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Going digital with Pivotal Select Fund Facts
Did you know, with every new policy, your client should receive a copy of Equitable Life’s Pivotal Select™ Fund Facts (Form #1366)? Did you know you can send it electronically?
Over the last year, more and more advisors are opting out of traditional paper. Instead, advisors are going digital. Here are the top three reasons why.
- Clients receive the information quickly and conveniently.
- Advisors are confident clients are receiving the most current version available.
- Advisors can easily adhere to regulations. When providing the client with a link to the electronic Contract and Information Folder (Form #1403), it is easy to also provide a link to the Pivotal Select Fund Facts.
Make it easy and convenient by getting in the habit of going digital.
- Pivotal Select Fund Facts
- Pivotal Select Contract and Information Folder
- Pivotal Solutions Fund Facts
Does your client prefer a PDF brochure with Fund Facts for all the available funds? Download your copy by logging on to EquiNet®. For more information contact your Regional Investment Sales Manager.
® and TM denote trademarks of The Equitable Life Insurance Company of Canada. -
Access more fund performance information faster and easier
Welcome to a new and improved Fund Overview & Performance website for Equitable Life® segregated funds.
A central location for:-
fund performance and quartile rankings
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daily and historical unit prices
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fund information (available in web and PDF)
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Fund Facts documents
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MERs
Highlights:-
Save your favourite funds for easy access.
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New fund search and filter tools by product, guarantee, asset class and sustainability.
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Share features allow you to easily share fund information with clients.
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Ability to compare fund performance of Equitable Life segregated funds.
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Simulated backcasted returns for funds with less than five years of performance history.
Check out the new Fund Overview & Performance webpage today to see how Equitable Life is making fund information faster and easier to access. Speak to your Regional Investment Sales Manager to learn more!
® denote a trademark of The Equitable Life Insurance Company of Canada.
Posted February 27, 2023
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Text Notifications keep you informed in real time on your Equitable individual insurance business
Our text notification program that we launched a year ago has been very successful. Thousands of tech-savvy advisors like yourself are currently taking advantage of text message updates on their Equitable new business application status.
Approximately 70% of new Equitable insurance applications submitted are choosing to receive real-time status updates via text notifications.
Not using Text Notifications yet?
To opt-in, next time you submit an online insurance application, simply check 'Yes' on the Advisor Report when asked “Would you like to receive text notifications (SMS) regarding this application?” You can opt-out at anytime by texting "Stop."
Questions? Contact your wholesaler for more information. -
Equitable Life Active Balanced Portfolios – a unique investment opportunity
Find out how the Equitable Asset Management Group uses quantitative investing to uncover often overlooked investment opportunities to build the Equitable Life Active Balanced Portfolios. Clients benefit from asset allocation, style diversification, and cost-effective ETFs. The Portfolios are an ideal solution for a range of clients with diverse needs.
Join your host, Dave Irwin, AVP, External Fund Manager, and members of the Equitable Asset Management Group to learn how you can help clients achieve their financial goals with the Equitable Life Active Balanced Portfolios.
Learn more
Continuing Education Credits
This webcast has been submitted for continuing education (CE) approval with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. Upon approval, you will be sent an email notification to come back to the webinar presentation console to download your personalized certificate from the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. This webcast is available in English only.
™ and ® denote trademarks of The Equitable Life Insurance Company of Canada
Posted March 7, 2024
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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 -
Individual insurance communications at Equitable are changing
Out with the old and in with the new … in phases. Less than one year after the launch of our bold brand redesign, we are refreshing Equitable® individual insurance client letter communications. The updated letters are an opportunity to show more than our new logo. It’s about showing clients that we are here to listen and support them every step of the way.
This fresh approach to client communication delivers greater personalization that evolves with each client’s needs. Adopting a more inclusive and conversational tone means clients will stay well informed with clarity, so they can understand their insurance policies and the claims process better. Consistent communication across their insurance journey with Equitable reinforces how much we value their trust in us to support their financial needs.
Other notable changes you can expect to see over the next year include:
● Graphic icons
● Scannable content
● Simplified layouts
● Visual financial data
The rollout of new letters begins this fall. As always, you can access a copy of your clients’ letters on EquiNet®.
Questions or want to share feedback? Talk to your Equitable wholesaler today!
® or TM denote trademarks of The Equitable Life Insurance Company of Canada. -
What’s new in EZtransact
We’re excited to introduce the latest enhancement for EZtransact™, our digital self-serve tool. EZtransact now allows you to help clients:
• Easily make segregated fund withdrawals. This functionality is available for all account types, and for the First Home Savings Account, it also eliminates the need to submit additional CRA paper forms.
• Transfer from one fund to another fund digitally, within the same policy and same sales charge options.
These enhancements make it easier than ever to do business with Equitable®. They will help reduce your time spent on paperwork, allowing to you focus on more value-add time and services for clients.
Check out EZtransact. Stay tuned for more exciting digital enhancements coming soon!
If you have any questions, please contact your Director, Investment Sales.
Date posted: July 11, 2024 -
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 -
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. -
Spring update and dividend scale for 2025/2026
Good news! The Equitable® Board of Directors has approved continuing our current dividend scale for the period of July 1, 2025, to June 30, 2026.
• The interest rate* we use to decide the dividend scale will stay at 6.40%.
• Other factors used to decide the dividend scale will stay the same.
• The interest rate for policies with dividends on deposit will stay at 3.50%.
• The interest rate for most policy loans will stay at 6.50%. This applies to both new and existing policy loans, and automatic premium loans. It specifically applies to Equimax® policies with a 9-digit policy number that starts with either "3" or "8". Older policies may have different loan rates as they are based on the prime interest rate.
*The dividend scale interest rate (DSIR) is different from the participating account (PAR) rate of return. The DSIR smooths out the ups and downs of the participating account experience. The PAR rate of return is the return on the investments in the participating account over the calendar year.
Need more information?
Did you miss our Spring Update & 2025 Dividend Scale Announcement?
Watch it now:
