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1. Our service standards - Individual insurance
2. [pdf] Equitable GIF Product at a glance
3. Simpler juvenile policy approvals

   A win for you and clients 

   
   Get insurance protection in place more quickly for kid’s policies with an enhanced juvenile underwriting model. It’s an industry-leading predictive model that extends existing auto-assess capabilities for your juvenile applications.  
    
   What does this mean for you?   
   You will notice reduced wait times as clients get the protection they need faster. And you will receive your commission quicker as well. This gives both you and your Equitable^® underwriter time to focus on supporting your complex cases to bring you our best offer. The new auto-approval model for juvenile policies is a win for all. 
    
   Give us a try!  
   See for yourself how we can help you get protection in place for clients quickly. 
   
   Contact your Equitable wholesaler for more information.
   
   ^® or ^TM denote trademarks of The Equitable Life Insurance Company of Canada.
4. Financial planning concepts & tools
5. Submit PADs in a fraction of the time? It’s true…

   
   Skip the paperwork and get Pre-Authorized Debit requests submitted instantly!
   
   Are you still submitting pre-authorized debit (PAD) requests via fax or email? You could be saving time and effort by using EZtransact^TM instead:

   • Pick the client's name from your list of clients.

   • Choose the bank account from a list of pre-filled options.

   • Have the client e-sign the form.

   • Hit submit – form is sent to Equitable instantly.

   • Your MGA office receives a copy at the same time.

    
   No more scanning, saving, uploading, emailing, or faxing.
   
   
    
   Get to know EZtransact in time for RRSP season and fast-forward your sales process.
   
   
      
    

   ™ or ® denote trademarks of The Equitable Life Insurance Company of Canada.

6. Curious about large case pricing? Our experts are here to help

   Ask our Experts Episode 2

   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.
   
   Ask our Experts is a 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.
   
   Learn more:
   Visit our large case markets webpage to learn more about our team of dedicated experts.
   
   
   
   Don’t miss the favourites! Watch our most viewed Ask our Experts episodes here:
   
   Do you have a large case opportunity? Talk to your wholesaler to learn more.
   
   3/2/2026
7. Product at a glance
8. Online Annuity Quotation
9. Online Annuity Quote
10. 2023 is here and we are here for you! Equitable Life^® would like to wish everyone a Happy New Year and we are looking forward to doing more business together in 2023!
    Just a reminder, we made some changes in 2022 to make doing business with Equitable Life easier. Some of the most recent enhancements include:
    
    Opt in for text messages on new applications
    ● Upon submission of an application, you can opt-in to receive text message updates for your new business applications. That’s a text message when the application is received, when a decision is made, when it’s ready for delivery and when the commissions have been triggered.
    
    Cloning pages on EZcomplete^®
    ● You now have the ability to clone an application on EZcomplete. A whole family or a spouse can have a lot of duplicate information and the ability to clone an application can save tremendous amounts of time and make for a much more pleasant client experience.
    
    Jump around on EZcomplete
    ● Jump from one part of the application to another and back again. You no longer have to complete the application one section after another in order. This will allow a lot more flexibility when submitting a policy application.
    
    To learn more about these great enhancements contact your local wholesaler.
    
    Continue watching for news from Equitable Life for more great launches and enhancements in 2023!
     
    
    _{^® and ^TM denote trademarks of The Equitable Life Insurance Company of Canada.}