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1. Replacements
2. Guides for completing Individual Insurance forms now on EquiNet We have recently added guides to provide detailed instructions on how to fill out forms on EquiNet. You can find them on the Individual Forms page, directly underneath the applicable form. In the coming weeks, we will be adding more guides for additional forms, so make sure to check the Forms page for solutions that help you work smarter.
    
   View our newly posted guides:
   • 671OC Guide (Guide to Completing an Ownership Change Form)
   • 594 Guide (Guide to Completing Business Information Form)
   • 1710 Guide (Guide to Completing Verification of Identity for Policy Owners)
    
   Additional guides for the following forms will be available soon:
   • 693UL (Reallocation and Transfer of Funds Form -Universal Life)
   • 681 (Request for Termination Form)
3. Quickly calculate first home savings with Equitable Have clients thinking about buying a first home? Equitable^® has a calculator that can help.
   
   Check out our new First Home Savings Account (FHSA) calculator to see how much clients could save. It’s simple to use and shows how money can grow when invested in an Equitable FHSA.
   
   With the calculator, you can:
      •  Show clients how much they might save
   •  Demonstrate how savings can grow over time
   •  Motivate clients to reach their goal
   
   Try the FHSA calculator with clients today. Want to learn more? Talk to your Director, Investment Sales.
   
   Date posted: September 8, 2025
   
    
4. Commission schedule update We’re pleased to share that we’ve released a new and improved Commission Schedule (Schedule “A”), effective October 27, 2025.  
   
   What’ s new
   • The Commission Schedule (Schedule “A”) now includes all commission details, including FundSERV commissions.
   • The “FundSERV – Producer Commission Schedule (Schedule B)” document has been discontinued.
   • The schedule has been redesigned to offer greater clarity through plain language and improved structure.
   
   What hasn’t changed
   • There are no changes to any commission rates or provisions.
   If you have any questions, feel free to reach out to your appropriate Director of Investment Sales or Insurance Sales.
    
5. [pdf] Equitable GIF FHSA Application
6. [pdf] Equitable GIF TFSA Application
7. [pdf] Equitable GIF Registered Application
8. Give the Gift of a Head Start
9. Join us for an Equitable Life Master Class webcast featuring Dr. Ryan Murphy, Morningstar

   You’re invited to our next Equitable^® Master Class webcast offering compelling topics and unique ideas from leading experts to help you manage and grow your business.
   
   Just asking clients what their goals are may not be enough. Clients may respond in ways that seem reasonable but might not represent the goals that are truly important to them.
   
   In the Behavioural world, this is known as ‘thinking blind spots’ and stems from behavioural biases we all have. The blind spots can prevent clients from expressing their true goals to you and lead to a plan that doesn’t accurately represent their preferences and motivations. 
   
   Join us for an informative discussion led by Dr. Ryan Murphy, head of Morningstar’s global Behavioural insights in how you can get clients past their thinking blind spots.
    

   Learn more

   Continuing Education Credits
   This webinar has been submitted for continuing education (CE) approval with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. Upon approval, you will be sent an email notification to come back to the webinar presentation console to download your personalized certificate from the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. This webcast is available in English only.
   
   ® or ™ denotes a registered trademark of The Equitable Life Insurance Company of Canada. 
   
   Posted February 1, 2024
10. Equitable Now Accepts eSignatures on all documents (Ind. Ins. & S&R)

    View the Guide to completing eSignatures

    
    What are the benefits?
    ● It’s secure because you no longer need to upload or email documents to us.
    ● It also removes a step in the process for you -  we will get the eSigned documents directly once all signatures are completed and therefore you no longer need to notify us once the documents are signed.
    ● Your documents will be processed quickly and efficiently.
    
    How does this work?
    ● Including esign@equitable.ca as a non-signing reviewer is the preferred method as it ensures the security embedded documents are accurately and immediately available for Equitable. We will be automatically notified when signing is complete and will download eSigned forms immediately for processing.
    ● If not using esign@equitable.ca we require the original signed form and audit trail with all the security features intact.
    ● The email addresses used to sign must match what is in our file (as provided on the application, for electronic policy delivery or through previous communication). If an email address has changed, or we don’t have an email contact for the signer, we will follow up for confirmation.
    ● We will accept all eSigning Vendors that have the functionality to place the eSignature in the correct signature fields on all applicable documents. If the eSigning vendor does not have the functionality to do this, we cannot accept it. 
    
    
     
    _{^® denotes a registered trademark of The Equitable Life Insurance Company of Canada.}