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Making it easier to do business with Equitable
We wanted to share some exciting updates with you that focus on enhancing your experience with Equitable®. Improving your journey with us is a top priority, and we continually seek ways to make doing business simpler and more convenient.
The following are our latest enhancements designed specifically to benefit you.
New annual premium payment options for Life and Critical Illness plans
● Great news! We recently introduced new additional payment methods for clients making their first and subsequent annual insurance premium payments.
● And - we're thrilled to introduce a new lower annual premium requirement of $2,500 for clients who wish to pay their annual premiums by Pre-Authorized Debit (PAD)!
● Learn more about these changes here.
Improved forms for requesting in-force illustrations
● We understand the importance of efficient workflows, and that's why we have recently updated and improved the following forms to make requesting inforce illustrations even easier:
● Term, CI & Whole Life Illustration and Quote for inforce policies
● Universal Life Illustration and Quote for inforce policies
For these and other Equitable forms, navigate to EquiNet® -> Individual Insurance -> Forms.
We trust that these improvements will be met with enthusiasm! And this is just the beginning – stay tuned for more enhancements in the new year!
Questions? Please reach out to your local wholesaler or our customer service team.
® or TM denote trademarks of The Equitable Life Insurance Company of Canada
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Things keep getting EZer with Equitable and EZtransact!
Equitable® continues to make great strides with our digital self-serve tool, EZtransact®. To keep this momentum, we’ve given EZtransact a fresh new look and feel, with additional transaction management changes and a new dashboard to enhance your online transaction experience! This refresh embraces our new brand, as we continue to focus on making it easier for you to do business with us.
What’s new with this update?
New dashboard for client search- The existing client search screen has been replaced with a new user-friendly dashboard.
- Upon accessing EZtransact, all contracts associated with the user’s EquiNet ID will be displayed.
- Users can refine the results and search by client name or contract number.
- Transactions submitted through EZtransact within the last 12 months are available, including their status.
- Transactions that have received all signatures will now allow the user to download a copy of the signed request and any supporting documents uploaded by the user.
- Transactions that are pending client signatures will allow the user to manage and track the e-signature process:
- Signing packages can be resent to clients who have not completed their e-signature.
- Clients can be unlocked through the dashboard if locked out due to too many invalid attempts.
- Advisor and dealer/MGA stakeholders have been removed from signing information and review screens.
- Users are no longer required to provide an email address for the dealer/MGA to submit a transaction.
Date published: October 3, 2024 -
Take the emotions out of investing
Investing without letting our emotions take the wheel can be quite a challenge. We've all made decisions based on our feelings rather than logic or financial sense at some point. But following our emotions when investing is a good way to put our investment plan at risk.
When it comes to financial planning, it's crucial to guide clients towards being rational investors who understand that market fluctuations are part of the journey. Even the most steadfast rational investors have found it tough to stay calm amidst recent market volatility. But history reassures us that this too shall pass, and the markets will rise again. The burning question is always, "When?"
While no one can predict the future, an advisors’ role is to help clients grasp that risk management is a cornerstone of any solid investment strategy. Risk is just one of the building blocks in crafting a financial portfolio that can weather both good times and bad.
That’s why Equitable® has created an emotional investing brochure to help clients manage through extraordinary times. Download your copy of Take emotions out of investing. We have also included a template letter that you can personalize and use to reach out to clients. To download an editable copy, click here.
Questions? Contact your Director, Investment Sales.
Date posted: April 17, 2025 - Individual Insurance Prestige Advisor Program
- Prestige Advisor qualifications MGA
- Prestige Advisor qualifications WFG
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Your year-end momentum starts today!
Just 79 days left to go in 2025!
As the air turns crisp and the leaves change color, we hope you’re enjoying our beautiful Canadian fall season. But before you get too swept up in the season's fun, remember that the final quarter is also a great time of year to boost your business.
Harvest season for success
Many clients are reviewing their financial goals and plans now. According to LIMRA, nearly 30% of life insurance applications are submitted between October and December1. This means you have a huge sales opportunity.
Why choose Equitable® ?
Clients expect competitive solutions that fit their unique needs well. Equitable offers great products, digital tools, and outstanding service and support. Learn more here.
Act now to finish 2025 on a strong note:
• Review your client list: Identify who needs a check-in before the year ends.
• Spot the opportunities: Year-end financial planning opens doors—don't miss out.
• Leverage our resources: From our e-apps to marketing materials and digital tools, we're here for you.
So, grab your client list (and your pumpkin spiced latte) and make the most of this final quarter. Your Equitable team is here to support you all the way to 2026 — let's finish 2025 strong!
1LIMRA, "Life Insurance Applications by Month," 2025. - Congratulations on qualifying as an Elite Advisor
- [pdf] Borrowing Money to Make Money
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