EquiNet Equitable Life's advisor site

Site Search

755 results for access site here MAKEMUR.com pay bond online get out today

  1. New! Digital Beneficiary Changes – for advisors In July, Equitable® launched a new Digital Beneficiary Change Request option for life insurance clients using Client Access. 

    We have just updated this process for advisors. You can now submit digital beneficiary change requests for eligible clients using Policy Inquiry. No forms needed!

    It’s easy! Just log in to EquiNet®, then select Policy Inquiry from the Menu bar. 

    This simple process is another step in our journey towards enhancing your experience of working with us.










    Which plans are eligible*?
     
    Eligible Not eligible
    Individually or jointly owned plans with revocable beneficiary designations. Plans with irrevocable or preferred beneficiaries.
    Plans where all policy owners are living outside Quebec. Plans with policy owners living in Quebec.

    *These eligibility rules apply to requests made online by both clients and advisors. 

    Our previous ‘manual’ process (using form #671BCF) continues to be available for those who prefer that option.

    Learn more
    Please contact your Equitable wholesaler for more details.




    ® or TM denotes a trademark of The Equitable Life Insurance Company of Canada.

  2. Universal Life Product Fund Changes In September 2022, we will be changing the underlying securities being tracked for several universal life funds, listed below.*  These changes apply to our current Equation Generation IV universal life insurance product and to any legacy products that offer these same UL funds.

    If your client would like to transfer money currently invested in any of the above UL funds to a different UL fund and/or change the investment option for their future deposits, please submit a request well in advance of September 2022 using form 693UL.

    Please contact your Equitable Life® Regional Sales Manager for more information. 
     
    UL Fund Currently Tracked Upcoming Change*
    European DJ Euro STOXX 50 Total Return Index STOXX Europe 600 Paris-Aligned Index (ESG)
    Canadian Bond Sun Life MFS Canadian Bond Equitable Life Active Canadian Bond Fund Internal Linked
    Global Fixed Income Mackenzie Global Tactical Bond Invesco Global Bond
    Canadian Value Stock Mackenzie Cundill Canadian Security Franklin Bissett Canadian Equity
    Large Cap Canadian Equity Mackenzie Ivy Canadian Dynamic Equity Income
    Global Balanced Templeton Global Balanced Mackenzie Ivy Global Balanced

    *Underlying security changes will occur in September 2022. Exact effective date has not yet been determined.
     
  3. Changes to Equitable’s Universal Life fund names Effective November 15, 2025, we changed the name of the funds being tracked for the following Equitable® linked interest options. These changes apply to both our current and legacy universal life solutions as indicated below.
     
    Linked interest option Current name of fund being tracked New name of fund being tracked Applicable insurance solutions
    Canadian Bond Equitable Life Active Canadian Bond Fund Internal Linked Equitable Bond Internal Linked   Equitable GenerationsTM, Equation Generation® IV, EquiLife® and Equation Generation III
    Canadian Balanced Portfolio Equitable Life Active Balanced Portfolio Select Equitable Balanced Equitable Generations
    Canadian   Equitable Generations, Equation Generation IV, EquiLife, Equation Generation III and Equation Generation II
    Canadian Neutral Portfolio Equitable Life Active Balanced Income Portfolio Select Equitable Income Equitable Generations
    Global Equity Portfolio Equitable Life Active Balanced Growth Portfolio Select Equitable Growth

    Effective November 15, 2025, we changed the names of the following segregated funds tied to some of our legacy universal life products as indicated below.
     
    Current name of segregated fund New name of segregated fund Applicable products
    Asset Allocation Fund Equitable MFS Balanced   Equation and Direction 2000 Plus
    Active Canadian Bond Equitable Bond
    Canadian Stock Fund Equitable MFS Canadian Equity Plus
    Money Market Fund Equitable Money Market
    Accumulative Income Fund Equitable MFS Canadian Fixed Income Direction 2000
    Common Stock Fund Equitable MFS Common Stock

    Only the above funds’ names have changed. No fundamental changes have been made to the funds.
  4. Get in touch
  5. [pdf] Gradual Inheritance Strategy
  6. Individual Insurance Prestige Advisor Program
  7. Prestige Advisor qualifications MGA
  8. Prestige Advisor qualifications WFG
  9. 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.
  10. Equitable Life Dynamic Global Real Estate Fund Select: More than an inflation hedge Some clients may be missing out on the benefits of real estate investments. In addition to providing an inflation hedge, investing in real estate can help to diversify an investment portfolio and manage overall risk.
     
    Check out Equitable Life Dynamic Global Real Estate 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:
    • Access to high-quality and diversified real estate assets through public companies from around the world
    • Real estate is an asset class highly sought after by pension funds and institutional investors
    • The underlying Dynamic Global Real Estate Fund is the oldest real estate mutual fund in Canada (1996)
    • A key pillar is protecting capital – manager focus is on providing downside protection
    • Competitive MER of 2.64%*
    For more information, check out the Equitable Life Dynamic Global Real Estate Fund Select flyer or contact your Regional Investment Sales Representative.

    Date posted: April 14, 2023
     
    * effective December 31, 2022
     
    ™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada.