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1. [pdf] Health Care Spending Account - Plan members
2. New web illustration tool for critical illness insurance

   A seamless integration with EZcomplete

   
   At Equitable^®, we’re always looking for new ways to help you manage your business. We are excited to introduce our new web illustration tool for Critical Illness (CI) insurance. 
   
   This simple and intuitive tool integrates with the EZcomplete^® dashboard to create a seamless experience. 
   
   Key features:
   ● Create CI illustrations for clients that easily transition to the application, with most fields auto populated.
   ● Save illustrations on your EZcomplete dashboard. This allows you to return and change or finish the quote at your convenience.
   ● Generate a fully compliant CI illustration PDF without logging into EquiNet^®.
   
   Reminder: You have access to the same web illustration features for term insurance. 
   
   Visit the new web illustration tool here.
   
   
   
   ^® and ^TM denote trademarks of The Equitable Life Insurance Company of Canada.
3. Delegation Requests Now Available on EquiNet We are excited to announce a new feature that will help make it easier for you to do business with Equitable Life.
    
   This new feature allows you, to submit a delegation request through the “Access” tab under your EquiNet profile. 
   
   Once the delegation request has been completed, the specified people will be able to view and manage the policies of the Advisor who submitted the request, as long as they have codes of their own within the system.
    
   Please contact the customer service team at customerservice@equitable.ca for more information.
4. 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

5. Equitable Life offers more than 60 years of RSP innovation

   
   In 1957, Equitable Life® began offering a Retirement Savings Plan (RSP). That is more than 60 years of RSP innovation in the Canadian marketplace. Today, Equitable Life offers two great accumulating RSP products to meet your clients’ needs.

   • Pivotal Select^TM Segregated Funds

   • Guaranteed Interest Accounts

   These products provide both protection and flexibility for your clients. They also provide the tax savings and benefits of an RSP. Get your clients to start saving to their RSP now. Make RSP contributions a financial priority each year. 
   
   This year’s RSP deadline is March 1, 2022. This will be the last day that an RSP deposit can reduce your clients’ 2021 taxable income.
   
   If your client is looking to convert registered savings to guaranteed income, click here to learn more about Equitable Life’s payout annuity options.
   
   Need additional support? Contact your local Regional Investment Sales Manager today.

6. Individual Insurance product enhancements

   Equitable Life has exciting product enhancements that will help you offer more options to clients. 
   
   Watch our Virtual Product Launch NOW. Grab a coffee and get ready for this exciting news! Hear from our leaders and learn about our exciting product enhancements.

   - Full Product Launch Video (approx. 20 minutes). 
   - Introduction video (View on Vimeo) / Product launch page 

   
   Highlights of the product changes effective February 12, 2022, include:

    

   NEW! 10 pay premium option with Equimax Estate Builder^®

   - The new EquiLiving® 20 pay rider options will be available on Equimax^® plans

   
   NEW! EquiLiving plans and riders enhanced with:

   - 20 pay options with coverage to age 75 or coverage for life
   - Support from Cloud DX to help monitor a client’s well-being from treatment to recovery.
   - Added Acquired Brain Injury as a covered critical condition 
   - 30-day survival period removed for all non-cardiovascular covered conditions
   - No age restriction to claim for Loss of Independent Existence (LOIE)
   - EquiLiving Benefit now pays the higher of the EquiLiving Benefit or the Return of Premium Rider Benefit (not including Return of Premium on Death)          
   - And so much more …
   
   New Illustration software available on February 11, 2022 
   The updated illustration software will be available for download after 9 a.m. ET on Friday, February 11, 2022, and will include all the Equimax and EquiLiving enhancements.
   
   See the Equitable Sales Illustrations Update for information on how to download the software or check for updates. 
   
   Please review updates to the commission schedule A for these new enhancements.
   
   Learn more
   • Transition rules are available
   • Watch our virtual launch event video now! (Approx. 20 minutes),
   • Watch our product launch intro video here. Watch on Vimeo
   • Visit our launch event page with product change details and more
   • Marketing Materials
   Get ready to make 2022 your best year yet for your sales! 
   
   Please contact your Regional Sales Manager for more information. 
7. New publication: CLHIA consumer guide for critical illness In February, the Canadian Life and Health Insurance Association (CLHIA) published a new consumer guide for critical illness. This guide covers what clients need to know about critical illness.
   
   Some of the topics include:
   ● What critical illness insurance covers in Canada
   ● If critical illness insurance is the right choice for a client
   ● What critical illness insurance policies may or may not include
   ● Plan types and offerings
   ● And more!
   
   Equitable is committed to helping clients make informed decisions about their insurance needs. You can find links to the CLHIA critical illness consumer guide on equitable.ca and through EquiNet > Individual Insurance > Critical Illness. You can also find a link to the CLHIA agent guide for critical illness on EquiNet.
   
   Share this with clients in addition to the great resources below!
   
   Critical illness insurance with Equitable video: View on Vimeo.
   
   Critical illness prospective letter template – simply fill it out and send off to your clients!
   
   Want to earn CE credits? Check out our Critical Illness Path to Success program.
   
   Need more information?
   Your Equitable Wholesaler is here to help!
   
   
   
   ^® and ^TM denote trademarks of The Equitable Life Insurance Company of Canada.
8. Understanding debt: A key to building wealth Why debt matters in wealth conversations
   Debt is part of life for many Canadians. But not all debt is the same. As an advisor, you can help clients understand their debt and how to manage it. This is key to building wealth and confidence. Financial Literacy Month is a great time to “Talk Money.”
   
   Types of debt¹
   • Secured: This is backed by something the client owns, like a house or car. Its cost of borrowing or interest rate is usually lower.
   • Unsecured: This includes credit cards and personal loans. These debts have no asset behind it and often cost more.
   • Revolving: These are like credit cards. The balance owing can carry over to the next month.
   • Installment: These are like car loans. Clients pay a set amount each month.
   
   Helping clients manage debt
   • Pay off high-interest debt first:  Credit cards are often a good place to start.
   • Consolidate: One lower-interest loan payment can replace many.
   • Make a budget: Include debt payments and savings.
   • Use insurance-based investments: Segregated funds and Daily/Guaranteed Interest Accounts offer protection and guarantees. These can help clients manage risk while growing wealth.
   
   Why reducing debt matters
   Less debt can mean more financial freedom. Clients can save more, stress less, and plan better for retirement. It also helps them leave a financial legacy.
   
   Your role as an advisor
   You do more than sell products. You guide clients to make smart choices. Use this article to start a simple, clear conversation about debt—and how Equitable Individual Wealth solutions might fit into their overall financial picture.
   
   Talk to your Director, Investment Sales today for more strategies to help clients with debt.
   
   ¹ Source : ARC, 2025-03-28
9. [pdf] Equitable Guaranteed Investment Funds – Investment Class
10. Critical Illness - More Covered Conditions