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1. NEW Process for Applications for Term Conversion to Equimax with Excelerator Deposit Option (EDO) Great news! We are now allowing term conversions to Equimax with EDO with no additional underwriting provided the maximum net amount at risk (NAAR) for the new Equimax policy does not exceed the Term coverage amount being converted. 
    
   We have created an easy-to-use Excel worksheet (1616 worksheet) to help you confirm that the conversion to Equimax with EDO satisfies the NAAR requirement and will assist you with properly completing the Application for Term Conversion (Form 1616). This worksheet is only for use in situations where the term coverage is to be converted to Equimax with EDO and must be submitted along with the signed illustration and completed Application for Term Conversion. The maximum NAAR can be found on the Underwriting page of the illustration report.
    
   The signed Equimax illustration, application and term conversion worksheet should be sent to: inforcelifemail@equitable.ca.
    
   Resources can be found on Equinet:
   • 1616 Application for Term Conversion
   • 1616 Term Conversion Guide
   • 1616 Worksheet
2. FasatWeb Upgrade Implementation At Equitable, we are making continuous improvements to our advisor services. We are excited to share some upcoming enhancements to FasatWeb—Equitable’s compensation inquiry system.
    
   What’s new?
   On January 20, 2024, Equitable is implementing changes to FasatWeb. These changes include:
   ● Single sign-on has been enabled. Once you log into EquiNet, you won’t have to log in again to access Compensation Inquiry.
   ● Compensation Inquiry (FasatWeb) can be accessed using MS Edge, Chrome, or Firefox. Compensation Inquiry will no longer run on Internet Explorer.
   ● Compensation Inquiry screens will now have a new look and feel.
   ● Two new features have been added to the Activity Analyser, as are highlighted in the image below:
   1. Advanced Export—an Advanced Export button has been added to the upper right side of the page, allowing you to export all query results.
   2. Column visibility—the new Column visibility tab allows you to choose which columns you’d like to display in your PDF or print request.
   
   
   
   
   
3. New! Digital Beneficiary Change Request option for clients (Individual insurance) Great news! Equitable^® has introduced a new Digital Beneficiary Change Request option for life insurance clients on Client Access. 
   
   Clients with eligible plans can now choose to make beneficiary changes directly online. It is another step in Equitable’s journey of enhancing the client experience.
   
   Which plans are eligible?
   
   Eligible
   • Individually owned plans with revocable beneficiary designations.
   • Plans with policy owners not living in Quebec.
   
   Not eligible
   • Plans with irrevocable or preferred beneficiaries.
   • Plans with policy owners living in Quebec.
   
   Our previous process, using form (#671BCF), has not changed. It continues to be available for those who prefer that option.
   
   
   Note: The new Digital Beneficiary Change Request is currently only available to clients. We will be launching an advisor online option soon. Going forward, we will not make self serve transactions available to clients ahead of advisors.
   
   Learn more: Please contact your local Equitable wholesaler. 
4. Easier than ever with Equitable and EZtransact Equitable^® keeps improving our digital self-serve tool, EZtransact^®. Our latest enhancements make it easier than ever to do business with us.
   
   What's new?
   Dollar cost averaging transaction
   • Advisors can now submit new dollar cost averaging requests through the Fund Switch transaction in EZtransact. A new recurring switch type is available.
   • When submitting a new request, you'll need to enter the amount, frequency, date of transfers, and the funds involved.
   • If a client has an active request, you can change the amount, frequency, date, and funds.
   • After you submit the request, the client will get an email to sign. Once they e-sign, the request goes directly to Equitable.
   
   Other recent enhancements include:
   • Segregated fund withdrawals and fund transfers
   • New dashboard for client search, transaction management enhancements and signing process improvements
   See what advisors are saying about our updates and advance your sales process with EZtransact. If you have questions, contact your Director, Investment Sales.
   
   Date posted: December 11, 2024
5. Equitable's Fresh Outlook DIA/GIA Contest

    

   CONGRATULATIONS to Immaculata A., Manitoba. Winner of the PRIZE of $1000.
    

   The contest is now over. Thank you to those who participated. 

    

    

   Win with Equitable’s Fresh Outlook DIA/GIA Contest 

   August 1 to October 31, 2024 

    

   ® or ^TM denotes a registered trademark of The Equitable Life Insurance Company of Canada.
   Fresh Outlook DIA/GIA Contest: No purchase necessary. Contest period is August 1, 2024 to October 31, 2024. One (1) prize to be awarded for a total value of $1,000 CAD. Correct answer to mathematical skill-testing question required to win. Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible Entries received during the Contest Period. For full contest rules, including no-purchase method of entry, see full contest rules.

6. Fresh new look for Equitable’s Path to Invest

   When we grow together, success is mutual. At Equitable, we’re committed to supporting your professional growth. Path to Invest, our self-serve online education and training resource, has been redesigned to deliver a simpler and more streamlined experience for advisors.
   
   You can now register and log in to Path to Invest, complete the modules, download resources, contact us with questions and access your CE certificates all in one place. Plus, our always-on Path to Invest modules offer new engagement tools like Refer a Colleague, Meet the Team and Learn More, an AI feature that allows you to further your content journey using AI suggested content.
   
   Grow your knowledge - and your business - with Equitable. Check out our current selection of investment training modules today and watch for more modules coming later this year. 

   
   Date posted: March 12, 2025

7. 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:
   
   
   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.
    
8. 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.
9. 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.
   
    

           

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

10. 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.