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  1. Do clients imagine owning a dream home?


    We’re here to help make that happen! Clients who contribute to a First Home Savings Account between May 1 and September 30, 2025, will be entered for a chance to win an incredible $8,000 in our Close to Home contest. Whether opening a new account or making an annual contribution, this is a golden opportunity to help them get one step closer to homeownership.

     

    Advisors, Your Efforts Matter Too! By guiding clients towards their homeownership dreams, you’ll be entered to win $1,000 as a special thank you for your dedication and support. At Equitable®, we believe that when we grow together, success is mutual.



    Don’t Miss Out! Enter today using Equitable’s user-friendly online application platform, EZcomplete®, or process an online transaction with ease using Equitable’s EZtransact®. It’s fast, simple, and could bring clients closer to their dream home.

     

    Want to learn more? Speak to your Director, Investment Sales, and help clients take the first step towards making homeownership a reality.

     

    Equitable’s Close to Home Contest: No purchase necessary. Contest period May 1, 2025, to September 30, 2025.  Enter by making a deposit to an Equitable FHSA during the contest period or by submitting a no-purchase entry. Two prizes for a total value of $8,000 CAD to be drawn on October 15, 2025, will be awarded. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner and will receive a $1,000 CAD prize. For example, if an Equitable client is a winner of the $8,000 prize, the client’s servicing advisor wins 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. 

  2. The Equitable Gives Back Contest – Start spreading the word! Equitable Life of Canada is celebrating our 100th Anniversary in 2020, and we’re busy planning a year of events and activities so we can celebrate this significant milestone with our employees, clients, wholesalers and advisors across Canada.

    A big part of who we are as a company is our commitment to help strengthen the communities where we operate by supporting a variety of charitable initiatives that help to improve the quality of life for the people living there. We are proud to launch the Equitable Gives Back Contest. Our goal is to give $10,000 to five registered charities operating in Canada.

    All it takes to enter is an original essay (not less than 100 words, not more than 500) describing the way in which a charitable organization could use $10,000 to help further their charitable purpose and improve life for Canadians.

    Reach out to your clients, tell them about the contest, and encourage them to visit www.equitable100.ca to see if they are eligible! All entries must be submitted by March 31, 2020.
     
  3. [pdf] Payout Annuity Application
  4. [pdf] Equitable GIF Product at a glance
  5. What’s your saving style? 

    A TFSA for its flexibility or an RRSP for tax-deferred growth.   

    Did you know? More than 65% of people who put money into a TFSA* earn less than $80,000 a year. That’s why TFSAs are popular with middle-income Canadians. They’re simple and flexible: you don’t get a tax break when you put money in, but you don’t pay tax when you take money out. This makes them great for people who don’t get big benefits from tax deductions.  

    On the other hand, 54% of RRSP contributors earn more than $80,000 per year*. RRSPs often work better for higher-income earners because contributions lower taxable income. That means bigger tax savings for people in higher tax brackets.  

    Here’s the good news: From January 1 to March 2, 2026, when clients open or add money to an Equitable TFSA or RRSP, they’ll be entered into Equitable’s Snowball Your Savings contest. Two winners will be chosen—and their advisors will celebrate too!  


    How to Enter  

    Advisors can help clients submit contributions through EZcomplete® or process transactions using EZtransact®. Every entry is a chance to win!  

    Want ideas to boost contributions and help Canadians save more? Connect with your Director, Investment Sales today.  


    * Source: advisor.ca/news/tfsas-more-popular-than-rrsps-in-2023/  
    ® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.   
    Equitable’s Snowball Your Savings contest: No purchase necessary. Contest period January 1, 2026 to March 2, 2026.  Enter by making a deposit to an Equitable Tax-Free Savings Account or Registered Retirement Savings Plan during the contest period or by submitting a no-purchase entry. Two prizes of $5,000 CAD to be drawn on March 23, 2026 will be awarded. The servicing advisor for the contract to which the selected entrants made the deposit is also an eligible winner and will receive a $1,000 CAD prize. For example, if an Equitable client is a winner of the $5,000 prize, the client’s servicing advisor for the relevant contract wins 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.  
  6. Equitable Life creates guide to accessing virtual healthcare at no cost

    With many health clinics closed and the healthcare system under strain, people are looking to access a doctor and other health providers virtually.

    To make it easier for plan members, we’ve created the Guide to Accessing Virtual Health Care Services on the plan member section of EquitableHealth.ca. This online resource provides information about and links to a range of virtual health services they need to take care of their health and the health of their family during these challenging times.

    The Guide also indicates which services can be accessed for free. In some provinces, online doctor visits are now covered by the public health plan, so there’s no cost to the patient to access them as long as they provide their valid provincial health card. In other provinces, the nominal fee can be claimed on a Health Care Spending Account.

    We will continue to update the Guide as more virtual healthcare providers and services become available.

    View our Guide to Accessing Virtual Healthcare

  7. EZcomplete Non-Face-to-Face enhancement


    An EZ way to conduct your out-of-town business

    You asked for it, we built it: a solution for your non face-to-face business. EZcomplete® allows you to conduct your non face-to-face business easily and quickly with your clients providing their signature remotely on their own device.

    How does it work?

    EZcomplete walks you through the electronic signature process. EZcomplete allows your clients to sign remotely using their own device for non-face-to-face applications. You only need to enter their email address and provide them with a secret passcode to securely access the documents to review and sign.

     Just another reason to do business with Equitable Life® 

    EZcomplete makes it easy to process your non-face-to-face applications and do business with Equitable Life. 

    Login to EquiNet® and click on the EZcomplete icon on the menu bar

     

    ® denotes a trademark of The Equitable Life Insurance Company of Canada.
  8. The new segregated fund EZcomplete cloning feature will save time and errors.

     

    The new cloning feature for Savings & Retirement EZcomplete® applications means that advisors don’t need to enter the same client information when completing multiple applications for the same client. 

     

    Here's how easy it is to use.

    steps-(1).png

    Best of all, you can clone in progress and submitted applications.

    This is just some of the information that will be automatically copied:

    • Name

    • Date of birth

    • Gender

    • Occupation

    • Address

    • Phone numbers

    • Email address

    • Social Insurance Number

    • All beneficiary information


    The new EZcomplete cloning feature will save advisors time and reduce errors.

     

    sandbox-(3).png          ezcomplete-(4).png

     sandboxtext-(2).png                                                           ezcompletetext-(1).png      
     

     

    If you have any questions, contact your Regional Investment Sales Manager


    ® denotes a trademark of The Equitable Life Insurance Company of Canada.
    Posted April 6, 2023
  9. Easier than ever with Equitable and EZtransact Equitable® keeps improving our digital self-serve tool, EZtransact®. Our latest enhancements make it easier than ever to do business with us.

    What's new?
    Dollar cost averaging transaction
    • Advisors can now submit new dollar cost averaging requests through the Fund Switch transaction in EZtransact. A new recurring switch type is available.
    • When submitting a new request, you'll need to enter the amount, frequency, date of transfers, and the funds involved.
    • If a client has an active request, you can change the amount, frequency, date, and funds.
    • After you submit the request, the client will get an email to sign. Once they e-sign, the request goes directly to Equitable.

    Other recent enhancements include: See what advisors are saying about our updates and advance your sales process with EZtransact. If you have questions, contact your Director, Investment Sales.

    Date posted: December 11, 2024