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Equitable Savings & Retirement communications are changing
We’re revamping Equitable’s Savings & Retirement client communications! Our new letters give us the opportunity to ensure we are providing the right information in the right way to our clients.
As well as refreshing the look and feel of our letters, we’ve updated the content to be more clear, inclusive, and informative. This new experience will help show clients that we understand their needs and are here to support them in their investment journey.
Notable enhancements you can expect to see in our letters include:
• New layouts that provide a consistent experience
• Digestible content written in plain language
• Investment data organized in easy-to-review tables
• Easily identifiable next steps and contact details
The rollout of the new letters began in June, starting with our client Welcome/Confirmation letter. You can access a copy of the client’s letters on EquiNet®.
If you have any questions or want to share feedback, feel free to reach out to your Director, Investment Sales.
Date posted: July 2, 2025 -
Exciting update: External transfer now available on EZtransact!
We are thrilled to announce a new feature that will make your work easier and more efficient.
What’s new this quarter?
The External Transfer function was introduced to Equitable’s EZtransact® on May 14.
Benefits of this enhancement:
This feature is part of our strategic plan to help make transactions smoother for you. It was already available in EZcomplete®, and now it’s on EZtransact too. This means you won’t have to search for information about the relinquishing institution anymore. You can submit requests with ease.
External Transfer Functionality:If you have any questions, reach out to your Director, Investment Sales.
• You can digitally request a transfer of funds from other institutions to Equitable.
• Information about the relinquishing institution will be available on EZtransact, so you don’t have to search for it.
• Both full and partial transfer requests are available.
• It’s available for registration types that don’t need the RC720/RC721 form and for individual accounts.
When we work together, success is mutual.
Date posted: July 3, 2025 -
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. -
Change to the Equitable Life Active Balanced Income Fund effective July 1, 2025
We’re making a small change to the Equitable Life Active Balanced Income Fund. The fund’s investment split was previously 50/50 between stocks (equities) and bonds (fixed income). As of July 1, the split changed to 40% stocks and 60% bonds.
Clients invested in the Equitable Life Active Balanced Income Fund will be notified of this change via their statement.
Why this change matters:
This change ensures the three Equitable Life Active Balanced funds are better differentiated from each other, covering a wider range of client needs.Fund Name Before July 1
Equities / Fixed IncomeOn and after July 1
Equities / Fixed IncomeEquitable Life Active Balanced Income Fund 50/50 40/60 Equitable Life Active Balanced Fund 55/45 No change Equitable Life Active Balanced Growth Fund 70/30 No change
The funds’ risk levels and investment categories remain the same.
If you have any questions, feel free to reach out to your Director, Investment Sales.
Date posted: July 28, 2025 -
EZtransact: Your digital edge for client requests
Advisors, are you using EZtransact® yet? It’s the simple, secure way to submit client requests online—fast and frustration-free.
Why use EZtransact?• Easy to use: The platform is simple and clear—no guesswork needed.
• E-Signature ready: Send forms to clients for secure electronic signing.
• Real-time error checks: Helps catch mistakes early and avoid delays.
• Faster processing: Once signed, transaction documents go straight to Equitable.What can you do with EZtransact?
You can submit many types of transactions, including:• Pre-Authorized Debit (PAD) AgreementsEZtransact helps you save time and serve clients better. Try it today and make these transactions smoother.
• Fund Switches
• RSP to RIF Conversions
• Withdrawals
• Dollar Cost Averaging
• Transfers from other financial institutions
If you have any questions, feel free to reach out to your Director, Investment Sales.
Date posted: August 21, 2025 -
New and improved online calculators
Individual Wealth is excited to announce the launch of eight refreshed and enhanced online calculators! These tools are designed to help advisors and clients make more informed and accurate financial decisions.
These calculators are live and ready to support client conversations.
Why the change?
We have switched vendors to Ativa Interactive, a Canadian company with 30 years of experience in financial services. Their tools are more reliable and easier to use, offering a better advisor and client experience. Ativa Interactive has a robust portfolio of calculators available, giving us the opportunity to expand our offerings in future.
What’s available?
We kept the calculators you use most and added two new ones based on your feedback.
Popular calculators being refreshed:
• Will the money last calculator
• Savings Growth Calculator
• TFSA vs taxable investment calculator
• Retirement Projection Calculator
• Become a millionaire calculator
• RRIF Payment Calculator
New additions:
• GIA laddering calculator
• First home savings account calculator
Questions?
If you have any questions or need support, please reach out to your Director, Investment Sales.
Date posted: August 28, 2025 -
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 - About
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Elite Advisor Program
At Equitable®, we believe that when we grow together, success is mutual. Our Elite Advisor Program recognizes our top investment advisors and provides unique benefits to support your business.
This year, we have enhanced our Program to offer more valuable resources and opportunities to help you thrive.
• Marketing and event support, and
• invitations to our Business/Advisor Practice Support conferences for Platinum and Diamond production levels.
While maintaining great benefits like:
• Increased bonus rate on our Step Up Your Wealth Sales Program for Elite Advisor re-qualifiers1.
• Enhanced services including access to a priority phone line and a dedicated inside sale representative.
You can check out all the details here.
If you have any questions, you can reach your Director, Investment Sales.1Elite Advisor re-qualifiers are advisors who attained Elite Advisor status in2024 and 2025.
Equitable reserves the right to end or alter the Elite Advisor Program and/or the Step Up Your Wealth sales campaign at any time and without notice.
® or TM denotes a trademark of The Equitable Life Insurance Company of Canada -
Get the Straight Talk on Equitable’s par account performance
Real answers to big questions
At Equitable, we understand how important it is to make confident decisions when dealing with large cases. When you have questions, you need concise, direct insights from leaders and subject matter experts.
Introducing the Straight Talk video series
Today, we are thrilled to share the first episode of Straight Talk. This episode features Mark Arruda, VP of Individual Insurance Pricing and Finance.
Mark talks about how Equitable’s par account is built to perform in all kinds of conditions, with strong governance, disciplined risk management, and prudent capital practices that ensure stability even when large life insurance claims are paid out.
Watch Straight Talk for straight answers to the questions that matter most.
Contact your Equitable Wholesaler to learn more about Equimax.