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Life changes and so do clients’ insurance needs
We’ve enhanced our partial conversion option with Equitable Term Life Insurance
At Equitable®, we understand that as life changes, so do your clients’ insurance needs. That's why we're excited to introduce enhanced flexibility in our partial conversion feature with a term rider carryover.
What’s changed?
1. Partial conversions are available for both term standalone plans and term riders. Previously, partial conversions were limited to term standalone plans only.
2. Clients can choose any term plan for the rider carryover, regardless of the original term plan: T10, T20, T30/65. Previously, the term rider carryover had to match the original term coverage plan type.
As always, the term rider is carried over at the client’s current age, with rates based on the conversion date.
As life evolves, count on Equitable to provide solutions that adapt with your clients.
Learn more
For more information, please consult the Equitable Term Life insurance admin guide. -
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 -
Do you have clients considering a First Home Savings Account in 2024?
We want to help clients save money for their first home. A First Home Savings Account (FHSA) is a registered plan allowing prospective first-time homebuyers to save for their first home tax-free up to $8,000 a year or a lifetime contribution limit of $40,000.
With the Equitable® FHSA, they can put their money to work right away. Available on Pivotal Select™ Investment Class (75/75) and Pivotal Select Estate Class (75/100) and Daily/Guaranteed Interest Account (DIA/GIA), Equitable offers clients an array of investment products to suit their individual needs and risk tolerance.
Do not wait. Get clients started today!
To open a FHSA or DIA/GIA for clients, log in to EZcomplete®, our highly rated online application tool. It is easy to use, convenient, and fast.
For more information on FHSA or DIA/GIA, including a FAQ and client materials, visit EquiNet® or contact your Director, Investment Sales.
Date posted: October 16, 2024 -
Join your Equitable Savings & Retirement Operations team for valuable tips and tricks
You’re invited to our next Equitable® Savings & Retirement Operations webcast, offering compelling topics and unique ideas to help you manage and grow your business.
Join your host, Shannon Labby, Investment Sales Vice President, Equitable, along side Heather Boniface, Director, Client & Partner Operations, Lisa Zidar and Lisa Litt, Product Owners, Savings & Retirement Digital Experience.
Your Equitable Operations team will share:
• Key dates to keep you on track for RRSP & tax season.• Important initiatives within their respective teams.• Overviews of functionality and enhancements for EZcomplete® and EZtransact®• Valuable tips and tricks to ensure your continued success in the field.Learn more
Continuing Education Credits
Continuing Education Credits are not available for this webcast. This webcast is available in English only.
Date posted: October 17, 2024 -
There is still time to set up a First Home Savings Account in 2024
A First Home Savings Account (FHSA) allows prospective first-time homebuyers to save for their first home. The plan is tax-free and allows annual contributions up to$8,000 a year or a lifetime contribution limit of $40,000. If you have a client who wants to buy a first home, start them on their path to home ownership with a FHSA.
With Equitable’s FHSA or Daily/Guaranteed Interest Account (DIA/GIA), they can put their money to work right away. Available on Pivotal Select™ Investment Class(75/75) and Pivotal Select Estate Class (75/100) and Daily/Guaranteed Interest Account (DIA/GIA), Equitable offers clients an array of investment products to suit their individual needs and risk tolerance.
Do not wait. Get clients started today!
For more information on FHSA or DIA/GIA, including a FAQ and client materials, visit EquiNet® or contact your Director, Investment Sales.
Date posted: November 13, 2024 -
Equitable Savings & Retirement 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 S&R Product and Marketing, as she welcomes Nicole Lemon, Product Manager, Savings and Retirement, on Wednesday, November 27, 2024, at 2:00 p.m. ET / 11:00 a.m. PT.Learn more
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. This webcast is available in English only.
Date posted: November 14, 2024 -
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.
These calculators are live and ready to support client conversations.
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
Questions?
If you have any questions or need support, please reach out to your Director, Investment Sales.
Date posted: August 28, 2025 -
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 -
FHSA conversations that move clients closer to home
Today’s first‑time homebuyers face higher housing costs, rising interest rates and the challenge of saving while renting. A recent survey suggests two-thirds of Canadians still dream of owning a home despite a challenging market1. As advisors, you can play a critical role in helping clients navigate these realities and make informed, tax‑efficient decisions.
Join us for a webcast focused on the First Home Savings Account (FHSA) and how it can be integrated with other savings vehicles to support clients on their path to home ownership.
You’ll learn:
• FHSA basics like eligibility, contribution limits, deductions and withdrawals.
• How the Home Buyers’ Plan via RRSPs, TFSAs and non-registered savings accounts work together with an FHSA.
• Practical planning ideas using real‑life client scenarios.
• How Equitable® can support you with FHSA solutions and advisor tools.
This session will help you confidently position the FHSA within a broader savings and home‑buying strategy, even for clients who may be unsure when or if they’ll buy.
Date: Wednesday, June 17, 2026
Time: 2:00 p.m. ET | 11:00 a.m. PT
Duration: 1 hour
Host: Joseph Trozzo, Investment Sales Vice President, Equitable
Speaker: Ally Kulak, Inside Sales Associate, EquitableStrengthen your FHSA planning — register now! Help clients move closer to their first home.
1 www.investmentexecutive.com
Continuing Education Credits
This webcast has been accredited for 1.00 Life continuing education (CE) credit via the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. 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 their 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: June 3, 2026 - [pdf] Equitable GIF Fees and Fund Codes