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Individual Insurance

Get to know our large case experts
Equitable launches new Ask our Experts video series
At Equitable®, we’re committed to the large case market. Our dedicated team of experts is here to support you from application through to policy placement.
We are thrilled to share the first episode of Ask our Experts. This mini docuseries features key members of our large case team. They talk about their work, their perspectives, and their role in the large case experience.
Watch Ask our Experts Episode 1 featuring Cindy Shirley, Chief Underwriter and Claims Risk Management
Cindy chats with us about:
• Her approach to large case underwriting.
• The large case underwriting team.
• The important relationship between advisors and underwriters.
Visit our large case markets webpage to learn more about our team of dedicated experts.
Do you have a large case opportunity? Talk to your wholesaler to learn more.
® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.
1 minute read
Individual Wealth

Quickly calculate first home savings with Equitable
Have clients thinking about buying a first home? Equitable® has a calculator that can help.
Check out our new First Home Savings Account (FHSA) calculator to see how much clients could save. It’s simple to use and shows how money can grow when invested in an Equitable FHSA.
With the calculator, you can:
• Show clients how much they might save
• Demonstrate how savings can grow over time
• Motivate clients to reach their goal
Try the FHSA calculator with clients today. Want to learn more? Talk to your Director, Investment Sales.
Date posted: September 8, 2025
1 minute read
Individual Insurance
Individual Wealth
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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.