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Crunch the numbers with Equitable Life of Canada
Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.
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Elijah welcomed a new baby to his family and needs to reduce the amount of money he is saving for retirement. Is he still going to be able to retire at age 60 like he planned, or will he need to extend his working years until age 65?
Did you know?
Investment returns, unexpected expenses and inflation can all affect your retirement savings. Check out Equitable Life’s How Long How Long Will My Retirement Savings Last Calculator.Share calculators using your Facebook, Twitter or LinkedIn account.
® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
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On June 26, 2021 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.
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.
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.
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A message from Cam Crosbie, EVP, Savings and Retirement, Equitable Life
The first half of 2023 has been an exciting and busy year for us at Equitable Life®.
In this short video, I share with you some of the things we’ve done to show our commitment to you and some of the great things we’ve got planned for the remainder of the year.
I want to thank you again for your continued support and trust in us. We value our partnership and are always working hard to make things better.
Please take a few minutes to watch the video.
Thank you,
Cam Crosbie, Executive Vice-President, Savings and Retirement Division
Equitable Life of Canada
Posted: July 6, 2023
® denotes a trademark of The Equitable Life Insurance Company of Canada. -
A message from Cam Crosbie, EVP, Savings and Retirement, Equitable
What an exciting year it’s been at Equitable®. And there’s more to come in 2024!
In this short video, I share with you some of the things we’ve done to show our commitment to you in 2023 and some of the great things we’ve got planned for 2024.
I want to thank you again for your continued support and trust in us. We value our partnership and are always working hard to make things better.
Please take a few minutes to watch the video.
Cam Crosbie,
Executive Vice-President, Savings and Retirement Division
Equitable
Posted December 6, 2023® denotes a trademark of The Equitable Life Insurance Company of Canada.
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A message from Cam Crosbie, EVP, Savings and Retirement, Equitable
The first half of 2025 has been an exciting and busy year for us at Equitable®. In this short video, I share with you some of the things we’ve done to show our commitment to you and some of the great things we’ve got planned for the remainder of the year.
I want to thank you again for your continued support and trust in us. We value our partnership and are always working hard to make things better. When we work together, success is mutual.
Please take a few minutes to watch the video.
Thank you,
Cam Crosbie, Executive Vice-President,
Savings and Retirement Division
Equitable
Date posted: June 19, 2025 -
A message from Cam Crosbie, EVP, Savings and Retirement, Equitable
The first half of 2025 has been an exciting and busy year for us at Equitable®. In this short video, I share with you some of the things we’ve done to show our commitment to you and some of the great things we’ve got planned for the remainder of the year.
I want to thank you again for your continued support and trust in us. We value our partnership and are always working hard to make things better. When we work together, success is mutual.
Please take a few minutes to watch the video.
Thank you,
Cam Crosbie, Executive Vice-President,
Savings and Retirement Division
Equitable
Date posted: June 19, 2025 -
A message from Cam Crosbie
It's been another exciting year of growth at Equitable and there's more to come in 2026!
In this short video, I review a few of our 2025 milestones and share with you some of the great things we've got planned for 2026. I want to thank you again for your support and trust in us. We value our partnership and will continue to strive to deliver exceptional experiences for advisors and clients.
Please take a few minutes to watch the video.
Wishing you continued success,
Cam Crosbie, Exectuive Vice-President, Individual Wealth
Equitable -
A message from Cam Crosbie
It's been another exciting year of growth at Equitable and there's more to come in 2026!
In this short video, I review a few of our 2025 milestones and share with you some of the great things we've got planned for 2026. I want to thank you again for your support and trust in us. We value our partnership and will continue to strive to deliver exceptional experiences for advisors and clients.
Please take a few minutes to watch the video.
Wishing you continued success,
Cam Crosbie, Exectuive Vice-President, Individual Wealth
Equitable -
Streamline your transactions with EZtransact
Skip the forms and submit more transactions digitally with EZtransact® to see how Equitable® has continued to make it easier for you to do business with us.
What’s new with these updates?
One-time PAD functionality for Daily/Guaranteed Interest AccountWith the recent addition of DIA/GIA PAD to EZcomplete, you can now utilize EZtransact for one-time pre-authorized debits. This means faster processing with one-time deposits for investment instructions to either a DIA and/or GIA (multiple terms) with end-of-term instructions.
Key benefits of these enhancements include:
• enhanced rate guarantees to secure the best rates available for clients,
• daily updated interest rate guide informs you of the latest rates,
• interest rate guarantee valid for three business days, for direct deposits from clients.
Be sure to use EZtransact on your next DIA/GIA one-time deposit request to experience these improvements.
Reduce RSP to RIF conversion timeReduce time and effort submitting Retirement Savings Plan (RSP) to Retirement Income Fund (RIF) conversion requests. EZtransact is continuing to reduce the amount of time it takes advisors to submit conversion requests.
Features include:
• RSP/Spousal RSP to RIF Conversion to effortlessly submit request digitally.
• RIF Calculator to easily calculate your conversions.
Save time with our enhanced digital experience.
Sort & Filter Enhancements
We’ve taken your feedback and made it easier than ever to find the contracts and clients you’re searching for. This improved advisor experience ensures you can:
• Filter “My Clients” By Product Type/ Registration Type
• Sort “My Clients” By Contract Number/ Client Name
• Filter “Transactions” By Transactions Status/ Transaction Type
• Sort “Transactions” By Date
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 and accelerate your sales! If you have any questions, please contact your Director, Investment Sales.
Date posted: April 3, 2025 - Advisor Guide