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FasatWeb Upgrade Implementation
At Equitable, we are making continuous improvements to our advisor services. We are excited to share some upcoming enhancements to FasatWeb—Equitable’s compensation inquiry system.
What’s new?
On January 20, 2024, Equitable is implementing changes to FasatWeb. These changes include:
● Single sign-on has been enabled. Once you log into EquiNet, you won’t have to log in again to access Compensation Inquiry.
● Compensation Inquiry (FasatWeb) can be accessed using MS Edge, Chrome, or Firefox. Compensation Inquiry will no longer run on Internet Explorer.
● Compensation Inquiry screens will now have a new look and feel.
● Two new features have been added to the Activity Analyser, as are highlighted in the image below:
1. Advanced Export—an Advanced Export button has been added to the upper right side of the page, allowing you to export all query results.
2. Column visibility—the new Column visibility tab allows you to choose which columns you’d like to display in your PDF or print request.
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Updates to Guaranteed Interest Account Applications
New versions of the Guaranteed Interest Account (GIA) contract/applications will be available on July 20, 2024. The current versions can be used until July 19, 2024. GIA applications signed on or before July 19, 2024 must be received at Equitable® no later than July 26, 2024.
Changes will be made to the commission schedules (schedule A and B) on or around July 20, 2024. These changes include:
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an improved layout and formatting to improve readability, and
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decreases to the Daily Interest Account and Guaranteed Interest Account commissions.
To review the commission schedules, please login to EquiNet. Once you have logged in, you can access the commissions schedules by selecting “Contracting/Compensation” and selecting the “Compensation” option.
If you have any questions, please contact your Director, Investment Sales.
Posted July 18, 2024 -
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New web illustration tool for critical illness insurance
A seamless integration with EZcomplete
At Equitable®, we’re always looking for new ways to help you manage your business. We are excited to introduce our new web illustration tool for Critical Illness (CI) insurance.
This simple and intuitive tool integrates with the EZcomplete® dashboard to create a seamless experience.
Key features:
● Create CI illustrations for clients that easily transition to the application, with most fields auto populated.
● Save illustrations on your EZcomplete dashboard. This allows you to return and change or finish the quote at your convenience.
● Generate a fully compliant CI illustration PDF without logging into EquiNet®.
Reminder: You have access to the same web illustration features for term insurance.
Visit the new web illustration tool here.
® and 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 -
Important Changes to your Equitable EquiNet Login
We know that in today’s world, you have a lot of logins and passwords to go with them.
Equitable® is taking steps to increase the security of your EquiNet® login while simultaneously removing the need for you to remember a password.
This technology is called passkeys.
A passkey will enable you to access all the great features EquiNet has to offer by using biometrics.
You probably already have passkeys set up if you have an Amazon, Apple, Google, Uber or WhatsApp account.
How passkeys will work on EquiNet:
This authentication method is available now and will be optional to start. However, we strongly encourage you to use it. It is the next generation of security and makes for one less password for you to remember.
All you need to do is log in to EquiNet as you normally would and follow the step-by-step prompts to enable a passkey. It’s that easy.
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Elite Advisor Program
At Equitable®, we believe that when we grow together, success is mutual. Our Elite Advisor Program recognizes our top investment advisors and provides unique benefits to support your business.
This year, we have enhanced our Program to offer more valuable resources and opportunities to help you thrive.
• Marketing and event support, and
• invitations to our Business/Advisor Practice Support conferences for Platinum and Diamond production levels.
While maintaining great benefits like:
• Increased bonus rate on our Step Up Your Wealth Sales Program for Elite Advisor re-qualifiers1.
• Enhanced services including access to a priority phone line and a dedicated inside sale representative.
You can check out all the details here.
If you have any questions, you can reach your Director, Investment Sales.1Elite Advisor re-qualifiers are advisors who attained Elite Advisor status in2024 and 2025.
Equitable reserves the right to end or alter the Elite Advisor Program and/or the Step Up Your Wealth sales campaign at any time and without notice.
® or TM denotes a trademark of The Equitable Life Insurance Company of Canada - Congratulations on qualifying as an Elite Advisor
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Going digital with Pivotal Select Fund Facts
Did you know, with every new policy, your client should receive a copy of Equitable Life’s Pivotal Select™ Fund Facts (Form #1366)? Did you know you can send it electronically?
Over the last year, more and more advisors are opting out of traditional paper. Instead, advisors are going digital. Here are the top three reasons why.
- Clients receive the information quickly and conveniently.
- Advisors are confident clients are receiving the most current version available.
- Advisors can easily adhere to regulations. When providing the client with a link to the electronic Contract and Information Folder (Form #1403), it is easy to also provide a link to the Pivotal Select Fund Facts.
Make it easy and convenient by getting in the habit of going digital.
- Pivotal Select Fund Facts
- Pivotal Select Contract and Information Folder
- Pivotal Solutions Fund Facts
Does your client prefer a PDF brochure with Fund Facts for all the available funds? Download your copy by logging on to EquiNet®. For more information contact your Regional Investment Sales Manager.
® and TM denote trademarks of The Equitable Life Insurance Company of Canada. -
Crunch the numbers with Equitable Life’s Online Calculators
Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.
Each week in March, we will be sharing an online calculator from our list.Share calculators using your Facebook, Twitter or LinkedIn account.
-------------------------------------------------------------------------------------------------------Abbey and Ben enjoy being with friends and family. They are always ready to hit the town and have some fun. Sometimes, they run short on money at the end of each month.
Did you know?
One of the most important aspects of controlling a budget is knowing where the money goes. Check out Equitable Life’s Home Budget Calculator.
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Crunch The Numbers With Equitable Life’s Savings Calculator
Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.
Each week in March, we will be sharing an online calculator from our list.
Share calculators using your Facebook, Twitter or LinkedIn account.-------------------------------------------------------------------------------------------------------
Amina is going to get in the habit of saving by putting $25 a month into her RRSP. Her friends don’t think it is worth the effort. Does it matter how much you contribute?
Did you know?
Consistent investments over several years can be an effective strategy to accumulate wealth. Check out Equitable Life’s Savings Calculator.