January 7, 2019 -
Waterloo, ON – Equitable Life®, one of Canada’s largest mutual life insurance companies, is launching EZcomplete® for segregated funds.
Our highly rated online application tool is simple to use, convenient and now available for segregated funds. EZcomplete for Pivotal Select™ includes the same design features as our Life and Critical Illness application such as:
- Step by step directions that ensure advisors provide the right details without any confusing or unnecessary questions
- Highlighted fields alert advisors to any missing information at each step so they can be sure the application is complete eliminating any extra work or effort
- Immediate processing by Equitable Life staff, meaning that client money is deposited into the market sooner
“The response to EZcomplete has been fantastic by our Life Advisors with the majority of our Life and critical illness applications now being received electronically,” said Vice-President, Savings and Retirement, Judy Williams. “We’re excited to offer that same opportunity to our Savings & Retirement advisors and make it even easier to do business with Equitable Life.”
About Equitable Life of Canada
Canadians have turned to Equitable Life since 1920 to protect what matters most. We work with independent advisors across Canada to offer individual insurance, savings and retirement, and group benefits solutions to meet your needs.
Equitable Life is not your typical financial services company. We have the knowledge, experience and ability to find solutions that work for you. We’re friendly, caring and interested in helping. The Company is owned by our participating policyholders, not shareholders, allowing us to focus on your interests and on providing you with personalized service, security and wellbeing.
Keren Adderley, Director, Corporate Communications, Equitable Life of Canada