Site Search
348 results for click today MAKEMUR.com Paying an IRS agent to drop an audit
-
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 -
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! -
Fresh new look for Equitable’s Path to Invest
When we grow together, success is mutual. At Equitable, we’re committed to supporting your professional growth. Path to Invest, our self-serve online education and training resource, has been redesigned to deliver a simpler and more streamlined experience for advisors.
You can now register and log in to Path to Invest, complete the modules, download resources, contact us with questions and access your CE certificates all in one place. Plus, our always-on Path to Invest modules offer new engagement tools like Refer a Colleague, Meet the Team and Learn More, an AI feature that allows you to further your content journey using AI suggested content.
Grow your knowledge - and your business - with Equitable. Check out our current selection of investment training modules today and watch for more modules coming later this year.
Date posted: March 12, 2025 -
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.
-
Online sales illustrations
Providing you flexibility while on the go.
We know how important it is to have tools that provide flexibility and convenience when managing your business. That’s why we created web-based sales illustration tools for easy access. You can create a Term, Critical Illness, Whole Life or Universal Life client illustrations from anywhere, anytime!
Useful Features:
• Save illustrations directly to your dashboard. You can revisit, edit, or complete them whenever you want.
• Our Term and Critical Illness illustrations integrate with EZcomplete®. This means you can move from illustration to application easily, with most fields in the first step filled in automatically.
Our web-based tools put everything at your fingertips, so you can keep your business moving while on the go. This is just one of many ways we’ve made it easier to do business with Equitable®.
Try running an illustration today!
If you have any questions, please reach out to your Equitable Wholesaler. -
EZtransact: Your digital edge for client requests
Advisors, are you using EZtransact® yet? It’s the simple, secure way to submit client requests online—fast and frustration-free.
Why use EZtransact?• Easy to use: The platform is simple and clear—no guesswork needed.
• E-Signature ready: Send forms to clients for secure electronic signing.
• Real-time error checks: Helps catch mistakes early and avoid delays.
• Faster processing: Once signed, transaction documents go straight to Equitable.What can you do with EZtransact?
You can submit many types of transactions, including:• Pre-Authorized Debit (PAD) AgreementsEZtransact helps you save time and serve clients better. Try it today and make these transactions smoother.
• Fund Switches
• RSP to RIF Conversions
• Withdrawals
• Dollar Cost Averaging
• Transfers from other financial institutions
If you have any questions, feel free to reach out to your Director, Investment Sales.
Date posted: August 21, 2025 -
Large insurance case? Expert help starts here.
Ask our Experts Episode 3
At Equitable, we’re committed to the large case market. Our dedicated team of experts have a wealth of knowledge and experience. They’re here to support you and to help get your large case from application through to policy placement.
Today, we are thrilled to share the third episode of Ask our Experts featuring Mark Warywoda, Public Investments VP. Watch it now!
Mark shares his thoughts on:
• The benefits of Equitable’s PAR fund
• The key advantages of mutuality
• The golden rule of investing: staying focussed on the long term.
In case you haven’t seen it…
• Watch Ask our Experts Episode 1 with Cindy Shirley, Chief Underwriter and Claims Risk Management.
• Watch Ask our Experts Episode 2 with Kevin Till, AVP of Individual Life Pricing.
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. -
Equitable Individual Wealth Webcast featuring Payout Annuities
This month, Equitable® highlights payout annuities.
We will talk about:
• life annuities,
• product features,
• taxation, and
• the benefits that payout annuities can bring to a client’s retirement plan.
Join your host, Deedra Weinstein, Head of Individual Wealth Product and Marketing, as she welcomes Nicole Lemon, Product Manager, Individual Wealth.
Start learning today! Register to watch On-Demand
Continuing Education Credits
This webcast has been accredited for continuing education (CE) credits for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by the licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only.
This webcast is available in English only.
Date posted: October 2, 2025 -
No printing, no scanning—just EZcomplete
EZcomplete® is your simple, digital tool for submitting applications for Equitable’s Pivotal Select™ segregated fund lineup.
How does it work?
EZcomplete® guides you step by step. Once the documents are ready for client review and signature, just enter the client’s email address and give them a secret passcode. They’ll get a secure link to review and sign the documents—no printing or scanning needed!
When can I use it?
Use EZcomplete® for both in-person and non face-to-face meetings. It works with individual, joint, or business clients. You can use it on a tablet, laptop, or desktop with internet access—whatever works best for you.
Why use EZcomplete®?
It’s fast, easy, and secure. For non face-to-face meetings, clients can sign documents remotely using their own device.
Start using EZcomplete® today and make your application process smoother than ever.
If you have any questions, feel free to reach out to your Director, Investment Sales.
Date posted: October 7, 2025 -
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: