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Welcome to EquiNet

Equitable's secure site for our Advisors

What's New

Individual Insurance

Changes to Equitable’s Universal Life fund names

Effective November 15, 2025, we changed the name of the funds being tracked for the following Equitable® linked interest options. These changes apply to both our current and legacy universal life solutions as indicated below. Linked interest option Current name of fund being tracked New name of fund being tracked Applicable insurance solutions Canadian Bond Equitable Life Active Canadian Bond Fund Internal Linked Equitable Bond Internal Linked Equitable GenerationsTM, Equation Generation® IV, EquiLife® and Equation Generation III Canadian Balanced Portfolio Equitable Life Active Balanced Portfolio Select Equitable Balanced Equitable Generations Canadian Equitable Generations, Equation Generation IV, EquiLife, Equation Generation III and Equation Generation II Canadian Neutral Portfolio Equitable Life Active Balanced Income Portfolio Select Equitable Income Equitable Generations Global Equity Portfolio Equitable Life Active Balanced Growth Portfolio Select Equitable Growth Effective November 15, 2025, we changed the names of the following segregated funds tied to some of our legacy universal life products as indicated below. Current name of segregated fund New name of segregated fund Applicable products Asset Allocation Fund Equitable MFS Balanced Equation and Direction 2000 Plus Active Canadian Bond Equitable Bond Canadian Stock Fund Equitable MFS Canadian Equity Plus Money Market Fund Equitable Money Market Accumulative Income Fund Equitable MFS Canadian Fixed Income Direction 2000 Common Stock Fund Equitable MFS Common Stock Only the above funds’ names have changed. No fundamental changes have been made to the funds.

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Individual Wealth

Let’s “Talk Money”: Helping clients feel better about their finances

This November is Financial Literacy Month, and the theme is simple but powerful: “Talk Money.” The goal is simple—get Canadians talking about money. When people open up about budgeting, debt, or financial stress, they feel more confident and less alone. Money and mental health are connected Many Canadians feel stressed about money. That stress can affect their mental health. As an advisor, you can help by starting honest conversations. When clients talk about their worries, they’re more likely to take action and feel better. How advisors can help You don’t need to be a therapist. Just listen, ask questions, and offer simple steps. Here are a few ideas: Ask how clients feel about their finances. Share stories of others who overcame money stress. Celebrate small wins, like setting a budget or saving a little more. Use Equitable’s online learning modules to equip yourself with knowledge to help support client goals. Watch our on-demand webcast: How to stay grounded in a changing world: Supporting financial and mental well-being Let’s talk money Talking about money helps people feel stronger and more in control. This month, let’s help clients open up, take action, and build better habits—financially and emotionally. If you have any questions, feel free to reach out to your Director, Investment Sales.

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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.