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  1. [pdf] Equitable GIF FHSA Application
  2. [pdf] Equitable GIF TFSA Application
  3. [pdf] Equitable GIF Registered Application
  4. Navigating the current market
  5. [pdf] Edelivery policy change FAQ
  6. Save time on your DIA/GIA applications with EZcomplete

    Save time on your Daily Interest Account and Guaranteed Interest Account applications with Equitable’s EZcomplete®. Recently launched on Equitable’s electronic application platform, EZcomplete takes the hassle out of completing applications.

    EZcomplete applications are available for:

    •   Daily/Guaranteed Interest Accounts
    •   Pivotal Select segregated funds
    •   Equitable Generations universal life insurance
    •   Equimax® participating whole life insurance
    •   EquiLiving® critical illness insurance


    Did you know:
    •   Applications settle faster due to significantly fewer “NIGOs” (not in good order).
    •   The electronic signature process is seamless, and ideal for in-person or remote applications.
    •   EZcomplete delivers point-of-sale materials directly to clients.
    •   Only the relevant sections display, reducing complexity, and simplifying the application process.

    Just another reason to do business with Equitable. Go online today! Log in to EquiNet® and click on the EZcomplete icon on the menu bar.

    Date posted: October 8, 2024

  7. Congratulations on qualifying as an Elite Advisor
  8. [pdf] WorldCare Medical Second Opinion Service
  9. [pdf] Invest with Equitable