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  1. Product updates - See our latest!
    Good news!  The updates to Equitable’s individual insurance solutions, scheduled for October 5th, 2024, as announced last week, are now in effect!    

    What’s new in this product update?
     
    1. A new premium rate band for Equimax® policies with $5 Million and more of basic  life insurance coverage.
    2. A new illustration for switches from Paid-up Additions (PUA) to the Cash dividend option when premium offset is selected.
    3. A new way to calculate commission on Equimax life insurance, Term life insurance, and EquiLiving® critical illness insurance plans when clients choose monthly payments.
    4. A new life Evidence of Insurability Schedule (Form #1343) 

    …and there’s more!





    Visit our new splash page for a complete summary of the product changes, our latest video, and links to our sales tools and important resources:
    English-Button.jpeg French-Button.png Chinese-Button.png
    *Video available in English with French and Chinese sub-titles
     
     

    Please refer to our Transition Rules for all the details on processing your applications.

    Need more information?  Please contact your Equitable wholesaler.





    ® or TM denote trademarks of The Equitable Life Insurance Company of Canada.
  2. New web illustration tool for critical illness insurance

    A seamless integration with EZcomplete


    At Equitable®, we’re always looking for new ways to help you manage your business. We are excited to introduce our new web illustration tool for Critical Illness (CI) insurance. 

    This simple and intuitive tool integrates with the EZcomplete® dashboard to create a seamless experience. 

    Key features:
    ● Create CI illustrations for clients that easily transition to the application, with most fields auto populated.
    ● Save illustrations on your EZcomplete dashboard. This allows you to return and change or finish the quote at your convenience.
    ● Generate a fully compliant CI illustration PDF without logging into EquiNet®.

    Reminder: You have access to the same web illustration features for term insurance. 

    Visit the new web illustration tool here.



    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
  3. 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:
  4. Curious about large case pricing? Our experts are here to help

    Ask our Experts Episode 2

    At Equitable, we’re committed to the large case market. Our dedicated team of experts is here to support you from application through to policy placement.

    Ask our Experts is a mini docuseries features key members of our large case team. They talk about their work, their perspectives, and their role in the large case experience.

    Watch Ask our Experts Episode 2 featuring Kevin Till, AVP of Individual Life Pricing.

    Kevin chats with us about:
    • What he finds interesting about large case pricing.
    • How quickly Equitable can turn around a large case quote.
    • The difference between a mutual and a stock insurance company.
    • Equitable’s reinsurance strategy.

    Learn more:
    Visit our large case markets webpage to learn more about our team of dedicated experts.



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

    Do you have a large case opportunity? Talk to your wholesaler to learn more.

    3/2/2026
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  6. Questions about eDelivery? New eDelivery page

    Find information on the eDelivery process quickly with our new eDelivery of a Contract landing page.

    New-Business-eDelivery-EN.jpgPolicy-Change-eDelivery-EN_conversions.jpg
    We’ve made it easier to get the information you need to electronically deliver the insurance contract promptly. 

    eDelivery makes it quick and easy, and our new landing page ensures you’re able to find the information you need regarding the New Business eDelivery process, or the Policy Change and Conversions eDelivery process. You can find various resources in the Links section on the right-hand side of each page to help you along the way. 
     
     
     
     
  7. Start a Conversation with EZstart – Now Available for Equimax Wealth Accumulator Looking for an easy way to explain insurance? We have a digital tool to do just that!
     
    Start a Conversation with EZstart™
     
    EZstart helps to commence those initial client conversations. Think of it like a digital brochure: you start a conversation about life goals, enter a few details - and within a few clicks - get a quick quote on your phone or tablet instantly.

    We have a NEW EZstart for Equimax Wealth Accumulator® available. Go to the EZstart for Equimax Wealth Accumulator now.

    Don’t forget about our other EZstart tools that are available for you. Learn more. 
     
    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
  8. Equitable’s EZstart tool
  9. Client Access login is changing Equitable wants to keep client’s information safe. Starting in January 2026, all clients will be asked to use an email address to log in to Client Access®, our secure client website for insurance and investments transactions.

    What’s changing?
    In January, all clients must use their email address to log in to Client Access. They will no longer be able to use a username. If clients can’t remember which email they used to register for Client Access, they can simply click “Forgot email” on the login page to get help. If clients use a password, they may need to enter a one-time code sent to their email.

    Clients looking for extra security?
    Clients can also create a Passkey. This makes logging in easier and safer.
     
  10. [pdf] B2B Loan application process for Equitable Life of Canada