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  1. Did you know that you can generate a report detailing all or some of your client’s investment policy
    This can be a great tool when meeting to review your client’s account.

    This easy to read PDF gives you and your client some, or all, of the pertinent policy information to discuss overall investment goals. The reporting tool also allows you to exclude any “Advisor only information” sections. With active links to fund pages, you can even review risk ratings, calendar and compound returns.

    Generate the report just prior to your meeting to ensure the most up-to-date information is available to your client. Located in the top right corner of your client’s policy page on EquiNet®, it also makes a great takeaway or follow up for your client before or after your meeting. 
  2. Reminder: Review and Manage Key Notifications on EquiNet Supporting your business as an Equitable Life advisor is our top priority and EquiNet is our top resource to help you manage important policy notifications. You should routinely review policy updates, schedules, statements, and notices and follow up with clients.
     
    Some key notifications you will find on EquiNet include:
     
    • Premium Renewal Notices (including for Term Riders on UL policies)
    • Returned PAC (Pre-Authorized Chequing) Letters
    • SROs (Special Reinstatement Offer)
    • Lapse Notices
    • APL Warning Letters
    • FGIO Notices
    • Tax Exempt Notices
     
    A review of these and other available documents under the Document Lookup tool and following up with clients will help prevent situations of policy lapses and missed renewal notifications. These documents should be managed as part of providing ongoing, superior customer service to our clients.
  3. DBRS Morningstar reaffirms Equitable Life’s Financial Strength Rating and Issuer Rating
    DBRS Morningstar confirms Equitable Life’s Financial Strength Rating and Issuer Rating at A (high) with Stable Trends. Equitable Life of Canada is pleased to be able to maintain the confidence of the global credit rating agency DBRS Morningstar.
     
    A Financial Strength Rating is DBRS Morningstar’s assessment of an insurance company’s ability to make timely and full payment of its obligations on policyholder claims and benefits as well as financial contract guarantees and benefit obligations. An Issuer Rating reflects DBRS Morningstar’s assessment of that issuer’s likelihood of default and considers the issuer’s fundamental creditworthiness and business and financial risks.
     
    For more information, please see the DBRS Morningstar Media Release.
     
  4. EZtransact enhancements: New “Internal Transfer” and “Other Institution” options

    At Equitable®, we’re always looking for ways to make it easier to support clients. That’s why we’re excited to share new enhancements in EZtransact® that give you more flexibility and simplify transfer processes. 

    What’s new
    As of January 22, EZtransact now offers:   
    •  Internal Transfers that streamline digital movement of investments between eligible client accounts within Individual Wealth.
    •  An “Other Institution” option when you’re initiating an external transfer. This means you can request transfers from financial institutions that are not listed in our existing dropdown menu.

    These enhancements remove the need for manual workarounds and help ensure transfers are captured clearly and accurately the first time. 

    These updates support:
    •  Advisors working with Individual Wealth clients
    •  Clients who need to move investments either within Equitable or from another financial institution

    To transfer funds between existing Equitable contracts, simply go to EZtransact, select Make a Transfer on the policy you want to receive the funds, and view your client’s existing contracts all in one place. 


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    Use the new “Other Institution” option to start transfers from any financial institution, even if it’s not part of the standard list.

    You’ll see these enhancements in the “Make a Transfer” flow within EZtransact on EquiNet®. It appears right at the point where you select the financial institution for the transfer. 
     

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    These updates are designed to:
    •  Give you more flexibility when managing external transfers
    •  Remove the need for manual steps or workaround solutions
    •  Help reduce errors that can happen during manual processing
    •  Improve efficiency for you and deliver a smoother experience for clients 

    You asked, and we listened! Keep providing us with your feedback on our digital tools. When we grow together, success is mutual. Get to know EZtransact! If you have any questions, please contact your Director, Investment Sales.

    Date posted: April 1, 2026

  5. Policy Change and Conversions eDelivery - Quick Tips and Tricks
  6. Equitable Life Welcomes Donna Carbell as Senior Vice President, Individual Insurance Donna Carbell joins the executive leadership team as Senior Vice President, Individual Insurance, overseeing product development, distribution, marketing and client service for the line of business. With more than 20 years' experience, Donna brings a wealth of cross functional industry knowledge to Equitable Life. 
     
    Donna is passionate about supporting the health and wellness of Canadians and it is through the insurance and service we offer, that we provide support to families when they need it most during a health event. Donna is looking forward to working closely with our partners to support all aspects of delivering a best-in-class experience for you and your clients.
     
  7. New marketing material! 10-Pay Equimax Estate Builder - Enhanced Protection Dividend


    Let's take a second look at the Enhanced Protection dividend option

    Do you have clients who need a permanent plan with no out-of-pocket premiums payable after 10 years? Are they looking for a long-term permanent insurance solution for estate needs, but also would appreciate having some extra initial coverage for outstanding loans or other obligations?

    If so, it might be time to take a second look at the Enhanced Protection dividend option with a 10-pay Equimax Estate Builder® plan.

    Learn more by checking out our new marketing piece

  8. EZcomplete now displays Critical Illness insurance premiums We have exciting news about EquiLiving® Critical Illness EZcomplete® applications. Effective April 22, 2023, EZcomplete will calculate and display critical illness insurance premiums automatically! This will save you time during the application process.

    EZcomplete will calculate and show both the yearly and monthly premium amounts as you complete the application – this is similar to other Equitable Life insurance products. This means you do not need to run a separate illustration to determine and input the premium amount into EZcomplete anymore.

    To learn more about Critical Illness, the Equitable way, visit our Critical Illness page on EquiNet or contact your local wholesaler.
     

     
    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
     
  9. New illustration software now available!
    We have updated our illustration software. Please be sure to download the latest version:
     2023-3 (August 2023).

    - Web-based illustration software on secure EquiNet® (log in required)
    - Desktop illustration software

    We have new rates for our Equimax® Wealth Accumulator and Estate Builder plans. Please refer to our Transition Rules for all the details on processing your applications.

    Need more information?
    For information on these changes, please contact your Equitable Life wholesaler. 


    ® denotes a trademark of The Equitable Life Insurance Company of Canada.
  10. Delivery Update of Pivotal Select segregated fund client statements

    We understand the importance of timely delivery of our Pivotal Select™ segregated fund client statements. We have resolved the issue with delivery of these statements. I can confirm that our Pivotal Select segregated fund client statements will be delivered on February 17, 2025.

    We regret the impact this delay may have had on you and clients. Rest assured, we are committed to delivering the highest standard of service and will continue to work hard to earn your business and that of clients. If you have questions or need further assistance, reach out to our Client Care Team at 1.866.884.7427.  
     
    Best Regards,

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    Cam Crosbie, 

    Executive Vice-President, Savings and Retirement Division

    Equitable




    Posted: February 12 2025