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Streamline your transactions with EZtransact
Skip the forms and submit more transactions digitally with EZtransact^® to see how Equitable^® has continued to make it easier for you to do business with us.

What’s new with these updates?

One-time PAD functionality for Daily/Guaranteed Interest Account

With the recent addition of DIA/GIA PAD to EZcomplete, you can now utilize EZtransact for one-time pre-authorized debits. This means faster processing with one-time deposits for investment instructions to either a DIA and/or GIA (multiple terms) with end-of-term instructions.

Key benefits of these enhancements include:
• enhanced rate guarantees to secure the best rates available for clients,
• daily updated interest rate guide informs you of the latest rates,
• interest rate guarantee valid for three business days, for direct deposits from clients.

Be sure to use EZtransact on your next DIA/GIA one-time deposit request to experience these improvements.

Reduce RSP to RIF conversion time

Reduce time and effort submitting Retirement Savings Plan (RSP) to Retirement Income Fund (RIF) conversion requests. EZtransact is continuing to reduce the amount of time it takes advisors to submit conversion requests.

Features include:
• RSP/Spousal RSP to RIF Conversion to effortlessly submit request digitally.
• RIF Calculator to easily calculate your conversions.

Save time with our enhanced digital experience.

Sort & Filter Enhancements
We’ve taken your feedback and made it easier than ever to find the contracts and clients you’re searching for. This improved advisor experience ensures you can:

• Filter “My Clients” By Product Type/ Registration Type
• Sort “My Clients” By Contract Number/ Client Name
• Filter “Transactions” By Transactions Status/ Transaction Type
• Sort “Transactions” By Date

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 and accelerate your sales! If you have any questions, please contact your Director, Investment Sales.

Date posted: April 3, 2025
An Exciting Fund Lineup Offered with Equitable Generations Equitable Generations™ is a Universal Life product that offers investment options that resonate with today’s 21^st century client while reducing every fee possible. It also reduces the cost of insurance to help clients maximize their opportunity to purchase coverage and build tax-advantaged wealth.

Fund Features of Equitable Generations:

● 34 fund options, including 18 new investment options, tracking funds managed by Fidelity™, Dynamic™, Invesco™ and more.
● 3 sustainable investment “ESG” (Environmental, Social & Governance) options – because today’s buyer cares as much about impact as they do about returns.
● Target date funds that auto-rebalance over time so that as a client approaches retirement, the fund adjusts its risk automatically.

Learn more about our new funds:

● American Equity Index (ESG)
● Canadian Equity Index (ESG)
● Special Situations fund (Fidelity)
● Sustainable Equity, Balanced, and Bond Funds (Fidelity)
● Target Date funds (Fidelity)
● Details on funds available
● Get all your ESG questions answered with Margaret Dorn, S&P
The power of together At Equitable, we believe in the power of working together. It's a mindset that drives our behaviours, decisions, and actions to deliver impact and positive outcomes for our clients, advisors, partners, each other, and the communities we cherish.

Together with advisors and partners across Canada, we offer Individual Insurance, Group Insurance and Savings and Retirement solutions. Together we are helping clients protect today and prepare tomorrow.

View on Vimeo

Questions about our new brand? Please contact your Equitable wholesaler or visit equitable.ca.
Secure your GIA rate with Equitable today! The Bank of Canada (BOC) recently cut its key interest rate for a second time this year to 4.5%. As inflation cools and the BOC hints at more interest rate cuts this year, the time has never been better to secure a Guaranteed Interest Account (GIA) rate.

Equitable’s fresh client-focused approach to guaranteed investing means:
- market leading interest rates¹, with even higher rates available for larger deposits,
- a full suite of available account types including the First Home Savings Account, and
- options to invest up to age 95².
“This is a great opportunity for clients and advisors,” said Cam Crosbie, Executive Vice President of the Savings and Retirement Division at Equitable^®. “These are safe and secure investment solutions with potential for creditor protection, estate planning benefits, and so much more.”

GIAs are simple fixed-income investment products that can provide increased choice and value to a client’s portfolio. Choosing Equitable provides competitive interest rates and protection from market volatility. For more information visit EquiNet^® and don’t forget to register for our interest rate change alert email.

¹ Equitable has made every effort to ensure accuracy of competitive information as of July 22, 2024. Accuracy is not guaranteed.
² Some available term lengths may be limited starting at age 90.
^® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada. 

Posted August 15
Secure your GIA with Equitable today! In uncertain times, a Guaranteed Interest Account (GIA) is a safe and stable investment opportunity. Now is a great time to consider a GIA with Equitable^®.

Equitable offers:
• market leading interest rates¹, with higher rates for larger deposits;
• many account types, including the First Home Savings Account; and
• options to invest up to age 95².

“GIAs offer a number of benefits for investors, especially in times of market volatility.” said Cam Crosbie, Executive Vice President, Savings & Retirement. Equitable. “In uncertain times, let your investments be certain. Choose GIAs for guaranteed peace of mind and predictable returns, along with estate planning benefits, and potential creditor protection.”

GIAs are simple fixed-income investments that add value to a portfolio. Equitable GIAs provide competitive interest rates and protection from market volatility. For more information visit EquiNet^® and don’t forget to register for our interest rate change alert email.

For more information or assistance, please contact your Director, Investment Sales.

1 Equitable has made every effort to ensure accuracy of competitive information. Accuracy is not guaranteed.
2 Some available term lengths may be limited starting at age 90.

Date posted: May 14, 2025
Life changes and so do clients’ insurance needs We’ve enhanced our partial conversion option with Equitable Term Life Insurance

At Equitable^®, we understand that as life changes, so do your clients’ insurance needs. That's why we're excited to introduce enhanced flexibility in our partial conversion feature with a term rider carryover.

What’s changed?

1. Partial conversions are available for both term standalone plans and term riders. Previously, partial conversions were limited to term standalone plans only.

2. Clients can choose any term plan for the rider carryover, regardless of the original term plan: T10, T20, T30/65. Previously, the term rider carryover had to match the original term coverage plan type.

As always, the term rider is carried over at the client’s current age, with rates based on the conversion date.

As life evolves, count on Equitable to provide solutions that adapt with your clients.

Learn more

For more information, please consult the Equitable Term Life insurance admin guide.
Important information regarding use of the form 350 Application for Life and/or Critical Illness Ins
As of February 12, 2022 the new version of the form 350 (2022/02/12) was available on EquiNet® (Individual Insurance>Forms), and can be ordered from our Supply department using form 1390 Supply Order Form (Life and Health)

To apply for the new 10 pay premium option on Equimax Estate Builder, or the new EquiLiving plans or riders, the new version of the form 350 (2022/02/12) Application for Life and/or Critical Illness Insurance must be used. The new version of the 350 will include the option to select the new features.

We will not accept the 350 (2021/04/02) version of the application with a hand-written note indicating the new 10 pay premium option, or the new EquiLiving plans or riders.

After March 31, 2022, we will no longer accept the 2021/04/02 or earlier version of the 350 application for any life or critical illness products.