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  1. Product updates - See our latest!
    Good news!  The updates to Equitable’s individual insurance solutions, scheduled for October 5th, 2024, as announced last week, are now in effect!    

    What’s new in this product update?
     
    1. A new premium rate band for Equimax® policies with $5 Million and more of basic  life insurance coverage.
    2. A new illustration for switches from Paid-up Additions (PUA) to the Cash dividend option when premium offset is selected.
    3. A new way to calculate commission on Equimax life insurance, Term life insurance, and EquiLiving® critical illness insurance plans when clients choose monthly payments.
    4. A new life Evidence of Insurability Schedule (Form #1343) 

    …and there’s more!





    Visit our new splash page for a complete summary of the product changes, our latest video, and links to our sales tools and important resources:
    English-Button.jpeg French-Button.png Chinese-Button.png
    *Video available in English with French and Chinese sub-titles
     
     

    Please refer to our Transition Rules for all the details on processing your applications.

    Need more information?  Please contact your Equitable wholesaler.





    ® or TM denote trademarks of The Equitable Life Insurance Company of Canada.
  2. [pdf] Equitable Guaranteed Investment Funds – Protection Class
  3. EZcomplete enhancements for segregated fund applications

    When we launched EZcomplete® for segregated funds back in January we heard a lot of positive comments from our advisors. We also heard that we could do better. So that's just what we did.

     

    1. FUNDSERV CODE 

    Advisors with an active FundSERV code no longer need to remember to select the FundSERV code when starting a new segregated fund application. EZcomplete will now default to the FundSERV code.


    2. LOAN DEPOSIT OPTION
    Under the Contributions section of the segregated fund application for Non-registered, TFSA, RSP or Spousal RSP, Loan is now a deposit option under Deposit Types. If Loan is selected, EZcomplete will ask for amount and Lending Company name. Equitable Life® has partnered with B2B Bank to provide investment and RSP loans at competitive rates. Details can be found on EquiNet® under "Loans".


    3. LIMITING SUCCESSOR ANNUITANT
    Applicable to TFSA, RIF and Spousal RIF applications only, EZcomplete will now use validation to prevent advisors from accidentally naming the same person as both successor annuitant and beneficiary, reducing the instances of "not in good order" applications.


    4. ONGOING PAD FUND SELECTION
    If Ongoing PAD is selected as a Deposit Type, an advisor can allocate the Ongoing PAD to a fund allocation that is different than the rest of the deposit options.


    5. TRANSFER FORM NOTIFICATION
    The MGA and advisor confirmation emails now include text to confirm that a Transfer Form has been uploaded and submitted as part of the segregated fund application. This additional information will act as a reminder to the Advisor/MGA to send the Transfer Form to the relinquishing institution.

     

    6. POPULATING FIELDS
    Advisors will no longer need to keep entering the same advisor and MGA information on new segregated fund applications. The first time an advisor code is used on an EZcomplete segregated fund application, the advisor will populate all the required fields. Each subsequent time a new segregated fund application is created with the same advisor code, the following fields will pre-populate with the values that were last entered.

    a) Advisor Email
    b) Dealer/MGA Name
    c) Branch Number
    d) MGA Email

  4. Changes to RRSP to RIF Conversion Form - Pivotal Select (Form #1673)

    Equitable Life® has recently updated the RRSP to RIF Conversion Form (Form #1673).

    Summary of Change - The changes made to the Spousal section include clarification about beneficiary information and spousal consent.

    The paper version of the updated RRSP TO RIF CONVERSION FORM - PIVOTAL SELECT (Form #1673) is now available on the Forms page of EquiNet®.

  5. And the winners of Equitable’s Close to Home contest are…


    A big thank you for making  Equitable’s Close to Home contest a huge success. We’ve now completed the draws and are thrilled to announce the following winners:

    • Client: Edwin M., Ontario

    • Advisor: Amir S., Ontario

    • Client: Veronica C., Ontario

    • Advisor: Sabena D., Ontario

    Congratulations to our winners. From all of us at Equitable, thank you for your trust and partnership.

  6. And the winners of Equitable’s Snowball Your Savings contest are… A big thank you for making  Equitable’s Snowball Your Savings contest a huge success. We’ve now completed the draws and are thrilled to announce the following winners:
     
    • Client: Aemie V., British Columbia
    • Advisor: Sitti M., British Columbia
    • Client: Reenu V., Ontario
    • Advisor: Amjath A., Ontario

    Congratulations to our winners. From all of us at Equitable, thank you for your trust and partnership.
     
  7. Save time on your DIA/GIA applications with EZcomplete

    Save time on your Daily Interest Account and Guaranteed Interest Account applications with Equitable’s EZcomplete®. Recently launched on Equitable’s electronic application platform, EZcomplete takes the hassle out of completing applications.

    EZcomplete applications are available for:
    •   Daily/Guaranteed Interest Accounts
    •   Pivotal Select™ segregated funds
    •   Equitable Generations™ universal life insurance
    •   Equimax® participating whole life insurance
    •   EquiLiving® critical illness insurance

    Did you know:
    •   Applications settle faster due to significantly fewer “NIGOs” (not in good order).
    •   The electronic signature process is seamless, and ideal for in-person or remote applications.
    •   EZcomplete delivers point-of-sale materials directly to clients.
    •   Only the relevant sections display, reducing complexity, and simplifying the application process.

    Just another reason to do business with Equitable. Go online today! Log in to EquiNet® and click on the EZcomplete icon on the menu bar.

    Date posted: October 8, 2024

  8. About
  9. There’s a new U.S. sheriff in town - now what? This February, we focus on how the new U.S. administration may impact Canadian portfolio positioning, inflation, interest rates, and more. Join Joseph Trozzo, Vice President, Investment Sales, at Equitable® as he hosts this timely discussion.  

    Featured Speaker: Ilan Kolet
    Ilan Kolet is a portfolio manager at Fidelity Investments®. He is experienced in managing investments and planning for retirement. Ilan has worked at the Bank of Canada and BNN Bloomberg, focusing on the Canadian and U.S. economies. He will highlight key funds in Equitable’s portfolio strategy.


    Learn more


    Continuing Education Credits
    This webcast has been submitted for continuing education (CE) approval for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. Upon approval, you will be sent an email notification to come back to the webinar presentation console to download your personalized certificate form the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by their licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only.
    This webcast is available in English only.
    Equitable is a trademark of The Equitable Life Insurance Company of Canada.
    Fidelity Investments is a trademark of Fidelity Investments Canada ULC.

    Date posted: February 12, 2025
  10. Welcome Fidelity to Equitable Life’s Pivotal Select segregated funds lineup
    Equitable Life® is pleased to welcome Fidelity to its Pivotal Select™ segregated funds lineup.
    • Equitable Life Fidelity® Special Situations Fund Select
    • Equitable Life Fidelity® Tactical Asset Allocation Income Portfolio Select
    • Equitable Life Fidelity® Tactical Asset Allocation Balanced Portfolio Select
    • Equitable Life Fidelity® Tactical Asset Allocation Growth Portfolio Select

    These new funds are available on all the Pivotal Select load types and guarantee classes, providing you and your clients with even more choice and flexibility.

    To learn more about Fidelity, click here. To learn more about the funds, click here.
     
    Speak to your Regional Investment Sales Manager today about Equitable’s segregated fund lineup.
     
     
     
     
     
     
    Equitable Life and Pivotal Select are trademarks of The Equitable Life Insurance Company of Canada.
    Fidelity and Fidelity Investments are registered trademarks of 483A Bay Street Holdings LP. Used with permission.