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What’s new in EZtransact
We’re excited to introduce the latest enhancement for EZtransact™, our digital self-serve tool. EZtransact now allows you to help clients:
• Easily make segregated fund withdrawals. This functionality is available for all account types, and for the First Home Savings Account, it also eliminates the need to submit additional CRA paper forms.
• Transfer from one fund to another fund digitally, within the same policy and same sales charge options.
These enhancements make it easier than ever to do business with Equitable®. They will help reduce your time spent on paperwork, allowing to you focus on more value-add time and services for clients.
Check out EZtransact. Stay tuned for more exciting digital enhancements coming soon!
If you have any questions, please contact your Director, Investment Sales.
Date posted: July 11, 2024 -
Simpler juvenile policy approvals
A win for you and clients
Get insurance protection in place more quickly for kid’s policies with an enhanced juvenile underwriting model. It’s an industry-leading predictive model that extends existing auto-assess capabilities for your juvenile applications.
What does this mean for you?
You will notice reduced wait times as clients get the protection they need faster. And you will receive your commission quicker as well. This gives both you and your Equitable® underwriter time to focus on supporting your complex cases to bring you our best offer. The new auto-approval model for juvenile policies is a win for all.
Give us a try!
See for yourself how we can help you get protection in place for clients quickly.
Contact your Equitable wholesaler for more information.
® or TM denote trademarks of The Equitable Life Insurance Company of Canada. -
Understanding Life Insurance Replacements at Equitable
All provinces require completion of a life insurance replacement declaration (LIRD) or equivalent form if intending to replace an existing insurance contract with a new one. The LIRD helps clients think carefully before terminating their existing policy. It contains important questions for them to consider.
When do you need to send a LIRD to Equitable®?
Refer to our: LIRD requirements by province
Equitable needs to receive the LIRD only in provinces where it is mandated. Please check the province-specific requirements (linked above).
If a client is replacing a life insurance contract with a new one with us, and the owner lives in one of the specified provinces, the LIRD must be sent to Equitable with the application. It should include a written explanation of the questions reviewed with the client and must be signed and dated.
Important reminder: While you will always complete a LIRD, do not submit the LIRD unless we require it. Doing so may delay the new business process.
Note: The LIRD does not terminate the original policy; it indicates intent to do so.
Questions? Please contact your local Equitable wholesaler if you need additional information.
® or TM denotes a trademark of The Equitable Life Insurance Company of Canada. -
Unique solution can help your business grow in the group benefits market
Are you ready to grow your business in the group benefits market? Then the Equitable EZBenefits™ experience should be on your radar.
Join our online session May 22, at 1 p.m. ET and learn why companies with two to 25 employees are choosing this unique solution. Reasons like affordability, sustainability, and how easy managing the plan is for their members and administrators.
We’ll also explore its features:• Plan design options for various needs and budgets• Embedded health and wellness services• Built-in HR support services• ‘EZ’ process for rapid quotes, hassle-free plan implementation and renewals• Dedicated advisor concierge service
A question-and-answer (Q&A) period will follow the presentation.
Register here to attend our session.
® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
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Spring update and dividend scale for 2025/2026
Good news! The Equitable® Board of Directors has approved continuing our current dividend scale for the period of July 1, 2025, to June 30, 2026.
• The interest rate* we use to decide the dividend scale will stay at 6.40%.
• Other factors used to decide the dividend scale will stay the same.
• The interest rate for policies with dividends on deposit will stay at 3.50%.
• The interest rate for most policy loans will stay at 6.50%. This applies to both new and existing policy loans, and automatic premium loans. It specifically applies to Equimax® policies with a 9-digit policy number that starts with either "3" or "8". Older policies may have different loan rates as they are based on the prime interest rate.
*The dividend scale interest rate (DSIR) is different from the participating account (PAR) rate of return. The DSIR smooths out the ups and downs of the participating account experience. The PAR rate of return is the return on the investments in the participating account over the calendar year.
Need more information?
Did you miss our Spring Update & 2025 Dividend Scale Announcement?
Watch it now:
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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 IncomeOn and after July 1
Equities / Fixed IncomeEquitable 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 -
Simplified Alternative ID Process is Now Available
We have updated form 1710 to help you validate your client’s identification when you are not face-to-face, or if your client does not have one of the primary sources of ID.
Form 1710, Verification of Identity for Policyowner, will simplify the ID collection process currently in place. This form will help you with the validation of ID and provide you with space to record the details. New with this form is the ability to validate your client’s ID over a video call by documenting the details of the ID, and then having your client hold up the document and read the information for you to validate. You no longer need to obtain and submit copies of the identification documents to Equitable.
If your client requests the use of the Alternate ID process for a paper application, you can use this form to satisfy your identification validation requirements.
For more information, please see Section 2 of Form 1710 entitled “Alternate ID”. As well, you can refer to the “how to complete form 1710” Guide for further details.
Additional resources:
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Equitable Individual Wealth Webcast featuring Payout Annuities
This month, Equitable® highlights payout annuities.
We will talk about:
• life annuities,
• product features,
• taxation, and
• the benefits that payout annuities can bring to a client’s retirement plan.
Join your host, Deedra Weinstein, Head of Individual Wealth Product and Marketing, as she welcomes Nicole Lemon, Product Manager, Individual Wealth.
Start learning today! Register to watch On-Demand
Continuing Education Credits
This webcast has been accredited for continuing education (CE) credits for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by the licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only.
This webcast is available in English only.
Date posted: October 2, 2025 - Will Equitable Life sponsor an advisor?
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Passkey: The fastest, safest way to log in to Client Access
We’ve upgraded the Client Access® portal to make access easier and more secure.
What’s new?
• Passkey: The easiest way to log in
Passkey is now available across all Equitable portals. With passkey, clients can log in quickly and securely using biometrics like face or fingerprint recognition, eliminating the need for passwords.
• Extra protection for email/password users
For clients who continue to use their email and password, extra security may be required. Clients may be prompted to enter a one-time passcode sent to their email, ensuring only authorized access.
What you need to know:
• Clients sign in to Client Access the same way you do on EquiNet, making it easier to support your clients.
• “Forgot email” is available to help clients recover the email they need to log in.
• Passkey setup is easy and safe. Just follow the prompts when you login. Watch the video to learn how to create a passkey.