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  1. EquiLiving offers more options to clients facing a covered Critical Illness condition Consider these statistics…1 in 2 Canadians will develop cancer in their lifetimes1. They’re just numbers…until the day someone you know is diagnosed, someone who didn’t see it coming. Then it becomes very real - no longer incidence statistics, but costs. Today more people than ever are surviving and living with not only just the physical, but also the financial effects of their illness.
     
    We’re there to help when illness strikes

    NEW! EquiLiving® plans and riders have recently been enhanced including:

    ●  20 pay options with coverage to age 75 or coverage for life
    ●  Support from Cloud DX to help monitor a client’s well-being from treatment to recovery.
    ●  Added Acquired Brain Injury as a covered critical condition 
    ●  30-day survival period removed for all non-cardiovascular covered conditions
    ●  No age restriction to claim for Loss of Independent Existence (LOIE)
    ●  EquiLiving Benefit now pays the higher of the EquiLiving Benefit or the Return of Premium Rider Benefit (not including Return of Premium on Death)
    ●  And so much more …

    Learn more
    ●  CI product enhancement video
    ●  Visit our launch event page with product change details and more
    ●  Marketing Materials

    Please contact your Regional Sales Manager for more information. 
     
    1 www.cancer.ca
     
  2. The value of Equitable Life’s EZcomplete online application for Pivotal Select
    Necessity is the mother of invention. And COVID-19 has taken Equitable Life’s® EZcomplete® online application to the next level. Prior to the pandemic, EZcomplete was touted as being convenient and easy to use. Well, it is. But now…it is so much more.

    Whether secure in an office or safe at home, EZcomplete’s non face-to-face capabilities include an alternative to physical verification. EZcomplete simply requires verification of ID using a third-party service provider. The third-party service provider completes the verification behind the scenes using information that was already required to complete an application. By removing the physical ID requirements, the ID verification process has been automated and simplified.

    EZcomplete’s electronic signature functionality is also easy and secure. To enable a remote signature, your client just provides an e-mail address. Your client will receive a link and security code that you provide. The client enters the code, reviews the application and e-signs the documents.

    Step by step directions ensure you have the right details without any confusing or unnecessary questions. Highlighted fields alert you to any missing information, eliminating any extra work or effort. The immediate processing also helps make it an attractive resource.



    Whether selling segregated funds face to face or from the comfort of home, Equitable Life’s EZcomplete online application and Pivotal Select™ segregated fund line up provide the solution for even the most rattled and weary investor. Learn more, visit EquiNet or contact your Regional Investment Sales Manager.
     
  3. Important Changes to your Equitable EquiNet Login
    We know that in today’s world, you have a lot of logins and passwords to go with them.

    Equitable® is taking steps to increase the security of your EquiNet® login while simultaneously removing the need for you to remember a password.

    This technology is called passkeys.

    A passkey will enable you to access all the great features EquiNet has to offer by using biometrics.

    You probably already have passkeys set up if you have an Amazon, Apple, Google, Uber or WhatsApp account.








    How passkeys will work on EquiNet:
    Passkey.png

    This authentication method is available now and will be optional to start. However, we strongly encourage you to use it. It is the next generation of security and makes for one less password for you to remember.

    All you need to do is log in to EquiNet as you normally would and follow the step-by-step prompts to enable a passkey. It’s that easy.
     
  4. Take advantage of our online services today!
  5. [pdf] Payout Annuity Rate Guarantees
  6. [pdf] Investment Direction - Legacy
  7. Invesco
  8. [pdf] Preferred Retirement Solution Checklist
  9. Generating client policy information is easy with Equitable Did you know that Equitable® makes it easy to create a report with client policy information using Policy Inquiry? This tool makes a simple PDF that gives advisors and clients all the policy details they need to talk about investment goals.

    Key features of the Policy Inquiry tool:
    •  Exclude “Advisor Only Information” sections: Customize the report by leaving out sections meant only for advisors.
    •  Access active links to fund pages with risk ratings: Quickly go to fund pages and check risk ratings from the report.
    •  View calendar and compound returns: See a clear picture of a client's investment performance history with detailed return information.
    Generate the report just before meeting with a client to have the most current information. You can find this tool in the top right corner of the client’s policy page on EquiNet®. It is a great takeaway or follow-up item for client meetings.

    Clients can also access their policy information report anytime through Client Access®. Remind clients that they can view the report online as well.
    For more information please contact your Director, Investment Sales. 

    Date posted: June 17, 2025
     
  10. [pdf] UL Chargeback changes FAQ