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  1. Manage your business virtually with Equitable Life

    As an advisor, we know that physical distancing and self-isolation are proving to challenge the business as usual practise. The good news is that Equitable Life® is here to help. Our self-serve and online tools and resources for Savings and Retirement advisors can assist in maintaining a certain degree of daily activity.

    Online Banking
    Help your clients during this time of isolation and self-distancing by letting them know about banking online. Online banking is an easy and convenient way for your clients to make additional contributions to non-registered savings plans, Tax-Free Savings Accounts or even last-minute contributions to a Retirement Savings Plan.

    Deposits will be made according to the instructions on file. Advisors will receive the regular commissions for any deposits made. Please note that all deposits must originate from the policy owner's bank account.

    For more information on using online banking including financial institutions currently registered for direct deposit with Equitable Life, click here.

    EZcomplete for non face to face
    We know that business still needs to happen, even in times of uncertainty. EZcomplete® can help with that. With our non face-to-face functionality, EZcomplete allows you to remotely connect with your clients. Once the online application is complete, EZcomplete sends your client a passcode that gives secure access to review documents and allows your client to provide an electronic signature. You only need to provide your client’s email address.

    EZcomplete makes the process of completing non face-to-face applications more convenient and doing business with Equitable Life EZ. For more information on EZcomplete, click here.
     
    Limited Trading Authorization
    Need to make some fund adjustments for your client? Limited Trading Authorization (LTA) is built into the Pivotal SelectTM and Guaranteed Interest Account applications to simplify the process of submitting client requests. Alternatively, the Limited Trading Authorization Form # 14 can be completed. Discretionary trading is not permitted. The advisor must have documented the client’s instructions in the client file. To learn more, click here.
     
    Client Access
    Does your client need to make changes to a pre-authorized deposit or beneficiary information, address or banking information? Does your client have a Client Access® account? Client Access is Equitable’s secure online client site that connects clients to tools and policy information. To create a new Equitable Client Access account, your client will need to reference the policy number(s). By registering for Equitable Client Access, policyholders and annuitants can make changes and view information such as:

    Details of investment holdings including:

    • Up-to-date market value of investments;

    • Guaranteed Interest Account (GIA) maturity dates and values;

    • Premium amounts, death and maturity guarantees and beneficiary information; and

    • Recent account activity.

    Details of Payout Annuities including:

    • Next payment date;

    • Annual income and payment guarantee details; and

    • Beneficiary and Annuitant information.

    There is also a secure inbox where copies of statements and other correspondence are available. To learn more, click here. 
     

    Need help with any of these resources? Contact our Advisor Services team Monday to Friday 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427 or email savingsretirement@equitable.ca, or your local Regional Investment Sales Manager.

  2. EZcomplete Online Application for non face-to-face meetings


    Practice self-distancing by conducting non face-to-face sales meetings and completing your applications online.

     
    Using our EZcomplete Online Application allows you to keep your distance while keeping your business moving forward.

    You can complete applications and obtain the necessary signatures remotely.

    Log in to EquiNet® and click on the EZcomplete Online Application link in the selection panel at the top of the page.

    The following resources are available on the EZComplete Online Application page on EquiNet.
    Quick Reference Guide for Life Insurance and Critical Illness
    Non face-to-face meetings – ID Verification Options
    Remote Signing Process
    EZcomplete tutorial (video)
    EZcomplete FAQ - Special COVID-19 Issue

    Read other important COVID-19 related news
     
    Questions? 
    Contact your Equitable Life Regional Sales Manager, or the Advisor Services Team (for life and critical illness insurance) at:
    Phone: 1.800.668.4095
    Email: western-service@equitable.ca             mailto:eastern-service@equitable.ca
                (BC, AB, SK, MB)                                 (ON, QC, NB, NS, PE, NF)
  3. 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.
  4. Reason Why letters
  5. Changes to RRSP to RIF Conversion Form - Pivotal Select (Form #1673)

    Equitable Life® has recently updated the RRSP to RIF Conversion Form (Form #1673).

    Summary of Change - The changes made to the Spousal section include clarification about beneficiary information and spousal consent.

    The paper version of the updated RRSP TO RIF CONVERSION FORM - PIVOTAL SELECT (Form #1673) is now available on the Forms page of EquiNet®.

  6. Help your clients this tax season with Equitable Life
    It is tax time, and your clients should be receiving tax slips and deposit receipts by now. Check out the Tax Slips: A Quick Reference Guide which gives a taxation breakdown by product. Review Insights into Non-Registered Taxation that offers a detailed explanation on investment income, and why T3 tax slips generate on non-registered segregated funds. Does your client have questions about contribution limits? Retirement Income Fund minimums? or Canada pension maximums? Check out Equitable’s handy 2022 Facts & Figures guide.

    Did your clients sign up for tax slips on Equitable Client Access before December 31, 2021?
    If so, your clients can download or print their tax slips quickly and easily from their Equitable Client Access Inbox.
     
    For questions, contact Equitable's Advisor Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427 or by email at savingsretirement@equitable.ca. or your Regional Investment Sales Manager.
  7. What’s the story behind Equitable’s new brand? We are excited to share some more insight into the news of Equitable’s new brand.
     
    Our new brand isn’t just a logo change.
    Our new brand reflects our deeply rooted dedication to our clients. Over the next year, we will make the transition to our refreshed look.  The new brand illustrates our focus on strong partnerships and making it even easier for you to do business with us. 
     
    Check out the Beyond the Logo video featuring our executive team sharing how the new brand embodies our commitment to advisors.
     
    We’ll provide more details on the changes we’re making, and we welcome you to join in the journey. Please reach out to your Equitable point of contact or visit equitable.ca to learn more.

    Posted December 4, 2023
  8. Equitable Savings & Retirement Division rebrands as Individual Wealth The Equitable® Savings & Retirement division has a new name: Individual Wealth.

    This change reflects how the division has grown. Over time, we have added more services and tools to help clients reach their financial goals. Our new name shows this broader focus.

    Why “Wealth”?
    The word “Wealth” means more than just saving for retirement. It includes investing, estate planning, tax strategies, and preparing for life events. It better describes our more holistic approach to wealth management.

    This update is more than just a name change. It shows our strong commitment to helping clients in new and better ways. Over the coming months you’ll notice changes across our materials, website, and contact details as we roll out this transformation. As we move forward as Individual Wealth, our commitment to supporting your business remains stronger than ever — because when we grow together, success is mutual.

    If you have any questions, feel free to reach out to your Director, Investment Sales.

    Date posted: July 24, 2025


     
  9. Advisor Code of Conduct - Updated! Our Advisor Code of Conduct sets out Equitable Life's expectations of advisors in dealing with clients and other stakeholders. The Code of Conduct forms part of your contractual relationship with us.

    We have updated our Code to clarify specific expectations to help you meet regulatory compliance requirements, support your needs-based sales, and treat customers fairly.

    Please review our updated Advisor Code of Conduct.
  10. Individual Insurance Marketing Materials