Step Up Your Wealth is Back—and It’s All About You!
Equitable® is excited to bring back our Step Up Your Wealth Sales campaign for 2026! This is your opportunity to grow your business, deepen client relationships and earn rewards for doing what you do best—helping Canadians achieve financial confidence.
As an advisor, you know the value of a strong partner. At Equitable, we combine the strength of a mutual company with a full suite of competitive wealth solutions designed to help support every stage of a clients’ financial journey.
Your Advantage Starts Here
Expand Your Offering: Access a comprehensive range of products to meet diverse client needs—from accumulation to retirement income.
Build Stronger Relationships: Position yourself as a trusted advisor with solutions backed by Equitable’s proven track record.
Earn More: Receive a Growth Bonus* as our way of recognizing your commitment and success.
This campaign is designed to help you grow your book of business while delivering exceptional value to clients. Together, we can make 2026 your most successful year yet because when we grow together, success is mutual.
Ready to Step Up? Visit our website or connect with your Director, Investment Sales today for full details.
*The bonus amount will be calculated on December 31, 2026 based on net deposits to Equitable Individual Wealth products for 2026. The bonus will be paid within 90 days following December 31, 2026. Maximum bonus payable is $100,000 for re-qualifying Elite Advisors; $75,000 otherwise. Re-qualifying Elite Advisors are advisors who attained Elite status at the end of 2025 and maintain Elite status at the end of 2026. To attain Elite advisor status, an advisor must have $1,250,000 in gross deposits in at least five Equitable policies in 2026 or $10,000,000 in assets with Equitable’s Individual Wealth at the end of 2026. For re-qualifying Elite Advisors that reach $10,000,000 or more in net deposits in both 2025 and 2026, the maximum payment is $200,000. Equitable reserves the right to end or after the Step Up Your Wealth Sales campaign or the Elite Advisor Program at any time and without notice.