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  1. Recent Updates
  2. We want to hear from you! We’re building the Equitable ListensTM advisor community and invite you to join!

    What’s in it for me?

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    How do I join?

    It’s simple. Click on your invitation link below to get started, answer a few questions then confirm your email and you’re in!

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    Thank you,
    The Equitable Listens Team


    This advisory panel is for research purposes only. Your email address will only be used to invite you to participate in studies or to share study results with you. This community is currently in English only.
  3. [pdf] CLHIA MGA Compliance Survey
  4. Paper Pivotal Select applications (Form #1383 and #1384)


    On April 27, 2020 Equitable Life® launched its NL-CB sales charge option to its Pivotal Select™ segregated fund lineup. The new option provides an additional choice to the existing Low Load (LL), No Load (NL) and Deferred Sales Charge (DSC) selections. To reflect the new sales charge option, Pivotal Select applications (Form #1383 and #1384) were updated.

    The paper Pivotal Select applications (Form #1383 and #1384) with a version date prior to 2020/04/27 (located on the back page and in the bottom right-hand corner of the application) will no longer be accepted as of July 1, 2020. If you currently have applications with a date that is before 2020/04/27, please destroy them and order new applications from our Supply Team. To order new applications, click here.

    Want to be sure you always have the most up-to-date application? Try our EZcomplete® online application platform. EZcomplete makes it easy to process your non-face-to-face applications and allows your clients to provide their signature remotely on their own device.

    For more information about the NL-CB sales charge option, please click here. For more information about Equitable Life’s EZcomplete, click here.

  5. [pdf] Insights into non-registered taxation
  6. [pdf] Path to Success - Preparing Your Client for Underwriting Outcomes
  7. Contracting and Compensation
  8. COVID-19 testing: Find the information you need

    This news item has also been posted to the plan administrator and plan member sections of EquitableHealth.ca

    The Ontario government recently announced it has expanded access to COVID-19 testing to include select pharmacies throughout the province. As the pandemic continues, it’s important to know how to access testing if you’re experiencing signs and symptoms of COVID-19 or suspect you have been exposed to the virus.

    Guidelines for who should get tested and how to access testing vary across the country, so it can be difficult to know what applies in your jurisdiction.

    To help make it easier, we’ve provided links to COVID-19 testing resources for each province and territory. The resources include self assessments, guidelines for who should get tested, how to access testing, and testing locations.

  9. [pdf] FeelingBetterNow
  10. [pdf] The Approach to Suitable Sales - Reference