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  1. The top five benefits of choosing the 10-pay premium option As part of our December 2024 Equimax® update, we launched a new guaranteed 10-pay premium option for Equimax Wealth Accumulator®. This option is a great way for clients to fund their life insurance policy.

    The top 5 benefits of the 10-pay premium option:

    1. Short Payment Period: After just 10 years, the policy will be completely paid-up, and clients won’t have to make any more payments while still having coverage.
    2. Growing Cash Value: By completing payments in a shorter time, clients can see their cash value grow faster. They can later access this value through policy loans or cash withdrawals if needed.
    3. Level Premiums: The premiums for the 10-pay option stay level over time. This makes it easier for clients to budget.
    4. Estate Planning: A fully paid-up life insurance policy can be a great planning tool for clients who want to leave a legacy for their loved ones.
    5. Tax Benefits: The cash value in a whole life policy grows tax-deferred, and the death benefit is paid out tax-free to beneficiaries.

    To learn more about our Equimax 10 pay premium option, visit our splash page:

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    Need more information? Contact your local Equitable wholesaler with any questions.


    ® or TM denotes a trademark of The Equitable Life Insurance Company of Canada.
     
  2. Investment Calculators
  3. Deposits using online banking
  4. New internal transfer enhancement available on Equitable’s EZcomplete

    Advisors will now notice a new internal transfer enhancement in EZcomplete®, Equitable’s online application platform — and it’s designed to make life a whole lot easier. With this update, moving a client’s funds from an existing Equitable® segregated fund contract into a new Equitable Guaranteed Investment Funds™ contract is now faster, smoother and far more intuitive. 

    Here’s what you can expect: 

    • A clear, consolidated view of clients’ current contracts. 

    • Key details — like product type, current market value, sales charge and Guaranteed Interest Account terms — displayed right up front. 

    • Options to complete full or partial transfers. 

    • Helpful alerts that guide you through each step and help prevent mistakes. 

    Everything you need to complete an internal transfer is now in one spot — no more digging through old statements or searching for external documents. It’s a more streamlined, transparent experience for both you and clients. 

    You can access the enhancement directly within EZcomplete (Individual Wealth).  
     

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    If you have questions, speak with your Director, Investment Sales or Advisor Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427, or email individualwealth@equitable.ca. 

    ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada. 
     

  5. Fidelity Investments Canada
  6. Get the Straight Talk from Equitable’s public investments expert Real answers to big questions
    When you have questions about par whole life insurance, you need concise, direct insights from leaders and subject matter experts. And that’s where Straight Talk can help!

    Straight Talk with Mark Warywoda
    What’s really behind consistent long-term performance? Find out in this next episode of Straight Talk, hosted by Rob Hollingsworth, Head of Insurance Distribution.

    Watch Mark Warywoda, VP of Public Investments, break down how disciplined sourcing and a scalable strategy help sustain Equitable’s long-term par fund performance.

    In case you missed it .... Straight Talk with Mark Arruda
    In the first episode of Straight Talk, Mark Arruda, VP of Individual Insurance Pricing and Finance, talks about how Equitable’s par account is built to perform in all kinds of conditions, with strong governance, disciplined risk management, and prudent capital practices that allow Equitable’s par account to perform at top-tier levels.



    Learn more
    Learn how Equimax® whole life insurance can benefit clients. Contact your individual insurance wholesaler today.

  7. [pdf] Pivotal Select Contract and Information Folder
  8. [pdf] Transfer Authorization
  9. [pdf] Equitable GIF Registered Application
  10. Administration Reference Guide for Individual Wealth