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  1. [pdf] WL Annuity 20 Pay
  2. Make It EZ2 EZtransact Contest – Twice As Nice!


    The Make-It-EZ EZtransactTM contest is back by popular demand! This time we are making it twice as nice with one $200 winner each week, and a Grand Prize winner of $2000 at the end of the contest! Just in time for your busy RSP season, EZtransact, makes managing your client’s policies quick and convenient.

    Every EZtransact online transaction submitted between January 24 and April 1, 2022 gives you the chance to WIN! Eligible non-winning Entries will be carried forward to subsequent Draw Dates. So the sooner you start using EZtransact, the more chances you have to win! First draw will be on January 31, 2022.

    Click here for to start using EZtransact today.

    New to EZtransact? Click here to try our new EZtransact Sandbox practice site. 

    “Make It EZ2” EZtransactTM Contest: No purchase necessary. Contest period January 24, 2022 to April 1, 2022. Eleven prizes to be awarded, for a total value of $4,000 CAD. Ten weekly prize draws, each for one prize of $200 CAD, to be held every Monday from January 31, 2022 to April 4, 2022. One Grand Prize draw, for one prize of $2,000 CAD, to be held on April 4, 2022. Correct answer to mathematical skill testing question required to win. Open to legal residents of Canada of the age of majority. Eligible non-winning Entries will be carried forward to subsequent Entry Periods and will be eligible on subsequent Draw Dates. Maximum one weekly draw prize per person. Odds of winning depend on number of eligible Entries received during the Contest Period. Click here to see full contest rules, including no purchase method of entry.
  3. [pdf] Transferring wealth to an adult child - case study
  4. Digital Payment Options for Your Client’s First and Subsequent Annual Payments for Individual Life a This article has been updated to reflect changes to the Pre-Authorized Debit (PAD) for new business annual premiums – see below #2.

    To enhance the ease of doing business with Equitable Life, we have added some additional payment methods to help your clients make their first and subsequent annual premium payments easily.
     
    Three digital payment options for annual premium payments:

       1. Online bill payment - Your client can pay their annual premium easily and quickly by using the online bill payment option through their financial institution. On your client’s banking website, they must set up “EQUITABLE LIFE-INDIVIDUAL LIFE & CI” as a “PAYEE”. Use the 9 (or 7) digit policy number as the “account number” then pay this new “bill”. This is the preferred option for annual payments.  

       2. Pre-Authorized Debit (PAD) - For policies where annual premiums are $2,500 or greater, your client now has the additional option of an annual PAD payment. Your client needs to provide a signed PAD authorization form, or a signed letter of direction that indicates they have read and agree to the terms of the PAD. This is a one-time authorization and needs to be repeated for subsequent annual payments.  

       3. Electronic Funds Transfer (EFT) or Wire Transfer - If online bill payment or a one-time PAD will not meet your client’s needs, such as when transferring funds from another financial institution or business to Equitable Life, and the annual premiums are $20,000 or greater, then an EFT is now an option that is available. A wire transfer is available on an exception basis only and is subject to approval.  

    Please contact your Regional Sales Team or customer service team for further questions.
     
  5. About
  6. Did you miss our Equimax update in December?
    Equimax – a better and stronger solution!

    Discover the latest Equimax updates


    Great news! We’ve made further updates to our Equimax® insurance solution to better serve clients.  

    Here are some of the changes:

    ● A new guaranteed 10 pay premium option for Equimax Wealth Accumulator®. 
    ● You can now add an Excelerator deposit option (EDO) on Equimax Estate Builder® and Wealth Accumulator plans with a 10 Pay premium option (term rider not required at issue of the policy). 
    ● We increased our flexibility with EDO. This will make it easier for clients to stop and start EDO contributions without losing their maximum approved contribution room. On top of that, these changes will apply to all inforce policies. A single set of EDO rules will apply to every Equimax policy whether it’s issued tomorrow or 10 years ago, making it simpler to help clients manage their policies. 
    ● We increased the maximum amount of Equimax coverage that can be applied for without a special quote from $20M to $25M.
      




    Equimax is now an even better and stronger solution. For a full breakdown of these product updates visit our splash page.

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    *Video available in English with French and Chinese sub-titles.

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    Please refer to our Transition Rules for all the details on processing your applications.

    Need more information? Please contact your Equitable wholesaler.

  7. Frequently Asked Questions
  8. Clients could win $8,000 with an Equitable Life FHSA!


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    The Equitable Life® First Home Savings Account (FHSA) is available!  


    Offered on Pivotal Select™ Investment Class (75/75) and Pivotal Select Estate Class (75/100), this is a great opportunity to help clients achieve their dream of home ownership. 


    Clients who open a FHSA between September 11 and December 31, 2023, have a chance to win $8,000 towards their 2024 FHSA contribution.  And the advisor wins $2,000!   


    Help make a client’s dream of homeownership a reality, starting today!   


    To open a FHSA for clients, log into EZcomplete, our highly rated online application tool. It is easy to use, convenient, and fast.  


    For more information on FHSA, including an FAQ and client materials, visit EquiNet or contact your Regional Investment Sales Manager.  

     


    ® and ™ denotes a trademark of The Equitable Life Insurance Company of Canada. 

    Equitable Life FHSA Contest: No purchase necessary. Contest period September 11 to December 31, 2023.  Enter by making a deposit to an Equitable Life FHSA during the contest period or by submitting a no-purchase entry. One prize for a total value of $8,000 CAD to be drawn on January 16, 2024, will be awarded. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner will receive a $2,000 CAD prize. For example, if an Equitable Life client is a winner of the $8,000 prize, the client’s servicing advisor wins a $2,000 prize.  Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible Entries received during the Contest Period.  For full contest rules, including no-purchase method of entry, see full contest rules. 

    Posted September 11, 2023

  9. [pdf] B2B Investment Loan Product Brochure
  10. [pdf] Cloud DX FAQ