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  1. [pdf] Daily/Guaranteed Interest Account Contract
  2. New “Update Payment” feature for banking changes has launched! Great news! Equitable® has launched a new self-serve "Update Payment" feature in Client Access and on EquiNet®. This new online process enables clients and advisors to easily submit key banking change requests for eligible insurance policies*, with no need to complete a physical form.

    What’s new?

    A new "Update Payment" feature is now available on Client Access and on EquiNet under Policy Inquiry. It allows clients (and advisors) to easily submit requests for the following three transactions online:

    1.  STOP pre-authorized payments.

    2.  RESUME pre-authorized payments on overdue accounts.

    3.  CHANGE which bank we withdraw money from.




    The new "Update Payment" feature replaces the previous "Edit" button in Client Access. The old banking change options are still available in the client’s Profile section. They can be used to request a change to the payment withdrawal date, as that option is not yet available with the new Update Payment feature. 

    How it works!

    When a change is requested using the new Update Payment feature, our Operations team receives it online.  They will review and process the changes within three business days, as per Equitable’s current service standards. 

    The Update Payment feature in Client Access is a self-serve process. However, if a client prefers, their advisor or an Equitable Customer Service associate can assist them by submitting the request on their behalf. Clients will be asked to sign to approve any such requests that are submitted by someone other than the owner of the policy.

    *The Update Payment transactions are only available for eligible policies: those that have not lapsed, are not on Automatic Premium Loan, and are not owned by a corporation or other entity.

    We trust that these digital enhancements will help make the client and advisor experience even simpler and more efficient.

    Need more information? Please contact your Equitable wholesaler.

    ® or TM denotes a trademark of The Equitable Life Insurance Company of Canada.
  3. Simpler juvenile policy approvals

    A win for you and clients 


    Get insurance protection in place more quickly for kid’s policies with an enhanced juvenile underwriting model. It’s an industry-leading predictive model that extends existing auto-assess capabilities for your juvenile applications.  
     
    What does this mean for you?   
    You will notice reduced wait times as clients get the protection they need faster. And you will receive your commission quicker as well. This gives both you and your Equitable® underwriter time to focus on supporting your complex cases to bring you our best offer. The new auto-approval model for juvenile policies is a win for all. 
     
    Give us a try!  
    See for yourself how we can help you get protection in place for clients quickly. 

    Contact your Equitable wholesaler for more information.

    ® or TM denote trademarks of The Equitable Life Insurance Company of Canada.
  4. Get to know our large case experts
    Equitable launches new Ask our Experts video series

    At Equitable®, we’re committed to the large case market. Our dedicated team of experts is here to support you from application through to policy placement.

    We are thrilled to share the first episode of Ask our Experts. This mini docuseries features key members of our large case team. They talk about their work, their perspectives, and their role in the large case experience.

    Watch Ask our Experts Episode 1 featuring Cindy Shirley, Chief Underwriter and Claims Risk Management

    Cindy chats with us about:
    • Her approach to large case underwriting.
    • The large case underwriting team.
    • The important relationship between advisors and underwriters.
    Visit our large case markets webpage to learn more about our team of dedicated experts.

    Do you have a large case opportunity? Talk to your wholesaler to learn more.
















    ® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.
     
  5. WFG Life Business Month End Cycle - Cut Off Schedule
  6. Submission to Commission - How fast is it?
  7. Submit PADs in a fraction of the time? It’s true…


    Skip the paperwork and get Pre-Authorized Debit requests submitted instantly!

    Are you still submitting pre-authorized debit (PAD) requests via fax or email? You could be saving time and effort by using EZtransactTM instead:

    • Pick the client's name from your list of clients.

    • Choose the bank account from a list of pre-filled options.

    • Have the client e-sign the form.

    • Hit submit – form is sent to Equitable instantly.

    • Your MGA office receives a copy at the same time.

     
    No more scanning, saving, uploading, emailing, or faxing.

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    Get to know EZtransact in time for RRSP season and fast-forward your sales process.


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    ™ or ® denote trademarks of The Equitable Life Insurance Company of Canada.
  8. You're invited: Spring update & 2026-27 dividend scale announcement

    You’re invited to our annual spring update. Hear directly from Individual Insurance leaders on the updates that impact your business, including the 2026–27 dividend scale announcement.

    In this session, you will:
    • Get important updates fast: get all the highlights, in about 20 minutes, and what they mean for your practice.
    • Stay on top of what’s new: learn about the latest updates in Individual Insurance and how to position them with clients.

    Please join us and don’t forget to add it to your calendar.
    When:   Thursday May 14, 2026
    Time:     1:00 pm - 1:20 pm EDT
    Where:  Virtually

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  9. Flexibility for a client’s ever-changing life

    Term life insurance offers full and partial conversion options to meet changing needs


    Life is always changing—whether a client is buying their first home, welcoming a new baby, or sending the kids off to college. While most clients think of term life insurance as a solution to meet a temporary need, they don’t necessarily consider the power of term conversion options to meet their future needs. 

    Full and partial conversion options can help meet a client’s needs as their life journey and insurance needs change, without having to provide proof of continued good health. 

    Full conversion:
    •    With full conversion, clients can convert all of their term coverage from their policy or rider to permanent life insurance. This allows the client to lock in a level premium rate for life.




    Partial conversion:
    •    With a partial conversion, clients can convert a portion of their term coverage from their policy or rider to a permanent plan. This allows them to help cover off both a short-term need and also provides lifetime protection.

    Did you know?
    Our partial conversion with a term rider carryover is now more flexible than ever. Read more about it here!

    For more information, please consult the Equitable Term Life insurance admin guide.

  10. [pdf] Personalized Brochure - Benefits of segregated funds in a Tax-free Savings Account