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1. [pdf] Keeping your benefits plan affordable
2. About
3. EZcomplete Online Application for non face-to-face meetings

   
   Practice self-distancing by conducting non face-to-face sales meetings and completing your applications online.

    

   Using our EZcomplete Online Application allows you to keep your distance while keeping your business moving forward.

   
   You can complete applications and obtain the necessary signatures remotely.
   
   Log in to EquiNet^® and click on the EZcomplete Online Application link in the selection panel at the top of the page.

   
   The following resources are available on the EZComplete Online Application page on EquiNet.

   Quick Reference Guide for Life Insurance and Critical Illness
   Non face-to-face meetings – ID Verification Options
   Remote Signing Process
   EZcomplete tutorial (video)
   EZcomplete FAQ - Special COVID-19 Issue

   
   Read other important COVID-19 related news

    

   Questions? 

   Contact your Equitable Life Regional Sales Manager, or the Advisor Services Team (for life and critical illness insurance) at:
   Phone: 1.800.668.4095
   Email: western-service@equitable.ca             mailto:eastern-service@equitable.ca
               (BC, AB, SK, MB)                                 (ON, QC, NB, NS, PE, NF)
4. Client-Focused Videos A Great Tool to Start Meaningful Conversations with clients
   
   We are committed to helping advisors connect with clients. To support this, Equitable created a video that explains how life and critical illness insurance can provide financial support when the unexpected happens. 
   
   This video is a great tool which can help advisors drive those important conversations and guide clients toward the best solution to fit their needs.
   
   You can watch our new video here: English - French
   
   Just a quick reminder, we have also created a series of videos to help clients understand the different insurance options. Share them with your clients today: 
   ● Equimax^® participating whole life for children
   ● Dividends
   ● EquiLiving^® critical illness insurance
   ● Term life insurance
   ● Equitable Generations^™ universal life insurance
   
   Contact your Equitable Wholesaler – we’re here to help!
5. Simpler juvenile policy approvals

   A win for you and clients 

   
   Get insurance protection in place more quickly for kid’s policies with an enhanced juvenile underwriting model. It’s an industry-leading predictive model that extends existing auto-assess capabilities for your juvenile applications.  
    
   What does this mean for you?   
   You will notice reduced wait times as clients get the protection they need faster. And you will receive your commission quicker as well. This gives both you and your Equitable^® underwriter time to focus on supporting your complex cases to bring you our best offer. The new auto-approval model for juvenile policies is a win for all. 
    
   Give us a try!  
   See for yourself how we can help you get protection in place for clients quickly. 
   
   Contact your Equitable wholesaler for more information.
   
   ^® or ^TM denote trademarks of The Equitable Life Insurance Company of Canada.
6. Get to know our large case experts
   Equitable launches new 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.
   
   We are thrilled to share the first 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 1 featuring Cindy Shirley, Chief Underwriter and Claims Risk Management
   
   Cindy chats with us about:
   • Her approach to large case underwriting.
   • The large case underwriting team.
   • The important relationship between advisors and underwriters.
   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.
    
7. [pdf] B2B Loan application process for Equitable Life of Canada
8. Financial planning concepts & tools
9. Submit PADs in a fraction of the time? It’s true…

   
   Skip the paperwork and get Pre-Authorized Debit requests submitted instantly!
   
   Are you still submitting pre-authorized debit (PAD) requests via fax or email? You could be saving time and effort by using EZtransact^TM instead:

   • Pick the client's name from your list of clients.

   • Choose the bank account from a list of pre-filled options.

   • Have the client e-sign the form.

   • Hit submit – form is sent to Equitable instantly.

   • Your MGA office receives a copy at the same time.

    
   No more scanning, saving, uploading, emailing, or faxing.
   
   
    
   Get to know EZtransact in time for RRSP season and fast-forward your sales process.
   
   
      
    

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

10. [pdf] Do you know Darren