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[pdf] Claimant Statement for Entities
[pdf] Application for Agency Contract to Sell Insurance Products - MGA, AGA and National
Submission to Commission - How fast is it?
Make It EZ2 EZtransact Contest – Twice As Nice!

The Make-It-EZ EZtransact^TM contest is back by popular demand! This time we are making it twice as nice with one $200 winner each week, and a Grand Prize winner of $2000 at the end of the contest! Just in time for your busy RSP season, EZtransact, makes managing your client’s policies quick and convenient.

Every EZtransact online transaction submitted between January 24 and April 1, 2022 gives you the chance to WIN! Eligible non-winning Entries will be carried forward to subsequent Draw Dates. So the sooner you start using EZtransact, the more chances you have to win! First draw will be on January 31, 2022.

Click here for to start using EZtransact today.

New to EZtransact? Click here to try our new EZtransact Sandbox practice site.

“Make It EZ²” EZtransact^TM Contest: No purchase necessary. Contest period January 24, 2022 to April 1, 2022. Eleven prizes to be awarded, for a total value of $4,000 CAD. Ten weekly prize draws, each for one prize of $200 CAD, to be held every Monday from January 31, 2022 to April 4, 2022. One Grand Prize draw, for one prize of $2,000 CAD, to be held on April 4, 2022. Correct answer to mathematical skill testing question required to win. Open to legal residents of Canada of the age of majority. Eligible non-winning Entries will be carried forward to subsequent Entry Periods and will be eligible on subsequent Draw Dates. Maximum one weekly draw prize per person. Odds of winning depend on number of eligible Entries received during the Contest Period. Click here to see full contest rules, including no purchase method of entry.
5 Things You Need to Know About Equitable Generations Universal Life
Here are five things you need to know about Equitable Generations™ Universal Life

1. Affordability

Because Equitable Life is owned by its policyholders, we don’t have to worry about paying shareholders. That means we can focus on offering competitive pricing!

2. Investments

Equitable Generations Universal Life is built for the 21^st century with investment options that matter to today’s buyer including Target date, Environmental, Social, and Governance (ESG) funds for sustainable investing.

3. Fees

Equitable Generations has eliminated most universal life fund administration fees as well as the policy administration fee.

4. KIND™

Equitable Generations has a suite of contractual and non-contractual claims features we call KIND, designed to help your family navigate the claims process with ease.
5. Flexibility
With such competitive pricing, fantastic investment options and minimal fees. Equitable Generations Universal Life provides a level of flexibility rarely seen in the Universal Life space.

See Equitable Generations Universal Life for yourself within one minute - try the EZStart quick quote software for advisors, available on EquiNet!

Please contact your local wholesaler for more information.

^TM and ® denote trademarks of The Equitable Life Insurance Company of Canada.
What you should know about Equitable Generations Universal Life
Here are five things you need to know about Equitable Generations™ Universal Life

1. Affordability

Because Equitable Life is owned by its policyholders, we don’t have to worry about paying shareholders. That means we can focus on offering competitive pricing!

2. Investments

Equitable Generations Universal Life is built for the 21^st century with investment options that matter to today’s buyer including Target date, Environmental, Social, and Governance (ESG) funds for sustainable investing.

3. Fees

Equitable Generations has eliminated most universal life fund administration fees as well as the policy administration fee.

4. KIND™

Equitable Generations has a suite of contractual and non-contractual claims features we call KIND, designed to help your family navigate the claims process with ease.
5. Flexibility
With such competitive pricing, fantastic investment options and minimal fees. Equitable Generations Universal Life provides a level of flexibility rarely seen in the Universal Life space.

View our video on Vimeo or YouTube!

See Equitable Generations Universal Life for yourself within one minute - try the EZStart quick quote software for advisors, available on EquiNet!

Please contact your local wholesaler for more information.

^TM and ^® denote trademarks of The Equitable Life Insurance Company of Canada.
Segregated funds – a secure choice for small-business owners Canadian small-business owners may be gambling with their financial future by foregoing personal financial protection, especially during times of economic uncertainty. Small-business owners can potentially put their personal property, investments, and even their retirement savings in jeopardy, if they fail to protect these assets. One way to do that is through investing with segregated funds.

Because segregated fund contracts are held outside of the estate, they offer privacy and discretion in passing assets to those you care about most. Segregated funds offer the potential for creditor protection on both registered and non-registered assets, which can be especially advantageous to small business owners and entrepreneurs.

Segregated funds offer small-business protection:
- 75% - 100% of your premiums (less withdrawals) are guaranteed when your contract matures or on your death.
- Bypass probate and associated fees by naming a beneficiary.
- No deferred sales charges at death.
- Quick payment to beneficiaries after you pass away.
- Private and confidential beneficiary designations.
- Creditor protection may be available in the event of bankruptcy or lawsuit.
Equitable’s Pivotal Select™ may offer protection from the claims of creditors. Self-employed professionals and business owners should consider protecting their personal assets from professional liability. In the event of bankruptcy or lawsuit, your personal assets may be protected from seizure if you have named your spouse, child, parent or grandchild as beneficiary. Having this added protection can help secure your financial future.

Learn more about Corporately Owned Segregated Funds and Pivotal Select. If you have any questions, please contact your Director, Investment Sales.

Date posted: October 10, 2024
Are Canadians more FHSA-savvy in 2025? Recent insights have shown that a significant number of Canadians are unfamiliar with the First Home Savings Account (FHSA). However, the landscape is gradually evolving. While many are still getting acquainted with the features and benefits of this savings tool, financial advisors and industry experts note that awareness is steadily increasing. The knowledge gap is beginning to close. The largest group of contributors were Canadians aged 25 to 34, accounting for over 57% of all FHSA users¹. This suggests that Generation Z and younger millennials are leading the charge in embracing the FHSA.

Why is this age group so quick to adopt? The FHSA offers a unique blend of benefits. These include contributions that are tax-deductible like an RRSP and withdrawals for a first home purchase are tax-free like a TFSA. Financial author David Chilton even called it “the greatest deal in the history of Canadian savings.”¹

Despite the strong uptake among younger, higher-earning Canadians, there’s still work to be done. Many older Canadians and those with lower incomes remain unaware of the FHSA’s benefits and unsure how it fits into their financial plans. This presents a clear opportunity for advisors to continue educating—especially through digital channels and personalized advice.

The FHSA is proving to be more than just a niche product—it’s becoming a cornerstone of first-time homebuyers’ strategy. With continued outreach and education, more Canadians will be empowered to take advantage of this valuable savings tool.

Want to learn more? Speak to your Director, Investment Sales.

¹Source: https://www.canadianmortgagetrends.com/2025/04/fhsa-sees-strong-uptake-among-young-high-earning-canadians-in-its-first-year/

Date posted: October 2 2025
Get to know our large case experts
New episode in our 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.

Today, we are thrilled to share the second 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 2 featuring Kevin Till, AVP of Individual Life Pricing.

Kevin chats with us about:
     • What he finds interesting about large case pricing.
    • How quickly Equitable can turn around a large case quote.
     • The difference between a mutual and a stock insurance company.
     • Equitable’s reinsurance strategy.

In case you haven’t seen it…
Watch Ask our Experts Episode 1 with Cindy Shirley, Chief Underwriter and Claims Risk Management.

Learn more:
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.