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  1. Pre-Authorized Payments
  2. Make room for more EDO room

    Effective June 26, 2021, a term rider added to an Equimax Estate Builder® or Equimax Wealth Accumulator® policy may allow for an increase to the maximum Excelerator Deposit Option (EDO) payment limit.
     
    Highlights:

    ● This enhancement will apply to adult single life Equimax Estate Builder and Wealth Accumulator policies where the Owner Signature Date on the application for insurance is June 26, 2021 or after.
    ● For the term rider to increase the EDO payment limit, it must be issued at the same time as the Equimax coverage.
    ● Term rider EDO payment limit assumes the term rider is held at least 10 years.
    ● The illustration system and EZcomplete application will calculate the maximum EDO payment including any increase from a term rider.
    ● Policies already issued do not qualify.  

    Full details about the changes can be found in the transition rules.
     
    Who can benefit from this product enhancement?
    Your clients who have a temporary insurance need and add a term rider to their Equimax plan may be able to take advantage of the additional exempt room and higher EDO payment limits to build the policy values. Make Equimax® your first choice for your clients’ whole life insurance needs.
     
    New Illustration software is now available
    The updated illustration software will be available for download after 9 a.m. ET on Friday, June 25, 2021. 
     
    Want more information?

    ● Learn more about the changes and transition rules
    ● Contact your Regional Sales Manager for more information on these changes and other sales ideas  


    ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.

  3. Ride the wave this RSP season with Equitable Life


    You can't stop the RSP wave. But you can ride it. Ride the wave this RSP season with tools that make it easy to complete applications and deposits online - only from Equitable Life.

    Learn more.

     
     
  4. Ride the same-day service wave with Equitable Life


    Sit back and relax – we’ve got your deposits covered. Make setting up one-time or recurring deposits flow like water with EZtransact™ - only from Equitable Life®.

    Learn more

  5. [pdf] Ownership Change Form
  6. EZcomplete Non-Face-to-Face enhancement


    An EZ way to conduct your out-of-town business

    You asked for it, we built it: a solution for your non face-to-face business. EZcomplete® allows you to conduct your non face-to-face business easily and quickly with your clients providing their signature remotely on their own device.

    How does it work?

    EZcomplete walks you through the electronic signature process. EZcomplete allows your clients to sign remotely using their own device for non-face-to-face applications. You only need to enter their email address and provide them with a secret passcode to securely access the documents to review and sign.

     Just another reason to do business with Equitable Life® 

    EZcomplete makes it easy to process your non-face-to-face applications and do business with Equitable Life. 

    Login to EquiNet® and click on the EZcomplete icon on the menu bar

     

    ® denotes a trademark of The Equitable Life Insurance Company of Canada.
  7. Transaction Authorization Requirements table for Savings & Retirement advisors Equitable Life® is here to help. When it comes to getting certain transactions authorized in a non face-to-face environment, you might need some direction. We’ve got you covered.

    Equitable has created a quick reference table on EquiNet™. The Transaction Authorization Requirements table provides details on how to get certain forms approved and the best way to get them to us. Each form listed gives the authorization type that is accepted. We’ve also provided details when we receive a document that is considered not-in-good-order.

    As we navigate through COVID-19, we will continue to update this table. This means you have the most current information available at your fingertips, 24/7.

    Have other questions about COVID-19? Check out our Savings & Retirement COVID-19 update page on EquiNet as well. This page provides the latest news and information for Savings & Retirement advisors.

    Still have a question? Give our Advisor Services team a call 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.
     
  8. [pdf] DUCA Credit Union Lending Arrangement
  9. [pdf] Managing a Retirement Savings Plan tax refund