A good time to talk about Equitable whole life insurance
Equitable’s participating whole life insurance, Equimax®, can be a good choice for clients who want:
• Long-term guarantees.
• A tax-friendly way to build wealth.
• A way to leave money behind for loved ones.
Markets are still uncertain, and many clients want financial options they can count on. This makes now a good time to talk about the value of participating whole life insurance. Advisors can recommend Equitable with confidence. The dividend scale interest rate has stayed at 6.40%, which shows the strength and stability of the participating account.
Why talk about Equitable whole life insurance today?
• Lifetime protection with guaranteed values. Clients get permanent insurance coverage and guaranteed cash values that can grow over time.
• Growth potential through the participating account. Eligible policies may receive dividends.1 These dividends can help clients build value over time and support estate, retirement, and wealth transfer goals.
• Tax-friendly growth. Whole life insurance can help clients build wealth inside a permanent insurance plan.
• Estate and legacy planning. The money paid from the policy can help protect an estate, support charitable giving, or provide an inheritance in a tax-friendly way.
Why Equitable?
• Equitable proudly leads the way. We are the #1 seller of participating whole life policies in Canada!2
• We have great online advisor tools. EquiNet, Equitable’s advisor site, is bilingual and gives you quick access to the tools and information you need. You can find EZcomplete® online applications, administrative forms and processes, sales illustrations, marketing materials, and more.
• We’re committed to our policyholders. At Equitable, our mutual status helps us focus on our policyholders and the promises we make to them.
1 Dividends are not guaranteed. They could change based on how well the investments do, how many claims are made, and other factors. Dividends are paid at the sole discretion of the Board of Directors.
2 LIMRA International Canadian Individual Life Insurance Sales Participant Report as at Q1 2026.
• Long-term guarantees.
• A tax-friendly way to build wealth.
• A way to leave money behind for loved ones.
Markets are still uncertain, and many clients want financial options they can count on. This makes now a good time to talk about the value of participating whole life insurance. Advisors can recommend Equitable with confidence. The dividend scale interest rate has stayed at 6.40%, which shows the strength and stability of the participating account.
Why talk about Equitable whole life insurance today?
• Lifetime protection with guaranteed values. Clients get permanent insurance coverage and guaranteed cash values that can grow over time.
• Growth potential through the participating account. Eligible policies may receive dividends.1 These dividends can help clients build value over time and support estate, retirement, and wealth transfer goals.
• Tax-friendly growth. Whole life insurance can help clients build wealth inside a permanent insurance plan.
• Estate and legacy planning. The money paid from the policy can help protect an estate, support charitable giving, or provide an inheritance in a tax-friendly way.
Why Equitable?
• Equitable proudly leads the way. We are the #1 seller of participating whole life policies in Canada!2
• We have great online advisor tools. EquiNet, Equitable’s advisor site, is bilingual and gives you quick access to the tools and information you need. You can find EZcomplete® online applications, administrative forms and processes, sales illustrations, marketing materials, and more.
• We’re committed to our policyholders. At Equitable, our mutual status helps us focus on our policyholders and the promises we make to them.
1 Dividends are not guaranteed. They could change based on how well the investments do, how many claims are made, and other factors. Dividends are paid at the sole discretion of the Board of Directors.
2 LIMRA International Canadian Individual Life Insurance Sales Participant Report as at Q1 2026.