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Product updates - See our latest!
Good news! The updates to Equitable’s individual insurance solutions, scheduled for October 5th, 2024, as announced last week, are now in effect!
What’s new in this product update?
1. A new premium rate band for Equimax® policies with $5 Million and more of basic life insurance coverage.2. A new illustration for switches from Paid-up Additions (PUA) to the Cash dividend option when premium offset is selected.3. A new way to calculate commission on Equimax life insurance, Term life insurance, and EquiLiving® critical illness insurance plans when clients choose monthly payments.4. A new life Evidence of Insurability Schedule (Form #1343)
…and there’s more!
Visit our new splash page for a complete summary of the product changes, our latest video, and links to our sales tools and important resources:
*Video available in English with French and Chinese sub-titles
Please refer to our Transition Rules for all the details on processing your applications.
Need more information? Please contact your Equitable wholesaler.
® or TM denote trademarks of The Equitable Life Insurance Company of Canada. - [pdf] Levelize the tax on your fixed income investments with participating whole life (individual clients)
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New flexibility with Equitable’s Term Exchange option
Great news! Equitable® has just added our Term 30/65 plan as an option for term exchanges! This gives clients greater flexibility to choose a term plan that can adapt to their specific needs.
Clients can exchange their Equitable 10-year or 20-year term plans to a Term 30/65 plan as their financial needs change – without additional underwriting.
What you need to know:
• A term plan that is a result of an exchange option cannot be exchanged again
• Exchange is available between the 1st and 5th coverage anniversary.
o Only up to the insured’s 65th birthday for exchange to T20
o Only up to the insured’s 55th birthday for exchange to T30/65
• To request a term exchange, use the Term Exchange form.
For additional information, refer to the Term Advisor Admin Guide on EquiNet®, or contact your Equitable wholesaler.
® or TM denotes a trademark of The Equitable Life Insurance Company of Canada. - Brandes
- [pdf] Dollar Cost Averaging
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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 - [pdf] Application for Agency Contract to Sell Insurance Products - MGA, AGA and National
- [pdf] Gradual Inheritance Strategy
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EZtransact enhancements: New “Internal Transfer” and “Other Institution” options
At Equitable®, we’re always looking for ways to make it easier to support clients. That’s why we’re excited to share new enhancements in EZtransact® that give you more flexibility and simplify transfer processes.
What’s new
As of January 22, EZtransact now offers:
• Internal Transfers that streamline digital movement of investments between eligible client accounts within Individual Wealth.
• An “Other Institution” option when you’re initiating an external transfer. This means you can request transfers from financial institutions that are not listed in our existing dropdown menu.
These enhancements remove the need for manual workarounds and help ensure transfers are captured clearly and accurately the first time.
These updates support:
• Advisors working with Individual Wealth clients
• Clients who need to move investments either within Equitable or from another financial institution
To transfer funds between existing Equitable contracts, simply go to EZtransact, select Make a Transfer on the policy you want to receive the funds, and view your client’s existing contracts all in one place.
Use the new “Other Institution” option to start transfers from any financial institution, even if it’s not part of the standard list.
You’ll see these enhancements in the “Make a Transfer” flow within EZtransact on EquiNet®. It appears right at the point where you select the financial institution for the transfer.
These updates are designed to:
• Give you more flexibility when managing external transfers
• Remove the need for manual steps or workaround solutions
• Help reduce errors that can happen during manual processing
• Improve efficiency for you and deliver a smoother experience for clients
You asked, and we listened! Keep providing us with your feedback on our digital tools. When we grow together, success is mutual. Get to know EZtransact! If you have any questions, please contact your Director, Investment Sales.
Date posted: April 1, 2026