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  1. [pdf] Equitable Guaranteed Investment Funds Understanding sales charge options
  2. Policy change begins eDelivery of contracts and documentation Effective February 16, requested contract changes for inforce Life policies will be completed as per our usual process. However, the contracts and documentation will now be sent out electronically.
     
    We are leveraging the same electronic delivery solution as the New Business process currently in place. An acknowledgement or e-signature will be required to electronically complete the requested change.
     
    Advisors/MGA and Policy Owners will receive an e-mail notification when review, acceptance or eSignature are required.
     
    Looking for more information?
    Additional details regarding the process can be found here and in the FAQ.
    Please contact your Regional Sales Manager if you have any questions.
  3. Submit transfer forms automatically with EZcomplete!


    Save time, effort and the hassles of transfer forms with EZcomplete®!

     












     Cam_EN.jpg


    With EZcomplete you can now automatically submit transfer forms to the relinquishing institution online quickly and easily.* 

    1. Pick the name of the relinquishing institution
    2. Choose the e-signature option
    3. Save the transfer form for your records  

    Easy as 1-2-3!
     
    Want to take EZcomplete for a test drive?
    Play around in the sandbox with a demo client account.
    Ready to start with the real thing?
    Submit your transfer form request today.
     
    Take me to the sandbox Take me to EZcomplete


    * Available for e-signatures only
    ® denotes a trademark of The Equitable Life Insurance Company of Canada.
    December 6, 2022
     

  4. Submit transfer forms automatically with EZcomplete!


    Save time, effort and the hassles of transfer forms with EZcomplete®!















    Cam_EN.jpg
     
    With EZcomplete you can now automatically submit transfer forms to the relinquishing institution online quickly and easily.* 

    1. Pick the name of the relinquishing institution
    2. Choose the e-signature option
    3. Save the transfer form for your records  

    Easy as 1-2-3!
     
    Want to take EZcomplete for a test drive?
    Play around in the sandbox with a demo client account.
    Ready to start with the real thing?
    Submit your transfer form request today.
     
    Take me to the sandbox Take me to EZcomplete



    * Available for e-signatures only
    ® denotes a trademark of The Equitable Life Insurance Company of Canada.

    December 6, 2022
     

  5. New Online Policy Loan Form
    Advisors will now have access to a new digital policy loan form on EquiNet™.

    On eligible policies, you can launch a customized policy loan form through the Values tab in Policy Inquiry. (login required)

    This form is quick and intuitive. You tell us the loan amount, how your client wants to receive the funds, then confirm your client’s contact info and submit! Once your client signs, it is sent for review and processing within our current service standards.

    This is the first form to be digitalized and we plan to continue this work with more forms later this year.


    ® and ™ denotes trademarks of The Equitable Life Insurance Company of Canada.
  6. [pdf] Poster - What does your retirement bucket list include?
  7. Commission schedule update We’re pleased to share that we’ve released a new and improved Commission Schedule (Schedule “A”), effective October 27, 2025.  

    What’ s new
    • The Commission Schedule (Schedule “A”) now includes all commission details, including FundSERV commissions.
    • The “FundSERV – Producer Commission Schedule (Schedule B)” document has been discontinued.
    • The schedule has been redesigned to offer greater clarity through plain language and improved structure.

    What hasn’t changed
    • There are no changes to any commission rates or provisions.
    If you have any questions, feel free to reach out to your appropriate Director of Investment Sales or Insurance Sales.
     
  8. In case you missed it… read our life insurance as an asset class article


    Equitable in partnership Wayne Miller, BMATH, ASA


    The concept of viewing life insurance as an asset class only became mainstream in Canada 12 years ago, after Wayne Miller, BMATH, ASA, made the case for it in an industry magazine article.

    Has anything changed in the past decade? Does a mutual company vs. a stock company make a difference? Equitable has been collaborating with Wayne to provide an answer – which is provided in this follow-up article to his original piece.

    Read the Article now

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