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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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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. -
Anytime. Anywhere! Equitable Client Access
At Equitable Life®, we know that managing your clients’ requests can keep you busy. We also know providing the opportunity for your clients to self-serve can allow you to focus on their future. That’s why our online client site, Equitable Client Access ensures your clients have all the information about their individual investment and insurance policy information that they need, right at their fingertips.
Our secure client site gives your clients access to:
- Tax Slips *NEW*
- Coverage and guarantees
- Investment allocation, performance, and market values
- Pre-authorized payment information
- Transaction history
- Beneficiary information
- Statements and letters
- Advisor’s contact information
- Banking or payment information
Sign up by December 31, 2021.
Encourage your clients to login or register today!
client.equitable.ca
If you have any questions about Equitable Client Access, we are here to help. Contact us Monday to Friday from 8:30 a.m. to 7:30 p.m. at 1.866.884.7427.
® and TM denote trademarks of The Equitable Life Insurance Company of Canada - [pdf] Prescribed Annuities: Tax-Efficient Retirement Income
- [pdf] Equitable's Competitive Advantage
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Equitable Life Dynamic U.S. Monthly Income Fund Select
As a Global Equity Balanced asset class, investors benefit from long-term capital growth through investments that include a broad range of U.S. equity and debt securities. Check out Equitable Life Dynamic U.S. Monthly Income Fund Select in this issue of Fund Focus. The Fund aims to provide long-term capital appreciation and income by investing primarily in a broad range of U.S. equity and debt securities, focusing on a value investment approach when selecting equity securities.
Key highlights
• Actively manages access to the U.S. (one of the broadest and deepest markets in the world).
• Ability to tactically shift asset allocation to take advantage of changing market conditions.
• Aims to provide stability and growth to investors while providing interest and dividend income.
For more information, check out Equitable Life Dynamic U.S. Monthly Income Fund Select or contact your Regional Investment Sales Manager.
Posted November 2, 2023 -
What’s the story behind Equitable’s new brand?
We are excited to share some more insight into the news of Equitable’s new brand.
Our new brand isn’t just a logo change.
Our new brand reflects our deeply rooted dedication to our clients. Over the next year, we will make the transition to our refreshed look. The new brand illustrates our focus on strong partnerships and making it even easier for you to do business with us.
Check out the Beyond the Logo video featuring our executive team sharing how the new brand embodies our commitment to advisors.
We’ll provide more details on the changes we’re making, and we welcome you to join in the journey. Please reach out to your Equitable point of contact or visit equitable.ca to learn more.
Posted December 4, 2023 -
Equitable Savings & Retirement Division rebrands as Individual Wealth
The Equitable® Savings & Retirement division has a new name: Individual Wealth.
This change reflects how the division has grown. Over time, we have added more services and tools to help clients reach their financial goals. Our new name shows this broader focus.
Why “Wealth”?
The word “Wealth” means more than just saving for retirement. It includes investing, estate planning, tax strategies, and preparing for life events. It better describes our more holistic approach to wealth management.
This update is more than just a name change. It shows our strong commitment to helping clients in new and better ways. Over the coming months you’ll notice changes across our materials, website, and contact details as we roll out this transformation. As we move forward as Individual Wealth, our commitment to supporting your business remains stronger than ever — because when we grow together, success is mutual.
If you have any questions, feel free to reach out to your Director, Investment Sales.
Date posted: July 24, 2025
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EquiNet Quick Tips
Need some help navigating your way around EquiNet? We’ve put together the top 5 Quick Tips on the following topics, based on the most frequently mentioned questions from advisors:
- Policy Inquiry/New Business Pending Inquiry
- Document Lookup
- Policy Statements & Correspondence
- Username & Email Address Support
- Need more help? Submit a request for support using the EquiNet Support Form.
See more details and information about other site tips in this FAQ created to help you find your way around.
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Group - COVID-19 Group Benefits Updates
As the coronavirus (COVID-19) continues to spread, it’s important that you have the most up-to-date information about how it impacts you, your clients and their plan members. To help, we have created a COVID-19 Updates page on EquiNet, our secure advisor site. There you will find links to past editions of our eNews, as well as the most up to date FAQ. Please check back often. We will continue to provide timely updates on any developments that impact our clients and their plan members or their benefits coverage.