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  1. Disability Waiver of Premium Requirements
  2. Life Insurance Replacement Disclosure Forms (LIRD)
  3. Lin covers her life, her partner, her home, and business with Equitable’s Term Life insurance Lin has just opened her new business. Her partner Terri has supported her through it all, managing the bills and the mortgage so Lin can focus on getting her store established. Lin knows they’ve both worked so hard to achieve what they have.

    She wants to make sure they’re covered in case anything happens to either of them.
    With Equitable Life® Term Insurance, Lin can get affordable life insurance, which covers her and Terri’s current needs but is also flexible enough to change as their needs change.

    This video can help you start the conversation with clients about Term insurance. It walks them through the different term options and the value of being able to convert term coverage to a permanent life insurance policy later on. It also details the KINDTM benefits that are currently available with Term insurance.

    Plus, check out our Term product page, then click on the Marketing Materials tab for the latest Term marketing materials.

    Want to learn more? Reach out to your local wholesaler.




    Watch our new Term insurance with Equitable Life of Canada video to learn more. See it on Vimeo or YouTube.



     
    ® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.
  4. 2026 Elite Advisor Program
  5. Congratulations on qualifying as an Elite Advisor
  6. International Women’s Day

    Reflecting on inclusion in our industry

    International Women’s Day is a great opportunity to pause and think about how we support the women clients we serve. In wealth management, inclusion is not just a theme for one day a year — it plays a critical role in building stronger relationships and long‑term business growth.

    Our recent Master Class – From Insight to Inclusion: Engaging Women Investors with Confidence –reinforced this.

    The 60-minute session, featuring Susan Silma, Client Experience Transformation Leader and industry speaker and columnist, looked at why many women still feel under‑served in our industry and what advisors can do to create a more engaging and supportive experience.

    Here are a few key takeaways from the conversation:

    •  Inclusion strengthens your practice. When women feel heard and understood, trust grows —and so does loyalty.
    •  Start with better conversations. Susan shared ways to turn research and insights into everyday discussions that feel relevant and meaningful to women.
    •  Consistency builds confidence. A clear, repeatable process for prospecting, onboarding and reviewing plans with women clients helps ensure they feel included from day one.

    Did you know: 82% of advisors who attended the live Master Class identified the need to add more women clients to their business.

    As we celebrate International Women’s Day, it is a good reminder that creating a space where women feel comfortable, informed and valued benefits everyone — and positions your practice for long‑term success.

    If you missed the session — or would like to revisit the ideas — the Master Class recording is now available on demand. On behalf of everyone at Equitable, Happy International Women’s Day, Canada!

    InternationalWomensDay-eblast-no-logoENG.png

    Date posted: Thursday, March 5, 2026
  7. [pdf] Health Care Spending Account - Plan administrators
  8. Paper Pivotal Select applications (Form #1383 and #1384)


    On April 27, 2020 Equitable Life® launched its NL-CB sales charge option to its Pivotal Select™ segregated fund lineup. The new option provides an additional choice to the existing Low Load (LL), No Load (NL) and Deferred Sales Charge (DSC) selections. To reflect the new sales charge option, Pivotal Select applications (Form #1383 and #1384) were updated.

    The paper Pivotal Select applications (Form #1383 and #1384) with a version date prior to 2020/04/27 (located on the back page and in the bottom right-hand corner of the application) will no longer be accepted as of July 1, 2020. If you currently have applications with a date that is before 2020/04/27, please destroy them and order new applications from our Supply Team. To order new applications, click here.

    Want to be sure you always have the most up-to-date application? Try our EZcomplete® online application platform. EZcomplete makes it easy to process your non-face-to-face applications and allows your clients to provide their signature remotely on their own device.

    For more information about the NL-CB sales charge option, please click here. For more information about Equitable Life’s EZcomplete, click here.

  9. REMINDER that paper applications with a version date prior to 2021/04/02 are set to expire July 1, 2

    To comply with the Government of Canada’s anti-money laundering legislation and FATCA/CRS changes, Equitable Life® has updated its Savings and Retirement and Life Insurance applications.

    If you currently have applications with a version date before 2021/04/02, please destroy them and use our online pdf applications or order new applications from our Supply Team. Paper applications with a version date prior to 2021/04/02 (located on the back page and in the bottom right-hand corner of the application) will no longer be accepted after July 1, 2021 for:

               ● Savings and Retirement (Form #1383, #1384, #799, #355), and
               ● Life Insurance (Form #350)


    Want to be sure you always have the most up-to-date application? Try our EZcomplete® online platform for Individual Life, Critical Illness and Segregated fund applications.
     
    For a complete list of all forms and applications affected by the anti-money laundering legislation, refer to the following links:

    ● Savings and Retirement Anti-money Laundering Legislation Requirements Summary.
    ● Life Insurance Anti-money laundering Legislation Requirements Summary.

    To learn more about the Government of Canada’s anti-money laundering legislation and FATCA/CRS review the following links:
    ● Government of Canada - Guidance on the Common Reporting Standard
    ● Financial Transactions and Reports Analysis Centre of Canada
     
    If you have any other questions, contact your Regional Sales Manager or Equitable Life’s Advisor Services Team
     
    ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
     
  10. Equitable Life Savings & Retirement Webinar Series features EZtransact

    In 2021, Equitable Life’s S&R team will spotlight various aspects of our competitive fund line up and product offerings. Each webinar in the series will feature a new topic. The series will also give advisors an opportunity to:

    • learn more about various products and product features,

    • hear from industry professionals,

    • learn about investment strategies; and so much more.

    This month, Equitable Life is featuring EZtransact™, a new online tool that allows advisors to submit transactions and collect signatures electronically. With a growing need for digital solutions, Equitable Life’s new EZtransact eliminates the hassle of filling out forms, collecting signatures, submitting copies to your MGA, and being tied down to business hours for submitting transactions. This new online tool complements our existing and highly rated online application tool, EZcomplete.  
     
    Join your host, Joseph Trozzo, Investment Sales Vice President as he welcomes Nicole Lemon, Product Manager, Savings and Retirement, Equitable Life of Canada to discuss Equitable Life’s electronic capabilities and to experience a demo for EZtransact. 

    This webinar is not approved for continuing education credits. This webcast is available in English only.
     

    Learn More