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  1. [pdf] Equitable GIF FHSA Application
  2. [pdf] Equitable GIF TFSA Application
  3. [pdf] Equitable GIF Registered Application
  4. Login information for current advisors
  5. The new segregated fund EZcomplete cloning feature will save time and errors.

     

    The new cloning feature for Savings & Retirement EZcomplete® applications means that advisors don’t need to enter the same client information when completing multiple applications for the same client. 

     

    Here's how easy it is to use.

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    Best of all, you can clone in progress and submitted applications.

    This is just some of the information that will be automatically copied:

    • Name

    • Date of birth

    • Gender

    • Occupation

    • Address

    • Phone numbers

    • Email address

    • Social Insurance Number

    • All beneficiary information


    The new EZcomplete cloning feature will save advisors time and reduce errors.

     

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    If you have any questions, contact your Regional Investment Sales Manager


    ® denotes a trademark of The Equitable Life Insurance Company of Canada.
    Posted April 6, 2023
  6. Win with clients this winter – Equitable’s Snowball Your Savings contest This winter, clients’ savings could do more than grow—they could win. From January 1 to March 2, 2026, when clients set up or contribute to a Registered Retirement Savings Plan (RRSP) or Tax-Free Savings Account (TFSA), they will be automatically entered into Equitable’s Snowball Your Savings contest. Here’s the exciting part: two client winners will be randomly selected to receive a prize—just for saving.

    Key Dates:
    Contribution Period: January 1 – March 2, 2026
    Draw Date: March 23, 2026

    How to Enter
    Getting started is easy—and every eligible contribution is a chance to win!
    Step 1: Connect with your clients
    Step 2: Help your clients set up or contribute to a RRSP or TFSA that is aligned with their financial needs and goals
    Step 3: That’s it! Clients’ entry is automatic—no forms, no hassle!

    Whether clients are topping up their TFSA or making a RRSP contribution ahead of tax season, their smart saving could lead to something extra this winter.


    Equitable offers trusted, personalized investment solutions and, as a mutual, we provide financial strength and a commitment to helping Canadians grow and protect their wealth.

    Visit equitable.ca/snowball for full details


    ® or ™ denotes trademarks of The Equitable Life Insurance Company of Canada.
    Equitable’s Snowball Your Savings contest: No purchase necessary. Contest period January 1, 2026 to March 2, 2026.  Enter by making a deposit to an Equitable Tax-Free Savings Account or Registered Retirement Savings Plan during the contest period or by submitting a no-purchase entry. Two prizes for a total value of $10,000 CAD to be drawn on March 23, 2026, will be awarded. The servicing advisor for the contract to which the selected entrant made the deposit is also an eligible winner and will receive a $1,000 CAD prize. For example, if an Equitable client is a winner of the $5,000 prize, the client’s servicing advisor wins a $1,000 prize. Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible Entries received during the Contest Period.  For full contest rules, including no-purchase method of entry, see the full contest rules.
  7. Last chance to be entered to win – Snowball Your Savings contest ends March 2
    There’s still time to turn client contributions into a win for both of you. Until March 2, 2026, when clients set up or contribute to their Equitable® Registered Retirement Savings Plan or Tax-Free Savings Account, they’ll be automatically entered into Equitable’s Snowball Your Savings contest. And here’s the exciting part: two winners will be randomly drawn—and their advisors will share in the celebration!
     
    Key Dates
    Contribution Period: January 1 – March 2, 2026
    Draw Date: March 23, 2026
     
    How to Enter

    Advisors can easily submit client contributions through Equitable’s EZcomplete® or process transactions using EZtransact®. Every eligible entry is a chance to win!





    Why Equitable?
    We can help Canadians grow their savings with confidence. With a diverse range of investment funds and three distinct guarantee classes, Equitable offers flexible, goal-based solutions designed to support your clients’ financial journey.

    Make the Most of It
    Connect with your Director, Investment Sales to explore strategies for driving contributions, boosting engagement and supporting Canadians this season.
     
    ® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.   
    Equitable’s Snowball Your Savings contest: No purchase necessary. Contest period January 1, 2026 to March 2, 2026.  Enter by making a deposit to an Equitable Tax-Free Savings Account or Registered Retirement Savings Plan during the contest period or by submitting a no-purchase entry. Two prizes of $5,000 CAD to be drawn on March 23, 2026 will be awarded. The servicing advisor for the contract to which the selected entrants made the deposit is also an eligible winner and will receive a $1,000 CAD prize. For example, if an Equitable client is a winner of the $5,000 prize, the client’s servicing advisor for the relevant contract wins a $1,000 prize.  Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible entries received during the Contest Period.  For full contest rules, including no-purchase method of entry, see the full contest rules.  
  8. COVID-19 testing: Find the information you need

    This news item has also been posted to the plan administrator and plan member sections of EquitableHealth.ca

    The Ontario government recently announced it has expanded access to COVID-19 testing to include select pharmacies throughout the province. As the pandemic continues, it’s important to know how to access testing if you’re experiencing signs and symptoms of COVID-19 or suspect you have been exposed to the virus.

    Guidelines for who should get tested and how to access testing vary across the country, so it can be difficult to know what applies in your jurisdiction.

    To help make it easier, we’ve provided links to COVID-19 testing resources for each province and territory. The resources include self assessments, guidelines for who should get tested, how to access testing, and testing locations.

  9. Repositioned Wealth Accumulator available

    Repositioned Equimax Wealth available now

    As we continue to grow to meet the needs of various market segments, our product options for your high net worth (HNW) clients have also been improved. Equimax Wealth Accumulator® has been repositioned to meet the needs of your high net worth clients by providing more deposit room and competitive early cash values.

    Equimax Wealth is now repositioned for your high net worth clients

    Equimax Wealth Accumulator is now targeted for clients ages 45 to 65 with an insurance need but also looking for tax advantaged growth as an alternative to traditional investments. It allows your clients to achieve both while diversifying their portfolio and saving taxes, particularly for corporations.
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    Highlights of the repositioned Equimax Wealth Accumulator:

    • More deposit room - Allows for significantly more deposit room by reducing the initial death benefit. This means more money can be paid into the policy to promote the tax-advantaged investment growth.
    • Higher early cash surrender values - We are more competitive on total cash value in years 1 to 10 in the target market ages of 45-65. The higher extra deposit room and early surrender cash value allows the illustration to show an earlier premium offset, which is key for the HNW market.
    • More competitive on life pay - Improvements to life pay more notable than 20 pay. Reduced premiums for most male and female non-smokers in our target market (ages 45-65) as well as 2, 3, and 4 year improvement in illustration of premium offset.
    • More competitive at older ages - A shift in the target market means you can support older clients in the HNW market. The Equimax Wealth Accumulator is now more competitive at ages 45-65.

    Learn more

    For full details on the transition, please see our transition rules.

    For more information on this product, please visit the Equimax page on Equinet.

  10. Application cloning option now available on EZcomplete As of September 10th, you will now have the option to clone any Life Insurance and Critical Illness applications that is showing on the EZcomplete dashboard. “Cloning” means the information that has been completed in the existing application is duplicated in a new application.
     
    This feature is meant for situations where multiple applications are being completed and at least one of the parties (the policy owner or insured person) is the same. For example, a single policy owner might own policies on the lives of each of their children. Cloning the application will save re-typing the information about the policy owner into each application.
     
    Please note the following important details regarding cloning:
       
    Resources  
    Please contact your Regional Sales Manager for more information