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Individual Insurance
You're invited: Spring update & 2026-27 dividend scale announcement
You’re invited to our annual spring update. Hear directly from Individual Insurance leaders on the updates that impact your business, including the 2026–27 dividend scale announcement.
In this session, you will:
• Get important updates fast: get all the highlights, in about 20 minutes, and what they mean for your practice.
• Stay on top of what’s new: learn about the latest updates in Individual Insurance and how to position them with clients.
Please join us and don’t forget to add it to your calendar.
When: Thursday May 14, 2026
Time: 1:00 pm - 1:20 pm EDT
Where: Virtually
1 minute read
Individual Wealth
Equitable’s Grow Your Way Home contest
From May 1 to August 31, 2026, clients who open an Equitable FHSA, make an FHSA contribution, or set up recurring FHSA deposits are automatically entered into Equitable’s Grow Your Way Home contest. A simple way to reconnect, re‑engage and help guide clients on their journey to home ownership.
Why this matters for your business
Use the contest as a reason to reach out:
Re‑engage clients who haven’t contributed recently
Encourage recurring deposits tied to paydays
Introduce the FHSA to younger clients or first‑time buyers
Support clients planning to use tax‑refund funds
What clients and advisors can win.
There will be two prize draws:
Two winning clients will receive $8,000.
Each winning client’s advisor receives $1,000.
See here for full contest rules and details.
How clients earn entries
We’re rewarding actions that help build real progress:
New FHSA contracts
One‑time deposits
Automated monthly or bi‑weekly contributions
Key Dates
Contest window: May 1 – August 31, 2026
Draw date: September 21, 2026
How to Enter
Submitting contributions is quick and easy:
Use EZcomplete® to open new accounts or process contributions.
Use EZtransact® for ongoing client transactions.
Make the most of it
Your Director, Investment Sales can help you build a tailored outreach plan, share conversation starters and identify high‑potential clients to engage throughout the summer. It’s a simple, effective way to spark FHSA activity and strengthen client relationships all season long.
® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.
Equitable’s Grow Your Way Home contest: No purchase necessary. Contest period is May 1, 2026 to August 31, 2026. Enter by: opening an Equitable FHSA during the Contest Period; making a deposit to your Equitable FHSA during the Contest Period; or submitting a no-purchase entry. Two prizes of $8,000 each to be drawn on September 21, 2026 will be awarded to clients. The servicing advisor for the contract to which the selected entrant made the deposit is also an eligible winner and will receive a $1,000 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 the full contest rules.
1 minute read
Individual Insurance
Individual Wealth
Group Benefits
Who we are
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.