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1. Access more fund performance information faster and easier

   
   
   Welcome to a new and improved Fund Overview & Performance  website for Equitable Life^® segregated funds.
   
   A central location for:

   • fund performance and quartile rankings

   • daily and historical unit prices

   • fund information (available in web and PDF)

   • Fund Facts documents

   • MERs

   
   
   Highlights:

   • Save your favourite funds for easy access.

   • New fund search and filter tools by product, guarantee, asset class and sustainability.

   • Share features allow you to easily share fund information with clients.

   • Ability to compare fund performance of Equitable Life segregated funds.

   • Simulated backcasted returns for funds with less than five years of performance history.

    
   Check out the new Fund Overview & Performance webpage today to see how Equitable Life is making fund information faster and easier to access. Speak to your Regional Investment Sales Manager to learn more!
    
    

    _{® denote a trademark of The Equitable Life Insurance Company of Canada.}

   Posted February 27, 2023

2. Text Notifications keep you informed in real time on your Equitable individual insurance business Our text notification program that we launched a year ago has been very successful. Thousands of tech-savvy advisors like yourself are currently taking advantage of text message updates on their Equitable new business application status.
    
   Approximately 70% of new Equitable insurance applications submitted are choosing to receive real-time status updates via text notifications.
    
   Not using Text Notifications yet?
   To opt-in, next time you submit an online insurance application, simply check 'Yes' on the Advisor Report when asked “Would you like to receive text notifications (SMS) regarding this application?”  You can opt-out at anytime by texting "Stop."
    
   Questions? Contact your wholesaler for more information.
3. Equitable Life Active Balanced Portfolios – a unique investment opportunity

   Find out how the Equitable Asset Management Group uses quantitative investing to uncover often overlooked investment opportunities to build the Equitable Life Active Balanced Portfolios. Clients benefit from asset allocation, style diversification, and cost-effective ETFs. The Portfolios are an ideal solution for a range of clients with diverse needs.
    
    
   Join your host, Dave Irwin, AVP, External Fund Manager, and members of the Equitable Asset Management Group to learn how you can help clients achieve their financial goals with the Equitable Life Active Balanced Portfolios.
     

   Learn more

    
   Continuing Education Credits
   This webcast has been submitted for continuing education (CE) approval with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. Upon approval, you will be sent an email notification to come back to the webinar presentation console to download your personalized certificate from the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. This webcast is available in English only.
   
   ™ and ® denote trademarks of The Equitable Life Insurance Company of Canada
   
   Posted March 7, 2024
    
4. Save time on your DIA/GIA applications with EZcomplete

   Save time on your Daily Interest Account and Guaranteed Interest Account applications with Equitable’s EZcomplete^®. Recently launched on Equitable’s electronic application platform, EZcomplete takes the hassle out of completing applications.
   
   EZcomplete applications are available for:
   •   Daily/Guaranteed Interest Accounts
   •   Pivotal Select^™ segregated funds
   •   Equitable Generations^™ universal life insurance
   •   Equimax^® participating whole life insurance
   •   EquiLiving^® critical illness insurance
   
   Did you know:
   •   Applications settle faster due to significantly fewer “NIGOs” (not in good order).
   •   The electronic signature process is seamless, and ideal for in-person or remote applications.
   •   EZcomplete delivers point-of-sale materials directly to clients.
   •   Only the relevant sections display, reducing complexity, and simplifying the application process.
   
   Just another reason to do business with Equitable. Go online today! Log in to EquiNet^® and click on the EZcomplete icon on the menu bar.
   
   Date posted: October 8, 2024

5. Individual insurance communications at Equitable are changing
   Out with the old and in with the new … in phases. Less than one year after the launch of our bold brand redesign, we are refreshing Equitable^® individual insurance client letter communications. The updated letters are an opportunity to show more than our new logo. It’s about showing clients that we are here to listen and support them every step of the way.
   
   This fresh approach to client communication delivers greater personalization that evolves with each client’s needs. Adopting a more inclusive and conversational tone means clients will stay well informed with clarity, so they can understand their insurance policies and the claims process better. Consistent communication across their insurance journey with Equitable reinforces how much we value their trust in us to support their financial needs.
   
   Other notable changes you can expect to see over the next year include:
   ● Graphic icons
   ● Scannable content
   ● Simplified layouts
   ● Visual financial data
   
   The rollout of new letters begins this fall. As always, you can access a copy of your clients’ letters on EquiNet^®.
   
   Questions or want to share feedback? Talk to your Equitable wholesaler today!
   
   
   
   
   
   ^® or ^TM denote trademarks of The Equitable Life Insurance Company of Canada.
6. Equitable Savings & Retirement communications are changing We’re revamping Equitable’s Savings & Retirement client communications! Our new letters give us the opportunity to ensure we are providing the right information in the right way to our clients.
   
   As well as refreshing the look and feel of our letters, we’ve updated the content to be more clear, inclusive, and informative. This new experience will help show clients that we understand their needs and are here to support them in their investment journey.
   Notable enhancements you can expect to see in our letters include:
   
   •  New layouts that provide a consistent experience
   •  Digestible content written in plain language
   •  Investment data organized in easy-to-review tables
   •  Easily identifiable next steps and contact details
   
   The rollout of the new letters began in June, starting with our client Welcome/Confirmation letter. You can access a copy of the client’s letters on EquiNet^®.
   
   If you have any questions or want to share feedback, feel free to reach out to your Director, Investment Sales.
   
   Date posted: July 2, 2025 
7. Online sales illustrations

   Providing you flexibility while on the go. 

   We know how important it is to have tools that provide flexibility and convenience when managing your business. That’s why we created web-based sales illustration tools for easy access. You can create a Term, Critical Illness, Whole Life or Universal Life client illustrations from anywhere, anytime!
   
   Useful Features:
   • Save illustrations directly to your dashboard. You can revisit, edit, or complete them whenever you want.
   • Our Term and Critical Illness illustrations integrate with EZcomplete^®. This means you can move from illustration to application easily, with most fields in the first step filled in automatically.
   
   Our web-based tools put everything at your fingertips, so you can keep your business moving while on the go. This is just one of many ways we’ve made it easier to do business with Equitable^®.
   
   Try running an illustration today!
   
   If you have any questions, please reach out to your Equitable Wholesaler.
8. Change to the Equitable Life Active Balanced Income Fund effective July 1, 2025 We’re making a small change to the Equitable Life Active Balanced Income Fund. The fund’s investment split was previously 50/50 between stocks (equities) and bonds (fixed income). As of July 1, the split changed to 40% stocks and 60% bonds.
   
   Clients invested in the Equitable Life Active Balanced Income Fund will be notified of this change via their statement.
   
   Why this change matters:
   This change ensures the three Equitable Life Active Balanced funds are better differentiated from each other, covering a wider range of client needs.

   Fund Name	Before July 1 Equities / Fixed Income	On and after July 1 Equities / Fixed Income
   Equitable Life Active Balanced Income Fund	50/50	40/60
   Equitable Life Active Balanced Fund	55/45	No change
   Equitable Life Active Balanced Growth Fund	70/30	No change

   
   The funds’ risk levels and investment categories remain the same.
   
    If you have any questions, feel free to reach out to your Director, Investment Sales.
   
   Date posted: July 28, 2025
9. EZtransact: Your digital edge for client requests

   Advisors, are you using EZtransact^® yet? It’s the simple, secure way to submit client requests online—fast and frustration-free.
   
   Why use EZtransact?

   •  Easy to use: The platform is simple and clear—no guesswork needed.
   •  E-Signature ready: Send forms to clients for secure electronic signing.
   •  Real-time error checks: Helps catch mistakes early and avoid delays.
   •  Faster processing: Once signed, transaction documents go straight to Equitable.

   What can you do with EZtransact?
   You can submit many types of transactions, including:

   •  Pre-Authorized Debit (PAD) Agreements
   •  Fund Switches
   •  RSP to RIF Conversions
   •  Withdrawals
   •  Dollar Cost Averaging
   •  Transfers from other financial institutions
   EZtransact helps you save time and serve clients better. Try it today and make these transactions smoother.
   
    If you have any questions, feel free to reach out to your Director, Investment Sales.
   
   Date posted: August 21, 2025
10. New and improved online calculators

    Individual Wealth is excited to announce the launch of eight refreshed and enhanced online calculators! These tools are designed to help advisors and clients make more informed and accurate financial decisions.
    
    Why the change?
    We have switched vendors to Ativa Interactive, a Canadian company with 30 years of experience in financial services. Their tools are more reliable and easier to use, offering a better advisor and client experience. Ativa Interactive has a robust portfolio of calculators available, giving us the opportunity to expand our offerings in future.
    
    What’s available?
    We kept the calculators you use most and added two new ones based on your feedback.
    
    Popular calculators being refreshed:
    •    Will the money last calculator
    •    Savings Growth Calculator
    •    TFSA vs taxable investment calculator
    •    Retirement Projection Calculator
    •    Become a millionaire calculator
    •    RRIF Payment Calculator
    
    New additions:
    •    GIA laddering calculator
    •    First home savings account calculator

    These calculators are live and ready to support client conversations.
    
    Questions?
    If you have any questions or need support, please reach out to your Director, Investment Sales.
    
    Date posted: August 28, 2025