Site Search
384 results for enter secure MAKEMUR.com Looking to pay a judge for a dismissal signature
-
The new segregated fund EZcomplete cloning feature will save time and errors.
The new cloning feature for Savings & Retirement EZcomplete® applications means that advisors don’t need to enter the same client information when completing multiple applications for the same client.
Here's how easy it is to use.
Best of all, you can clone in progress and submitted applications.
This is just some of the information that will be automatically copied:-
Name
-
Date of birth
-
Gender
-
Occupation
-
Address
-
Phone numbers
-
Email address
-
Social Insurance Number
-
All beneficiary information
The new EZcomplete cloning feature will save advisors time and reduce errors.If you have any questions, contact your Regional Investment Sales Manager
® denotes a trademark of The Equitable Life Insurance Company of Canada.
Posted April 6, 2023 -
-
Easier than ever with Equitable and EZtransact
Equitable® keeps improving our digital self-serve tool, EZtransact®. Our latest enhancements make it easier than ever to do business with us.
What's new?
Dollar cost averaging transaction- Advisors can now submit new dollar cost averaging requests through the Fund Switch transaction in EZtransact. A new recurring switch type is available.
- When submitting a new request, you'll need to enter the amount, frequency, date of transfers, and the funds involved.
- If a client has an active request, you can change the amount, frequency, date, and funds.
- After you submit the request, the client will get an email to sign. Once they e-sign, the request goes directly to Equitable.
Other recent enhancements include:- Segregated fund withdrawals and fund transfers
- New dashboard for client search, transaction management enhancements and signing process improvements
Date posted: December 11, 2024 -
EAMG market commentary

March 11, 2022
Since Russia first invaded the Ukraine, there’s been no shortage of headlines and commentaries trying to make sense of the situation. This is a tragedy that from a humanitarian standpoint that can’t be made sense of and our hearts go out to the people of Ukraine and those impacted. From a market standpoint, the common thinking is that geopolitical risks, aka war, historically haven’t been associated with significant corrections in the market. So far, the market reaction has been consistent with the historical experience, with the S&P 500 down only about 1% since the start of the conflict and the S&P/TSX Composite Index up close to 4%, despite the heightened daily volatility.
Given the obvious challenges of predicting how these types of conflicts play out, we look to financial market indicators to give us a better sense of the potential risks in the market. And in this respect, the most obvious indicator is oil. Since the start of the Russian invasion, oil has rallied roughly 18%, which is even more impressive considering it had already rallied 21% from the start of the year to the beginning of the conflict.
While we don’t know what will happen to energy markets over the coming weeks, we do know that oil shocks can result in higher inflation and sometimes lower growth. Inflation was already rising, although strategists generally viewed this as temporary on the expectation that the covid related supply chain disruptions and reopening pressures were the primary causes that would eventually self-correct. But as the Russian-Ukraine conflict intensifies, consensus views are moving towards inflation becoming more structural in nature. There are growing risks this will change consumer behaviour, causing inflation to be longer lasting than initially expected. Much of this has to do with the fact that as the world’s 3rd largest exporter of oil, Russia has taken a material amount of oil production capacity offline, resulting in significantly higher oil and gas prices. This also explains the significant outperformance of energy equities, and the broader S&P/TSX Composite Index vs US counterparts on a YTD basis.
While there are beneficiaries to higher oil prices, the consumer certainly isn’t one of them given gas prices reflect movements in the oil market. So far in 2022 prices paid at the pump have gone up 30%, one of the fastest paces on record. This, in addition to food price increases, will put strain on the consumer as higher bills divert dollars away from discretionary spending and potentially slow economic growth.
The other factor we’re closely watching is the overall health of the European economy, to which Russia supplies about 40% of Europe’s natural gas, 25% of their oil imports and 45% of their coal imports. While the European Commission has indicated plans to cuts their dependence on Russian energy well before 2030, the short-term impacts will be costly as Europe and other global markets see higher energy prices follow. As well, food prices will likely become an issue for the region given the interruption of supply out of the Black Sea which has driven grain and oilseed prices to levels not seen since 2008. Investors to date have priced in significant risk, evidenced by the performance of the Stoxx 50 which is down 17% YTD, one of the worst performing markets across the global universe.
While commodity prices are just one indicator, we are mindful that they could be telling us inflation may be more persistent than previously expected. From a long-term perspective this hasn’t changed our view of the equity market. As a result of potential near term impacts however, we have reduced our exposure to European markets in favour of the Canadian market and as well we have added inflation and risk hedges with sector allocations to energy, consumer staples and utilities, while still maintaining our overall long-term target levels to equities. There is no direct exposure to Russia in any of the three Equitable Life Active Balanced Portfolios which includes Equitable Life Active Balanced Growth Portfolio Select, Equitable Life Active Balanced Portfolio Select and Equitable Life Active Balanced Income Portfolio Select.
Downloadable CopyAny statements contained herein that are not based on historical fact are forward-looking statements. Any forward-looking statements represent the portfolio manager’s best judgment as of the present date as to what may occur in the future. However, forward-looking statements are subject to many risks, uncertainties and assumptions, and are based on the portfolio manager’s present opinions and views. For this reason, the actual outcome of the events or results predicted may differ materially from what is expressed. Furthermore, the portfolio manager’s views, opinions or assumptions may subsequently change based on previously unknown information, or for other reasons. Equitable Life of Canada® assumes no obligation to update any forward-looking information contained herein. The reader is cautioned to consider these and other factors carefully and not to place undue reliance on forward-looking statements. Investments may increase or decrease in value and are invested at the risk of the investor. Investment values change frequently, and past performance does not guarantee future results. Professional advice should be sought before an investor embarks on any investment strategy.
-
2023 Holiday Hours
The Holiday season brings thoughts of gratitude, and there is no better time to express our thanks and sincere appreciation for your dedication and commitment to Equitable Life.
Thank you for your support this past year and for trusting Equitable Life with your Individual Insurance and Savings & Retirement business. Happy Holidays!
Client Care Centre Holiday Hours
Friday December 22, 2023 - 8:30 a.m. – 7:30 p.m. ET
Monday December 25, 2023 – CLOSED
Tuesday December 26, 2023 – CLOSED
December 27, 28 and 29, 2023 - 8:30 a.m. – 7:30 p.m. ET
Monday January 1, 2024 - CLOSED
Savings & Retirement
To settle on December 22, 2023, the transaction must be received that day by 11:00 a.m. ET
To settle on December 29, 2023, the transaction must be received that day by 11:00 a.m. ET
Individual Insurance
Underwriting
● Underwriting must receive all evidence and outstanding Underwriting requirements by December 15th- at the latest. Underwriting will then be able to decision these cases by December 21st. This will give the New Business team December 21st – December 29th to issue and settle policies.
New Business
● New Business will continue to process all issue and settle requirements every business day until the last working day of the year – December 29th. New Business needs to receive ALL final settle documents in Good Order within our posted service standards. We are currently operating at a 3 business day turn around time.
Field Payroll
● Second Last Pay Period for 2023 – December13, 2023 to December 19, 2023 (Transmission/Statement date December 20, 2023)
● Last Pay Period of 2023 – December 20, 2023 to December 29, 2023 (Transmission/Statement date January 2,2024)
● First Pay of 2024 – January 1, 2024 to January 9, 2024 (Transmission/Statement date on January 10,2024)
Daily Pay will run on business days.
Please note that all requirements must be received in Head Office by the above dates to guarantee settlement for year end. -
Win with clients this winter – Equitable’s Snowball Your Savings contest
This winter, clients’ savings could do more than grow—they could win. From January 1 to March 2, 2026, when clients set up or contribute to a Registered Retirement Savings Plan (RRSP) or Tax-Free Savings Account (TFSA), they will be automatically entered into Equitable’s Snowball Your Savings contest. Here’s the exciting part: two client winners will be randomly selected to receive a prize—just for saving.
Key Dates:
Contribution Period: January 1 – March 2, 2026
Draw Date: March 23, 2026
How to Enter
Getting started is easy—and every eligible contribution is a chance to win!
Step 1: Connect with your clients
Step 2: Help your clients set up or contribute to a RRSP or TFSA that is aligned with their financial needs and goals
Step 3: That’s it! Clients’ entry is automatic—no forms, no hassle!
Whether clients are topping up their TFSA or making a RRSP contribution ahead of tax season, their smart saving could lead to something extra this winter.
Equitable offers trusted, personalized investment solutions and, as a mutual, we provide financial strength and a commitment to helping Canadians grow and protect their wealth.
Visit equitable.ca/snowball for full details
® or ™ denotes trademarks of The Equitable Life Insurance Company of Canada.
Equitable’s Snowball Your Savings contest: No purchase necessary. Contest period January 1, 2026 to March 2, 2026. Enter by making a deposit to an Equitable Tax-Free Savings Account or Registered Retirement Savings Plan during the contest period or by submitting a no-purchase entry. Two prizes for a total value of $10,000 CAD to be drawn on March 23, 2026, will be awarded. The servicing advisor for the contract to which the selected entrant made the deposit is also an eligible winner and will receive a $1,000 CAD prize. For example, if an Equitable client is a winner of the $5,000 prize, the client’s servicing advisor wins a $1,000 prize. Open to legal residents of Canada of the age of majority. 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 the full contest rules. -
Last chance to be entered to win – Snowball Your Savings contest ends March 2
There’s still time to turn client contributions into a win for both of you. Until March 2, 2026, when clients set up or contribute to their Equitable® Registered Retirement Savings Plan or Tax-Free Savings Account, they’ll be automatically entered into Equitable’s Snowball Your Savings contest. And here’s the exciting part: two winners will be randomly drawn—and their advisors will share in the celebration!
Key Dates
Contribution Period: January 1 – March 2, 2026
Draw Date: March 23, 2026
How to Enter
Advisors can easily submit client contributions through Equitable’s EZcomplete® or process transactions using EZtransact®. Every eligible entry is a chance to win!
Why Equitable?
We can help Canadians grow their savings with confidence. With a diverse range of investment funds and three distinct guarantee classes, Equitable offers flexible, goal-based solutions designed to support your clients’ financial journey.
Make the Most of It
Connect with your Director, Investment Sales to explore strategies for driving contributions, boosting engagement and supporting Canadians this season.
® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.
Equitable’s Snowball Your Savings contest: No purchase necessary. Contest period January 1, 2026 to March 2, 2026. Enter by making a deposit to an Equitable Tax-Free Savings Account or Registered Retirement Savings Plan during the contest period or by submitting a no-purchase entry. Two prizes of $5,000 CAD to be drawn on March 23, 2026 will be awarded. The servicing advisor for the contract to which the selected entrants made the deposit is also an eligible winner and will receive a $1,000 CAD prize. For example, if an Equitable client is a winner of the $5,000 prize, the client’s servicing advisor for the relevant contract wins a $1,000 prize. Open to legal residents of Canada of the age of majority. 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 the full contest rules. -
Individual Insurance product enhancements
Equitable Life has exciting product enhancements that will help you offer more options to clients.
- Full Product Launch Video (approx. 20 minutes).
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.
- 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
- 20 pay options with coverage to age 75 or coverage for life
NEW! EquiLiving plans and riders enhanced with:
- 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
Please contact your Regional Sales Manager for more information. -
New illustration software now available!
We have updated our illustration software. Please be sure to download the latest version:
2023-3 (August 2023).
- Web-based illustration software on secure EquiNet® (log in required)
- Desktop illustration software
We have new rates for our Equimax® Wealth Accumulator and Estate Builder plans. Please refer to our Transition Rules for all the details on processing your applications.
Need more information?
For information on these changes, please contact your Equitable Life wholesaler.
® denotes a trademark of The Equitable Life Insurance Company of Canada. - Par Whole Life Summary
- Brandes
.png?width=500&height=92)
.png?width=500&height=92)