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  1. This year’s RSP contribution deadline is March 1, 2022

     

    Does your client want to contribute or open a new policy this Retirement Savings Plan (RSP) season?  Whether using paper or our recent EZtransact online platform, here are some important things to remember.
     

    Issuing New Policy with EZcomplete®

    • All online applications must be digitally signed and submitted and have a date stamp no later than March 1, 2022.


    Issuing New Policy using Paper Application

    • For contributions to qualify for the first 60 days, all paperwork must be completed and signed by March 1, 2022. Equitable Life must receive all paperwork by March 7, 2022.



     

    Deposits to Existing Policy

    • Advisors can setup a one-time or recurring deposit or edit an existing pre-authorized debit already in place using EZtransact. Online deposits must be made and have a date stamp by March 1, 2022, to qualify for a 2021 tax receipt. New to EZtransact? Try our EZtransact Practice Site to see how EZ it is to use.
    • Clients can make online deposits to Equitable Life® through their financial institution’s online banking service. Online deposits must be made and have a date stamp by March 1, 2022, to qualify for a 2021 tax receipt. 
    • Clients can also make a new deposit to an existing policy by cheque. The cheque must be dated and signed by March 1, 2022. Equitable Life must receive the cheque no later than March 7, 2022.
    If online banking is being used to fund the policy – either topping up an existing policy or opening a new policy – the online banking transaction must be completed by March 1, 2022, to receive a 2021 tax receipt.

    Do not miss your opportunity to have your contributions count for 2021!

    Please note that cheques and other paperwork cannot be backdated.  They must be completed and signed by March 1, 2022, to qualify for a 2021 tax receipt.
     
     
    ® denotes a trademark of The Equitable Life Insurance Company of Canada.
  2. GIA Coming to the Equitable FHSA Many clients have already taken advantage of Equitable’s First Home Savings Account (FHSA), available on Pivotal Select™ Investment Class (75/75) and Pivotal Select Estate Class (75/100).
     
    And now, we’ve got some more great news. We’re working to expand the Equitable® FHSA to include our Guaranteed Interest Account (GIA). But clients don’t need to wait to start earning tax-free income in a FHSA.
     
    If clients want to open a FHSA now but may be interested in an Equitable GIA,  simply choose the No-Load Equitable Money Market Fund Select investment option while we work on including the GIA on FHSA. The current yield to maturity is 5.41% gross.1
     
    We will let you know when the GIA is available in FHSA in the coming months. Once it is available, advisors can speak to clients about the GIA options available in the FHSA and select what best suits their needs.

    Don’t forget, clients who make a contribution to their FHSA, RRSP or TFSA between January 1 and February 29, 2024, could win $5,000 and you could win $1,000 in Equitable’s New Year’s Resolution, New Year’s Contribution Contest.2
     
    For more information, please contact your Regional Investment Sales Manager.
     
    1 As of January 16, 2024, 4.06% net after deducting the management expense ratio. Yield to Maturity: the market value weighted-average yield to maturity includes the coupon payments and any capital gain or loss that the investor will realize by holding the bonds to maturity.
     
    2 Equitable’s New Year’s Resolution, New Year’s Contribution Contest: No purchase necessary. Contest period January 1, 2024, to February 29, 2024.  Enter by making a deposit to an Equitable FHSA, TFSA or RRSP during the contest period or by submitting a no-purchase entry. One prize for a total value of $5,000 CAD to be drawn on March 8, 2024, will be awarded. The servicing advisor for the policy 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.

    Posted January 17, 2024

  3. [pdf] Another reason to invest with Equitable
  4. Savings Calculator
  5. 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.
    DIAguideEN-(1).png

    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.
    RSPtoRIF.png

    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

    SortandFilter-(1).png

    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

  6. Accepted Payment Methods
  7. EZCOMPLETE TRAINING AND RESOURCES
  8. [pdf] Change of Sales Charge Option (Pivotal Select)
  9. [pdf] Pivotal Select Investment Class Client Brochure
  10. [pdf] Build Your Business - Fully funding a client’s First Home Savings Account