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1. [pdf] Limited Trading Authorization
2. Frequently Asked Questions
3. [pdf] Pivotal Select Contract and Information Folder
4. [pdf] Payout Annuity Application
5. Web Illustration Tool for Universal Life (UL) Insurance now available

   The new tool for UL provides greater flexibility and convenience. You will now have access to UL illustrations in the same way that you access and save Whole life web illustrations. It enables you to manage your business on the go from your laptop.
   
   This is the latest step in our commitment to making it easier for you to do business with us, with all our product illustrations now available in a web version. Visit the new web illustration tool here.
   
   Speak to your individual life wholesaler to learn more!

6. [pdf] Pivotal Select Application - FHSA
7. [pdf] Equitable GIF Non-Registered Application
8. Equitable’s Grow Your Way Home contest

   
   From May 1 to August 31, 2026, clients who open an Equitable FHSA, make an FHSA contribution, or set up recurring FHSA deposits are automatically entered into Equitable’s Grow Your Way Home contest. A simple way to reconnect, re‑engage and help guide clients on their journey to home ownership.  

   
   Why this matters for your business 

   Use the contest as a reason to reach out: 

   • Re‑engage clients who haven’t contributed recently 

   • Encourage recurring deposits tied to paydays 

   • Introduce the FHSA to younger clients or first‑time buyers 

   • Support clients planning to use tax‑refund funds 

    

   
   What clients and advisors can win. 

   There will be two prize draws: 

   • Two winning clients will receive $8,000. 

   • Each winning client’s advisor receives $1,000. 

   See here for full contest rules and details. 
    

   How clients earn entries 

   We’re rewarding actions that help build real progress: 

   • New FHSA contracts 

   • One‑time deposits 

   • Automated monthly or bi‑weekly contributions 

   
   Key Dates 

   Contest window: May 1 – August 31, 2026 

   Draw date: September 21, 2026 

    

   How to Enter 

   Submitting contributions is quick and easy: 

   • Use EZcomplete® to open new accounts or process contributions. 

   • Use EZtransact® for ongoing client transactions. 

    

   Make the most of it 

   Your Director, Investment Sales can help you build a tailored outreach plan, share conversation starters and identify high‑potential clients to engage throughout the summer. It’s a simple, effective way to spark FHSA activity and strengthen client relationships all season long. 

    

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

   Equitable’s Grow Your Way Home contest: No purchase necessary. Contest period is May 1, 2026 to August 31, 2026. Enter by: opening an Equitable FHSA during the Contest Period; making a deposit to your Equitable FHSA during the Contest Period;  or submitting a no-purchase entry. Two prizes of $8,000 each to be drawn on September 21, 2026 will be awarded to clients. The servicing advisor for the contract to which the selected entrant made the deposit is also an eligible winner and will receive a $1,000 prize. Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible entries received during the Contest Period. For full contest rules, including no-purchase method of entry, see the full contest rules.

9. Clients could win $8,000 with an Equitable Life FHSA!

   
         

   
   The Equitable Life^® First Home Savings Account (FHSA) is available!  

   
   Offered on Pivotal Select™ Investment Class (75/75) and Pivotal Select Estate Class (75/100), this is a great opportunity to help clients achieve their dream of home ownership. 

   
   Clients who open a FHSA between September 11 and December 31, 2023, have a chance to win $8,000 towards their 2024 FHSA contribution.  And the advisor wins $2,000!   

   
   Help make a client’s dream of homeownership a reality, starting today!   

   
   To open a FHSA for clients, log into EZcomplete, our highly rated online application tool. It is easy to use, convenient, and fast.  

   
   For more information on FHSA, including an FAQ and client materials, visit EquiNet or contact your Regional Investment Sales Manager.  

    

   
   ® and ™ denotes a trademark of The Equitable Life Insurance Company of Canada. 

   Equitable Life FHSA Contest: No purchase necessary. Contest period September 11 to December 31, 2023.  Enter by making a deposit to an Equitable Life FHSA during the contest period or by submitting a no-purchase entry. One prize for a total value of $8,000 CAD to be drawn on January 16, 2024, will be awarded. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner will receive a $2,000 CAD prize. For example, if an Equitable Life client is a winner of the $8,000 prize, the client’s servicing advisor wins a $2,000 prize.  Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible Entries received during the Contest Period.  For full contest rules, including no-purchase method of entry, see full contest rules. 

   Posted September 11, 2023

10. [pdf] Pivotal Select Application - TFSA