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1. [pdf] Transfer Authorization
2. Additions and Increases
3. EZ Upload
4. Online Annuity Quotation
5. Online Annuity Quote
6. EZcomplete Online Application for non face-to-face meetings

   
   Practice self-distancing by conducting non face-to-face sales meetings and completing your applications online.

    

   Using our EZcomplete Online Application allows you to keep your distance while keeping your business moving forward.

   
   You can complete applications and obtain the necessary signatures remotely.
   
   Log in to EquiNet^® and click on the EZcomplete Online Application link in the selection panel at the top of the page.

   
   The following resources are available on the EZComplete Online Application page on EquiNet.

   Quick Reference Guide for Life Insurance and Critical Illness
   Non face-to-face meetings – ID Verification Options
   Remote Signing Process
   EZcomplete tutorial (video)
   EZcomplete FAQ - Special COVID-19 Issue

   
   Read other important COVID-19 related news

    

   Questions? 

   Contact your Equitable Life Regional Sales Manager, or the Advisor Services Team (for life and critical illness insurance) at:
   Phone: 1.800.668.4095
   Email: western-service@equitable.ca             mailto:eastern-service@equitable.ca
               (BC, AB, SK, MB)                                 (ON, QC, NB, NS, PE, NF)
7. Important update regarding all paramedical appointments Update regarding parameds for NEW and EXISTING cases:
   • In the absence of Parameds, the preferred method is to complete the medical questions in EZComplete
   • If you didn’t complete the new medical information, then complete the Health Information Form #1878
   • If you are unable to complete the 1878 Health Information Form, then you can order a Video EPara through Dynacare or through Equitable
    For more information view this article: Underwriting Updates Including Additional Changes to Non-Med Limits.
   
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   Equitable Life has made the decision to temporarily stop all face-to-face field service appointments effective immediately to ensure the protection of both our Clients and Examiners. All appointments will be cancelled by ExamOne. Dynacare has already cancelled their appointments.
   
   We are doing this to support social distancing as requested by the Federal and Provincial governments. We are actively working on a plan to provide viable options in the absence of face-to-face paramedical service appointments. This will be communicated shortly.
   
    
8. RRIF minimum withdrawal changes in response to COVID-19
   Responding to the COVID-19 pandemic and retirees concerned about withdrawing from their portfolios during the market sell-off, the federal government recently announced a 25% reduction in the minimum withdrawal rate for Registered Retirement Income Funds (RRIFs) for 2020. This reduction only applies to funds that have not yet been withdrawn.  
   
   If your client chooses to leave the payment at the current minimum payment for the 2020 calendar year, no further action is required.
   
   If your client has already received the unreduced payment for the year, your client cannot return the excess amount.
   
   If your client would like to reduce the minimum, you can contact our Advisor Services Team at 1.866.884.7427, Monday to Friday 8:30 a.m. – 7:30 p.m. ET or email savingsretirement@equitable.ca to advise us of the change. Taxes will not be withheld on the payment.
    
9. Equitable Life presents a conversation with Equitable Asset Management Group

   
   Did you miss our recent webcast with Equitable Asset Management Group’s Dave Irwin? Did you want to watch it again? Click here to access the On Demand presentation.
   
   
   Summary
   
   After a record-breaking descent into bear market territory, equity markets have since undergone an unprecedented recovery despite the continued negative economic impacts of COVID-19. With market performance seemingly at odds with the outlook for corporate profits and recessionary calls from economists, what can possibly explain the optimistic tone of the market and is it justified? Please join us to hear David Irwin, Director, Portfolio Management and Client Relations share some insight into the current environment, key market drivers and policy responses to help put market performance in context.
   
   Don’t miss your opportunity to also hear about Equitable’s Active Portfolios and recent No Load CB sales charge option.

   
   
   Please note that this webcast is open to advisors only. Be advised this webcast is available in English only. We will not be seeking any Continuing Education credits for this webcast.

10. Equitable Life presents Dynamic Funds featuring David L. Fingold
    
    With the upcoming U.S. election, and the ongoing coronavirus pandemic, the challenges and uncertainty of today’s global market can create doubt for investors. Please join us to hear guest speaker David L. Fingold from Dynamic Funds discuss a look at global markets; insights on the current positioning of Dynamic American Fund and Dynamic Global Discovery Fund; and review of investment process
    
    Do not miss the opportunity to hear about some of the key holdings of David’s portfolios!
    
    Equitable Life is pleased to offer access to five different Dynamic Funds in the Pivotal Select™ segregated fund line-up, including the Equitable Life Dynamic American Value Select and Equitable Life Dynamic Global Discovery (the underlying funds of which are managed by David).
     

    Learn more