Universal life product linked interest option changes

On July 1, 2025, we will be changing the index that is tracked for the linked interest options shown far below.
Clients can change their investment options at any time if they choose. This includes the Linked Interest Option(s) for money currently invested and future deposits.
Requests for this change can be done:
• In writing – Submit the Reallocation and transfer of funds – universal life form (form 693UL).
• Online by advisors – Go to Policy Inquiry on EquiNet® (advisor site).
• Online by clients – Links in Client Access® through Equitable.ca.
Please contact your Equitable® Wholesaler for more information. Linked Interest Option | Universal life insurance solution | Currently tracking | Effective July 1, 2025 |
Canadian Equity Index | • Equitable GenerationsTM | S&P/TSX 60® Total Return Index | S&P/TSX Composite® Total Return Index |
Canadian Equity |
• Equation Generation® IV
• EquiLife®
• Equation Generation III
• Equation Generation II
• Equation
• Direction 2000 Plus |
S&P/TSX® 60 Total Return Index and S&P/TSX Composite® Total Return Index registered trademarks of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and S&P Global. All others are registered trademarks of The Equitable Life Insurance Company of Canada.