Site Search

549 results for see portal MAKEMUR.COM Need to pay a prison warden for early release on good behavior

1. [pdf] Levelize the tax on your fixed income investments with participating whole life (individual clients)
2. What’s new in EZtransact We’re excited to introduce the latest enhancement for EZtransact™, our digital self-serve tool. EZtransact now allows you to help clients:
   
   •  Easily make segregated fund withdrawals. This functionality is available for all account types, and for the First Home Savings Account, it also eliminates the need to submit additional CRA paper forms.
   
   •  Transfer from one fund to another fund digitally, within the same policy and same sales charge options.
   
   These enhancements make it easier than ever to do business with Equitable^®. They will help reduce your time spent on paperwork, allowing to you focus on more value-add time and services for clients. 
   
   Check out EZtransact. Stay tuned for more exciting digital enhancements coming soon!
    
   If you have any questions, please contact your Director, Investment Sales. 
   
   
   Date posted: July 11, 2024
3. New rules in effect for all Quebec applications The Quebec Regulatory Tribunal (AMF) made an important decision about selling insurance products to Quebec residents. As a result, Equitable^® has changed its licensing rules for all future sales to clients in Quebec. 
   
   Effective on November 28, 2024, you must be licensed in Quebec to submit an application for a client who lives in Quebec. This requirement applies to all insurance and investment products.
   
   Regardless of where the application is signed, if you meet with a client whose primary residence is in Quebec, you must be licensed in Quebec to submit on the client’s behalf. 
   
   If you are not licensed in Quebec, you will need to get licensed in Quebec for applications for Quebec clients to be processed. 
   
   What about licensing for clients outside of Quebec? 
   
   In all cases, we encourage you to be licensed in the province where a client lives to be able to do business or provide ongoing service.
   
   
   
   
   Equitable is committed to providing solutions and service that is in the best interests of clients and advisors alike. We appreciate your continued support.
   
   Questions?
   
   Your Equitable Wholesaler is here to help. 
   
   You may also reach out to Advisor Services for more details. Email eastern-service@equitable.ca or call 1-800-668-4095.
   
   
   
   ^® or ^TM denote trademarks of The Equitable Life Insurance Company of Canada.
4. Instructions
5. New flexibility with Equitable’s Term Exchange option Great news! Equitable^® has just added our Term 30/65 plan as an option for term exchanges! This gives clients greater flexibility to choose a term plan that can adapt to their specific needs. 
   
   Clients can exchange their Equitable 10-year or 20-year term plans to a Term 30/65 plan as their financial needs change – without additional underwriting.
   
   What you need to know:
   
   •    A term plan that is a result of an exchange option cannot be exchanged again
   •    Exchange is available between the 1^st and 5^th coverage anniversary. 
        o    Only up to the insured’s 65^th birthday for exchange to T20
        o    Only up to the insured’s 55^th birthday for exchange to T30/65
   •    To request a term exchange, use the Term Exchange form.
   
   For additional information, refer to the Term Advisor Admin Guide on EquiNet^®,  or contact your Equitable wholesaler.
   
   ^® or ^TM denotes a trademark of The Equitable Life Insurance Company of Canada.
6. Exchanges
7. Exciting update: External transfer now available on EZtransact! We are thrilled to announce a new feature that will make your work easier and more efficient.
   
   What’s new this quarter? 
   The External Transfer function was introduced to Equitable’s EZtransact^® on May 14.
   
   Benefits of this enhancement:                                                                                                                                                                          
   This feature is part of our strategic plan to help make transactions smoother for you. It was already available in EZcomplete^®, and now it’s on EZtransact too. This means you won’t have to search for information about the relinquishing institution anymore. You can submit requests with ease.
   
   External Transfer Functionality:
   
   •  You can digitally request a transfer of funds from other institutions to Equitable.
   •  Information about the relinquishing institution will be available on EZtransact, so you don’t have to search for it.
   •  Both full and partial transfer requests are available.
   •  It’s available for registration types that don’t need the RC720/RC721 form and for individual accounts.
   If you have any questions, reach out to your Director, Investment Sales.
   
   When we work together, success is mutual.
   
   Date posted: July 3, 2025 
8. New and improved online calculators

   Individual Wealth is excited to announce the launch of eight refreshed and enhanced online calculators! These tools are designed to help advisors and clients make more informed and accurate financial decisions.
   
   Why the change?
   We have switched vendors to Ativa Interactive, a Canadian company with 30 years of experience in financial services. Their tools are more reliable and easier to use, offering a better advisor and client experience. Ativa Interactive has a robust portfolio of calculators available, giving us the opportunity to expand our offerings in future.
   
   What’s available?
   We kept the calculators you use most and added two new ones based on your feedback.
   
   Popular calculators being refreshed:
   •    Will the money last calculator
   •    Savings Growth Calculator
   •    TFSA vs taxable investment calculator
   •    Retirement Projection Calculator
   •    Become a millionaire calculator
   •    RRIF Payment Calculator
   
   New additions:
   •    GIA laddering calculator
   •    First home savings account calculator

   These calculators are live and ready to support client conversations.
   
   Questions?
   If you have any questions or need support, please reach out to your Director, Investment Sales.
   
   Date posted: August 28, 2025
9. Videos
10. Forget the password. Create your EquiNet passkey today. Passkey technology lets you log in to your EquiNet account securely using your face or fingerprint, removing the need for a password. Your biometric data stays safely on your device, making passkey a simple, fast, and highly secure way to access your account. You may already be using passkey on your personal devices.
     
    Ready to get started? Watch the video to learn how to create a passkey on your mobile device. Starting this December, if you choose to continue to log in using your email address and password, you may also be required to enter a one-time passcode that’s sent to your email.
     
    Important! Protect your credentials.
     
    In 2026, all your Equitable^® accounts will use the same credentials to log in.
     
    Remember that you have personal information in your Client Access^® and EquitableHealth.ca^® accounts. To keep your personal information private and safe, make sure you’re the only one using your login credentials.
     
    Watch for ongoing communications and updates about how Equitable is helping to protect your information.