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  1. Submit transfer forms automatically with EZcomplete!


    Save time, effort and the hassles of transfer forms with EZcomplete®!















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    With EZcomplete you can now automatically submit transfer forms to the relinquishing institution online quickly and easily.* 

    1. Pick the name of the relinquishing institution
    2. Choose the e-signature option
    3. Save the transfer form for your records  

    Easy as 1-2-3!
     
    Want to take EZcomplete for a test drive?
    Play around in the sandbox with a demo client account.
    Ready to start with the real thing?
    Submit your transfer form request today.
     
    Take me to the sandbox Take me to EZcomplete



    * Available for e-signatures only
    ® denotes a trademark of The Equitable Life Insurance Company of Canada.

    December 6, 2022
     

  2. Are your clients looking for more Tax-Free Savings Account contribution room?

    Good news!  With the start of the new year comes new additional contribution room. And to make it even better the Government of Canada­­­ increased the annual contribution limit. Effective January 1, 2023, the annual limit goes from $6,000.00 to $6,500.00.   
      
    A Tax-Free Savings Account is a great option for clients to grow their savings with the flexibility to access their money when they need it, before or during retirement. Encourage your clients to start saving today!­

    For more information on the options available, please click here.


    Posted: January 3, 2023
  3. EQUIMAX PARTICIPATING WHOLE LIFE – your whole life solution Recently, we made some exciting changes for Equimax Estate Builder® and Equimax Wealth Accumulator®.

    These exciting enhancements launched in February make Equimax even more robust, simpler and cost effective, to ensure it continues to be the preferred participating whole life solution for clients and advisors alike.
     
    Visit our splash page and watch our informative video to learn more and start selling the enhanced Equimax today.
     
    Plus, visit our Equimax product page on EquiNet®, then click on the Marketing Materials tab for the latest Equimax marketing materials.
     
    Need more information? Please contact your local wholesaler.



    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
  4. Equitable awarded FundGrade A Fundata recognizes Equitable with Fundata FundGrade A® awards in August and September. The recognized funds are: These funds are part of Equitable’s Pivotal Select™ fund lineup. The FundGrade rating system is a great tool for identifying top-performing funds.

    Mark Schmehl, the portfolio manager of the Fidelity Global Innovators Fund recently joined us for a webcast. If you missed the live webcast, you can watch it on-demand.

    Want to learn more? Contact your Director, Investment Sales today.

    FundGrade A® is used with permission from Fundata Canada Inc., all rights reserved.
    ® and ™ denote registered trademarks of The Equitable Life Insurance Company of Canada.


    Date posted: October 29, 2024
     
  5. Preferred life insurance solutions – individuals
  6. Quickly calculate first home savings with Equitable Have clients thinking about buying a first home? Equitable® has a calculator that can help.

    Check out our new First Home Savings Account (FHSA) calculator to see how much clients could save. It’s simple to use and shows how money can grow when invested in an Equitable FHSA.

    With the calculator, you can:
       •  Show clients how much they might save
    •  Demonstrate how savings can grow over time
    •  Motivate clients to reach their goal

    Try the FHSA calculator with clients today. Want to learn more? Talk to your Director, Investment Sales.

    Date posted: September 8, 2025


     
  7. Equitable.ca gets a fresh new look
    We’re excited to introduce you to our refreshed Equitable.ca, marking another milestone in our ongoing commitment to elevate the Equitable brand and enhance your digital experience.  

    This upgrade is part of a broader initiative to update all our digital properties, making every interaction with Equitable easier, more intuitive, and more rewarding. 

    Our strengthened online presence is designed to reinforce our partnership with you and highlight the value of the independent advice you provide to Canadians.  
    By investing in these improvements, we’re driving brand awareness at a scale that’s unprecedented for our company. 

    We remain dedicated to making it simpler and more efficient to do business with us—today and into the future. Stay tuned for more updates as we continue to innovate and invest in your experience. 
  8. [pdf] 10 great reasons to choose Equitable for large case clients
  9. PAR whole life Highlights
  10. Questions about eDelivery? New eDelivery page

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

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    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.