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

New – Online CE Course: Ensuring a Compliant, Needs-based Insurance sale When regulators and auditors come knocking on your door, make sure you are prepared. Well documented, needs-based sales evidence may help protect you and demonstrate that you were acting in your clients’ interest. Make your next audit a breeze with the tips you will learn in this course and earn CE credits at the same time (AIC, Advocis and ICM credits available only). “The Approach” to supporting suitable, needs-based sales The CLHIA recommends six supporting elements to make a suitable, needs-based sale. Equitable® created this reference presentation, “Ensuring a Compliant, Needs-based Insurance Sale” that leverages The Approach to explain the requirements for each step, along with the documentation to retain in the client file. Get started now A few important notes: ● This program is hosted on Teachable: https://equitable-life-education.teachable.com/ ● Username: Please use your email that you are contracted with. ● Password: Equitable ● Please use Google Chrome to access the courses. Looking for more CE accredited training courses? Check out our new individual insurance online learning centre on EquiNet® to stay up to date on new courses and find out more information on the topics provided. Questions? Contact your local wholesaler. Are you having trouble logging in? Email equitablelifemarketing@equitable.ca for assistance.

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Savings & Retirement

What’s new in EZtransact

We’re excited to introduce the latest enhancement for EZtransact™, our digital self-serve tool. EZtransact now allows you to help clients: Easily make segregated fund withdrawals. This functionality is available for all account types, and for the First Home Savings Account, it also eliminates the need to submit additional CRA paper forms. Transfer from one fund to another fund digitally, within the same policy and same sales charge options. These enhancements make it easier than ever to do business with Equitable®. They will help reduce your time spent on paperwork, allowing to you focus on more value-add time and services for clients. Check out EZtransact. Stay tuned for more exciting digital enhancements coming soon! If you have any questions, please contact your Director, Investment Sales.  Date posted: July 11, 2024

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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.