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Equitable's secure site for our Advisors

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Individual Insurance

Is a protection gap hiding in your book? Take action now.

September is Life Insurance Awareness Month and a timely reason to reconnect with clients. A simple review can uncover changing needs, identify coverage gaps and help ensure current protection still fits a client’s situation. According to LIMRA1, nearly 1 in 3 Canadian adults say they need life insurance or need more coverage. That points to a significant protection gap and an opportunity to help clients determine whether their current coverage still meets their needs. The reality is that clients' lives change over time, but their insurance coverage doesn't always keep pace. A new home, growing family, increased income, business ownership or estate planning needs can each affect the amount of insurance protection a client requires. Some clients may need more coverage, while others may have little or no protection in place. Start the conversation Lead with the client’s current situation, then guide the conversation to the solution. Try prompts like: • “Let’s look at what your family would need if your income stopped unexpectedly.” • “Your life has changed since we last reviewed your plan. Let’s make sure your coverage still fits.” • “Before we talk solutions, let’s first confirm what matters most to protect.” These conversations don't need to be complex. Often, a simple check-in can reveal changes in circumstances that warrant a closer look at a client's protection strategy. Need support identifying opportunities or matching solutions to client needs? Contact your Equitable wholesaler. 1Source: LIMRA and Life Happens, 2023 Canadian Insurance Barometer Study.

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Individual Wealth

Beyond the hype: Where value investors are finding opportunity

Has the market become too focused on a small group of growth stocks? Could investors be missing opportunities in other parts of the market? Join Equitable® on Wednesday, September 23, 2026, for a live webcast exploring the case for value investing in today's market and the opportunities emerging in international equities. Featured speakers: Tim Newburn, Director, Institutional Group, and Luiz Sauerbronn, Portfolio Manager, Brandes International Equity Portfolio Hosted by: Dave Irwin, AVP, Fund Manager Research & Analysis Together, they'll discuss: • Why value investing may deserve a fresh look • Opportunities beyond today's market leaders • The outlook for international equities • How the Brandes International Equity Portfolio identifies undervalued companies with long-term potential Date: Wednesday, September 23, 2026 Time: 2:00 p.m. ET | 11:00 a.m. PT Duration: 1 hour This webcast will be recorded and made available on EquiNet® under the Learning Centre. Join us for practical market insights and perspectives on finding opportunity beyond the hype. Reserve your spot today! Continuing Education Credits This webcast has been submitted for continuing education (CE) approval for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. Upon approval, you will be sent an email notification to come back to the webcast presentation console to download your personalized certificate from the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full, and successfully complete a short quiz. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by their licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only. This webcast is available in English only.

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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.