EquiNet Equitable Life's advisor site

Individual Insurance

Equitable's comprehensive insurance products are designed to meet a variety of needs - from basic protection in the short or long term, financial security, estate planning, tax efficient savings or leaving a lasting legacy.

Products

Administration
Administration
Critical Illness Insurance
Critical Illness Insurance
New Business & Underwriting
New Business & Underwriting
Term Insurance
Term Insurance
Universal Life Insurance
Universal Life Insurance
Whole Life Insurance
Whole Life Insurance
Learning Centre
Learning Centre

What's New

Equimax – a better and stronger solution!
Equimax – a better and stronger solution!

Dec 16, 2024
New re-branded Application for Life and CI Insurance (Form 350)
New re-branded Application for Life and CI Insurance (Form 350)

Dec 11, 2024
2024 Holiday hours
2024 Holiday hours

Dec 5, 2024
Client-Focused Videos
Client-Focused Videos

Dec 2, 2024
New rules in effect for all Quebec applications
New rules in effect for all Quebec applications

Nov 28, 2024
Equimax Enhancements – Coming Soon
Equimax Enhancements – Coming Soon

Nov 26, 2024
New web illustration tool for critical illness insurance
New web illustration tool for critical illness insurance

Nov 25, 2024
Canada Post Labour Strike: What you need to know
Canada Post Labour Strike: What you need to know

Nov 25, 2024
New! Digital Beneficiary Changes – for advisors
New! Digital Beneficiary Changes – for advisors

Nov 11, 2024
Individual insurance communications at Equitable are changing
Individual insurance communications at Equitable are changing

Nov 4, 2024
Open doors with our updated CI & UL solutions!
Open doors with our updated CI & UL solutions!

Oct 28, 2024
Product updates - See our latest!
Product updates - See our latest!

Oct 21, 2024
New! Evidence of Insurability Schedule
New! Evidence of Insurability Schedule

Oct 15, 2024
Coming soon – 2024 Product Updates
Coming soon – 2024 Product Updates

Sep 24, 2024
We want to hear from you!
We want to hear from you!

Sep 16, 2024
5 great reasons to work with Equitable
5 great reasons to work with Equitable

Sep 9, 2024
Equitable presents docuseries “Moments Matter”
Equitable presents docuseries “Moments Matter”

Sep 4, 2024
Making it easy to do business with us
Making it easy to do business with us

Aug 29, 2024
Flexibility for a client’s ever-changing life
Flexibility for a client’s ever-changing life

Aug 19, 2024
Request standard inforce illustrations with the click of a button
Request standard inforce illustrations with the click of a button

Aug 12, 2024
Growing your business in the large case market
Growing your business in the large case market

Aug 12, 2024
Feel confident and at ease with Cloud DX
Feel confident and at ease with Cloud DX

Aug 6, 2024
Like a summer breeze – Applying for LIFE insurance just got easier!
Like a summer breeze – Applying for LIFE insurance just got easier!

Jul 22, 2024
Make your next audit a breeze
Make your next audit a breeze

Jul 15, 2024
New! Digital Beneficiary Change Request option for clients (Individual insurance)
New! Digital Beneficiary Change Request option for clients (Individual insurance)

Jul 8, 2024
Summer is here and so is our new dividend scale
Summer is here and so is our new dividend scale

Jul 2, 2024
Life changes and so do clients’ insurance needs
Life changes and so do clients’ insurance needs

Jun 18, 2024
Now better than ever! The updated “Understanding participating whole life insurance” (#1038) is here
Now better than ever! The updated “Understanding participating whole life insurance” (#1038) is here

Jun 10, 2024
A Strong Quarter for our Participating Account’s Return - 1360 Updates
A Strong Quarter for our Participating Account’s Return - 1360 Updates

Jun 7, 2024
Equitable 2024 dividend scale!
Equitable 2024 dividend scale!

Jun 4, 2024
The power of together
The power of together

May 13, 2024
Sofie wants to provide for her children long after she’s gone with Equitable Generations Universal Life
Sofie wants to provide for her children long after she’s gone with Equitable Generations Universal Life

May 6, 2024
New publication: CLHIA consumer guide for critical illness
New publication: CLHIA consumer guide for critical illness

Apr 22, 2024
Universal Life Savings and Investment Options Updates
Universal Life Savings and Investment Options Updates

Apr 15, 2024
Make Equitable your first choice for insurance – has just been enhanced!
Make Equitable your first choice for insurance – has just been enhanced!

Apr 8, 2024
NEW – Online courses for CE Credits from Individual Insurance
NEW – Online courses for CE Credits from Individual Insurance

Apr 1, 2024
Equitable explains individual life and critical illness insurance with client-focused videos!
Equitable explains individual life and critical illness insurance with client-focused videos!

Mar 11, 2024
Roll out the red carpet for a refreshed Term!
Roll out the red carpet for a refreshed Term!

Mar 4, 2024
Equimax Participating Whole Life illustration reports are getting a makeover!
Equimax Participating Whole Life illustration reports are getting a makeover!

Feb 20, 2024
FasatWeb Upgrade Implementation
FasatWeb Upgrade Implementation

Jan 19, 2024
Harness the Power has been enhanced
Harness the Power has been enhanced

Jan 15, 2024
Celebrating our wins – 2023 Individual Insurance Marketing Recap
Celebrating our wins – 2023 Individual Insurance Marketing Recap

Jan 2, 2024
Reminder: New 350 Life and CI Applications
Reminder: New 350 Life and CI Applications

Dec 18, 2023
2023 Holiday Hours
2023 Holiday Hours

Dec 18, 2023
Making it easier to do business with Equitable
Making it easier to do business with Equitable

Dec 11, 2023
What’s the story behind Equitable’s new brand?
What’s the story behind Equitable’s new brand?

Dec 4, 2023
EXCITING NEWS! Digital Transactions for Universal Life Plans Now Available
EXCITING NEWS! Digital Transactions for Universal Life Plans Now Available

Nov 13, 2023
Lin covers her life, her partner, her home, and business with Equitable’s Term Life insurance
Lin covers her life, her partner, her home, and business with Equitable’s Term Life insurance

Oct 23, 2023
Text Notifications keep you informed in real time on your Equitable individual insurance business
Text Notifications keep you informed in real time on your Equitable individual insurance business

Oct 16, 2023
The Equimax EVOLUTION Continues
The Equimax EVOLUTION Continues

Oct 10, 2023
How to talk to clients about CI when they don’t want to
How to talk to clients about CI when they don’t want to

Sep 18, 2023
DBRS Morningstar Confirms Ratings on Equitable Life at A (high), Stable Trends
DBRS Morningstar Confirms Ratings on Equitable Life at A (high), Stable Trends

Aug 24, 2023
Making it easier to claim for Loss of Independent Existence for EquiLiving Critical Illness insurance
Making it easier to claim for Loss of Independent Existence for EquiLiving Critical Illness insurance

Aug 21, 2023
New illustration software now available!
New illustration software now available!

Aug 12, 2023
See why choosing EquiLiving Critical Illness Insurance is the right choice for Ayo’s family
See why choosing EquiLiving Critical Illness Insurance is the right choice for Ayo’s family

Aug 8, 2023
Predictive Analytics at Equitable Life
Predictive Analytics at Equitable Life

Aug 3, 2023
New Online Policy Loan Form
New Online Policy Loan Form

Jul 27, 2023
New 350 Life and CI Applications
New 350 Life and CI Applications

Jul 26, 2023
Welcome to Cindy Shirley our new Vice President, Chief Underwriter & Claims
Welcome to Cindy Shirley our new Vice President, Chief Underwriter & Claims

Jul 25, 2023
See how choosing Equimax Participating Whole Life can help Raj plan for his family’s future
See how choosing Equimax Participating Whole Life can help Raj plan for his family’s future

Jul 17, 2023
Critical Illness Insurance Update
Critical Illness Insurance Update

Jul 10, 2023
New Dividend Scale Effective July 1, 2023!
New Dividend Scale Effective July 1, 2023!

Jul 4, 2023
Equimax® Participating Whole Life – A whole life solution for everyone
Equimax® Participating Whole Life – A whole life solution for everyone

Jun 19, 2023
What you should know about Equitable Generations Universal Life
What you should know about Equitable Generations Universal Life

Jun 12, 2023
Path to Success modules now available on EquiNet!
Path to Success modules now available on EquiNet!

Jun 5, 2023
Policy contract changes for residents of Quebec
Policy contract changes for residents of Quebec

May 23, 2023
NEW MARKETING MATERIAL! Flexibility for supplemental income with Equimax
NEW MARKETING MATERIAL! Flexibility for supplemental income with Equimax

May 8, 2023
EZcomplete now displays Critical Illness insurance premiums
EZcomplete now displays Critical Illness insurance premiums

Apr 24, 2023
EQUIMAX PARTICIPATING WHOLE LIFE – your whole life solution
EQUIMAX PARTICIPATING WHOLE LIFE – your whole life solution

Apr 24, 2023
NEW MARKETING MATERIAL! Equimax Participating Whole Life, Strong and Stable Dividends
NEW MARKETING MATERIAL! Equimax Participating Whole Life, Strong and Stable Dividends

Apr 17, 2023
Start a Conversation with EZstart – Now Available for Equimax Wealth Accumulator
Start a Conversation with EZstart – Now Available for Equimax Wealth Accumulator

Apr 10, 2023
Cloud DX, Signs Contract with Heart Centre
Cloud DX, Signs Contract with Heart Centre

Apr 3, 2023
Supporting clients at claim time with KIND
Supporting clients at claim time with KIND

Mar 20, 2023
New year tune-up for Equimax participating whole life
New year tune-up for Equimax participating whole life

Mar 13, 2023
Delegation Requests Now Available on EquiNet
Delegation Requests Now Available on EquiNet

Mar 9, 2023
Let’s talk about Critical Illness insurance, the Equitable way.
Let’s talk about Critical Illness insurance, the Equitable way.

Mar 6, 2023
5 Things You Need to Know About Equitable Generations Universal Life
5 Things You Need to Know About Equitable Generations Universal Life

Jan 23, 2023
SMS is Available for Individual Insurance Application Updates
SMS is Available for Individual Insurance Application Updates

Jan 16, 2023
Updated Temporary Resident Guidelines – Student Permit Requirements
Updated Temporary Resident Guidelines – Student Permit Requirements

Jan 9, 2023
2023 is here and we are here for you!
2023 is here and we are here for you!

Jan 3, 2023
Stay connected with a NEW Web Illustration tool for Equimax
Stay connected with a NEW Web Illustration tool for Equimax

Dec 5, 2022
NEW Jump Around feature available on EZcomplete
NEW Jump Around feature available on EZcomplete

Nov 21, 2022
2022 Holiday Hours
2022 Holiday Hours

Nov 17, 2022
Backdating of insurance applications – New rule now in effect
Backdating of insurance applications – New rule now in effect

Nov 15, 2022
An Exciting Fund Lineup Offered with Equitable Generations
An Exciting Fund Lineup Offered with Equitable Generations

Nov 1, 2022
Start a Conversation with EZstart - Now available for Universal Life
Start a Conversation with EZstart - Now available for Universal Life

Oct 11, 2022
A New Universal Life Insurance Solution for the 21st Century – Available NOW!
A New Universal Life Insurance Solution for the 21st Century – Available NOW!

Sep 26, 2022
Application cloning option now available on EZcomplete
Application cloning option now available on EZcomplete

Sep 12, 2022
A New Universal Life Solution for the 21st Century – Coming Soon
A New Universal Life Solution for the 21st Century – Coming Soon

Sep 6, 2022
Updated Temporary Resident Guidelines
Updated Temporary Resident Guidelines

Aug 10, 2022
Regulator Reviews of Advisor Business Practices
Regulator Reviews of Advisor Business Practices

Jul 25, 2022
New marketing material! 10-Pay Equimax Estate Builder - Enhanced Protection Dividend
New marketing material! 10-Pay Equimax Estate Builder - Enhanced Protection Dividend

Jul 19, 2022
Universal Life Product Fund Changes
Universal Life Product Fund Changes

Jul 12, 2022
Reminder: Review and Manage Key Notifications on EquiNet
Reminder: Review and Manage Key Notifications on EquiNet

Jun 20, 2022
Changes to the Compensation Inquiry section on EquiNet
Changes to the Compensation Inquiry section on EquiNet

May 5, 2022
Advisor Code of Conduct - Updated!
Advisor Code of Conduct - Updated!

Apr 28, 2022
Our Critical Illness Insurance Path to Success Program
Our Critical Illness Insurance Path to Success Program

Apr 25, 2022
EquiLiving offers more options to clients facing a covered Critical Illness condition
EquiLiving offers more options to clients facing a covered Critical Illness condition

Apr 19, 2022
Referrals are important to your business...and they're important to ours too
Referrals are important to your business...and they're important to ours too

Apr 12, 2022
Your first $3 million has never been EZier!
Your first $3 million has never been EZier!

Apr 4, 2022
Important information regarding use of the form 350 Application for Life and/or Critical Illness Insurance
Important information regarding use of the form 350 Application for Life and/or Critical Illness Insurance

Mar 28, 2022
Critical Illness Path to Success Program
Critical Illness Path to Success Program

Mar 23, 2022
Equitable Life and Cloud DX
Equitable Life and Cloud DX

Mar 8, 2022
Individual Insurance product enhancements
Individual Insurance product enhancements

Feb 28, 2022
Product Enhancements - Critical Illness
Product Enhancements - Critical Illness

Feb 22, 2022
Product Enhancements - 10 Pay
Product Enhancements - 10 Pay

Feb 22, 2022
Exciting new product changes are coming your way!
Exciting new product changes are coming your way!

Feb 7, 2022
Manage more details within Contract Delivery for New Business applications
Manage more details within Contract Delivery for New Business applications

Jan 17, 2022
Equitable Life’s Participating Account reaches $1 billion in assets
Equitable Life’s Participating Account reaches $1 billion in assets

Jan 12, 2022
Increased auto approval means more time to focus on your complex cases
Increased auto approval means more time to focus on your complex cases

Dec 20, 2021
Equitable Now Accepts eSignatures on all documents (Ind. Ins. & S&R)
Equitable Now Accepts eSignatures on all documents (Ind. Ins. & S&R)

Dec 16, 2021
Enhancements to ID Verification and Business Forms
Enhancements to ID Verification and Business Forms

Dec 10, 2021
Equitable Insights: Supporting the Health of Canadians
Equitable Insights: Supporting the Health of Canadians

Dec 6, 2021
NEW Process for Applications for Term Conversion to Equimax with Excelerator Deposit Option (EDO)
NEW Process for Applications for Term Conversion to Equimax with Excelerator Deposit Option (EDO)

Nov 26, 2021
Excelerator Deposit Option – maximum payment limit changes
Excelerator Deposit Option – maximum payment limit changes

Nov 26, 2021
Equitable Insights: Our Underwriting Team is here for you
Equitable Insights: Our Underwriting Team is here for you

Nov 23, 2021
Tune in to our latest Equitable Insights Videos on EquiNet
Tune in to our latest Equitable Insights Videos on EquiNet

Nov 3, 2021
Equitable Life Welcomes Donna Carbell as Senior Vice President, Individual Insurance
Equitable Life Welcomes Donna Carbell as Senior Vice President, Individual Insurance

Oct 25, 2021
Equitable Insights: Our Large Case Experts
Equitable Insights: Our Large Case Experts

Sep 15, 2021
DBRS Morningstar reaffirms Equitable Life’s Financial Strength Rating and Issuer Rating
DBRS Morningstar reaffirms Equitable Life’s Financial Strength Rating and Issuer Rating

Sep 13, 2021
Equitable Insights: EZcomplete Makes Submission to Commission Easy
Equitable Insights: EZcomplete Makes Submission to Commission Easy

Aug 5, 2021
Guides for completing Individual Insurance forms now on EquiNet
Guides for completing Individual Insurance forms now on EquiNet

Jul 19, 2021
Fabien Jeudy takes over as President and CEO
Fabien Jeudy takes over as President and CEO

Jul 15, 2021
Make room for more EDO room
Make room for more EDO room

Jun 28, 2021
REMINDER that paper applications with a version date prior to 2021/04/02 are set to expire July 1, 2021
REMINDER that paper applications with a version date prior to 2021/04/02 are set to expire July 1, 2021

Jun 21, 2021
On June 26, 2021 make room for more EDO room
On June 26, 2021 make room for more EDO room

Jun 15, 2021
Anti-money laundering legislation changes
Anti-money laundering legislation changes

May 18, 2021
Questions about eDelivery? New eDelivery page
Questions about eDelivery? New eDelivery page

May 12, 2021
Simplified Alternative ID Process is Now Available
Simplified Alternative ID Process is Now Available

Mar 29, 2021
COVID-19 Vaccinations and your Equitable Life of Canada Insurance Coverage
COVID-19 Vaccinations and your Equitable Life of Canada Insurance Coverage

Mar 18, 2021
Equitable Life of Canada ends 2020 in a position of financial strength
Equitable Life of Canada ends 2020 in a position of financial strength

Feb 18, 2021
Digital Payment Options for Your Client’s First and Subsequent Annual Payments for Individual Life and Critical Illness Insurance Business
Digital Payment Options for Your Client’s First and Subsequent Annual Payments for Individual Life and Critical Illness Insurance Business

Nov 10, 2020
Paramedicals are Re-opening Shortly
Paramedicals are Re-opening Shortly

Jun 10, 2020
Revised Witness Signature Process during COVID-19 for Individual Life and Critical Illness Insurance Business
Revised Witness Signature Process during COVID-19 for Individual Life and Critical Illness Insurance Business

Apr 6, 2020
EZcomplete Online Application for non face-to-face meetings
EZcomplete Online Application for non face-to-face meetings

Mar 26, 2020
Important update regarding all paramedical appointments
Important update regarding all paramedical appointments

Mar 24, 2020
Enhanced flexibility and features make Equimax whole life a great choice for your clients
Enhanced flexibility and features make Equimax whole life a great choice for your clients

Mar 23, 2020
Can’t meet in person? EZcomplete is an EZ way to meet online
Can’t meet in person? EZcomplete is an EZ way to meet online

Mar 17, 2020
EquiNet Quick Tips
EquiNet Quick Tips

Feb 26, 2020
The Equitable Gives Back Contest – Start spreading the word!
The Equitable Gives Back Contest – Start spreading the word!

Jan 16, 2020
A year of celebration - 100 years of protecting what matters most to Canadians
A year of celebration - 100 years of protecting what matters most to Canadians

Jan 8, 2020
Repositioned Wealth Accumulator available
Repositioned Wealth Accumulator available

Jun 10, 2019