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EquiNet email verification starting October 21
Starting October 21, 2023, advisors will be asked to verify or update the email we have on file when logging into EquiNet®. The purpose of verifying your email address is to enable multi-factor authentication in the future and enhance advisor communications based on accurate email addresses.
Instructions:-
Log into EquiNet with your username and password.
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You will be redirected to the "Verify Email" page. Choose to verify or update your email address.
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Check your email for the verification link.
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In the email select "Verify Email" within 24 hours of receiving the email.
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Once you have verified your email and are logged into EquiNet, you will return to the EquiNet home screen and a success message will display.
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You will receive a confirmation email that you have verified your email address.
® denote trademarks of The Equitable Life Insurance Company of Canada.
Thank you for your cooperation.
Posted October 4, 2023 -
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Changes to RRSP to RIF Conversion Form - Pivotal Select (Form #1673)
Equitable Life® has recently updated the RRSP to RIF Conversion Form (Form #1673).
Summary of Change - The changes made to the Spousal section include clarification about beneficiary information and spousal consent.
The paper version of the updated RRSP TO RIF CONVERSION FORM - PIVOTAL SELECT (Form #1673) is now available on the Forms page of EquiNet®.
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CapIntel Partners with Canadian Financial Services Leader Equitable Life to Enhance Experience for F
For more than 100 years Equitable Life has worked with advisors to support Canadians with their financial goals. As a mutual company, with no other competing interests, Equitable Life’s duty and priority rests only with clients.
CapIntel’s intuitive platform is helping Equitable Life meet this commitment by enabling wholesalers and financial advisors to build, analyze, and compare portfolios and deliver personalized recommendations.
Learn more. -
Advisor Code of Conduct - Updated!
Our Advisor Code of Conduct sets out Equitable Life's expectations of advisors in dealing with clients and other stakeholders. The Code of Conduct forms part of your contractual relationship with us.
We have updated our Code to clarify specific expectations to help you meet regulatory compliance requirements, support your needs-based sales, and treat customers fairly.
Please review our updated Advisor Code of Conduct. -
Delegation Requests Now Available on EquiNet
We are excited to announce a new feature that will help make it easier for you to do business with Equitable Life.
This new feature allows you, to submit a delegation request through the “Access” tab under your EquiNet profile.
Once the delegation request has been completed, the specified people will be able to view and manage the policies of the Advisor who submitted the request, as long as they have codes of their own within the system.
Please contact the customer service team at customerservice@equitable.ca for more information. -
DBRS Morningstar Confirms Ratings on Equitable Life at A (high), Stable Trends
DBRS Limited (DBRS Morningstar) confirmed the Financial Strength Rating and Issuer Rating of The Equitable Life Insurance Company of Canada at A (high). All trends are Stable.1
Visit the DBRS website to read the full media release. www.dbrsmorningstar.com
1 https://www.dbrsmorningstar.com/research/419296/dbrs-morningstar-confirms-ratings-on-the-equitable-life-insurance-company-of-canada-at-a-high-stable-trends -
Equitable presents docuseries “Moments Matter”
We went behind the scenes at Equitable and spoke with 15 colleagues completely unscripted. Learn about what we uncovered in our docuseries, Moments Matter. Meet people like Aliya from Client and Advisor Care who creates meaningful interactions by starting with genuine care. Or Joe who is passionate about earning the trust of advisors.
Watch our stories: https://info.equitable.ca/moments -
We want to hear from you!
We’re building the Equitable ListensTM advisor community and invite you to join!
What’s in it for me?
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How do I join?
It’s simple. Click on your invitation link below to get started, answer a few questions then confirm your email and you’re in!

Thank you,
The Equitable Listens Team
This advisory panel is for research purposes only. Your email address will only be used to invite you to participate in studies or to share study results with you. This community is currently in English only. -
Changes to Pivotal Select NL-CB and NL-CB5 sales charge options
On December 7, 2024, Equitable will make changes to the commission chargeback schedule for Pivotal Select™ NL-CB and NL-CB5. These changes aim to provide a more consistent approach to applying chargebacks.

Schedule before December 7, 2024:

Questions? Please contact your Director, Investment Sales.
Date posted: November 27, 2024 -
And the winners of Equitable’s Snowball Your Savings contest are…
A big thank you for making Equitable’s Snowball Your Savings contest a huge success. We’ve now completed the draws and are thrilled to announce the following winners:
- Client: Aemie V., British Columbia
- Advisor: Sitti M., British Columbia
- Client: Reenu V., Ontario
- Advisor: Amjath A., Ontario
Congratulations to our winners. From all of us at Equitable, thank you for your trust and partnership.