Welcome to EquiNet

Equitable's secure site for our Advisors

Welcome to EquiNet

Equitable's secure site for our Advisors

What's New

Individual Insurance

Building strong client relationships Fair treatment of clients and excellent service goes beyond offering great products. It's about understanding and meeting clients’ needs at every single stage of life. At Equitable, we believe in putting clients first and building lasting, trusting relationships. As an advisor, it’s important to build these strong client relationships for your business growth and success. This is achieved by focusing on each client’s interests and providing personalized financial care and support. Here are some tips to build and maintain strong client relationships: ● Meet with clients at a minimum of every two years to maintain relationships and ensure clients have the right coverage for their needs. Updates to their insurance may be needed with life changes like marriage, children or purchasing a home. ● Regularly review products with investment components with clients. This may help ensure client investments stay on track to meet their needs and align with their financial goals. ● Reassess term policies and riders with clients throughout the term period, and at least six months before renewal. This can help clients understand any premium changes and consider options that may meet their ongoing needs. Another important tip... ● Document each attempt to engage with clients. Regular meetings with advisors are needed to ensure the client has the right coverage for their current and future needs. Keeping a record of these attempts helps protect advisors when clients don’t respond or don’t want to meet. Treating clients with fairness and ensuring their interests are protected will show that you are providing support to help ensure your clients' needs are covered. Building trust leads to happier clients, stronger relationships, and more business opportunities to help protect clients throughout their lifetime.

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Savings & Retirement

Savings & Retirement - Updated Application Forms

There are some important updates to share with you. The applications listed below have been updated for content and formatting. The changes also include the removal of maximums for Quebec Life Income Funds.Equitable will accept the previous versions until March 31, 2025, but on April 1, 2025, only the new versions will be accepted. Form # Application New Version Previous Version 1383 Pivotal Select TFSA Application 2024/11/01 2023/05/29 1384 Pivotal Select Registered/Non-Registered Application 2025/01/01 2023/05/29 2086 Pivotal Select FHSA Application 2024/11/01 2023/08/01 796 Daily/Guaranteed Interest Account TFSA Application 2024/11/01 2024/07/01 799 Daily/Guaranteed Interest Account Registered/Non-Registered Application 2025/01/01 2024/07/01 2087 Daily/Guaranteed Interest Account FHSA Application 2024/11/01 2024/07/01 Updated Form Names Equitable has updated the names of the Special Quote Request forms for the DIA/GIA and Payout Annuity. New Name Previous Name When to use Custom Quote – DIA/GIA (Form # 686) GIA Special Quote Request form Any deposit to the Daily Interest Account or Guaranteed Interest Account that is equal to or greater than $1 million. Payout Annuity - Custom Quote (Form #687) Payout Annuity Special Quote Request form Any non-standard annuity quote (i.e., exceeds maximum deposit or age, pension matching, etc.) Simplified Conversion Process for Legacy Products The simplified conversion process should make things easier for advisors. By using the RRSP to RRIF Conversion Form #1673, you can convert legacy products, like RRSP to RRIF and LIRA to LIF, without the need to complete an application. If you have any questions, reach out to your Director, Investment Sales. Posted January 27, 2025

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Who we are

Transcript for: Why Equitable video

When we come together, great things follow. The world is better when we harness the power of togetherness to forge collective purpose. At Equitable this is more than just a feeling, it's a mindset. Driving our behaviors, decisions, and actions to power Equitable outcomes. It's how we show up daily. Committed to be at our very best to support Canadians, today and for all tomorrows to come. And our unique structure enables us to focus all our efforts towards improving the financial well-being of those we serve; our clients, partners and community. For over a century we have delivered on our promise to be there for Canadians. We believe that now it is more important than ever that we invest further to recommit our path of being a mutual and to welcome all to join in the shared benefits of living an equitable life. Today we introduce our new look. This fresh look signifies that wherever you are in your life journey, Equitable remains focused on you. We are employees. We are partners. We are clients. Together, over 1 million strong, harnessing the power of togetherness.

The power of together

At Equitable, we believe in the power of working together. It's a mindset that drives our behaviours, decisions, and actions to deliver impact and positive outcomes for our clients, advisors, partners, each other, and the communities we cherish.