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  1. [pdf] The Right Time To Buy And Sell
  2. Exchanges
  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. New Term Rider for Equitable Generations
    Affordable, Flexible Protection for Clients

    Great news! As of June 7, 2025 you can now offer clients a Term 30/65 Rider on Equitable Generations™ universal life plans. This new rider will help you provide clients more choice in affordable and flexible solutions to align with their financial goals.

    What this new rider means for clients:
    • Coverage until the later of 30 years or age 65
    • Premiums remain level
    ​​​​• Coverage convertible to a permanent plan until age 60

    The Term 30/65 Rider complements the 10 and 20 Yearly Renewable and Convertible Term Riders already offered on Equitable Generations.

    This enhancement reflects Equitable’s commitment to growing and evolving our products, ensuring you have the solutions to meet clients’ changing needs.


    Transition Rules
    Check out our Transition Rules for new and in-progress life applications, which took effect on June 7, 2025.

    Questions? Contact your Equitable® wholesaler.
  5. Introducing Equitable Guaranteed Investment Funds


     

    We’re excited to introduce the next evolution of the product advisors know and trust most. You made segregated funds our #1 wealth solution. Now, we’ve made it even better with enhancements designed to help power your growth and help deliver even more value to clients.

    Discover Equitable Guaranteed Investment Funds™

    • More choice & flexibility when it comes to our investment fund lineup

    • Better pricing advantages including the option for clients to group account values together within a household

    • New features & tools like asset rebalancing to make portfolio management easier

    Individual Wealth is in growth mode — and advisors like you are the reason why.

    If you were already offering our segregated funds to clients or were on the fence about segregated funds altogether, there’s never been a better time to explore Equitable Guaranteed Investment Funds.

     

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    Have questions or want a walkthrough? Our team is here to support your success every step of the way. Meet the team.

  6. Passkey: The fastest, safest way to log in to Client Access
    We’ve upgraded the Client Access® portal to make access easier and more secure.

    What’s new?
    • Passkey: The easiest way to log in
    Passkey is now available across all Equitable portals. With passkey, clients can log in quickly and securely using biometrics like face or fingerprint recognition, eliminating the need for passwords. 
    • Extra protection for email/password users
    For clients who continue to use their email and password, extra security may be required. Clients may be prompted to enter a one-time passcode sent to their email, ensuring only authorized access.

    What you need to know:
    • Clients sign in to Client Access the same way you do on EquiNet, making it easier to support your clients.
    • “Forgot email” is available to help clients recover the email they need to log in.
    • Passkey setup is easy and safe. Just follow the prompts when you  login. Watch the video to learn how to create a passkey.
  7. More time to complete and view applications on EZcomplete


    You asked for more time, we listened!
     
    Effective January 14, 2023, you will have more time to complete and view in-flight and completed applications on the EZcomplete® dashboard.  

    You will now have,
    image-(1).jpg

    There are no changes to EZcomplete’s Sandbox.  Applications in the Practice Site will continue to be deleted after 10 calendar days.

    Take me to the Sandbox

    Take me to EZcomplete

    Play around in the Sandbox with a demo client account.

    Submit your applications today.


    If you have any questions, contact your Regional Investment Sales Manager or Advisor Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427, or email savingsretirement@equitable.ca.

     
     
    *Insurance applications currently offer 30 calendar days
    ** In-flight applications created prior to January 14, 2023, will maintain the existing 10-day submission timeline.
    ® denote a trademark of The Equitable Life Insurance Company of Canada.
    Posted: January 14, 2023
  8. [pdf] Equitable Guaranteed Investment Funds – Investment Class
  9. Expanding Online Annuity Quotation Eligibility Equitable Life® is pleased to announce the following three enhancements to our Online Annuity Quotation eligibility, effective November 1, 2022:
     
    ●  Single Premium Quotes increased to $2million
    ●  Increased Allowed Annual Amount for Income Annuities
    ●  Alberta Locked-In Funds Available from Age 50 reduced from age 55

    Increasing income limits for our Online Annuity Quotation provides advisors with more flexibility to serve the various needs of clients. To learn more, visit Equitable’s Online Annuity Quotation

    For more information contact your Regional Investment Sales Manager or our Advisor Services team Monday to Friday from 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427.

    ® denotes a trademark of The Equitable Life Insurance Company of Canada.

    ​November 24, 2022
  10. A message from Cam Crosbie, EVP, Savings and Retirement, Equitable Life

    The first half of 2023 has been an exciting and busy year for us at Equitable Life®.  

    In this short video, I share with you some of the things we’ve done to show our commitment to you and some of the great things we’ve got planned for the remainder of the year.   

    I want to thank you again for your continued support and trust in us. We value our partnership and are always working hard to make things better. 




    Please take a few minutes to watch the video.  

    Cam-midyear-still.png

    Thank you, 
    signature.png 
    Cam Crosbie, Executive Vice-President, Savings and Retirement Division 
    Equitable Life of Canada 

    Posted: July 6, 2023

    ® denotes a trademark of The Equitable Life Insurance Company of Canada.