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  1. Canada Post Labour Strike: What you need to know

    No postal service? No worries. Equitable® has electronic options that make doing business with us easy and seamless and will help to prevent delays in the event of a postal strike.


    Online tools for advisors through EquiNet® (Login to EquiNet to access):

    ● Use EZcomplete®to submit your individual wealth, individual life and critical illness insurance applications electronically.
    ● Use Policy/New Business Inquiry and EZtransact™ to keep your business running. You will continue to receive your online correspondence so that you can keep clients up to date with lapses or premiums due.
    ● Use  EZ Upload to submit scanned applications though a secure online connection. Easily upload applications and related documents, all at the click of a button. EZ Upload saves you time and courier costs and can be used for your life insurance, critical illness and savings and retirement business.

    Online tools for clients:

    ● Equitable Client Access® By setting up an account, clients can access their investment and insurance policy information, statements, letters, and payment details, whenever it’s convenient for them. Encourage them to sign up now!
    ● Online banking: Clients can make deposits to their Equitable savings policies, or make annual premium payments to their insurance policies through online banking. It’s fast and easy … and there’s no need for you to pick-up or deliver a cheque.
    ● Direct deposit withdrawals: Requests for cash withdrawals can be sent directly to clients’ bank accounts provided we have their banking information on file.
    ● Courier service: Contracts will continue to be sent via courier. Policy Disbursement cheques, cancellation letters, decline letters or cheques and other urgent correspondence will be couriered to the servicing MGA office for delivery/pickup. All other non-urgent correspondence will be held at Head Office.

    Equitable works for you to make it business as usual!

    Date posted: September 26, 2025 
  2. [pdf] Personalized Brochure - What did you wish for this year?
  3. Navigating the current market
  4. Individual Insurance
  5. On June 26, 2021 make room for more EDO room Effective June 26, 2021, a term rider added to an Equimax Estate Builder® or Equimax Wealth Accumulator® policy may allow for an increase to the maximum Excelerator Deposit Option (EDO) payment limit.
     
    Your clients who have a temporary insurance need and add a term rider to their Equimax plan may be able to take advantage of the additional exempt room and higher EDO payment limits to build the policy values. Make Equimax® your first choice for your clients’ whole life insurance needs.
     
    Want more information?
    Learn more about the changes and transition rules.

    Contact your Regional Sales Manager for more information on these changes and other sales ideas.
     
  6. [pdf] Advisors Edge Insurance for Children Article
  7. Equitable Life Savings & Retirement Webinar Series welcomes Equitable Asset Management Group



    In 2021, Equitable Life’s® S&R team will spotlight various aspects of our competitive fund lineup and product offerings. Each webinar in the series will feature a new topic. This series will also give advisors an opportunity to:

    • learn more about various products and product features,
    • hear from industry professionals,
    • learn about investment strategies; and so much more.

    This month, Equitable Life welcomes David Irwin, Director, Portfolio Management and Client Relations, Equitable Life of Canada.

    Please join us to hear David Irwin discuss the state of markets today, what key risks investors are focused on, and how the Equitable Life Active Segregated Fund lineup is positioned.

    Learn More

  8. About
  9. Are Canadians more FHSA-savvy in 2025? Recent insights have shown that a significant number of Canadians are unfamiliar with the First Home Savings Account (FHSA). However, the landscape is gradually evolving. While many are still getting acquainted with the features and benefits of this savings tool, financial advisors and industry experts note that awareness is steadily increasing. The knowledge gap is beginning to close. The largest group of contributors were Canadians aged 25 to 34, accounting for over 57% of all FHSA users1. This suggests that Generation Z and younger millennials are leading the charge in embracing the FHSA.

    Why is this age group so quick to adopt? The FHSA offers a unique blend of benefits. These include contributions that are tax-deductible like an RRSP and withdrawals for a first home purchase are tax-free like a TFSA. Financial author David Chilton even called it “the greatest deal in the history of Canadian savings.”1

    Despite the strong uptake among younger, higher-earning Canadians, there’s still work to be done. Many older Canadians and those with lower incomes remain unaware of the FHSA’s benefits and unsure how it fits into their financial plans. This presents a clear opportunity for advisors to continue educating—especially through digital channels and personalized advice.

    The FHSA is proving to be more than just a niche product—it’s becoming a cornerstone of first-time homebuyers’ strategy. With continued outreach and education, more Canadians will be empowered to take advantage of this valuable savings tool.

    Want to learn more? Speak to your Director, Investment Sales.

    1 Source: https://www.canadianmortgagetrends.com/2025/04/fhsa-sees-strong-uptake-among-young-high-earning-canadians-in-its-first-year/

    Date posted: October 2 2025
  10. [pdf] EquiLiving Critical Illness Insurance for Children