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1. Submit transfer forms automatically with EZcomplete!

   
   Save time, effort and the hassles of transfer forms with EZcomplete^®!

   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
    
   With EZcomplete you can now automatically submit transfer forms to the relinquishing institution online quickly and easily.* 
   
   1. Pick the name of the relinquishing institution
   2. Choose the e-signature option
   3. Save the transfer form for your records  
   
   Easy as 1-2-3!
    

   Want to take EZcomplete for a test drive? Play around in the sandbox with a demo client account.	Ready to start with the real thing? Submit your transfer form request today.
   Take me to the sandbox	Take me to EZcomplete

   
   
   * Available for e-signatures only
   ^® denotes a trademark of The Equitable Life Insurance Company of Canada.
   
   December 6, 2022
    

2. Equitable awarded FundGrade A Fundata recognizes Equitable with Fundata FundGrade A® awards in August and September. The recognized funds are:
   • Equitable Life Fidelity Global Innovators Fund Select
   • Equitable Life Fidelity Climate Leadership Balanced Fund Select
   These funds are part of Equitable’s Pivotal Select™ fund lineup. The FundGrade rating system is a great tool for identifying top-performing funds.
   
   Mark Schmehl, the portfolio manager of the Fidelity Global Innovators Fund recently joined us for a webcast. If you missed the live webcast, you can watch it on-demand.
   
   Want to learn more? Contact your Director, Investment Sales today.
   
   FundGrade A® is used with permission from Fundata Canada Inc., all rights reserved.
   ® and ™ denote registered trademarks of The Equitable Life Insurance Company of Canada.
   
   Date posted: October 29, 2024
    
3. Equitable.ca gets a fresh new look
   We’re excited to introduce you to our refreshed Equitable.ca, marking another milestone in our ongoing commitment to elevate the Equitable brand and enhance your digital experience.  
   
   This upgrade is part of a broader initiative to update all our digital properties, making every interaction with Equitable easier, more intuitive, and more rewarding. 
   
   Our strengthened online presence is designed to reinforce our partnership with you and highlight the value of the independent advice you provide to Canadians.  
   By investing in these improvements, we’re driving brand awareness at a scale that’s unprecedented for our company. 
   
   We remain dedicated to making it simpler and more efficient to do business with us—today and into the future. Stay tuned for more updates as we continue to innovate and invest in your experience. 
4. Login information for current advisors
5. Instructions
6. Videos
7. Critical Illness Path to Success Program Instructions
8. Individual Insurance Prestige Advisor Program
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10. Prestige Advisor qualifications WFG