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Equitable's Fresh Outlook DIA/GIA Contest
The recent launches of Equitable’s Daily Interest Account (DIA) and Guaranteed Interest Account (GIA) this summer have caused a bit of a buzz. So much so that we are launching Equitable’s Fresh Outlook DIA/GIA Contest.
That’s right. To celebrate our fresh client-focused approach within a digital business solution, Equitable® is giving advisors a chance to win a prize of one $1,000 gift card.
Between August 1, 2024 and October 31, 2024, every time advisors use Equitable’s EZcomplete® online application platform to submit a client's complete DIA/GIA application they will automatically be entered into the Fresh Outlook DIA/GIA Contest.
Equitable is committed to offering valuable guaranteed investment solutions in a competitive market. Our fresh approach to guaranteed investing makes Equitable’s Daily Interest Account or Guaranteed Interest Account an easy choice.
Speak to your Director, Investment Sales to learn more.
® or TM denotes a registered trademark of The Equitable Life Insurance Company of Canada.
Fresh Outlook DIA/GIA Contest: No purchase necessary. Contest period is August 1, 2024 to October 31, 2024. One (1) prize to be awarded for a total value of $1,000 CAD. Correct answer to mathematical skill-testing question required to win. Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible Entries received during the Contest Period. For full contest rules, including no-purchase method of entry, see full contest rules.
Date posted: August 1, 2024 -
New rules in effect for all Quebec applications
The Quebec Regulatory Tribunal (AMF) made an important decision about selling insurance products to Quebec residents. As a result, Equitable® has changed its licensing rules for all future sales to clients in Quebec.
Effective on November 28, 2024, you must be licensed in Quebec to submit an application for a client who lives in Quebec. This requirement applies to all insurance and investment products.
Regardless of where the application is signed, if you meet with a client whose primary residence is in Quebec, you must be licensed in Quebec to submit on the client’s behalf.
If you are not licensed in Quebec, you will need to get licensed in Quebec for applications for Quebec clients to be processed.
What about licensing for clients outside of Quebec?
In all cases, we encourage you to be licensed in the province where a client lives to be able to do business or provide ongoing service.
Equitable is committed to providing solutions and service that is in the best interests of clients and advisors alike. We appreciate your continued support.
Questions?
Your Equitable Wholesaler is here to help.
You may also reach out to Advisor Services for more details. Email eastern-service@equitable.ca or call 1-800-668-4095.
® or TM denote trademarks of The Equitable Life Insurance Company of Canada. -
No printing, no scanning—just EZcomplete
EZcomplete® is your simple, digital tool for submitting applications for Equitable’s Pivotal Select™ segregated fund lineup.
How does it work?
EZcomplete® guides you step by step. Once the documents are ready for client review and signature, just enter the client’s email address and give them a secret passcode. They’ll get a secure link to review and sign the documents—no printing or scanning needed!
When can I use it?
Use EZcomplete® for both in-person and non face-to-face meetings. It works with individual, joint, or business clients. You can use it on a tablet, laptop, or desktop with internet access—whatever works best for you.
Why use EZcomplete®?
It’s fast, easy, and secure. For non face-to-face meetings, clients can sign documents remotely using their own device.
Start using EZcomplete® today and make your application process smoother than ever.
If you have any questions, feel free to reach out to your Director, Investment Sales.
Date posted: October 7, 2025 - Banking Changes
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Let’s “Talk Money”: From first savings to retirement income
Financial Literacy Month may be ending, but the conversation shouldn’t.
Talking with an advisor helps normalize money conversations— including discussions on saving, spending, managing debt, and more. This can help clients feel better and make smarter financial choices. As an advisor, you can guide clients from their first savings through to retirement with Equitable® .
Starting out? Clients can consider:
Tax-Free Savings Account (TFSA)
Save for short- or long-term goals and take out money anytime, tax-free.
First Home Savings Account (FHSA)
Save up to $40,000 tax-free for a first home. Contributions may be tax-deductible, and withdrawals are tax-free for buying a qualifying home.
Growing wealth? Clients can consider:
Registered Retirement Savings Plan (RRSP)
Contributions may be tax-deductible. Good for long-term savings—money grows tax-free until retirement.
Guaranteed Interest Account (GIA) / Daily Interest Account (DIA)
Earn steady interest with flexible terms. Available in a TFSA, RRSP, and FHSA.
Retirement ready? Clients can consider:
Payout annuities
Guaranteed income for life or a set time. Helps make sure savings last.
Resources to support these conversations
Use our easy online tools: EZcomplete® to apply and EZtransact™ for transactions. Let’s help Canadians save smarter—one step at a time. When we work together, success is mutual.
Reach out to your Director, Investment Sales if you have questions. - Online CE Credit Courses
- [pdf] The Approach to Suitable Sales - Reference
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Introducing Equitable EZBenefits: A better group benefits solution for your small business clients
If you serve small business owners, chances are they’re looking for a group benefits solution that’s affordable, sustainable and easy to manage. That’s why we introduced Equitable EZBenefits™. It’s a unique group benefits solution designed with you and your small business clients in mind.
Options to fit every need
Available to organizations with between 2 and 25 employees, EZBenefits offers a range of plan design options to match different needs and budgets. * Whether your client owns start-up or a growing company, we’ve got them covered. Plan options include a mix of Life, Health and Dental coverage. ** Clients can also add Long-Term Disability (LTD) coverage or a Health Care Spending Account (HCSA).
Embedded services to support health and wellness
To provide employees with added support for both their physical and mental wellbeing, all our plan design options include:- Anytime, online access to medical professionals through our Virtual Healthcare solution from Dialogue,
- Access to professional counselors – via the telephone, the web or in-person – through our Employee and Family Assistance Program from Homewood Health®, and
- Online resources to help manage health, financial and family challenges through Homeweb, Homewood Health’s online wellness portal.
EZBenefits also comes with built-in HR support through Equitable Life’s partnership with HRdownloads® This takes the heavy lifting out of common human resource tasks with HR support tools and services, including:- HR Technology: An award-winning cloud-based human resource information system to provide help from onboarding to offboarding and everything in between.
- HR Content: Access to a library of over 3,000 HR documents, templates, compliance resources and articles, with 25 free document downloads.
- HR Training: A free Workplace Diversity and Inclusion online training course.
- HR Support: One free Live HR Advice call with a seasoned HR expert.
We know that advising small business clients can be challenging. We’ve created a streamlined benefits process that provides rapid quotes, hassle-free plan implementation, simplified renewals and that is easy to administer. That way, you can spend more time advising your clients and building your business – and less time with administrative back and forth.
Pricing stability for long-term stability
When it comes to attracting and retaining talent, we know your small business clients are competing with larger organizations that have big budgets and lots of resources. That’s why we’ve designed EZBenefits to provide long-term pricing stability for health and dental benefits.
Find out more
Watch this video to learn how EZBenefits can help you and your clients. You can also visit info.equitable.ca/ezbenefits for more details or to request a quote. If you have questions, contact your Equitable Life Group Account Executive. If you don't have an Equitable Life Group Account Executive, email us at EZBenefits@equitable.ca.
* Not available in Quebec.
** Dental coverage is not included with the Bronze plan design option. -
Explore Equitable EZBenefits™
A better group benefits solution for your small business clients
Running a small business isn't easy, especially for companies with smaller budgets and fewer resources. It can be tough to find a competitively priced benefits plan with the features that clients want. That’s why we created Equitable EZBenefits™, a benefits solution designed with the needs of small businesses in mind.
Options to fit every need
Available to organizations with between 2 and 25 employees, EZBenefits offers a range of plan design options to match different needs and budgets. * Whether your client owns start-up or a growing company, we’ve got them covered. Plan options include a mix of Life, Health and Dental coverage. ** Clients can also add Long-Term Disability (LTD) coverage or a Health Care Spending Account (HCSA).
Embedded services to support health and wellness
To provide employees with added support for both their physical and mental wellbeing, all our plan design options include:
● Anytime, online access to medical professionals through our Virtual Healthcare solution from Dialogue,
● Access to professional counselors – via the telephone, the web or in-person – through our Employee and Family Assistance Program from Homewood Health®, and
● Online resources to help manage health, financial and family challenges through Homeweb, Homewood Health’s online wellness portal.
Extra HR support for EZBenefits clients
EZBenefits also comes with built-in HR support through Equitable’s partnership with Citation Canada® (formerly HRdownloads). It takes the heavy lifting out of common human resource tasks with HR support tools and services. Features include:
● an award-winning cloud-based human resource information system (HRIS) to provide help from onboarding to offboarding and everything in between,
● access to a library of over 3,000 HR documents, templates, compliance resources and articles, with 25 free document downloads,
● a free Workplace Diversity and Inclusion online training course, and
● one free Life HR advice call with a seasoned HR expert.
A streamlined process to optimize your time
We know that advising small business clients can be challenging. We’ve created a streamlined benefits process that provides rapid quotes, hassle-free plan implementation, simplified renewals and that is easy to administer. That way, you can spend more time advising your clients and building your business – and less time with administrative back and forth.
Pricing stability for long-term stability
When it comes to attracting and retaining talent, we know your small business clients are competing with larger organizations that have big budgets and lots of resources. That’s why we’ve designed EZBenefits to provide long-term pricing stability for health and dental benefits.
Find out more
To learn more about EZBenefits, watch our video to learn more or view our brochure. You can also visit info.equitable.ca/ezbenefits for more details or to request a quote. If you have questions, contact your Equitable Life Group Account Executive. If you don't have an Equitable Life Group Account Executive, email us at EZBenefits@equitable.ca.
* Not available in Quebec.
** Dental coverage is not included with the Bronze plan design option.