EquiNet Equitable Life's advisor site

Site Search

312 results for enter portal now PROBLEMGO.COM hire cops to arrest someone

  1. EZcomplete now displays Critical Illness insurance premiums We have exciting news about EquiLiving® Critical Illness EZcomplete® applications. Effective April 22, 2023, EZcomplete will calculate and display critical illness insurance premiums automatically! This will save you time during the application process.

    EZcomplete will calculate and show both the yearly and monthly premium amounts as you complete the application – this is similar to other Equitable Life insurance products. This means you do not need to run a separate illustration to determine and input the premium amount into EZcomplete anymore.

    To learn more about Critical Illness, the Equitable way, visit our Critical Illness page on EquiNet or contact your local wholesaler.
     

     
    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
     
  2. New illustration software now available!
    We have updated our illustration software. Please be sure to download the latest version:
     2023-3 (August 2023).

    - Web-based illustration software on secure EquiNet® (log in required)
    - Desktop illustration software

    We have new rates for our Equimax® Wealth Accumulator and Estate Builder plans. Please refer to our Transition Rules for all the details on processing your applications.

    Need more information?
    For information on these changes, please contact your Equitable Life wholesaler. 


    ® denotes a trademark of The Equitable Life Insurance Company of Canada.
  3. Policy Title Changes
  4. Path to Success modules now available on EquiNet!
    The Path to Success Critical Illness course module PDFs and videos are now available on the Critical Illness EquiNet page. The Path to Success program gives you access to specialized topics about Critical Illness Insurance, why it matters for your clients, and how to make an effective sale.

    Learn about:
    - Overcoming objections to Critical Illness Insurance
    - Pivoting from other products to Critical Illness Insurance
    - How to position and design the Critical Illness solution
    …and more!

    We have made the expert information from Path to Success available to you to review at anytime. However, if you wish to earn CE credits, you may continue to access the course through our Path to Success program website.

    Questions about the program? Visit the Critical Illness page on EquiNet or contact your local wholesaler.
  5. Now better than ever! The updated “Understanding participating whole life insurance” (#1038) is here Our most-viewed client guide has gone through a full update. It now features new Equitable® branding and wording that makes all the difference.

    We’ve rewritten it to help clients grasp concepts like dividends better. And to help clients understand how we invest their premium payments in the participating account. It will help you have conversations with clients about the ins and outs of their participating whole life insurance policies.

    We’ve also refreshed the visuals throughout. The redone 1038 guide is another way we’re showing our wholehearted commitment to our participating policyholders.

    See the EquiNet® marketing materials page to find the updated 1038!

    Want to know more?
    Your Equitable Wholesaler is here to help!
     
  6. Now is a great time to look at bonds Bonds have a place in every investment portfolio. They help preserve capital and they offer predictable income. They help diversify portfolios and offer protection from both inflation and a volatile stock market.
     
    Over the past few years interest rates have been rising, which has created a great opportunity for bonds and bond funds. Rising interest rates have lowered the price of existing bonds and increased both the coupon rates for new bonds and yields on existing bonds. Plus, rising rates also create opportunities for capital gains if interest rates fall.
     
    Pivotal Select™ offers four great bond funds to help you diversify client assets. Three of the funds cover North American bonds, and one has a global focus. Learn more about these funds by visiting Equitable’s Fund Overview and Performance website.
     
    To learn why now might be the right time to revisit bonds for clients’ portfolios and more information about our funds, please contact your Director, Investment Sales.
     
    Also, if you missed the Equitable webcast, “Is it time to revisit bonds?” catch up On-Demand.

    Date posted: May 16, 2024
  7. Exciting update: External transfer now available on EZtransact! We are thrilled to announce a new feature that will make your work easier and more efficient.

    What’s new this quarter? 
    The External Transfer function was introduced to Equitable’s EZtransact® on May 14.

    Benefits of this enhancement:                                                                                                                                                                          
    This feature is part of our strategic plan to help make transactions smoother for you. It was already available in EZcomplete®, and now it’s on EZtransact too. This means you won’t have to search for information about the relinquishing institution anymore. You can submit requests with ease.

    External Transfer Functionality:

    •  You can digitally request a transfer of funds from other institutions to Equitable.
    •  Information about the relinquishing institution will be available on EZtransact, so you don’t have to search for it.
    •  Both full and partial transfer requests are available.
    •  It’s available for registration types that don’t need the RC720/RC721 form and for individual accounts.
    If you have any questions, reach out to your Director, Investment Sales.

    When we work together, success is mutual.

    Date posted: July 3, 2025 
  8. Compensation Inquiry
  9. Changes to the Compensation Inquiry section on EquiNet The Compensation Inquiry Section from EquiNet is only available on Microsoft Edge. Please follow the instructions below:

    1. Open Microsoft Edge, click on the three dots in the top right corner and select ‘Settings’.
    ​Picture1.png

    2. In the Settings menu, locate ‘Default browser’ and click on ‘Add’ in Internet Explorer mode pages.
    Picture2FR.png

    3. Enter the URL https://advisor.equitable.ca/advisor/compensationinquiry and click on ‘Add’.
    Picture3.png

    4. Login into EquiNet using Microsoft Edge and you will be able to access ‘Compensation Inquiry’.

    This configuration expires in 30 days, if you want to continue accessing ‘Compensation Inquiry’ after 30 days, you will need to redo the steps above.

    If you encounter problems configuring, call our support line at 1.800.722.6615 ext. 8888
  10. Equitable's Spring update & 2025 Dividend Scale Announcement


    Join us virtually on June 5th, 2025!

     
    We invite you to join us virtually on June 5th, as our senior leaders share some exciting updates and the latest dividend scale news - all beginning at 1:00pm EDT.

    When: Thursday, June 5th, 2025

     Time: 1:00pm – 1:20pm EDT



    On the day of the event, choose your language preference option below when it’s time to enter the meeting.
    English-Button-2-(1).png French-star-Button-2.png Chinese-star-Button-2.png
    (*The French and Chinese events will be partially in English, with sub-titles on screen).

    We look forward to seeing you there!