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  1. About
  2. Manage more details within Contract Delivery for New Business applications We are excited to announce further enhancements to our eDelivery process to empower you, the advisor, the ability to manage client details more easily within Contract Delivery.

    Effective January 15, 2022, advisors will need to create a Password within Contract Delivery when choosing “eDelivery” as the contract delivery method and provide the password to the client to use as their password:
    SetPassword_EN.png
    The Password must be between 4 and 100 alpha/numeric characters, and cannot be the Policy number. For multiple signers the password (and email address) must be unique per each signer.

    Advisors can now edit and/or update an email address within Contract Delivery, in the event of a bounce back or email change, to keep the eDelivery process moving and avoid delays in processing time. If a lock out occurs, advisors can trigger a resend of the signing email once they add a new valid email address in Contract Delivery. Simply click the pencil icon beside the Email field to enter the valid email address:
    eDeliveryJan15News2.png

    Another new feature- in the event a client has declined, the advisor will get an email from Equitable Life®. Click through to EquiNet® within the email to view the message within Contract Delivery that the client provided as the reason for decline under a new “Declined Details” section. This enables you to connect with the client to proceed with the sale by discussing the reasons for decline with them directly.

    Also new for clients with this enhancement, policy owners of a policy created after January 15 will be able to see a PDF copy of their policy within client access. Note: this PDF copy is as the policy was originally issued.
    ClientAccessEN.jpg
    Resources: 

  3. NEW – Online courses for CE Credits from Individual Insurance Needing continuing education credits?
    Equitable® is excited to introduce two new online courses focusing on Universal Life and Critical Illness insurance that provide immediate CE credits upon completion. The courses allow you to learn at your own pace and earn CE Credits quickly and easily. Both courses are accredited by AIC, ICM, the Institute, and La Chambre*.
     
    New courses:
    1) Where UL fits in your product portfolio
    2) Building your business with Critical Illness insurance
     
    A few important notes before you get started:
    ● The programs are hosted on Teachable: https://equitable-life-education.teachable.com/
    ● Username: Please use your email that you are contracted with.
    ● Password: Equitable
    ● Please use Google Chrome to access the courses.

    get-started-sm-(1).png

    Check out our new individual insurance online learning centre on EquiNet® to stay up to date on new courses and find out more information on the topics provided. While you’re there, don’t forget to take our Path to Success course!
     
    Questions?
    Contact your local wholesaler.
     
    Are you having trouble logging in?
    Email equitablelifemarketing@equitable.ca for assistance.
     

     
    *Please select the course with “QC credits” in the title for La Chambre credits.
    ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
     
  4. Make your next audit a breeze

    New – Online CE Course: Ensuring a Compliant, Needs-based Insurance sale


    When regulators and auditors come knocking on your door, make sure you are prepared. Well documented, needs-based sales evidence may help protect you and demonstrate that you were acting in your clients’ interest. 

    Make your next audit a breeze with the tips you will learn in this course and earn CE credits at the same time (AIC, Advocis and ICM credits available only). 

    “The Approach” to supporting suitable, needs-based sales
     
    The CLHIA recommends six supporting elements to make a suitable, needs-based sale. Equitable® created this reference presentation, “Ensuring a Compliant, Needs-based Insurance Sale” that leverages The Approach to explain the requirements for each step, along with the documentation to retain in the client file.

    Get started now

    A few important notes:
    ● This program is hosted on Teachable: https://equitable-life-education.teachable.com/ 
    ● Username: Please use your email that you are contracted with.
    ● Password: Equitable
    ● Please use Google Chrome to access the courses.

    Get-started-now!-button-(3).png

    Looking for more CE accredited training courses?

    Check out our new individual insurance online learning centre on EquiNet® to stay up to date on new courses and find out more information on the topics provided. 

    Questions?
    Contact your local wholesaler.

    Are you having trouble logging in?
    Email equitablelifemarketing@equitable.ca for assistance.

     
  5. Boost your knowledge and earn CE credits

    Need continuing education credits?

    Equitable is happy to offer online courses focusing on insurance. The courses allow you to learn at your own pace and earn CE credits quickly and easily. You can earn CE credits right away when you complete these courses. All courses are accredited by Alberta Insurance Council, Insurance Council of Manitoba, The Institute for Advanced Financial Education, and Chambre de la sécurité financière*.
     
    Existing courses:
    1.    Building your business with critical illness insurance
    2.    Ensuring a Compliant, Needs-based Insurance Sale
    3.    Harness the power of whole life cash value
    4.    Introduction to whole life insurance
    5.    Path to Success - Expert Advice on Navigating CI Sales
    6.    Participating whole life for the children's market: A head start for tomorrow
    7.    The mechanics of universal life 
    8.    Where UL Fits in your Product Portfolio


    A few important notes before you get started:
    •    The programs are hosted on Teachable: https://equitable-life-education.teachable.com/
    •    Username: Please use your email address that you are contracted with
    •    Password: Equitable
    •    Please use Google Chrome to access the courses

    Start Earning CE Credits!

    Check out the individual insurance online learning centre on EquiNet to stay up to date on new courses. 

    Questions?
    Contact your local wholesaler.
     
    Are you having trouble logging in or accessing certificates?
    Email equitableiimarketing@equitable.ca for assistance.

    *Please select the course with “QC credits” in the title for La Chambre credits.
  6. Growing your business in the large case market At Equitable®, we’re growing at a rapid pace in the large case market. We’re excited to share a new video highlighting all the great reasons to choose Equitable for large case clients—featuring Rob Hollingsworth, Head of Distribution and Product Marketing, Individual Insurance.

    Highlights at-a-glance
    •    We have capacity up to $130 million ultimate net amount at risk
    •    Up to $10 million internal retention
    •    Our mutual structure gives us a number of advantages, including the ability to provide personalized service

    Equitable offers full support to help you work on large cases and successfully implement solutions, and we’re continually adding tremendous experience and talent to our organization. Our team of wholesalers, specialized underwriters, advanced case consultants, and tax and estate planning professionals are here to support you with your complex and larger files.
    Our large case market webpage not only features our new video—it also showcases our team of large case experts and includes a growing list of marketing materials and resources to help you succeed.

    Do you have a large case client opportunity, and want to expand in the large case market?

    Visit our large case markets webpage to learn more.



    ® or TM denotes a trademark of The Equitable Life Insurance Company of Canada.
     
  7. [pdf] Online Plan Member Enrolment Quick Reference Guide
  8. [pdf] When it is time to convert your RSP to a RIF
  9. [pdf] Edelivery policy change FAQ
  10. 2025 – Celebrating a year of growth!

    Individual Insurance roundup

    Kicking off 2026 with excitement— we’re proud to reflect on the wins Equitable’s individual insurance team achieved in 2025! We added nearly 50,000 new policies, serviced over 450,000 existing insurance clients, and paid more than 1,300 claims. But there’s more! 

    Through the year, we introduced new digital tools and smart ways of working that made things easier for advisors and clients alike. It was a year of remarkable growth and impact. 

    Here’s a recap of some of our best moments of 2025.
    ● Faster juvenile policy approvals
    We launched a new way to approve juvenile policies. Families can now get insurance faster, and advisors spend less time waiting. This lets you and your Equitable underwriters focus on approving more complex insurance applications.

    ● Easier payment updates online
    Our new “update payment” feature on Client Access and EquiNet made it simple for clients to change banking details and payments online — no paperwork needed. Updates are made within three business days, giving clients more choice in the way they connect with us.

    ● Better fund information
    With Fundata, we created an enhanced web page for universal life policy investments. Now, advisors and clients can easily find fund performance details and use simple “favourite funds, search, and compare” tools. This makes it easy for clients to stay informed on their UL investments.

    ● More choices for universal life (UL) clients
    Our new 30/65 Rider for Equitable Generations™ UL plans gives clients more choice and flexibility—an affordable new way to add more coverage to their policies when needed.

    ● Flexible term exchange options
    New term 30/65 exchange option — a great addition! It provides more choice for clients that need to change their coverage as their needs evolve.

    ● Stable dividend scale interest rate
    We kept our market-leading dividend scale interest rate of 6.40%, providing participating policyholders with confidence and stability.

    ● New web tool for UL illustrations
    This new online tool puts UL sales illustrations at your fingertips online. You can view and save them from your laptop, making it easier than ever to manage your UL business. Try the new web illustration tool here.

    ● New term insurance rates
    In November, we introduced new term insurance rates. Our term rates are now among the best available! This makes it easier for clients to get the insurance coverage they need.

    Looking ahead
    In 2025, Equitable showed that trying new ideas, making things easier, and putting clients first truly matters. As 2026 begins, we’re focused on continuing this exciting momentum.

    Thank you for being on this journey with us and wishing you a very happy and successful year ahead!