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- EquiNet-FAQ
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Manage your business virtually with Equitable Life
As an advisor, we know that physical distancing and self-isolation are proving to challenge the business as usual practise. The good news is that Equitable Life® is here to help. Our self-serve and online tools and resources for Savings and Retirement advisors can assist in maintaining a certain degree of daily activity.
Online Banking
Help your clients during this time of isolation and self-distancing by letting them know about banking online. Online banking is an easy and convenient way for your clients to make additional contributions to non-registered savings plans, Tax-Free Savings Accounts or even last-minute contributions to a Retirement Savings Plan.
Deposits will be made according to the instructions on file. Advisors will receive the regular commissions for any deposits made. Please note that all deposits must originate from the policy owner's bank account.
For more information on using online banking including financial institutions currently registered for direct deposit with Equitable Life, click here.
EZcomplete for non face to face
We know that business still needs to happen, even in times of uncertainty. EZcomplete® can help with that. With our non face-to-face functionality, EZcomplete allows you to remotely connect with your clients. Once the online application is complete, EZcomplete sends your client a passcode that gives secure access to review documents and allows your client to provide an electronic signature. You only need to provide your client’s email address.
EZcomplete makes the process of completing non face-to-face applications more convenient and doing business with Equitable Life EZ. For more information on EZcomplete, click here.
Limited Trading Authorization
Need to make some fund adjustments for your client? Limited Trading Authorization (LTA) is built into the Pivotal SelectTM and Guaranteed Interest Account applications to simplify the process of submitting client requests. Alternatively, the Limited Trading Authorization Form # 14 can be completed. Discretionary trading is not permitted. The advisor must have documented the client’s instructions in the client file. To learn more, click here.
Client Access
Does your client need to make changes to a pre-authorized deposit or beneficiary information, address or banking information? Does your client have a Client Access® account? Client Access is Equitable’s secure online client site that connects clients to tools and policy information. To create a new Equitable Client Access account, your client will need to reference the policy number(s). By registering for Equitable Client Access, policyholders and annuitants can make changes and view information such as:
Details of investment holdings including:-
Up-to-date market value of investments;
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Guaranteed Interest Account (GIA) maturity dates and values;
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Premium amounts, death and maturity guarantees and beneficiary information; and
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Recent account activity.
Details of Payout Annuities including:
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Next payment date;
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Annual income and payment guarantee details; and
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Beneficiary and Annuitant information.
There is also a secure inbox where copies of statements and other correspondence are available. To learn more, click here.
Need help with any of these resources? Contact our Advisor Services team Monday to Friday 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427 or email savingsretirement@equitable.ca, or your local Regional Investment Sales Manager. -
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Earth Day: A simple way to talk about sustainable investing
Earth Day is a great time to talk with clients about investing with purpose. This year’s theme—Our Power, Our Planet—highlights the impact of individual and collective choices, including how we invest.
Many Canadians are interested in sustainable investing, which looks at environmental, social, and governance (ESG) factors alongside long term returns. Clients want to understand how the power of their money can support positive change—without sacrificing performance. Sustainable investing can look at things like reducing carbon impact, supporting fair workplaces, and encouraging strong company leadership.
Watch out for greenwashing
Not all investments labeled “sustainable” are the same. Some products may use the term without real environmental efforts or strategies. This is known as greenwashing.
That’s where advisors can add value. By understanding how funds are built and what they hold, you can help clients make informed choices they feel confident about.
How Equitable can help
Equitable® offers sustainable investing fund options that include ESG considerations as part of a disciplined investment approach. Take this opportunity to review available options and fund details.
You can also support sustainability through how you work with clients. Equitable’s paperless tools help reduce paper consumption and improve efficiency:
• Equitable Client Access® for online account viewing
• EZtransact® for fast, digital transactions
• EZcomplete® for easy, paper free applications
Take action
Earth Day is a great time to:
• Start simple conversations about sustainable investing
• Share Equitable’s sustainable fund options with clients
• Promote paperless tools that are better for clients and the environment
Small steps—done consistently—can make a meaningful difference for clients and the planet. If you have questions, speak with your Director, Investment Sales.
Date posted: April 22, 2026 -
Policy endorsement: Long Term Disability pre-existing condition period
We are updating our contracts to clarify how we handle the Long Term Disability (LTD) pre-existing condition period for employees returning from maternity or paternity leave.
A new LTD pre-existing condition period will no longer apply when an employee re-enrols in the benefits plan after their maternity or paternity leave ends, provided that they return to work on the date agreed upon with their employer, or in the time period allowed by the Employment Insurance Act, whichever is earlier.
To facilitate this change, we are amending some of the wording in our contracts and booklets, effective March 1, 2020. Below are links to the Endorsement to the Master Policy and the Summary of Master Booklet Wording Changes for this amendment. Please download and save these policy endorsement documents for your files.
In addition, please remind your clients to provide all of their plan members with a copy of the Summary of Master Booklet Wording Changes.
The next time your clients amend their benefits plan, the updated wording will be included in their group benefits plan booklets.
Download Endorsement to the Master Policy
Download Summary of Master Booklet Wording Changes -
We hear you. Equitable Life was ranked #1 for overall segregated funds service performance*.
Each year, Life Ops Consulting Group conducts an independent survey of financial advisors to find out
how satisfied advisors are with the service they receive from life insurance companies in Canada. Since 2015, Equitable Life® has received top marks in overall segregated funds service performance, new business processing, fund/policy statements and post-sales service.
Equitable Life was ranked #1 for overall segregated funds service performance*
We would like to take this opportunity to thank each of you that took the time to participate in this survey. We are proud of the service that we provide and are committed to listening to what advisors want and need to run their business. We work hard to earn your trust and will do what it takes to keep it.
Thank you.
* Life Ops Consulting Group Distribution Service Satisfaction Survey 2019
® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
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Get to know our large case experts
Equitable launches new Ask our Experts video series
At Equitable®, we’re committed to the large case market. Our dedicated team of experts is here to support you from application through to policy placement.
We are thrilled to share the first episode of Ask our Experts. This mini docuseries features key members of our large case team. They talk about their work, their perspectives, and their role in the large case experience.
Watch Ask our Experts Episode 1 featuring Cindy Shirley, Chief Underwriter and Claims Risk Management
Cindy chats with us about:• Her approach to large case underwriting.• The large case underwriting team.• The important relationship between advisors and underwriters.Visit our large case markets webpage to learn more about our team of dedicated experts.
Do you have a large case opportunity? Talk to your wholesaler to learn more.
® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.
- Videos
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Curious about large case pricing? Our experts are here to help
Ask our Experts Episode 2
At Equitable, we’re committed to the large case market. Our dedicated team of experts is here to support you from application through to policy placement.
Ask our Experts is a mini docuseries features key members of our large case team. They talk about their work, their perspectives, and their role in the large case experience.
Watch Ask our Experts Episode 2 featuring Kevin Till, AVP of Individual Life Pricing.
Kevin chats with us about:
• What he finds interesting about large case pricing.
• How quickly Equitable can turn around a large case quote.
• The difference between a mutual and a stock insurance company.
• Equitable’s reinsurance strategy.
Learn more:
Visit our large case markets webpage to learn more about our team of dedicated experts.
Don’t miss the favourites! Watch our most viewed Ask our Experts episodes here:
Do you have a large case opportunity? Talk to your wholesaler to learn more.
3/2/2026 - [pdf] Payout Annuity Advisor Guide
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Equitable Life presents Invesco Canada – Global perspectives in a highly uncertain time
The COVID-19 pandemic has shaken the global economy. Uncertainty in the market is leaving investors unsure of what is next and asking where do we go from here? Please join Michael Hatcher, Head of Global Equities and Director of Research for Invesco Canada as he shares his insight in the global equity space.
Equitable Life® is pleased to highlight access to Invesco Global Companies Fund, Invesco International Companies Fund, and Invesco Europlus Fund in the Pivotal Select™ segregated fund line-up.
Register now
Continuing Education Credits
This webinar has been submitted for continuing education (CE) approval with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. Upon approval, you will be sent an email notification to come back to the webinar presentation console to download your personalized certificate from the tool bar. In order to be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. This webcast is available in English only.