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- [pdf] Equitable Investor Profile Questionnaire
- [pdf] B2B Loan application process for Equitable Life of Canada
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Exciting new product changes are coming your way!
Equitable Life® has exciting product enhancements that will help you offer more choices for clients in 2022.
Changes to our whole life and critical illness insurance products effective February 12, 2022, include:
• NEW! 10 pay premium option with Equimax Estate Builder®
• NEW! EquiLiving® plans and riders enhanced
EZcomplete and paper applications will be updated on February 12, 2022
Transition rules are available.
Watch for more information including the virtual product launch event.
- [pdf] Preferred Retirement Solution using Equimax
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2024 Holiday hours
The Holiday season brings thoughts of gratitude, and there is no better time to express our thanks and sincere appreciation for your dedication and commitment to Equitable.
Thank you for your support this past year and for trusting Equitable with your Individual Insurance and Savings & Retirement business. Happy Holidays!
Client Care Centre Holiday Hours
Friday December 6, 2024 - CLOSED
Tuesday December 24, 2024 - 8:30 a.m. – 11:00 a.m. ET
Wednesday December 25, 2024 – CLOSED
Thursday December 26, 2024 – CLOSED
December 27, 30 and 31, 2024 - 8:30 a.m. – 7:30 p.m. ET
Wednesday January 1, 2025 - CLOSED
Savings & Retirement
All transaction requests to be handled same business day must be submitted in good order by:
● December 24, 2024, 11:00 a.m. ET
● December 31, 2024, 11:00 a.m. ET
FHSA applications to be considered for 2024 contribution year must be submitted in good order by:
● December 31, 2024, 11:59 p.m. ET
FHSA online banking deposit deadline for 2024 contribution receipt:
● December 24, 2024, 4:00 p.m. ET Note: Transaction requests submitted after 11:00 a.m. ET will be processed effective next business day
RRSP deposits to be considered for the 2024 tax year must be:
● Dated March 3, 2025, or before
● Must be submitted to Head Office in good order by March 7, 2025, by 4:00 p.m. ET
RRSP applications to be considered for 2024 contribution year must be submitted in good order by:
● March 3, 2025, 11:59 p.m. ET
RRSP B2B Loans:
● RRSP loan deposits must be received by March 14, 2025, by 4:00 p.m. ET
Note: Transactions submitted after these dates will not receive a 2024 contribution receipt
Individual Insurance
Underwriting
● Underwriting must receive all evidence and outstanding Underwriting requirements by December 9th at the latest. Underwriting will then be able to decision these cases by December 16th. This will give the New Business team December 13th – December 31st to issue and settle policies.
New Business
● New Business will continue to process all issue and settle requirements every business day until the last working day of the year – December 31st. New Business needs to receive ALL final settle documents in Good Order within our posted service standards. We are currently operating at a 3 business day turn around time.
Field Payroll
● Second Last Pay Period for 2024 – December 11, 2024 to December 17, 2024 (Transmission/Statement date December 18, 2024)
● Last Pay Period of 2024 – December 18, 2024 to December 31, 2024 (Transmission/Statement date January 2, 2025)
● First Pay of 2025 – January 1, 2025 to January 7, 2025 (Transmission/Statement date on January 8, 2025)
Daily Pay will run on business days.
Please note that all requirements must be received in Head Office by the above dates to guarantee settlement for year end.
- [pdf] Preferred Estate Transfer using Universal Life
- Advisor Guide
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Anytime. Anywhere! Equitable Client Access
At Equitable Life®, we know that managing your clients’ requests can keep you busy. We also know providing the opportunity for your clients to self-serve can allow you to focus on their future. That’s why our online client site, Equitable Client Access ensures your clients have all the information about their individual investment and insurance policy information that they need, right at their fingertips.
Our secure client site gives your clients access to:
- Tax Slips *NEW*
- Coverage and guarantees
- Investment allocation, performance, and market values
- Pre-authorized payment information
- Transaction history
- Beneficiary information
- Statements and letters
- Advisor’s contact information
- Banking or payment information
Sign up by December 31, 2021.
Encourage your clients to login or register today!
client.equitable.ca
If you have any questions about Equitable Client Access, we are here to help. Contact us Monday to Friday from 8:30 a.m. to 7:30 p.m. at 1.866.884.7427.
® and TM denote trademarks of The Equitable Life Insurance Company of Canada -
The Equimax EVOLUTION Continues
Earlier this year, we announced a host of improvements to our Equimax® Participating Whole Life solution, designed to add value, flexibility, and affordability to an already excellent plan.
Today we’re pleased to announce the following additional updates took effect on August 12th, 2023:
1. Targeted improvements in rates, death benefits, and cash values for Equimax Estate Builder and Equimax Wealth Accumulator plans.
2. New joint last to die rates for the Wealth Accumulator plans to align with Estate Builder.
3. A new “rated age” calculation, and
4. New rates for determining the maximum enhancement amount with the Enhanced Protection dividend option.
Visit our splash page and watch our informative video to learn more and start selling the enhanced Equimax today.
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Refer to our Transition Rules for all the details on processing your applications.
Our illustration tools are updated:
● New Web-based illustration software on secure EquiNet® (log in required)
● New Desktop illustration software
● New EZstart™ on EquiNet
Need more information?
For information on these changes, please contact your Equitable Life wholesaler.
® and TM denote trademarks of The Equitable Life Insurance Company of Canada.