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[pdf] Equitable GIF Advisor Guide
November is Financial Literacy Month
Equitable^® wants to mark Financial Literacy this November. Created by the Financial Consumer Agency of Canada (FCAC), the campaign this year is “Money on your Mind. Talk about it!”

The FCAC is challenging Canadians to do one thing to boost their financial confidence. One of those things includes asking questions to a trusted financial advisor. That’s, you! Be ready this year to answer anything from retirement savings, home ownership, annuities, estate planning, Daily and Guaranteed Interest Accounts, segregated funds and more.

Need help? Contact your Director, Investment Sales to get started. At Equitable, we believe in the power of together.

Have questions about the upcoming tax season or need tips to help manage and grow your business? If you missed our recent webcast with our Operations and Digital Experience teams, click here to learn more.

^® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.

Posted November 5, 2024
Understanding Life Insurance Replacements at Equitable All provinces require completion of a life insurance replacement declaration (LIRD) or equivalent form if intending to replace an existing insurance contract with a new one. The LIRD helps clients think carefully before terminating their existing policy. It contains important questions for them to consider.

When do you need to send a LIRD to Equitable^®?

Refer to our: LIRD requirements by province

Equitable needs to receive the LIRD only in provinces where it is mandated. Please check the province-specific requirements (linked above).

If a client is replacing a life insurance contract with a new one with us, and the owner lives in one of the specified provinces, the LIRD must be sent to Equitable with the application. It should include a written explanation of the questions reviewed with the client and must be signed and dated.

Important reminder: While you will always complete a LIRD, do not submit the LIRD unless we require it. Doing so may delay the new business process.

Note: The LIRD does not terminate the original policy; it indicates intent to do so.

Questions? Please contact your local Equitable wholesaler if you need additional information.

^® or ^TM denotes a trademark of The Equitable Life Insurance Company of Canada.
Important Changes to your Equitable EquiNet Login
We know that in today’s world, you have a lot of logins and passwords to go with them.

Equitable^® is taking steps to increase the security of your EquiNet^® login while simultaneously removing the need for you to remember a password.

This technology is called passkeys.

A passkey will enable you to access all the great features EquiNet has to offer by using biometrics.

You probably already have passkeys set up if you have an Amazon, Apple, Google, Uber or WhatsApp account.

How passkeys will work on EquiNet:

This authentication method is available now and will be optional to start. However, we strongly encourage you to use it. It is the next generation of security and makes for one less password for you to remember.

All you need to do is log in to EquiNet as you normally would and follow the step-by-step prompts to enable a passkey. It’s that easy.
Are your clients looking for more Tax-Free Savings Account contribution room?
Good news! With the start of the new year comes new additional contribution room.

A Tax-Free Savings Account is a great option for clients to grow their savings with the flexibility to access their money when they need it, before or during retirement. Encourage your clients to start saving today!

For more information on the options available, please click here.
Coming soon – 2024 Product Updates What’s changing?

Updates include changes/enhancements to our flagship Equimax^® Par Whole Life product, Evidence of Insurability Schedule and more. A detailed summary of all the changes will be available on October 8, 2024.

The Transition Rules, for handling new and in-progress life applications, are effective October 5, 2024.

Need more information?
Contact your Equitable wholesaler. Watch for more details on October 8.

^®or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
[pdf] Equimax Client Guide
[pdf] UL Chargeback changes FAQ
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