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  1. Benefits and Key features
  2. Are your clients looking for more Tax-Free Savings Account contribution room?
    Good news!  With the start of the new year comes new additional contribution room.

    A Tax-Free Savings Account is a great option for clients to grow their savings with the flexibility to access their money when they need it, before or during retirement. Encourage your clients to start saving today! ­

    For more information on the options available, please click here.
     
  3. Update to DSC Reimbursement for WFG advisors

    Equitable Life now accepts WFG’s Commission Rebate Disclosure form instead of Equitable’s Deferred Sales Charge Reimbursement (DSC) Request Form (Form #1605). Allowing the use of WFG’s form will help streamline the process for WFG in submitting DSC reimbursements.

    Previously, any DSC reimbursement received from Equitable Life required WFG advisors to submit form #1605 and provide proof of the DSC charge from the relinquishing institution, along with a cheque for the reimbursement. The WFG disclosure form and cheque from WFG is now all that is required for the initial submission. Proof of the DSC charge from the relinquishing institution is not required in all instances, but may be requested by Equitable Life and must be available if requested.

    If you have any questions, contact your Regional Investment Sales Manager or Equitable Life’s Advisor Services Team Monday to Friday from 8:30 a.m. to 7:30 p.m. ET at 1.866.884.7427 or email savingsretirement@equitable.ca. 
  4. Stay connected with a NEW Web Illustration tool for Equimax

    Equitable Life® is pleased to announce the launch of our web illustration tool starting with Equimax® participating whole life insurance.

    This web illustration tool for Equimax is another way that Equitable Life is modernizing your experience and allowing you more flexibility to keep your business going while you’re on the road or meeting clients. This new illustration site is accessible on a web browser, so you can access it from a mobile device such as your phone, tablet, or iPad, and with MAC or Windows-based PCs or laptops.

    Access the new web illustration tool for Equimax by logging in to EquiNet® and clicking the button in the ribbon called Sales Illustration that now has a Web Illustrations option. Note that you have the option to continue running Equimax illustrations in the desktop illustration software, as it remains unchanged at this time.

    For future enhancements, we plan to integrate with EZcomplete®, to continue to make it easy to do business with Equitable Life.

    Visit the New Web illustration tool for Equimax® now.

    Questions? Please see our FAQ or contact your Regional Sales Manager.

    ® denotes a trademark of The Equitable Life Insurance Company of Canada

  5. Product updates - See our latest!
    Good news!  The updates to Equitable’s individual insurance solutions, scheduled for October 5th, 2024, as announced last week, are now in effect!    

    What’s new in this product update?
     
    1. A new premium rate band for Equimax® policies with $5 Million and more of basic  life insurance coverage.
    2. A new illustration for switches from Paid-up Additions (PUA) to the Cash dividend option when premium offset is selected.
    3. A new way to calculate commission on Equimax life insurance, Term life insurance, and EquiLiving® critical illness insurance plans when clients choose monthly payments.
    4. A new life Evidence of Insurability Schedule (Form #1343) 

    …and there’s more!





    Visit our new splash page for a complete summary of the product changes, our latest video, and links to our sales tools and important resources:
    English-Button.jpeg French-Button.png Chinese-Button.png
    *Video available in English with French and Chinese sub-titles
     
     

    Please refer to our Transition Rules for all the details on processing your applications.

    Need more information?  Please contact your Equitable wholesaler.





    ® or TM denote trademarks of The Equitable Life Insurance Company of Canada.
  6. 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

  7. Changes to RRSP to RIF Conversion Form - Pivotal Select (Form #1673)

    Equitable Life® has recently updated the RRSP to RIF Conversion Form (Form #1673).

    Summary of Change - The changes made to the Spousal section include clarification about beneficiary information and spousal consent.

    The paper version of the updated RRSP TO RIF CONVERSION FORM - PIVOTAL SELECT (Form #1673) is now available on the Forms page of EquiNet®.

  8. New year tune-up for Equimax participating whole life
    It’s a new year and time for an Equimax® tune up! We have made some exciting changes for new sales of Equimax Estate Builder® and Equimax Wealth Accumulator® effective February 11, 2023.

    These exciting enhancements make Equimax even more robust, simpler and cost effective, to ensure it continues to be the preferred participating whole life solution for clients and advisors alike.

    Watch our informative video to learn more.
     
    Check out our Equimax splash page for complete details on all the enhancements, our transition rules, and much more.
     








    What’s new?
    • All new children’s policies will now be issued as non-smoker for life – we will no longer request a non-smoker declaration for new children's policies.
    • We have also removed the policy fees on new Equimax sales, reducing total premium payments – allowing clients to buy even more coverage for the same payment.
    But there’s more to our Equimax tune-up!
    The following enhancements add more value, making it easier for you to recommend Equimax as your preferred whole life solution.
    • Monthly Excelerator Deposit Option(EDO) payments and EDO payments received off anniversary will now buy more paid-up additional insurance,
    • Dividends earned on EDO payment paid-up additions, and credited on the base policy, can now buy even more paid-up additions,
    • New clients now have the option to elect individual policies on joint last to die (JLTD) plans if their personal situation changes,
    • We have also changed the way we calculate monthly premiums – resulting in lower premium payments across the board,
    • And we have added our KIND™ benefit program to Equimax, as we did for our newest Generations Universal Life  solution last September – making it easier for families and beneficiaries at claim time.
    • And, finally, we are introducing some new sales illustration features, a Web-based software and more to help you market Equimax!
    Visit our splash page and watch our informative video to learn more and start selling the enhanced Equimax today.
     
    Plus, visit our Equimax product page on EquiNet®, then click on the Marketing Materials tab for the latest Equimax marketing materials.
     
    Need more information? Please contact your local wholesaler.
     
     ® and ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
  9. And the winners of Equitable’s Close to Home contest are…


    A big thank you for making  Equitable’s Close to Home contest a huge success. We’ve now completed the draws and are thrilled to announce the following winners:

    • Client: Edwin M., Ontario

    • Advisor: Amir S., Ontario

    • Client: Veronica C., Ontario

    • Advisor: Sabena D., Ontario

    Congratulations to our winners. From all of us at Equitable, thank you for your trust and partnership.

  10. And the winners of Equitable’s Snowball Your Savings contest are… A big thank you for making  Equitable’s Snowball Your Savings contest a huge success. We’ve now completed the draws and are thrilled to announce the following winners:
     
    • Client: Aemie V., British Columbia
    • Advisor: Sitti M., British Columbia
    • Client: Reenu V., Ontario
    • Advisor: Amjath A., Ontario

    Congratulations to our winners. From all of us at Equitable, thank you for your trust and partnership.