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Exciting update: External transfer now available on EZtransact!
We are thrilled to announce a new feature that will make your work easier and more efficient.
What’s new this quarter?
The External Transfer function was introduced to Equitable’s EZtransact® on May 14.
Benefits of this enhancement:
This feature is part of our strategic plan to help make transactions smoother for you. It was already available in EZcomplete®, and now it’s on EZtransact too. This means you won’t have to search for information about the relinquishing institution anymore. You can submit requests with ease.
External Transfer Functionality:If you have any questions, reach out to your Director, Investment Sales.
• You can digitally request a transfer of funds from other institutions to Equitable.
• Information about the relinquishing institution will be available on EZtransact, so you don’t have to search for it.
• Both full and partial transfer requests are available.
• It’s available for registration types that don’t need the RC720/RC721 form and for individual accounts.
When we work together, success is mutual.
Date posted: July 3, 2025 -
Request standard in-force illustrations with the click of a button
At Equitable®, we are making continuous improvements to our advisor and client services. We are excited to share an upcoming enhancement.
What’s new?
Beginning on August 15, 2024 , you and your clients will be able to request standard, current in-force illustrations—at any time—for your clients’ whole life and universal life policies with the click of a button.
Currently, standard in-force illustrations for whole life and universal life policies are autogenerated only on policy anniversaries. These in-force illustrations will no longer be autogenerated after August 15, 2024.
Please note: For specialized illustrations—such as those with segregated funds, D2000/D2000+ policies, policies where the insured’s age falls outside existing illustration parameters, or policies that were originally from Clarica—you will still need to use the in-force illustration request form for whole life or universal life policies.
How do I access this?
You can request an in-force illustration by logging into EquiNet® and going to the Policy Details page via Policy Inquiry. Under the Coverage tab, you will now see a button called Inforce Illustration Request. Click the button to request the illustration. Learn more about how to access here.
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Simplified Alternative ID Process is Now Available
We have updated form 1710 to help you validate your client’s identification when you are not face-to-face, or if your client does not have one of the primary sources of ID.
Form 1710, Verification of Identity for Policyowner, will simplify the ID collection process currently in place. This form will help you with the validation of ID and provide you with space to record the details. New with this form is the ability to validate your client’s ID over a video call by documenting the details of the ID, and then having your client hold up the document and read the information for you to validate. You no longer need to obtain and submit copies of the identification documents to Equitable.
If your client requests the use of the Alternate ID process for a paper application, you can use this form to satisfy your identification validation requirements.
For more information, please see Section 2 of Form 1710 entitled “Alternate ID”. As well, you can refer to the “how to complete form 1710” Guide for further details.
Additional resources:
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New and improved online calculators
Individual Wealth is excited to announce the launch of eight refreshed and enhanced online calculators! These tools are designed to help advisors and clients make more informed and accurate financial decisions.
These calculators are live and ready to support client conversations.
Why the change?
We have switched vendors to Ativa Interactive, a Canadian company with 30 years of experience in financial services. Their tools are more reliable and easier to use, offering a better advisor and client experience. Ativa Interactive has a robust portfolio of calculators available, giving us the opportunity to expand our offerings in future.
What’s available?
We kept the calculators you use most and added two new ones based on your feedback.
Popular calculators being refreshed:
• Will the money last calculator
• Savings Growth Calculator
• TFSA vs taxable investment calculator
• Retirement Projection Calculator
• Become a millionaire calculator
• RRIF Payment Calculator
New additions:
• GIA laddering calculator
• First home savings account calculator
Questions?
If you have any questions or need support, please reach out to your Director, Investment Sales.
Date posted: August 28, 2025 -
September is Life Insurance Awareness Month
The perfect time to start conversations with clients.
Many people don’t think about life insurance until it’s too late. This month is a good time to remind clients why life insurance matters. Life insurance can help provide financial protection for families and businesses when they need it most.
As an advisor, you play a key role in helping clients make the right choices to protect the people and things they care about. At Equitable®, we’re committed to supporting you in guiding clients through these important decisions. To help you start conversations about life insurance, we have created resources that explain the different types of life insurance and how each can help clients meet their unique financial needs.
Use these tools during your client meetings, either in person or online. They can help you explain why life insurance matters, show the different plan options, and build trust with clients.
Let’s work TOGETHER this month to help clients PROTECT TODAY and PREPARE TOMORROW.
Contact your Equitable wholesaler today to learn more!
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Get the Straight Talk on Equitable’s par account performance
Real answers to big questions
At Equitable, we understand how important it is to make confident decisions when dealing with large cases. When you have questions, you need concise, direct insights from leaders and subject matter experts.
Introducing the Straight Talk video series
Today, we are thrilled to share the first episode of Straight Talk. This episode features Mark Arruda, VP of Individual Insurance Pricing and Finance.
Mark talks about how Equitable’s par account is built to perform in all kinds of conditions, with strong governance, disciplined risk management, and prudent capital practices that ensure stability even when large life insurance claims are paid out.
Watch Straight Talk for straight answers to the questions that matter most.
Contact your Equitable Wholesaler to learn more about Equimax.
- [pdf] Claimant Statement for Entities
- Policy Change eDelivery Scenarios
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EZcomplete enhancements for segregated fund applications
When we launched EZcomplete® for segregated funds back in January we heard a lot of positive comments from our advisors. We also heard that we could do better. So that's just what we did.
1. FUNDSERV CODE
Advisors with an active FundSERV code no longer need to remember to select the FundSERV code when starting a new segregated fund application. EZcomplete will now default to the FundSERV code.
2. LOAN DEPOSIT OPTION
Under the Contributions section of the segregated fund application for Non-registered, TFSA, RSP or Spousal RSP, Loan is now a deposit option under Deposit Types. If Loan is selected, EZcomplete will ask for amount and Lending Company name. Equitable Life® has partnered with B2B Bank to provide investment and RSP loans at competitive rates. Details can be found on EquiNet® under "Loans".
3. LIMITING SUCCESSOR ANNUITANT
Applicable to TFSA, RIF and Spousal RIF applications only, EZcomplete will now use validation to prevent advisors from accidentally naming the same person as both successor annuitant and beneficiary, reducing the instances of "not in good order" applications.
4. ONGOING PAD FUND SELECTION
If Ongoing PAD is selected as a Deposit Type, an advisor can allocate the Ongoing PAD to a fund allocation that is different than the rest of the deposit options.
5. TRANSFER FORM NOTIFICATION
The MGA and advisor confirmation emails now include text to confirm that a Transfer Form has been uploaded and submitted as part of the segregated fund application. This additional information will act as a reminder to the Advisor/MGA to send the Transfer Form to the relinquishing institution.6. POPULATING FIELDS
Advisors will no longer need to keep entering the same advisor and MGA information on new segregated fund applications. The first time an advisor code is used on an EZcomplete segregated fund application, the advisor will populate all the required fields. Each subsequent time a new segregated fund application is created with the same advisor code, the following fields will pre-populate with the values that were last entered.a) Advisor Email
b) Dealer/MGA Name
c) Branch Number
d) MGA Email -
Homewood Health COVID-19 Resources
As the COVID-19 situation continues to rapidly evolve, you may need information from a trusted source to support your clients, their organizations and their employees.
Through our partnership with Homewood Health, the Canadian leader in mental health and addiction services, all of our clients and their plan members have access to a number of tools and resources designed to provide guidance and support.
Online Cognitive Behavioural Therapy
For plan members dealing with increased anxiety during these uncertain times, Homewood’s Online Cognitive Behavioural Therapy tool, i-Volve, can help. Through self-paced, web-based therapy, i-Volve can help plan members identify, challenge and overcome anxious thoughts, behaviours and emotions.
All Equitable Life clients and their plan members have access to i-Volve. It’s available 24 hours a day, seven days a week, wherever you choose to access it.
Learn more about Online CBT or access i-Volve at Homeweb.ca/Equitable.
COVID-19 Support Resources
Drawing on their expertise in mental health, as well as guidance from trusted sources including Health Canada, the Public Health Agency of Canada and the World Health Organization, Homewood has created a number of resources to help support your clients and their plan members.
- Self-isolation and quarantine: What you need to know
- Quelling COVID-19 Anxiety
- Managing stress and anxiety
- How to speak to children
- How to stay productive and motivated when working from home
- The COVID-19 Pandemic: Managing the Impact
- Support for First Responders, Front Line Workers and Public Facing Employees
- Financial tips for your financial health
- Increases in Domestic Violence
- Those with family members in long-term care facilities
- Parenting during a pandemic
- COVID-19: Employee Fatigue, Isolation and Loneliness
- COVID-19 Back to School - Considerations and tips for parents and caregivers
- COVID-19: Back to School Support for Kids