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Equitable's secure site for our AdvisorsWelcome to EquiNet
Equitable's secure site for our AdvisorsWhat's New
Individual Insurance

Boost your knowledge and earn CE credits
Need continuing education credits?
Equitable® is happy to offer two new online courses focusing on whole life insurance. The courses allow you to learn at your own pace and earn CE credits quickly and easily. You can earn CE credits right away when you complete these courses. All courses are accredited by Alberta Insurance Council, Insurance Council of Manitoba, The Institute for Advanced Financial Education, and Chambre de la sécurité financière*.
New courses:
1. Introduction to Whole Life Insurance
2. Participating Whole Life for the Children’s Market – A Head Start for Tomorrow
3. Harness the Power of Whole Life Cash Value
Existing courses:
1. Path to Success - Expert Advice on Navigating CI Sales
2. Ensuring a Compliant, Needs-based Insurance Sale
3. Where UL Fits in your Product Portfolio
A few important notes before you get started:
• The programs are hosted on Teachable: https://equitable-life-education.teachable.com/
• Username: Please use your email address that you are contracted with
• Password: Equitable
• Please use Google Chrome to access the courses
Start Earning CE Credits!
Check out the individual insurance online learning centre on EquiNet® to stay up to date on new courses.
Questions?
Contact your local wholesaler.
Are you having trouble logging in or accessing certificates?
Email equitablelifemarketing@equitable.ca for assistance.
*Please select the course with “QC credits” in the title for La Chambre credits.
® or TM denotes a trademark of The Equitable Life Insurance Company of Canada.
1 minute read
Savings & Retirement

From piggy banks to property, the journey of helping clients save for a first home
With the smell of spring in the air and for sale signs popping up on front lawns, no doubt clients are starting to ask, is it time to save for a house? Of course, a million other questions generally arise like, can I afford a house? How do I save? What do I do?
If you’ve got clients asking for direction, join your host Joseph Trozzo, Vice President, Investment Sales, at Equitable® along with Equitable’s own, Chris Petroff CPA CMA, Product Manager, Savings and Retirement to learn how Equitable can help you set clients up for success, when it comes to purchasing their first home.
Why Attend?
This informative session will cover all the ins and outs of first-time home ownership,
• from potential sources of funds to tax implications,
• withdrawal rules, and
• so much more.
You’ll get a deep dive into the various account types available through Equitable with segregated funds and DIA/GIA, and a comparison of each account type. We’ll also touch on mortgages, investment time horizon and other considerations, including specific case studies to help equip you with all the knowledge necessary to help clients purchase a first home.
Register today to secure your spot!
Date: Wednesday, May 21, 2025
Time: 2 p.m. ET/11 a.m. PT
Duration: 1 hour
Continuing Education Credits
This webcast has been accredited for 1.00 Life continuing education (CE) credit for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. To be eligible for CE credits, you must register individually, watch the webcast in full and 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.
Date posted: May 8, 2025
1 minute read
Individual Insurance
Savings & Retirement
Group Benefits
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