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EZtransact enhancements: New “Internal Transfer” and “Other Institution” options
At Equitable®, we’re always looking for ways to make it easier to support clients. That’s why we’re excited to share new enhancements in EZtransact® that give you more flexibility and simplify transfer processes.
What’s new
As of January 22, EZtransact now offers:
• Internal Transfers that streamline digital movement of investments between eligible client accounts within Individual Wealth.
• An “Other Institution” option when you’re initiating an external transfer. This means you can request transfers from financial institutions that are not listed in our existing dropdown menu.
These enhancements remove the need for manual workarounds and help ensure transfers are captured clearly and accurately the first time.
These updates support:
• Advisors working with Individual Wealth clients
• Clients who need to move investments either within Equitable or from another financial institution
To transfer funds between existing Equitable contracts, simply go to EZtransact, select Make a Transfer on the policy you want to receive the funds, and view your client’s existing contracts all in one place.
Use the new “Other Institution” option to start transfers from any financial institution, even if it’s not part of the standard list.
You’ll see these enhancements in the “Make a Transfer” flow within EZtransact on EquiNet®. It appears right at the point where you select the financial institution for the transfer.
These updates are designed to:
• Give you more flexibility when managing external transfers
• Remove the need for manual steps or workaround solutions
• Help reduce errors that can happen during manual processing
• Improve efficiency for you and deliver a smoother experience for clients
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! If you have any questions, please contact your Director, Investment Sales.
Date posted: April 1, 2026 -
2025 – Celebrating a year of growth!
Individual Insurance roundup
Kicking off 2026 with excitement— we’re proud to reflect on the wins Equitable’s individual insurance team achieved in 2025! We added nearly 50,000 new policies, serviced over 450,000 existing insurance clients, and paid more than 1,300 claims. But there’s more!
Through the year, we introduced new digital tools and smart ways of working that made things easier for advisors and clients alike. It was a year of remarkable growth and impact.
Here’s a recap of some of our best moments of 2025.
● Faster juvenile policy approvals
We launched a new way to approve juvenile policies. Families can now get insurance faster, and advisors spend less time waiting. This lets you and your Equitable underwriters focus on approving more complex insurance applications.
● Easier payment updates online
Our new “update payment” feature on Client Access and EquiNet made it simple for clients to change banking details and payments online — no paperwork needed. Updates are made within three business days, giving clients more choice in the way they connect with us.
● Better fund information
With Fundata, we created an enhanced web page for universal life policy investments. Now, advisors and clients can easily find fund performance details and use simple “favourite funds, search, and compare” tools. This makes it easy for clients to stay informed on their UL investments.
● More choices for universal life (UL) clients
Our new 30/65 Rider for Equitable Generations™ UL plans gives clients more choice and flexibility—an affordable new way to add more coverage to their policies when needed.
● Flexible term exchange options
New term 30/65 exchange option — a great addition! It provides more choice for clients that need to change their coverage as their needs evolve.
● Stable dividend scale interest rate
We kept our market-leading dividend scale interest rate of 6.40%, providing participating policyholders with confidence and stability.
● New web tool for UL illustrations
This new online tool puts UL sales illustrations at your fingertips online. You can view and save them from your laptop, making it easier than ever to manage your UL business. Try the new web illustration tool here.
● New term insurance rates
In November, we introduced new term insurance rates. Our term rates are now among the best available! This makes it easier for clients to get the insurance coverage they need.
Looking ahead
In 2025, Equitable showed that trying new ideas, making things easier, and putting clients first truly matters. As 2026 begins, we’re focused on continuing this exciting momentum.
Thank you for being on this journey with us and wishing you a very happy and successful year ahead! - [pdf] Equitable's Competitive Advantage
- [pdf] Now it’s even easier to grow your savings online!
- What's new?
- [pdf] Investing in technology to make benefits easier
- [pdf] Introducing EZBenefits: A better benefits experience for small business
- [pdf] Plan Administrator Guide to EZBenefits
- [pdf] Payout Annuity Application
- [pdf] Get started online