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  1. Step Up Your Wealth is Back—and It’s All About You!


    Equitable® is excited to bring back our Step Up Your Wealth Sales campaign for 2026! This is your opportunity to grow your business, deepen client relationships and earn rewards for doing what you do best—helping Canadians achieve financial confidence.

    As an advisor, you know the value of a strong partner. At Equitable, we combine the strength of a mutual company with a full suite of competitive wealth solutions designed to help support every stage of a clients’ financial journey.




    Your Advantage Starts Here

    Expand Your Offering: Access a comprehensive range of products to meet diverse client needs—from accumulation to retirement income.
    Build Stronger Relationships: Position yourself as a trusted advisor with solutions backed by Equitable’s proven track record.
    Earn More: Receive a Growth Bonus* as our way of recognizing your commitment and success.

    This campaign is designed to help you grow your book of business while delivering exceptional value to clients. Together, we can make 2026 your most successful year yet because when we grow together, success is mutual.

    Ready to Step Up? Visit our website or connect with your Director, Investment Sales today for full details.



    *The bonus amount will be calculated on December 31, 2026 based on net deposits to Equitable Individual Wealth products for 2026. The bonus will be paid within 90 days following December 31, 2026. Maximum bonus payable is $100,000 for re-qualifying Elite Advisors; $75,000 otherwise. Re-qualifying Elite Advisors are advisors who attained Elite status at the end of 2025 and maintain Elite status at the end of 2026. To attain Elite advisor status, an advisor must have $1,250,000 in gross deposits in at least five Equitable policies in 2026 or $10,000,000 in assets with Equitable’s Individual Wealth at the end of 2026. For re-qualifying Elite Advisors that reach $10,000,000 or more in net deposits in both 2025 and 2026, the maximum payment is $200,000. Equitable reserves the right to end or after the Step Up Your Wealth Sales campaign or the Elite Advisor Program at any time and without notice.
  2. Manage your business virtually with Equitable Life

    As an advisor, we know that physical distancing and self-isolation are proving to challenge the business as usual practise. The good news is that Equitable Life® is here to help. Our self-serve and online tools and resources for Savings and Retirement advisors can assist in maintaining a certain degree of daily activity.

    Online Banking
    Help your clients during this time of isolation and self-distancing by letting them know about banking online. Online banking is an easy and convenient way for your clients to make additional contributions to non-registered savings plans, Tax-Free Savings Accounts or even last-minute contributions to a Retirement Savings Plan.

    Deposits will be made according to the instructions on file. Advisors will receive the regular commissions for any deposits made. Please note that all deposits must originate from the policy owner's bank account.

    For more information on using online banking including financial institutions currently registered for direct deposit with Equitable Life, click here.

    EZcomplete for non face to face
    We know that business still needs to happen, even in times of uncertainty. EZcomplete® can help with that. With our non face-to-face functionality, EZcomplete allows you to remotely connect with your clients. Once the online application is complete, EZcomplete sends your client a passcode that gives secure access to review documents and allows your client to provide an electronic signature. You only need to provide your client’s email address.

    EZcomplete makes the process of completing non face-to-face applications more convenient and doing business with Equitable Life EZ. For more information on EZcomplete, click here.
     
    Limited Trading Authorization
    Need to make some fund adjustments for your client? Limited Trading Authorization (LTA) is built into the Pivotal SelectTM and Guaranteed Interest Account applications to simplify the process of submitting client requests. Alternatively, the Limited Trading Authorization Form # 14 can be completed. Discretionary trading is not permitted. The advisor must have documented the client’s instructions in the client file. To learn more, click here.
     
    Client Access
    Does your client need to make changes to a pre-authorized deposit or beneficiary information, address or banking information? Does your client have a Client Access® account? Client Access is Equitable’s secure online client site that connects clients to tools and policy information. To create a new Equitable Client Access account, your client will need to reference the policy number(s). By registering for Equitable Client Access, policyholders and annuitants can make changes and view information such as:

    Details of investment holdings including:

    • Up-to-date market value of investments;

    • Guaranteed Interest Account (GIA) maturity dates and values;

    • Premium amounts, death and maturity guarantees and beneficiary information; and

    • Recent account activity.

    Details of Payout Annuities including:

    • Next payment date;

    • Annual income and payment guarantee details; and

    • Beneficiary and Annuitant information.

    There is also a secure inbox where copies of statements and other correspondence are available. To learn more, click here. 
     

    Need help with any of these resources? Contact our Advisor Services team Monday to Friday 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427 or email savingsretirement@equitable.ca, or your local Regional Investment Sales Manager.

  3. [pdf] Building a Stronger Investment Portfolio
  4. [pdf] Equitable GIF Registered Application
  5. Login information for current advisors
  6. A message from Cam Crosbie

    What an exciting year it’s been at Equitable®. There’s more to come in 2025!

     

    In this short video, I share with you some of the things we’ve done to show our commitment to you in 2024 and some of the great things we’ve got planned for 2025.  

     

    I want to thank you again for your continued support and trust in us. We value our partnership and are always working hard to make things better.


    Please take a few minutes to watch the video.  

     


    cam-(1).png
     

    Cam Crosbie,
    Executive Vice-President, Savings and Retirement Division
    Equitable

    Savings & Retirement Holiday Hours
    All transaction requests to be handled same business day must be submitted in good order by:
    • • December 24, 2024, 11:00 a.m. ET
    • • December 31, 2024, 11:00 a.m. ET
    FHSA applications to be considered for 2024 contribution year must be submitted in good order by:
    • • December 31, 2024, 11:59 p.m. ET
    FHSA online banking deposit deadline for 2024 contribution receipt:
    • • December 24, 2024, 4:00 p.m. ET
    Note: Transaction requests submitted after 11:00 a.m. ET will be processed effective next business day
    RRSP deposits to be considered for the 2024 tax year must be:
    • Dated March 3, 2025, or before
    • Must be submitted to Head Office in good order by March 7, 2025, by 4:00 p.m. ET
    RRSP applications to be considered for 2024 contribution year must be submitted in good order by:
    • March 3, 2025, 11:59 p.m. ET
    RRSP B2B Loans:
    • RRSP loan deposits must be received by March 14, 2025, by 4:00 p.m. ET

    Note: Transactions submitted after these dates will not receive a 2024 contribution receipt
    ​​​​​​

    Date posted: December 5, 2024
  7. A message from Cam Crosbie WFG

    What an exciting year it’s been at Equitable®. There’s more to come in 2025!

     

    In this short video, I share with you some of the things we’ve done to show our commitment to you in 2024 and some of the great things we’ve got planned for 2025.  

     

    I want to thank you again for your continued support and trust in us. We value our partnership and are always working hard to make things better.



    Please take a few minutes to watch the video.  

     

     

    cam.png
     

    Cam Crosbie,
    Executive Vice-President, Savings and Retirement Division
    Equitable

    Savings & Retirement Holiday Hours
    All transaction requests to be handled same business day must be submitted in good order by:
    • • December 24, 2024, 11:00 a.m. ET
    • • December 31, 2024, 11:00 a.m. ET
    FHSA applications to be considered for 2024 contribution year must be submitted in good order by:
    • • December 31, 2024, 11:59 p.m. ET
    FHSA online banking deposit deadline for 2024 contribution receipt:
    • • December 24, 2024, 4:00 p.m. ET
    Note: Transaction requests submitted after 11:00 a.m. ET will be processed effective next business day
    RRSP deposits to be considered for the 2024 tax year must be:
    • Dated March 3, 2025, or before
    • Must be submitted to Head Office in good order by March 7, 2025, by 4:00 p.m. ET
    RRSP applications to be considered for 2024 contribution year must be submitted in good order by:
    • March 3, 2025, 11:59 p.m. ET
    RRSP B2B Loans:
    • RRSP loan deposits must be received by March 14, 2025, by 4:00 p.m. ET

    Note: Transactions submitted after these dates will not receive a 2024 contribution receipt

    Date posted: December 5, 2024
  8. [pdf] Equitable GIF Product at a glance
  9. [pdf] Health Care Spending Account - Plan members
  10. Equitable and Cloud DX