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1. 2023 Holiday Hours The Holiday season brings thoughts of gratitude, and there is no better time to express our thanks and sincere appreciation for your dedication and commitment to Equitable Life.
    
   Thank you for your support this past year and for trusting Equitable Life with your Individual Insurance and Savings & Retirement business. Happy Holidays!
    
   Client Care Centre Holiday Hours
   Friday December 22, 2023 - 8:30 a.m. – 7:30 p.m. ET
   Monday December 25, 2023 – CLOSED
   Tuesday December 26, 2023 – CLOSED
   December 27, 28 and 29, 2023 - 8:30 a.m. – 7:30 p.m. ET
   Monday January 1, 2024 - CLOSED
   
   Savings & Retirement
   To settle on December 22, 2023, the transaction must be received that day by 11:00 a.m. ET
   To settle on December 29, 2023, the transaction must be received that day by 11:00 a.m. ET
   
   
   Individual Insurance
   Underwriting
   ● Underwriting must receive all evidence and outstanding Underwriting requirements by December 15th- at the latest. Underwriting will then be able to decision these cases by December 21st. This will give the New Business team December 21st – December 29th to issue and settle policies.  
   
   New Business
   ● New Business will continue to process all issue and settle requirements every business day until the last working day of the year – December 29th. New Business needs to receive ALL final settle documents in Good Order within our posted service standards. We are currently operating at a 3 business day turn around time.
   
   Field Payroll
   ● Second Last Pay Period for 2023 – December13, 2023 to December 19, 2023 (Transmission/Statement date December 20, 2023)
   ● Last Pay Period of 2023 – December 20, 2023 to December 29, 2023 (Transmission/Statement date January 2,2024)
   ● First Pay of 2024 – January 1, 2024 to January 9, 2024 (Transmission/Statement date on January 10,2024)  
   
   Daily Pay will run on business days.
   
    
   Please note that all requirements must be received in Head Office by the above dates to guarantee settlement for year end.
2. Login information for current advisors
3. 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.

4. The Equitable Gives Back Contest – Start spreading the word! Equitable Life of Canada is celebrating our 100^th Anniversary in 2020, and we’re busy planning a year of events and activities so we can celebrate this significant milestone with our employees, clients, wholesalers and advisors across Canada.
   
   A big part of who we are as a company is our commitment to help strengthen the communities where we operate by supporting a variety of charitable initiatives that help to improve the quality of life for the people living there. We are proud to launch the Equitable Gives Back Contest. Our goal is to give $10,000 to five registered charities operating in Canada.
   
   All it takes to enter is an original essay (not less than 100 words, not more than 500) describing the way in which a charitable organization could use $10,000 to help further their charitable purpose and improve life for Canadians.
   
   Reach out to your clients, tell them about the contest, and encourage them to visit www.equitable100.ca to see if they are eligible! All entries must be submitted by March 31, 2020.
    
5. The new segregated fund EZcomplete cloning feature will save time and errors.

    

   The new cloning feature for Savings & Retirement EZcomplete^® applications means that advisors don’t need to enter the same client information when completing multiple applications for the same client. 

    

   Here's how easy it is to use.

   

   Best of all, you can clone in progress and submitted applications.
   
   This is just some of the information that will be automatically copied:

   • Name

   • Date of birth

   • Gender

   • Occupation

   • Address

   • Phone numbers

   • Email address

   • Social Insurance Number

   • All beneficiary information

   
   The new EZcomplete cloning feature will save advisors time and reduce errors.

    

             
   
                                                                     
    

    

   If you have any questions, contact your Regional Investment Sales Manager

   
   ® denotes a trademark of The Equitable Life Insurance Company of Canada.
   Posted April 6, 2023
6. Win with clients this winter – Equitable’s Snowball Your Savings contest This winter, clients’ savings could do more than grow—they could win. From January 1 to March 2, 2026, when clients set up or contribute to a Registered Retirement Savings Plan (RRSP) or Tax-Free Savings Account (TFSA), they will be automatically entered into Equitable’s Snowball Your Savings contest. Here’s the exciting part: two client winners will be randomly selected to receive a prize—just for saving.
   
   Key Dates:
   Contribution Period: January 1 – March 2, 2026
   Draw Date: March 23, 2026
   
   How to Enter
   Getting started is easy—and every eligible contribution is a chance to win!
   Step 1: Connect with your clients
   Step 2: Help your clients set up or contribute to a RRSP or TFSA that is aligned with their financial needs and goals
   Step 3: That’s it! Clients’ entry is automatic—no forms, no hassle!
   
   Whether clients are topping up their TFSA or making a RRSP contribution ahead of tax season, their smart saving could lead to something extra this winter.
   
   
   Equitable offers trusted, personalized investment solutions and, as a mutual, we provide financial strength and a commitment to helping Canadians grow and protect their wealth.
   
   Visit equitable.ca/snowball for full details
   
   
   ® or ™ denotes trademarks of The Equitable Life Insurance Company of Canada.
   Equitable’s Snowball Your Savings contest: No purchase necessary. Contest period January 1, 2026 to March 2, 2026.  Enter by making a deposit to an Equitable Tax-Free Savings Account or Registered Retirement Savings Plan during the contest period or by submitting a no-purchase entry. Two prizes for a total value of $10,000 CAD to be drawn on March 23, 2026, will be awarded. The servicing advisor for the contract to which the selected entrant made the deposit is also an eligible winner and will receive a $1,000 CAD prize. For example, if an Equitable client is a winner of the $5,000 prize, the client’s servicing advisor wins a $1,000 prize. 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 the full contest rules.
7. [pdf] Three steps to packaging large cases for success
8. Videos
9. [pdf] Personalized Brochure - Benefits of segregated funds in a Tax-free Savings Account
10. Online sales illustrations

    Providing you flexibility while on the go. 

    We know how important it is to have tools that provide flexibility and convenience when managing your business. That’s why we created web-based sales illustration tools for easy access. You can create a Term, Critical Illness, Whole Life or Universal Life client illustrations from anywhere, anytime!
    
    Useful Features:
    • Save illustrations directly to your dashboard. You can revisit, edit, or complete them whenever you want.
    • Our Term and Critical Illness illustrations integrate with EZcomplete^®. This means you can move from illustration to application easily, with most fields in the first step filled in automatically.
    
    Our web-based tools put everything at your fingertips, so you can keep your business moving while on the go. This is just one of many ways we’ve made it easier to do business with Equitable^®.
    
    Try running an illustration today!
    
    If you have any questions, please reach out to your Equitable Wholesaler.