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1. Submit transfer forms automatically with EZcomplete!

   
   Save time, effort and the hassles of transfer forms with EZcomplete^®!

    
   
   
   
   
   
   
   
   
   
   
   
   
    
   
   
   With EZcomplete you can now automatically submit transfer forms to the relinquishing institution online quickly and easily.* 
   
   1. Pick the name of the relinquishing institution
   2. Choose the e-signature option
   3. Save the transfer form for your records  
   
   Easy as 1-2-3!
    

   Want to take EZcomplete for a test drive? Play around in the sandbox with a demo client account.	Ready to start with the real thing? Submit your transfer form request today.
   Take me to the sandbox	Take me to EZcomplete

   
   * Available for e-signatures only
   ^® denotes a trademark of The Equitable Life Insurance Company of Canada.
   December 6, 2022
    

2. Submit transfer forms automatically with EZcomplete!

   
   Save time, effort and the hassles of transfer forms with EZcomplete^®!

   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
    
   With EZcomplete you can now automatically submit transfer forms to the relinquishing institution online quickly and easily.* 
   
   1. Pick the name of the relinquishing institution
   2. Choose the e-signature option
   3. Save the transfer form for your records  
   
   Easy as 1-2-3!
    

   Want to take EZcomplete for a test drive? Play around in the sandbox with a demo client account.	Ready to start with the real thing? Submit your transfer form request today.
   Take me to the sandbox	Take me to EZcomplete

   
   
   * Available for e-signatures only
   ^® denotes a trademark of The Equitable Life Insurance Company of Canada.
   
   December 6, 2022
    

3. EQUIMAX PARTICIPATING WHOLE LIFE – your whole life solution Recently, we made some exciting changes for Equimax Estate Builder^® and Equimax Wealth Accumulator^®.
   
   These exciting enhancements launched in February make Equimax even more robust, simpler and cost effective, to ensure it continues to be the preferred participating whole life solution for clients and advisors alike.
    
   Visit our splash page and watch our informative video to learn more and start selling the enhanced Equimax today.
    
   Plus, visit our Equimax product page on EquiNet^®, then click on the Marketing Materials tab for the latest Equimax marketing materials.
    
   Need more information? Please contact your local wholesaler.
   
   
   
   ^® and ^TM denote trademarks of The Equitable Life Insurance Company of Canada.
4. Get Client Focused: Turning Compliance into Your Advantage

   Join Equitable Life and guest speaker, April-Lynn Levitt, CFP,  Business Coach, The Personal Coach, to learn how to be compliant in today’s environment and create client-focused review meetings:

   •   Understand the new requirements and the best practices for implementing the new requirements into your practice.

   •   Go beyond “ticking the boxes” to build an exceptional client experience.

   •   Learn to use your review process to stimulate referrals and update compliance documents seamlessly.

   We are pleased to provide you with a recorded version of April-Lynn Levitt’s presentation, “Get Client Focused: Turning Compliance into Your Advantage” click here

   This webinar is available in English only.

   ® denote trademarks of The Equitable Life Insurance Company of Canada.
   
   Posted June 6, 2023
    
5. Preferred life insurance solutions – individuals
6. Equitable.ca gets a fresh new look
   We’re excited to introduce you to our refreshed Equitable.ca, marking another milestone in our ongoing commitment to elevate the Equitable brand and enhance your digital experience.  
   
   This upgrade is part of a broader initiative to update all our digital properties, making every interaction with Equitable easier, more intuitive, and more rewarding. 
   
   Our strengthened online presence is designed to reinforce our partnership with you and highlight the value of the independent advice you provide to Canadians.  
   By investing in these improvements, we’re driving brand awareness at a scale that’s unprecedented for our company. 
   
   We remain dedicated to making it simpler and more efficient to do business with us—today and into the future. Stay tuned for more updates as we continue to innovate and invest in your experience. 
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