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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:

• 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.
If you have any questions, reach out to your Director, Investment Sales.

When we work together, success is mutual.

Date posted: July 3, 2025
[pdf] A better group benefits experience
Delegation Requests Now Available on EquiNet We are excited to announce a new feature that will help make it easier for you to do business with Equitable Life.

This new feature allows you, to submit a delegation request through the “Access” tab under your EquiNet profile.

Once the delegation request has been completed, the specified people will be able to view and manage the policies of the Advisor who submitted the request, as long as they have codes of their own within the system.

Please contact the customer service team at customerservice@equitable.ca for more information.
Changes to Pivotal Select NL-CB and NL-CB5 sales charge options On December 7, 2024, Equitable will make changes to the commission chargeback schedule for Pivotal Select™ NL-CB and NL-CB5. These changes aim to provide a more consistent approach to applying chargebacks.

Schedule before December 7, 2024:

Questions? Please contact your Director, Investment Sales.

Date posted: November 27, 2024
[pdf] Make your money work for you
This year’s RSP contribution deadline is February 29, 2024 The RSP deadline is fast approaching and here are some important things to remember.

Issuing a New Policy with EZcomplete^®
All online applications must be digitally signed and submitted and have a date stamp no later than February 29, 2024.

Issuing a New Policy using Paper Application
For contributions to qualify for the first 60 days, all paperwork must be completed and signed by February 29, 2024. Equitable^® must receive all paperwork by March 8, 2024.

Deposits to an Existing Policy
Advisors can set up a one-time or recurring deposit or edit an existing pre-authorized debit already in place using EZtransact™. Online deposits must be made and have a date stamp by February 29, 2024, to qualify for a 2023 tax receipt.

Clients can make online deposits to Equitable through their financial institution’s online banking service. Online deposits must be made and have a date stamp by February 29, 2024, to qualify for a 2023 tax receipt.

Clients can also make a new deposit to an existing policy by cheque. The cheque must be dated and signed by February 29, 2024. Equitable must receive the cheque no later than March 8, 2024.

If online banking is being used to fund the policy – either topping up an existing policy or opening a new policy – the online banking transaction must be completed by February 29, 2024, to receive a 2023 tax receipt.

Please note that cheques and other paperwork cannot be backdated. They must be completed and signed by February 29, 2024, to qualify for a 2023 tax receipt.

If you haven’t already done so, consider EZcomplete and EZtransact our easy and fast online application and deposit tools to make life easier this RSP season.

For more information, please contact your Regional Investment Sales Manager.

^®or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.

Posted February 14, 2024
Take advantage of our online services today!
Why tax refunds aren't always good It’s important for advisors to help clients understand their finances. Many people think getting a tax refund is good, but that's not always true. Here are some reasons why.

1. Overpaying Taxes
A refund on a tax return means the client paid too much in taxes during the year. This is like giving the government an interest-free loan. Instead, clients could use that money each month for savings or investments.

2. Missed Investment Chances
When clients overpay taxes, they miss chances to invest that money. It could have been earning interest or growing in value instead of sitting with the government.

3. Poor Financial Planning
A big tax refund can show poor financial planning. It's better if clients break even, meaning they don't owe much and don't get a big return. This shows their tax withholdings are accurate.

4. False Sense of Security
A large tax refund can make clients feel falsely secure. They might spend it quickly instead of saving or investing it wisely.

5. Financial Hardship
Overpaying taxes can make it hard for clients to manage their money during the year. They might struggle with monthly expenses or saving for emergencies.

Advisors should teach clients about the downsides of tax refunds. By adjusting their withholdings, clients can manage their money better and take advantage of investment opportunities. Aim for a balanced tax situation to improve financial health.

Help clients make the most of their investment opportunities this tax season. For more information, contact your Director, Investment Sales.

Date posted: March 20, 2025
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
[pdf] Equitable's Competitive Advantage