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1. 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
2. Backdating of insurance applications – New rule now in effect

   Great news! We are making it even easier for you to do business with Equitable Life®. We now allow backdating of life insurance applications by up to 364 days. Previously, the maximum backdating period was six (6) months.
   
   Backdating can result in lower total premiums for the client over the life of a policy based on their younger age at time of application. But clients must pay all the premiums due for the backdated period up front. Thus, backdating is only beneficial when the total premium savings over the life of the policy are greater than the premium due for the backdated period.
    
   To request backdating beyond six (6) months (up to 364 days)
    No special approval is needed. Simply add a note to the Advisor Sheet requesting backdating or contact us at any time prior to policy issue. This step is only necessary when backdating beyond six (6) months as the application will automatically prompt to save age within the 6-month period.
    
   Note: The maximum backdating period for critical illness (CI) applications remains unchanged at three (3) months.
   
   Questions? Please contact your Equitable Life Regional Sales Manager for more information. 
    
    
    

3. Delegation Requests Now Available on EquiNet We are excited to announce a new feature that will help make it easier for you to do business with Equitable Life.
    
   This new feature allows you, to submit a delegation request through the “Access” tab under your EquiNet profile. 
   
   Once the delegation request has been completed, the specified people will be able to view and manage the policies of the Advisor who submitted the request, as long as they have codes of their own within the system.
    
   Please contact the customer service team at customerservice@equitable.ca for more information.
4. The power of together At Equitable, we believe in the power of working together. It's a mindset that drives our behaviours, decisions, and actions to deliver impact and positive outcomes for our clients, advisors, partners, each other, and the communities we cherish.
   
   Together with advisors and partners across Canada, we offer Individual Insurance, Group Insurance and Savings and Retirement solutions. Together we are helping clients protect today and prepare tomorrow.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   View on Vimeo
    
   Questions about our new brand? Please contact your Equitable wholesaler or visit equitable.ca.
    
5. Coming soon – 2024 Product Updates What’s changing?
   
   Updates include changes/enhancements to our flagship Equimax^® Par Whole Life product, Evidence of Insurability Schedule and more. A detailed summary of all the changes will be available on October 8, 2024.
   
   The Transition Rules, for handling new and in-progress life applications, are effective October 5, 2024.
   
   Need more information?
   Contact your Equitable wholesaler. Watch for more details on October 8.
   
   
   
   
   
   
   
   
   
   
   
   ^® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
    
6. Changes to Pivotal Select NL-CB and NL-CB5 sales charge options On December 7, 2024, Equitable will make changes to the commission chargeback schedule for Pivotal Select™ NL-CB and NL-CB5. These changes aim to provide a more consistent approach to applying chargebacks.  
    
    
   
   Schedule before December 7, 2024: 
   
   
   
   Questions? Please contact your Director, Investment Sales. 
   
   Date posted: November 27, 2024
7. Equimax Enhancements – Coming Soon

   More updates for a better and stronger solution!

   
   We have exciting news! Further to our October 5^th product updates, we will be rolling out more changes to Equitable’s flagship Equimax whole life solution. 
   
   Stay tuned for more details, coming on December 10, 2024.
   
   Transition Rules
   Check out our Transition Rules for new and in-progress life applications, which take effect on December 7, 2024. 
   
   Questions? Contact your Equitable wholesaler. 
8. [pdf] WFG Contact list
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10. [pdf] Get started online