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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.
Invesco
Update to DSC Reimbursement for WFG advisors

Equitable Life now accepts WFG’s Commission Rebate Disclosure form instead of Equitable’s Deferred Sales Charge Reimbursement (DSC) Request Form (Form #1605). Allowing the use of WFG’s form will help streamline the process for WFG in submitting DSC reimbursements.

Previously, any DSC reimbursement received from Equitable Life required WFG advisors to submit form #1605 and provide proof of the DSC charge from the relinquishing institution, along with a cheque for the reimbursement. The WFG disclosure form and cheque from WFG is now all that is required for the initial submission. Proof of the DSC charge from the relinquishing institution is not required in all instances, but may be requested by Equitable Life and must be available if requested.

If you have any questions, contact your Regional Investment Sales Manager or Equitable Life’s Advisor Services Team Monday to Friday from 8:30 a.m. to 7:30 p.m. ET at 1.866.884.7427 or email savingsretirement@equitable.ca.
[pdf] Investment Direction Form - DIA/GIA
There is still time to set up a First Home Savings Account in 2024
A First Home Savings Account (FHSA) allows prospective first-time homebuyers to save for their first home. The plan is tax-free and allows annual contributions up to$8,000 a year or a lifetime contribution limit of $40,000. If you have a client who wants to buy a first home, start them on their path to home ownership with a FHSA.

With Equitable’s FHSA or Daily/Guaranteed Interest Account (DIA/GIA), they can put their money to work right away. Available on Pivotal Select™ Investment Class(75/75) and Pivotal Select Estate Class (75/100) and Daily/Guaranteed Interest Account (DIA/GIA), Equitable offers clients an array of investment products to suit their individual needs and risk tolerance.

Do not wait. Get clients started today!

For more information on FHSA or DIA/GIA, including a FAQ and client materials, visit EquiNet^® or contact your Director, Investment Sales. 

Date posted: November 13, 2024
FasatWeb Upgrade Implementation At Equitable, we are making continuous improvements to our advisor services. We are excited to share some upcoming enhancements to FasatWeb—Equitable’s compensation inquiry system.

What’s new?
On January 20, 2024, Equitable is implementing changes to FasatWeb. These changes include:
● Single sign-on has been enabled. Once you log into EquiNet, you won’t have to log in again to access Compensation Inquiry.
● Compensation Inquiry (FasatWeb) can be accessed using MS Edge, Chrome, or Firefox. Compensation Inquiry will no longer run on Internet Explorer.
● Compensation Inquiry screens will now have a new look and feel.
● Two new features have been added to the Activity Analyser, as are highlighted in the image below:
1. Advanced Export—an Advanced Export button has been added to the upper right side of the page, allowing you to export all query results.
2. Column visibility—the new Column visibility tab allows you to choose which columns you’d like to display in your PDF or print request.
Important Changes to your Equitable EquiNet Login
We know that in today’s world, you have a lot of logins and passwords to go with them.

Equitable^® is taking steps to increase the security of your EquiNet^® login while simultaneously removing the need for you to remember a password.

This technology is called passkeys.

A passkey will enable you to access all the great features EquiNet has to offer by using biometrics.

You probably already have passkeys set up if you have an Amazon, Apple, Google, Uber or WhatsApp account.

How passkeys will work on EquiNet:

This authentication method is available now and will be optional to start. However, we strongly encourage you to use it. It is the next generation of security and makes for one less password for you to remember.

All you need to do is log in to EquiNet as you normally would and follow the step-by-step prompts to enable a passkey. It’s that easy.
More time to complete and view applications on EZcomplete

You asked for more time, we listened!

Effective January 14, 2023, you will have more time to complete and view in-flight and completed applications on the EZcomplete® dashboard.

You will now have,

There are no changes to EZcomplete’s Sandbox. Applications in the Practice Site will continue to be deleted after 10 calendar days.

Take me to the Sandbox

Take me to EZcomplete

Play around in the Sandbox with a demo client account.

Submit your applications today.

If you have any questions, contact your Regional Investment Sales Manager or Advisor Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427, or email savingsretirement@equitable.ca.

*Insurance applications currently offer 30 calendar days
** In-flight applications created prior to January 14, 2023, will maintain the existing 10-day submission timeline.
® denote a trademark of The Equitable Life Insurance Company of Canada.
Posted: January 14, 2023
Client-Focused Videos A Great Tool to Start Meaningful Conversations with clients

We are committed to helping advisors connect with clients. To support this, Equitable created a video that explains how life and critical illness insurance can provide financial support when the unexpected happens.

This video is a great tool which can help advisors drive those important conversations and guide clients toward the best solution to fit their needs.

You can watch our new video here: English - French

Just a quick reminder, we have also created a series of videos to help clients understand the different insurance options. Share them with your clients today:
● Equimax^® participating whole life for children
● Dividends
● EquiLiving^® critical illness insurance
● Term life insurance
● Equitable Generations^™ universal life insurance

Contact your Equitable Wholesaler – we’re here to help!
Complex large case? Meet our Tax and Estate Planning expert.
Ask our Experts Episode 4
At Equitable, we understand that complex large cases require expert handling. Our team is here to help guide you through every step of the process.

Today, we are thrilled to share the fourth episode of Ask our Experts. Watch episode 4 featuring Bryan McNulty, Head of Tax and Estate Planning.

Bryan talks about:
• How his past experiences serve him in his role at Equitable.
• The importance of policy ownership.
• Equitable’s mutual status and our focus on life insurance.

Learn more:
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.

Don’t miss the favourites! Watch our most viewed Ask our Experts episodes here: