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  1. [pdf] RRSP to RRIF Conversion
  2. Understanding segregated funds and their benefits
  3. 2025 – Celebrating a year of growth!

    Individual Insurance roundup

    Kicking off 2026 with excitement— we’re proud to reflect on the wins Equitable’s individual insurance team achieved in 2025! We added nearly 50,000 new policies, serviced over 450,000 existing insurance clients, and paid more than 1,300 claims. But there’s more! 

    Through the year, we introduced new digital tools and smart ways of working that made things easier for advisors and clients alike. It was a year of remarkable growth and impact. 

    Here’s a recap of some of our best moments of 2025.
    ● Faster juvenile policy approvals
    We launched a new way to approve juvenile policies. Families can now get insurance faster, and advisors spend less time waiting. This lets you and your Equitable underwriters focus on approving more complex insurance applications.

    ● Easier payment updates online
    Our new “update payment” feature on Client Access and EquiNet made it simple for clients to change banking details and payments online — no paperwork needed. Updates are made within three business days, giving clients more choice in the way they connect with us.

    ● Better fund information
    With Fundata, we created an enhanced web page for universal life policy investments. Now, advisors and clients can easily find fund performance details and use simple “favourite funds, search, and compare” tools. This makes it easy for clients to stay informed on their UL investments.

    ● More choices for universal life (UL) clients
    Our new 30/65 Rider for Equitable Generations™ UL plans gives clients more choice and flexibility—an affordable new way to add more coverage to their policies when needed.

    ● Flexible term exchange options
    New term 30/65 exchange option — a great addition! It provides more choice for clients that need to change their coverage as their needs evolve.

    ● Stable dividend scale interest rate
    We kept our market-leading dividend scale interest rate of 6.40%, providing participating policyholders with confidence and stability.

    ● New web tool for UL illustrations
    This new online tool puts UL sales illustrations at your fingertips online. You can view and save them from your laptop, making it easier than ever to manage your UL business. Try the new web illustration tool here.

    ● New term insurance rates
    In November, we introduced new term insurance rates. Our term rates are now among the best available! This makes it easier for clients to get the insurance coverage they need.

    Looking ahead
    In 2025, Equitable showed that trying new ideas, making things easier, and putting clients first truly matters. As 2026 begins, we’re focused on continuing this exciting momentum.

    Thank you for being on this journey with us and wishing you a very happy and successful year ahead!
  4. About
  5. Equitable Generations at a glance
  6. [pdf] Equitable GIF Contract Provisions and Information Folder
  7. Path to Success Module 3
  8. Paper Pivotal Select applications (Form #1383 and #1384)


    On April 27, 2020 Equitable Life® launched its NL-CB sales charge option to its Pivotal Select™ segregated fund lineup. The new option provides an additional choice to the existing Low Load (LL), No Load (NL) and Deferred Sales Charge (DSC) selections. To reflect the new sales charge option, Pivotal Select applications (Form #1383 and #1384) were updated.

    The paper Pivotal Select applications (Form #1383 and #1384) with a version date prior to 2020/04/27 (located on the back page and in the bottom right-hand corner of the application) will no longer be accepted as of July 1, 2020. If you currently have applications with a date that is before 2020/04/27, please destroy them and order new applications from our Supply Team. To order new applications, click here.

    Want to be sure you always have the most up-to-date application? Try our EZcomplete® online application platform. EZcomplete makes it easy to process your non-face-to-face applications and allows your clients to provide their signature remotely on their own device.

    For more information about the NL-CB sales charge option, please click here. For more information about Equitable Life’s EZcomplete, click here.

  9. REMINDER that paper applications with a version date prior to 2021/04/02 are set to expire July 1, 2

    To comply with the Government of Canada’s anti-money laundering legislation and FATCA/CRS changes, Equitable Life® has updated its Savings and Retirement and Life Insurance applications.

    If you currently have applications with a version date before 2021/04/02, please destroy them and use our online pdf applications or order new applications from our Supply Team. Paper applications with a version date prior to 2021/04/02 (located on the back page and in the bottom right-hand corner of the application) will no longer be accepted after July 1, 2021 for:

               ● Savings and Retirement (Form #1383, #1384, #799, #355), and
               ● Life Insurance (Form #350)


    Want to be sure you always have the most up-to-date application? Try our EZcomplete® online platform for Individual Life, Critical Illness and Segregated fund applications.
     
    For a complete list of all forms and applications affected by the anti-money laundering legislation, refer to the following links:

    ● Savings and Retirement Anti-money Laundering Legislation Requirements Summary.
    ● Life Insurance Anti-money laundering Legislation Requirements Summary.

    To learn more about the Government of Canada’s anti-money laundering legislation and FATCA/CRS review the following links:
    ● Government of Canada - Guidance on the Common Reporting Standard
    ● Financial Transactions and Reports Analysis Centre of Canada
     
    If you have any other questions, contact your Regional Sales Manager or Equitable Life’s Advisor Services Team
     
    ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
     
  10. Equitable Life Savings & Retirement Webinar Series features EZtransact

    In 2021, Equitable Life’s S&R team will spotlight various aspects of our competitive fund line up and product offerings. Each webinar in the series will feature a new topic. The series will also give advisors an opportunity to:

    • learn more about various products and product features,

    • hear from industry professionals,

    • learn about investment strategies; and so much more.

    This month, Equitable Life is featuring EZtransact™, a new online tool that allows advisors to submit transactions and collect signatures electronically. With a growing need for digital solutions, Equitable Life’s new EZtransact eliminates the hassle of filling out forms, collecting signatures, submitting copies to your MGA, and being tied down to business hours for submitting transactions. This new online tool complements our existing and highly rated online application tool, EZcomplete.  
     
    Join your host, Joseph Trozzo, Investment Sales Vice President as he welcomes Nicole Lemon, Product Manager, Savings and Retirement, Equitable Life of Canada to discuss Equitable Life’s electronic capabilities and to experience a demo for EZtransact. 

    This webinar is not approved for continuing education credits. This webcast is available in English only.
     

    Learn More