    We are leveraging the same electronic delivery solution as the New Business process currently in place. An acknowledgement or e-signature will be required to electronically complete the requested change.
     
    Advisors/MGA and Policy Owners will receive an e-mail notification when review, acceptance or eSignature are required.
     
    Looking for more information?
    Additional details regarding the process can be found here and in the FAQ.
    Please contact your Regional Sales Manager if you have any questions.
  4. Replacements
  5. Replacements
  6. And the winners of Equitable’s Ring in the Savings Contest are…

    A big thank you for making Equitable’s Ring in the Savings contest a huge success.  

    Clients who made a contribution between January 1 and March 1, 2025, to their Registered Retirement Savings Plan (RRSP) or Tax-Free Savings Account (TFSA) or could win $5,000 and the advisor could win $1,000.
     
     We’ve now completed the draws and are thrilled to announce the following winners:

    • Client: C. F., British Columbia
      Advisor: Dylan D., British Columbia

    • Client: F. L., Ontario
      Advisor: Ted E., Ontario

    Congratulations to our winners!  

    From all of us at Equitable, thank you for your trust and partnership.

    Posted May 5, 2025
  7. Tune in to our latest Equitable Insights Videos on EquiNet Our new Equitable Insights Video Series page on EquiNet® hosts all of our latest videos in one convenient place, including:

    ●  Our Large Case Experts, featuring Scott Morrow, Individual Insurance Sales Vice President, MGA East, Equitable Life
    ●  EZcomplete Makes Submission to Commission Easy, featuring Chris Marrese, Individual Operations Vice-President, Equitable Life
    ●  Our Investment Approach featuring David Irwin, Director, Portfolio Management and Client relations
    ●  Our Financial Strength, featuring Sheila Hart, Chief Financial Officer, Equitable Life

    Watch our Equitable Insights Video Series to learn more about Equitable Life and the solutions we offer to meet our customers’ needs.
  8. 2022 brings a new year of retirement savings opportunities

    As a new year begins, you will start to reach out to your clients about the upcoming Retirement Savings Plan deadline, March 1, 2022. This year, connect with your clients through social media, video chats, emails or even in-person. Try Equitable’s Case Studies, Prospecting Letters, Video and Equitable Blog on EquiNet® to make the most of your meetings. Designed for each specific target group, these sales strategies can help initiate a conversation about retirement savings goals.

    To learn more about Retirement Savings Plans, click here.

  9. Equitable Blog
  10. New rules in effect for all Quebec applications The Quebec Regulatory Tribunal (AMF) made an important decision about selling insurance products to Quebec residents. As a result, Equitable® has changed its licensing rules for all future sales to clients in Quebec. 

    Effective on November 28, 2024, you must be licensed in Quebec to submit an application for a client who lives in Quebec. This requirement applies to all insurance and investment products.

    Regardless of where the application is signed, if you meet with a client whose primary residence is in Quebec, you must be licensed in Quebec to submit on the client’s behalf. 

    If you are not licensed in Quebec, you will need to get licensed in Quebec for applications for Quebec clients to be processed. 

    What about licensing for clients outside of Quebec? 

    In all cases, we encourage you to be licensed in the province where a client lives to be able to do business or provide ongoing service.




    Equitable is committed to providing solutions and service that is in the best interests of clients and advisors alike. We appreciate your continued support.

    Questions?

    Your Equitable Wholesaler is here to help. 

    You may also reach out to Advisor Services for more details. Email eastern-service@equitable.ca or call 1-800-668-4095.



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