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  1. Streamline your transactions with EZtransact

    Skip the forms and submit more transactions digitally with EZtransact® to see how Equitable® has continued to make it easier for you to do business with us.

    What’s new with these updates?


    One-time PAD functionality for Daily/Guaranteed Interest Account

    With the recent addition of DIA/GIA PAD to EZcomplete, you can now utilize EZtransact for one-time pre-authorized debits. This means faster processing with one-time deposits for investment instructions to either a DIA and/or GIA (multiple terms) with end-of-term instructions.
     

    Key benefits of these enhancements include:
    •  enhanced rate guarantees to secure the best rates available for clients,
    •  daily updated interest rate guide informs you of the latest rates,
    •  interest rate guarantee valid for three business days, for direct deposits from clients.

    Be sure to use EZtransact on your next DIA/GIA one-time deposit request to experience these improvements.
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    Reduce RSP to RIF conversion time

    Reduce time and effort submitting Retirement Savings Plan (RSP) to Retirement Income Fund (RIF) conversion requests. EZtransact is continuing to reduce the amount of time it takes advisors to submit conversion requests.
     
    Features include:
    •  RSP/Spousal RSP to RIF Conversion to effortlessly submit request digitally.
    •   RIF Calculator to easily calculate your conversions.

    Save time with our enhanced digital experience.
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    Sort & Filter Enhancements
    We’ve taken your feedback and made it easier than ever to find the contracts and clients you’re searching for. This improved advisor experience ensures you can:

    •  Filter “My Clients” By Product Type/ Registration Type
    •  Sort “My Clients” By Contract Number/ Client Name
    •  Filter “Transactions” By Transactions Status/ Transaction Type
    •  Sort “Transactions” By Date

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    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 and accelerate your sales! If you have any questions, please contact your Director, Investment Sales.

    Date posted: April 3, 2025

  2. EZtransact Training and Resources
  3. Guides for completing Individual Insurance forms now on EquiNet We have recently added guides to provide detailed instructions on how to fill out forms on EquiNet. You can find them on the Individual Forms page, directly underneath the applicable form. In the coming weeks, we will be adding more guides for additional forms, so make sure to check the Forms page for solutions that help you work smarter.
     
    View our newly posted guides:
    • 671OC Guide (Guide to Completing an Ownership Change Form)
    • 594 Guide (Guide to Completing Business Information Form)
    • 1710 Guide (Completing Form 1710 -Verification of Identity for Policy Owners)
    • 31 Guide (Guide to Completing the Third Party Form)
     
    Additional guides for the following forms will be available soon:
    • 693UL (Reallocation and Transfer of Funds Form -Universal Life)
    • 681 (Request for Termination Form)
  4. Advisor Guide
  5. Important information regarding use of the form 350 Application for Life and/or Critical Illness Ins

    As of February 12, 2022 the new version of the form 350 (2022/02/12) was available on EquiNet® (Individual Insurance>Forms), and can be ordered from our Supply department using form 1390 Supply Order Form (Life and Health)

    To apply for the new 10 pay premium option on Equimax Estate Builder, or the new EquiLiving plans or riders, the new version of the form 350 (2022/02/12) Application for Life and/or Critical Illness Insurance must be used. The new version of the 350 will include the option to select the new features.

    We will not accept the 350 (2021/04/02) version of the application with a hand-written note indicating the new 10 pay premium option, or the new EquiLiving plans or riders.

    After March 31, 2022, we will no longer accept the 2021/04/02 or earlier version of the 350 application for any life or critical illness products.

  6. Update to DSC Reimbursement for WFG advisors

    Equitable Life now accepts WFG’s Commission Rebate Disclosure form instead of Equitable’s Deferred Sales Charge Reimbursement (DSC) Request Form (Form #1605). Allowing the use of WFG’s form will help streamline the process for WFG in submitting DSC reimbursements.

    Previously, any DSC reimbursement received from Equitable Life required WFG advisors to submit form #1605 and provide proof of the DSC charge from the relinquishing institution, along with a cheque for the reimbursement. The WFG disclosure form and cheque from WFG is now all that is required for the initial submission. Proof of the DSC charge from the relinquishing institution is not required in all instances, but may be requested by Equitable Life and must be available if requested.

    If you have any questions, contact your Regional Investment Sales Manager or Equitable Life’s Advisor Services Team Monday to Friday from 8:30 a.m. to 7:30 p.m. ET at 1.866.884.7427 or email savingsretirement@equitable.ca. 
  7. Re-Allocation of funds
  8. Sales Strategies
  9. Marketing Materials
  10. Sales Strategies