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  1. Individual Wealth Marketing Materials
  2. [pdf] Take emotions out of investing
  3. [pdf] Equitable Guaranteed Investment Funds – Estate Class
  4. Compliance Resources
  5. [pdf] myFlex - How it works, what to consider
  6. [pdf] Pivotal Select Application - Registered/Non-Registered
  7. Compensation Inquiry
  8. Changes to the Compensation Inquiry section on EquiNet The Compensation Inquiry Section from EquiNet is only available on Microsoft Edge. Please follow the instructions below:

    1. Open Microsoft Edge, click on the three dots in the top right corner and select ‘Settings’.
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    2. In the Settings menu, locate ‘Default browser’ and click on ‘Add’ in Internet Explorer mode pages.
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    3. Enter the URL https://advisor.equitable.ca/advisor/compensationinquiry and click on ‘Add’.
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    4. Login into EquiNet using Microsoft Edge and you will be able to access ‘Compensation Inquiry’.

    This configuration expires in 30 days, if you want to continue accessing ‘Compensation Inquiry’ after 30 days, you will need to redo the steps above.

    If you encounter problems configuring, call our support line at 1.800.722.6615 ext. 8888
  9. EZcomplete now displays Critical Illness insurance premiums We have exciting news about EquiLiving® Critical Illness EZcomplete® applications. Effective April 22, 2023, EZcomplete will calculate and display critical illness insurance premiums automatically! This will save you time during the application process.

    EZcomplete will calculate and show both the yearly and monthly premium amounts as you complete the application – this is similar to other Equitable Life insurance products. This means you do not need to run a separate illustration to determine and input the premium amount into EZcomplete anymore.

    To learn more about Critical Illness, the Equitable way, visit our Critical Illness page on EquiNet or contact your local wholesaler.
     

     
    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
     
  10. New illustration software now available!
    We have updated our illustration software. Please be sure to download the latest version:
     2023-3 (August 2023).

    - Web-based illustration software on secure EquiNet® (log in required)
    - Desktop illustration software

    We have new rates for our Equimax® Wealth Accumulator and Estate Builder plans. Please refer to our Transition Rules for all the details on processing your applications.

    Need more information?
    For information on these changes, please contact your Equitable Life wholesaler. 


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