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  1. [pdf] Corporate Preferred Retirement Solution (shareholder borrowing) Checklist
  2. Get Client Focused: Turning Compliance into Your Advantage

    Join Equitable Life and guest speaker, April-Lynn Levitt, CFP,  Business Coach, The Personal Coach, to learn how to be compliant in today’s environment and create client-focused review meetings:

    •   Understand the new requirements and the best practices for implementing the new requirements into your practice.

    •   Go beyond “ticking the boxes” to build an exceptional client experience.

    •   Learn to use your review process to stimulate referrals and update compliance documents seamlessly.

    We are pleased to provide you with a recorded version of April-Lynn Levitt’s presentation, “Get Client Focused: Turning Compliance into Your Advantage” click here

    This webinar is available in English only.

    ® denote trademarks of The Equitable Life Insurance Company of Canada.

    Posted June 6, 2023
     
  3. New Online Policy Loan Form
    Advisors will now have access to a new digital policy loan form on EquiNet™.

    On eligible policies, you can launch a customized policy loan form through the Values tab in Policy Inquiry. (login required)

    This form is quick and intuitive. You tell us the loan amount, how your client wants to receive the funds, then confirm your client’s contact info and submit! Once your client signs, it is sent for review and processing within our current service standards.

    This is the first form to be digitalized and we plan to continue this work with more forms later this year.


    ® and ™ denotes trademarks of The Equitable Life Insurance Company of Canada.
  4. [pdf] EquiLiving Claims Experience
  5. [pdf] Charitable giving through life insurance
  6. [pdf] Children's CI - Forced Savings for Education
  7. [pdf] Equimax & Term Certain Annuity Package
  8. Delay in Pivotal Select segregated fund client statements


    We apologize for the delay in the delivery of our Pivotal Select™ segregated fund client statements. We understand how crucial these statements are for you and clients. We are working hard to resolve the issue. We will post an update on EquiNet® on or before February 7.

    We appreciate your understanding and patience during this time. If you have questions or need further assistance, reach out to our Client Care Team at 1.866.884.7427.  



    Best Regards,

    signature-(1).png

    Cam Crosbie,
    Executive Vice-President, Savings and Retirement Division
    Equitable



    Posted February 4, 2025

  9. [pdf] Corporate Preferred Retirement Solution (corporate borrowing) Checklist
  10. Retirement Income Fund & Life Income Fund