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1. Streamline your transactions with EZtransact

   Skip the forms and submit more transactions digitally with EZtransact^® to see how Equitable^® has continued to make it easier for you to do business with us.
   
   What’s new with these updates?

   
   One-time PAD functionality for Daily/Guaranteed Interest Account

   With the recent addition of DIA/GIA PAD to EZcomplete, you can now utilize EZtransact for one-time pre-authorized debits. This means faster processing with one-time deposits for investment instructions to either a DIA and/or GIA (multiple terms) with end-of-term instructions.
    

   Key benefits of these enhancements include:
   •  enhanced rate guarantees to secure the best rates available for clients,
   •  daily updated interest rate guide informs you of the latest rates,
   •  interest rate guarantee valid for three business days, for direct deposits from clients.
   
   Be sure to use EZtransact on your next DIA/GIA one-time deposit request to experience these improvements.
   
   
   Reduce RSP to RIF conversion time

   Reduce time and effort submitting Retirement Savings Plan (RSP) to Retirement Income Fund (RIF) conversion requests. EZtransact is continuing to reduce the amount of time it takes advisors to submit conversion requests.
    
   Features include:
   •  RSP/Spousal RSP to RIF Conversion to effortlessly submit request digitally.
   •   RIF Calculator to easily calculate your conversions.
   
   Save time with our enhanced digital experience.
   
   
   Sort & Filter Enhancements
   We’ve taken your feedback and made it easier than ever to find the contracts and clients you’re searching for. This improved advisor experience ensures you can:
   
   •  Filter “My Clients” By Product Type/ Registration Type
   •  Sort “My Clients” By Contract Number/ Client Name
   •  Filter “Transactions” By Transactions Status/ Transaction Type
   •  Sort “Transactions” By Date

   

   You asked, and we listened! Keep providing us with your feedback on our digital tools. When we grow together, success is mutual.
   
   Get to know EZtransact and accelerate your sales! If you have any questions, please contact your Director, Investment Sales.
   
   Date posted: April 3, 2025

2. Frequently Asked Questions
3. [pdf] Online Plan Member Enrolment Quick Reference Guide
4. Convertibility - The Power of Term
5. [pdf] Limited Trading Authorization
6. EZtransact enhancements: New “Internal Transfer” and “Other Institution” options

   At Equitable^®, we’re always looking for ways to make it easier to support clients. That’s why we’re excited to share new enhancements in EZtransact^® that give you more flexibility and simplify transfer processes. 
   
   What’s new
   As of January 22, EZtransact now offers:   
   •  Internal Transfers that streamline digital movement of investments between eligible client accounts within Individual Wealth.
   •  An “Other Institution” option when you’re initiating an external transfer. This means you can request transfers from financial institutions that are not listed in our existing dropdown menu.
   
   These enhancements remove the need for manual workarounds and help ensure transfers are captured clearly and accurately the first time. 
   
   These updates support:
   •  Advisors working with Individual Wealth clients
   •  Clients who need to move investments either within Equitable or from another financial institution
   
   To transfer funds between existing Equitable contracts, simply go to EZtransact, select Make a Transfer on the policy you want to receive the funds, and view your client’s existing contracts all in one place. 

   
   
   Use the new “Other Institution” option to start transfers from any financial institution, even if it’s not part of the standard list.
   
   You’ll see these enhancements in the “Make a Transfer” flow within EZtransact on EquiNet^®. It appears right at the point where you select the financial institution for the transfer. 
    

   
   These updates are designed to:
   •  Give you more flexibility when managing external transfers
   •  Remove the need for manual steps or workaround solutions
   •  Help reduce errors that can happen during manual processing
   •  Improve efficiency for you and deliver a smoother experience for clients 
   
   You asked, and we listened! Keep providing us with your feedback on our digital tools. When we grow together, success is mutual. Get to know EZtransact! If you have any questions, please contact your Director, Investment Sales.
   
   Date posted: April 1, 2026

7. What’s new in EZtransact We’re excited to introduce the latest enhancement for EZtransact™, our digital self-serve tool. EZtransact now allows you to help clients:
   
   •  Easily make segregated fund withdrawals. This functionality is available for all account types, and for the First Home Savings Account, it also eliminates the need to submit additional CRA paper forms.
   
   •  Transfer from one fund to another fund digitally, within the same policy and same sales charge options.
   
   These enhancements make it easier than ever to do business with Equitable^®. They will help reduce your time spent on paperwork, allowing to you focus on more value-add time and services for clients. 
   
   Check out EZtransact. Stay tuned for more exciting digital enhancements coming soon!
    
   If you have any questions, please contact your Director, Investment Sales. 
   
   
   Date posted: July 11, 2024
8. Clients can win up to $5,000 in the RSP Grow Your Future Contest!
   RSP season is here and Equitable Life^® is giving clients and their advisors a chance to win BIG with the Grow Your Future Contest.
   
   This contest is for advisors and clients working together to build wealth that lasts through the ups and downs.
   
   Two ways to win:
   
   1. Between January 1 and March 1, 2023, if the client makes a deposit into an Equitable Life RSP policy
    
       
   
   2. Between January 1 and 31, 2023, if the client makes a deposit into an Equitable Life RSP policy
   
      
   
   See full contest details. Grow the future this RSP season!
   
   Equitable Life is committed to offering clients product, service, and choices that best suit their needs. We are pleased to offer multiple sales charge options, three distinct guarantee classes, and a diverse selection of investment funds.
   
   Speak to your Regional Investment Sales Manager to learn more.
    

   * Draws occur weekly from January 9 – February 6, 2023.
    ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
   Grow Your Future RSP Contestt: No purchase necessary. Contest period January 1, 2023 to March 1, 2023.  Enter by making a deposit to an Equitable Life RRSP during the contest period or by submitting a no-purchase entry.  Forty-four prizes to be awarded, for a total value of $10,200 CAD. Twenty-one $100 prizes, to be drawn on January 9, 2023, January 16, 20232, January 23, 2023, January 30, 2023 and February 6, 2023. One Grand Prize draw, for a prize of $5,000 CAD, to be held on March 2, 2023. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner: (i) for $100 prizes, the servicing advisor will also receive a $100 prize; and (ii) for the $5,000 grand prize, the servicing advisor will receive a $1,000 prize. For example, if an Equitable Life client is a winner of a $100 prize, the client’s servicing advisor also wins a $100 prize; if an Equitable Life client is a winner of the $5,000 grand prize, the client’s servicing advisor wins a $1,000 prize.  Open to legal residents of Canada of the age of majority. Eligible non-winning Entries will continue to be eligible on subsequent Draw Dates. Maximum one $100 prize per person and one $5,000 or $1,000 prize per person. Odds of winning depend on number of eligible Entries received during the Contest Period.  For full contest rules, including no-purchase method of entry, see full contest rules.

9. Clients can win up to $5,000 in the RSP Grow Your Future Contest!

    

   RSP season is here and Equitable Life^® is giving clients and their advisors a chance to win BIG with the Grow Your Future Contest.
   
   
   This contest is for advisors and clients working together to build wealth that lasts through the ups and downs.
   
   
   
   
   
   
   
   
   
   Two ways to win:
   
   1. Between January 1 and March 1, 2023, if the client makes a deposit into an Equitable Life RSP policy
   
   2. Between January 1 and 31, 2023, if the client makes a deposit into an Equitable Life RSP policy*

   

   
   Full contest details.

   
   Grow the future this RSP season!
   
   Equitable Life is committed to offering clients product, service, and choices that best suit their needs. We are pleased to offer multiple sales charge options, three distinct guarantee classes, and a diverse selection of investment funds.
   
   Speak to your Regional Investment Sales Manager to learn more.
   
   *Draws occur weekly from January 9 – February 6, 2023.

   
   

    

   
    ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
   Equitable Life® 2023 RRSP Season Contest: No purchase necessary. Contest period January 1, 2023 to March 1, 2023. Enter by making a deposit to an Equitable Life RRSP during the contest period or by submitting a no-purchase entry. Forty-four prizes to be awarded, for a total value of $10,200 CAD. Twenty-one $100 prizes, to be drawn on January 9, 2023, January 16, 2023, January 23, 2023, January 30, 2023 and February 6, 2023. One Grand Prize draw, for a prize of $5,000 CAD, to be held on March 2, 2023. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner: (i) for $100 prizes, the servicing advisor will also receive a $100 prize; and (ii) for the $5,000 grand prize, the servicing advisor will receive a $1,000 prize. For example, if an Equitable Life client is a winner of a $100 prize, the client’s servicing advisor also wins a $100 prize; if an Equitable Life client is a winner of the $5,000 grand prize, the client’s servicing advisor wins a $1,000 prize. Open to legal residents of Canada of the age of majority. Eligible non-winning Entries will continue to be eligible on subsequent Draw Dates. Maximum one $100 prize per person and one $5,000 or $1,000 prize per person. Odds of winning depend on number of eligible Entries received during the Contest Period. For full contest rules, including no-purchase method of entry, see full contest rules.
   
   Posted December 1, 2022
   

10. Can’t meet in person? EZcomplete is an EZ way to meet online

    
    Instead of canceling your meeting, why not meet online instead? Our EZcomplete^® application makes it easy to process your non-face-to-face applications and do business with Equitable Life.
     
    EZcomplete is available on Pivotal Select™ segregated funds and all life products – Term, Whole Life, CI and Universal Life – and allows for the signing process to change from in-person to non face-to-face at the end of the application, despite how it was started.  This gives you and your clients the option to easily and efficiently connect remotely.
    
    
    
    How does it work?
     
    EZcomplete gives you the option to conduct your non face-to-face business easily and quickly, enabling your clients to provide their signature remotely on their own device. You simply need to enter their email address and provide them with a secret passcode to securely access the documents to review and sign.
     
    There is no limit on the face amounts or product options and the time to settle is reduced when using the application. It is a flexible, intuitive tool to use, and helps keep business on track now that many clients and advisors are opting for more social distance.

    
    For Life Advisors, please refer to the New Business and Underwriting page on Equinet for details about non-face-to-face delivery.