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  1. 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. 


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    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. 
     

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    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

  2. New Individual Wealth tools to support client conversations


    Equitable has new resources now available on EquiNet® — each designed to help support client conversations and make it easier to explain investment strategies in a clear and meaningful way. 

     

    New case studies to help support client conversations  *NEW*
    We know some financial concepts can be tricky to explain. To help, we have created a set of straightforward, advisor‑focused case studies designed to deepen your understanding and help you better grasp the mechanics of our product options, understand the “why,” and translate that knowledge into clear, client-friendly conversations.


    The four new case studies cover:

    • Asset rebalancing

    • Householding

    • Resets

    • Segregated funds vs. mutual funds



    Introducing our fund manager spotlight pages 

    You can now find spotlight pages for every fund manager on the Equitable Guaranteed Investment Funds™ platform. Each page will help you get to know each manager’s vision, investment philosophy and mission. 

    Quickly access: 

    • An overview of each fund manager  

    • Mission and investment approach 

    • Available funds on Equitable GIF 

    • Additional value-added content — including videos, helpful links and more. 

     

    New sample portfolios to help guide client discussions

    A new set of sample portfolios designed to help illustrate how different investment styles might align with a client’s goals are now available. These are not recommendations — they are conversation starters. Use them to help clients visualize: 

     

    • How their strategy could look in practice. 

    • Trade-offs between different investment styles. 

    • How various approaches could support long‑term planning. 


    Have questions or want support navigating any of these new resources? Contact your Director, Investment Sales today. 

  3. Show term and critical illness illustrations with ratings


    Rating options are now available in term and critical illness web illustrations. When you add a rating, the premium changes so clients can see the difference. This makes it easier to compare options and set expectations early.

    What’s new
    You can apply ratings to your term and critical illness web illustrations. When you choose a rating, the illustration and report update right away with the new premium.

    Benefits
       • Clear side‑by‑side comparisons
       • Illustrated options better fit client’s needs
       • Talk about options with more confidence

    How to use the rating feature
      1. In the web illustration, go to Personal Information.
      2. Select the Ratings checkbox.
         • This option also appears when adding a term rider or critical illness rider.

      3. Choose the rating type you want to illustrate:
         • Permanent amount (term)
         • Permanent percentage (term and critical illness)
         • Temporary amount (term)
    Once applied, the premium updates automatically and appears in the illustration report.

    Important to know
       • Illustrated ratings are for comparison purposes only.
       • When you submit an application, the system removes the illustrated rating.
       • The final rating is determined through underwriting.

    Improving your experience with more digital enhancements
    We’re always working to improve the web illustration experience based on your valued feedback.
    Here are some improvements you've asked for:
       • A confirmation box appears showing the rider selected is included in the illustration report.
       • When you’re signed into EquiNet your name and advisor code are included at the bottom of the illustration report.
    New design updates to the illustration reports now make it easier for you and clients to review. Use these clear and refreshed illustrations to help clients get the protection that best meets their needs.

    Questions
    Contact your Equitable wholesaler. For specific case support be sure to include:
       • the client name (if applicable);
       • the product (term or CI);
       • screenshot of the illustration settings.

  4. [pdf] DUCA Credit Union Lending Arrangement
  5. Equitable Life ClearBridge Sustainable Global Infrastructure Income Fund Select: Stability and diver Although an often-overlooked asset class, infrastructure assets are physical assets that provide an essential service to society. Investing in infrastructure can offer stability and diversification in a well-balanced portfolio. 
    Check out Equitable Life® ClearBridge Sustainable Global Infrastructure Income Fund Select in this issue of Fund Focus. The fund aims to achieve long-term capital appreciation and income by investing in publicly listed real estate companies across a spectrum of property types and geographies.  

    Reasons to Invest:  
    • ClearBridge has 50+ years as a leader in active management, with a focus on sustainable investing. 
    • An ESG (Environmental, Social and Governance) driven investment process: ESG factors are part of fundamental research and a bottom-up security selection process, and risks and opportunities are viewed through an ESG lens. 
    • Predictable income generation throughout the cycle: Invests in income-generating infrastructure assets, with cash flows underpinned by regulation or long-term contracts. 
    • Participation in global infrastructure renewal: Both developed and emerging economies are growing their infrastructure assets, producing new investment opportunities. 
    • Lots of flexibility - broad ranges for sector allocation and geographical allocation 

    For more information, check out the Equitable Life ClearBridge Sustainable Global Infrastructure Income Fund Select or contact your Regional Investment Sales Manager.  

    Date posted: July 20, 2023

    ™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada. 

     
  6. New publication: CLHIA consumer guide for critical illness In February, the Canadian Life and Health Insurance Association (CLHIA) published a new consumer guide for critical illness. This guide covers what clients need to know about critical illness.

    Some of the topics include:
    ● What critical illness insurance covers in Canada
    ● If critical illness insurance is the right choice for a client
    ● What critical illness insurance policies may or may not include
    ● Plan types and offerings
    ● And more!

    Equitable is committed to helping clients make informed decisions about their insurance needs. You can find links to the CLHIA critical illness consumer guide on equitable.ca and through EquiNet > Individual Insurance > Critical Illness. You can also find a link to the CLHIA agent guide for critical illness on EquiNet.

    Share this with clients in addition to the great resources below!

    Critical illness insurance with Equitable video: View on Vimeo.

    Critical illness prospective letter template – simply fill it out and send off to your clients!

    Want to earn CE credits? Check out our Critical Illness Path to Success program.

    Need more information?
    Your Equitable Wholesaler is here to help!



    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
  7. Feel confident and at ease with Cloud DX

    We’re making it easier for clients to access our Cloud DX services


    At Equitable®, our clients are our top priority. As part of this commitment, EquiLiving® Critical illness claimants can choose to have Cloud DX virtually monitor their vitals while they recover. This includes receiving tailored medical grade devices and six months of continuous virtual care monitoring.

    Empowering our clients
    We understand that receiving a diagnosis can be overwhelming, leaving clients feeling stressed and uncertain. Our streamlined process helps empower clients to feel more in control of their situation. Clients can feel calm and confident as they focus on their recovery.

    We’ve made the process to access the Cloud DX service easier!

    An Equitable client care specialist will:
    1. Reach out to the client when their claim has been received and explain the Cloud DX services that may help with their recovery. 
    2. Ask if they are interested in being contacted by Cloud DX to learn more and start the service if their claim is approved.
    3. Coordinate the client’s access with Cloud DX. Cloud DX will reach out to the client for an onboarding call

    Learn more

    For more information, please see the Cloud DX and Equitable advisor guide, or ask your Equitable wholesaler for more information.

    Connected Health is a trademark of Cloud Diagnostics Canada ULC. Used with permission. EquiLiving and Equitable are registered trademarks of The Equitable Life Insurance Company of Canada.

    Cloud DX is a non-contractual benefit and may be withdrawn or changed by Equitable at any time. To be eligible for the Cloud DX offering, a claimant must have received payment on or after February 12, 2022, for a covered critical condition benefit under an EquiLiving critical illness insurance plan issued by Equitable. An early detection benefit payment does not qualify. 

  8. Take advantage of our online services today!
  9. Investment Calculators
  10. [pdf] How to access in-force illustrations