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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. -
Client-Focused Videos
A Great Tool to Start Meaningful Conversations with clients
We are committed to helping advisors connect with clients. To support this, Equitable created a video that explains how life and critical illness insurance can provide financial support when the unexpected happens.
This video is a great tool which can help advisors drive those important conversations and guide clients toward the best solution to fit their needs.
You can watch our new video here: English - French
Just a quick reminder, we have also created a series of videos to help clients understand the different insurance options. Share them with your clients today:
● Equimax® participating whole life for children
● Dividends
● EquiLiving® critical illness insurance
● Term life insurance
● Equitable Generations™ universal life insurance
Contact your Equitable Wholesaler – we’re here to help! -
What’s new in EZtransact
We’re excited to introduce the latest enhancement for EZtransact™, our digital self-serve tool. EZtransact now allows you to help clients:
• Easily make segregated fund withdrawals. This functionality is available for all account types, and for the First Home Savings Account, it also eliminates the need to submit additional CRA paper forms.
• Transfer from one fund to another fund digitally, within the same policy and same sales charge options.
These enhancements make it easier than ever to do business with Equitable®. They will help reduce your time spent on paperwork, allowing to you focus on more value-add time and services for clients.
Check out EZtransact. Stay tuned for more exciting digital enhancements coming soon!
If you have any questions, please contact your Director, Investment Sales.
Date posted: July 11, 2024 -
Simpler juvenile policy approvals
A win for you and clients
Get insurance protection in place more quickly for kid’s policies with an enhanced juvenile underwriting model. It’s an industry-leading predictive model that extends existing auto-assess capabilities for your juvenile applications.
What does this mean for you?
You will notice reduced wait times as clients get the protection they need faster. And you will receive your commission quicker as well. This gives both you and your Equitable® underwriter time to focus on supporting your complex cases to bring you our best offer. The new auto-approval model for juvenile policies is a win for all.
Give us a try!
See for yourself how we can help you get protection in place for clients quickly.
Contact your Equitable wholesaler for more information.
® or TM denote trademarks of The Equitable Life Insurance Company of Canada. -
Fresh new look for Equitable’s Path to Invest
When we grow together, success is mutual. At Equitable, we’re committed to supporting your professional growth. Path to Invest, our self-serve online education and training resource, has been redesigned to deliver a simpler and more streamlined experience for advisors.
You can now register and log in to Path to Invest, complete the modules, download resources, contact us with questions and access your CE certificates all in one place. Plus, our always-on Path to Invest modules offer new engagement tools like Refer a Colleague, Meet the Team and Learn More, an AI feature that allows you to further your content journey using AI suggested content.
Grow your knowledge - and your business - with Equitable. Check out our current selection of investment training modules today and watch for more modules coming later this year.
Date posted: March 12, 2025 -
Understanding Life Insurance Replacements at Equitable
All provinces require completion of a life insurance replacement declaration (LIRD) or equivalent form if intending to replace an existing insurance contract with a new one. The LIRD helps clients think carefully before terminating their existing policy. It contains important questions for them to consider.
When do you need to send a LIRD to Equitable®?
Refer to our: LIRD requirements by province
Equitable needs to receive the LIRD only in provinces where it is mandated. Please check the province-specific requirements (linked above).
If a client is replacing a life insurance contract with a new one with us, and the owner lives in one of the specified provinces, the LIRD must be sent to Equitable with the application. It should include a written explanation of the questions reviewed with the client and must be signed and dated.
Important reminder: While you will always complete a LIRD, do not submit the LIRD unless we require it. Doing so may delay the new business process.
Note: The LIRD does not terminate the original policy; it indicates intent to do so.
Questions? Please contact your local Equitable wholesaler if you need additional information.
® or TM denotes a trademark of The Equitable Life Insurance Company of Canada. -
New flexibility with Equitable’s Term Exchange option
Great news! Equitable® has just added our Term 30/65 plan as an option for term exchanges! This gives clients greater flexibility to choose a term plan that can adapt to their specific needs.
Clients can exchange their Equitable 10-year or 20-year term plans to a Term 30/65 plan as their financial needs change – without additional underwriting.
What you need to know:
• A term plan that is a result of an exchange option cannot be exchanged again
• Exchange is available between the 1st and 5th coverage anniversary.
o Only up to the insured’s 65th birthday for exchange to T20
o Only up to the insured’s 55th birthday for exchange to T30/65
• To request a term exchange, use the Term Exchange form.
For additional information, refer to the Term Advisor Admin Guide on EquiNet®, or contact your Equitable wholesaler.
® or TM denotes a trademark of The Equitable Life Insurance Company of Canada. - Exchanges
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New Term Rider for Equitable Generations
Affordable, Flexible Protection for Clients
Great news! As of June 7, 2025 you can now offer clients a Term 30/65 Rider on Equitable Generations™ universal life plans. This new rider will help you provide clients more choice in affordable and flexible solutions to align with their financial goals.
What this new rider means for clients:
• Coverage until the later of 30 years or age 65
• Premiums remain level• Coverage convertible to a permanent plan until age 60
The Term 30/65 Rider complements the 10 and 20 Yearly Renewable and Convertible Term Riders already offered on Equitable Generations.
This enhancement reflects Equitable’s commitment to growing and evolving our products, ensuring you have the solutions to meet clients’ changing needs.
Transition Rules
Check out our Transition Rules for new and in-progress life applications, which took effect on June 7, 2025.
Questions? Contact your Equitable® wholesaler. -
Generating client policy information is easy with Equitable
Did you know that Equitable® makes it easy to create a report with client policy information using Policy Inquiry? This tool makes a simple PDF that gives advisors and clients all the policy details they need to talk about investment goals.
Key features of the Policy Inquiry tool:• Exclude “Advisor Only Information” sections: Customize the report by leaving out sections meant only for advisors.Generate the report just before meeting with a client to have the most current information. You can find this tool in the top right corner of the client’s policy page on EquiNet®. It is a great takeaway or follow-up item for client meetings.
• Access active links to fund pages with risk ratings: Quickly go to fund pages and check risk ratings from the report.
• View calendar and compound returns: See a clear picture of a client's investment performance history with detailed return information.
Clients can also access their policy information report anytime through Client Access®. Remind clients that they can view the report online as well.
For more information please contact your Director, Investment Sales.
Date posted: June 17, 2025