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Equitable Now Accepts eSignatures on all documents (Ind. Ins. & S&R)
View the Guide to completing eSignatures
What are the benefits?
● It’s secure because you no longer need to upload or email documents to us.
● It also removes a step in the process for you - we will get the eSigned documents directly once all signatures are completed and therefore you no longer need to notify us once the documents are signed.
● Your documents will be processed quickly and efficiently.
How does this work?
● Including esign@equitable.ca as a non-signing reviewer is the preferred method as it ensures the security embedded documents are accurately and immediately available for Equitable. We will be automatically notified when signing is complete and will download eSigned forms immediately for processing.
● If not using esign@equitable.ca we require the original signed form and audit trail with all the security features intact.
● The email addresses used to sign must match what is in our file (as provided on the application, for electronic policy delivery or through previous communication). If an email address has changed, or we don’t have an email contact for the signer, we will follow up for confirmation.
● We will accept all eSigning Vendors that have the functionality to place the eSignature in the correct signature fields on all applicable documents. If the eSigning vendor does not have the functionality to do this, we cannot accept it.
® denotes a registered trademark of The Equitable Life Insurance Company of Canada. -
New “Update Payment” feature for banking changes has launched!
Great news! Equitable® has launched a new self-serve "Update Payment" feature in Client Access and on EquiNet®. This new online process enables clients and advisors to easily submit key banking change requests for eligible insurance policies*, with no need to complete a physical form.
What’s new?
A new "Update Payment" feature is now available on Client Access and on EquiNet under Policy Inquiry. It allows clients (and advisors) to easily submit requests for the following three transactions online:
1. STOP pre-authorized payments.
2. RESUME pre-authorized payments on overdue accounts.
3. CHANGE which bank we withdraw money from.
The new "Update Payment" feature replaces the previous "Edit" button in Client Access. The old banking change options are still available in the client’s Profile section. They can be used to request a change to the payment withdrawal date, as that option is not yet available with the new Update Payment feature.
How it works!
When a change is requested using the new Update Payment feature, our Operations team receives it online. They will review and process the changes within three business days, as per Equitable’s current service standards.
The Update Payment feature in Client Access is a self-serve process. However, if a client prefers, their advisor or an Equitable Customer Service associate can assist them by submitting the request on their behalf. Clients will be asked to sign to approve any such requests that are submitted by someone other than the owner of the policy.
*The Update Payment transactions are only available for eligible policies: those that have not lapsed, are not on Automatic Premium Loan, and are not owned by a corporation or other entity.
We trust that these digital enhancements will help make the client and advisor experience even simpler and more efficient.
Need more information? Please contact your Equitable wholesaler.
® or TM denotes a trademark of The Equitable Life Insurance Company of Canada. -
There’s a new U.S. sheriff in town - now what?
This February, we focus on how the new U.S. administration may impact Canadian portfolio positioning, inflation, interest rates, and more. Join Joseph Trozzo, Vice President, Investment Sales, at Equitable® as he hosts this timely discussion.
Featured Speaker: Ilan Kolet
Ilan Kolet is a portfolio manager at Fidelity Investments®. He is experienced in managing investments and planning for retirement. Ilan has worked at the Bank of Canada and BNN Bloomberg, focusing on the Canadian and U.S. economies. He will highlight key funds in Equitable’s portfolio strategy.
Learn more
Continuing Education Credits
This webcast has been submitted for continuing education (CE) approval for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. Upon approval, you will be sent an email notification to come back to the webinar presentation console to download your personalized certificate form the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by their licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only.
This webcast is available in English only.
Equitable is a trademark of The Equitable Life Insurance Company of Canada.
Fidelity Investments is a trademark of Fidelity Investments Canada ULC.
Date posted: February 12, 2025 -
Making it easier to do business with us
At Equitable® we are always looking for ways to improve your experience with us. We’ve made the following enhancements to make it easier for you to put your business with us.
New and Improved UL Fund Performance page
Access more fund performance information faster and easier on our new and improved Fund Overview & Performance website for funds held within Equitable universal life policies.
We partnered with Fundata to build a central location for fund performance, fund information (available in web and PDF) and Management Expense Ratios (MERs). This fund reporting will be available for all our universal life business (both legacy products and products currently being sold).
Highlights include:
● Save your favourite funds for easy access.
● Fund search and tools to filter by product, asset class and sustainability.
● Share feature allows you to easily share fund information with clients.
● Ability to compare fund performance.
Check out the new Fund Overview & Performance website today. See how Equitable is making fund information faster and easier to access.
New “Update Payment” feature for banking changes has launched!
Great news! We have launched a new self-serve "Update Payment" feature in Client Access and on EquiNet®. This new online capability enables clients and advisors to easily submit key banking change requests for eligible insurance policies*, with no need to complete a physical form.
*The Update Payment transactions are only available for eligible policies: those that have not lapsed, are not on Automatic Premium Loan, and are not owned by a corporation or other entity.
What’s new? Clients and advisors can now submit banking changes via EquiNet under Policy Inquiry. It allows them to easily submit requests for the following: stop and resume pre-authorized payments or change banks. Learn more.
Speak to your individual life wholesaler to learn more about these great enhancements!
® or TM denotes a trademark of The Equitable Life Insurance Company of Canada -
Tariff Turmoil and Tumultuous Markets: Taking a Longer-Term Perspective
Are clients asking about tariffs and their impact on the Canadian economy? Are you unsure how to advise them in uncertain markets? Join our exclusive webcast, "Tariff Turmoil and Tumultuous Markets: Taking a Longer-Term Perspective" to gain answers to these questions and more.
In this complimentary session, we will explore the economic and market dynamics shaping our current landscape. Equitable’s Mark Warywoda, VP of Public Investments, and Johanna Shaw, Director of Public Investments, will cover critical economic shifts in the Trump 2.0 era. Hosted by Shannon Labby, VP of Investment Sales at Equitable®, this webcast will help you navigate today's financial complexities with confidence.
Why Attend?Don't miss your chance to engage with Equitable’s industry experts and help enhance your advisory services.
• Learn about tariffs: What they are, why they're used, and their effects.
• Understand the economic implications of the US Dept. of Government Efficiency (DOGE).
• Gain insights from industry experts on investing in uncertain times.
Learn more
Continuing Education Credits
This webcast has been submitted for continuing education (CE) approval for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. Upon approval, you will be sent an email notification to come back to the webcast presentation console to download your personalized certificate from the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by their licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only.
This webcast is available in English only.
Date posted: April 10, 2025
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New secure encryption process for outstanding Equitable S&R business requirements
The Equitable® Savings and Retirement Operations team is improving how they send secure email messages to advisors. These emails are sent when there are outstanding requirements for an application or missing information for requests.
Previously, advisors had to manually password protect or unlock PDF documents. This caused delays and difficulties for recipients. The new encryption process will remove that confusion and make it easier for advisors to send and receive secure, encrypted messages.
Advisors will now receive secure, encrypted emails from the QA annuity operations mailbox. These emails will use an encrypt option to protect personal client information, such as attachments or requests for personal documents. Recipients will get an email with a subject line saying they have a secure private message. They will need to sign in to view the message or choose to get a one-time passcode (OTP).
Please ensure to check the SPAM folder for the OTP option as it will expire in 15 minutes. Enter the OTP in the secure message
portal.
Emails are sent in both English and French, with automatic translation based on browser settings. Recipients must click the view button to access the message in the secure web portal where they can see the encrypted attachment.
Make sure to click Reply in the top right corner of the encrypted message to keep communications within the secure portal.
For more information or assistance, please contact your Director, Investment Sales.
Date posted: May 22, 2025 -
Get to know our large case experts
New episode in our Ask our Experts video series
At Equitable®, we’re committed to the large case market. Our dedicated team of experts is here to support you from application through to policy placement.
Today, we are thrilled to share the second episode of Ask our Experts. This mini docuseries features key members of our large case team. They talk about their work, their perspectives, and their role in the large case experience.
Watch Ask our Experts Episode 2 featuring Kevin Till, AVP of Individual Life Pricing.
Kevin chats with us about:
• What he finds interesting about large case pricing.
• How quickly Equitable can turn around a large case quote.
• The difference between a mutual and a stock insurance company.
• Equitable’s reinsurance strategy.
In case you haven’t seen it…
Watch Ask our Experts Episode 1 with Cindy Shirley, Chief Underwriter and Claims Risk Management.
Learn more:
Visit our large case markets webpage to learn more about our team of dedicated experts.
Do you have a large case opportunity? Talk to your wholesaler to learn more.
® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.
- Individual Insurance Prestige Advisor Program
- Prestige Advisor qualifications MGA
- Prestige Advisor qualifications WFG