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1. Product at a glance
2. Submission to Commission - How fast is it?
3. Do clients imagine owning a dream home?

   
   We’re here to help make that happen! Clients who contribute to a First Home Savings Account between May 1 and September 30, 2025, will be entered for a chance to win an incredible $8,000 in our Close to Home contest. Whether opening a new account or making an annual contribution, this is a golden opportunity to help them get one step closer to homeownership.

    

   Advisors, Your Efforts Matter Too! By guiding clients towards their homeownership dreams, you’ll be entered to win $1,000 as a special thank you for your dedication and support. At Equitable^®, we believe that when we grow together, success is mutual.

   
   
   Don’t Miss Out! Enter today using Equitable’s user-friendly online application platform, EZcomplete^®, or process an online transaction with ease using Equitable’s EZtransact^®. It’s fast, simple, and could bring clients closer to their dream home.

    

   Want to learn more? Speak to your Director, Investment Sales, and help clients take the first step towards making homeownership a reality.

    

   Equitable’s Close to Home Contest: No purchase necessary. Contest period May 1, 2025, to September 30, 2025.  Enter by making a deposit to an Equitable FHSA during the contest period or by submitting a no-purchase entry. Two prizes for a total value of $8,000 CAD to be drawn on October 15, 2025, will be awarded. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner and will receive a $1,000 CAD prize. For example, if an Equitable client is a winner of the $8,000 prize, the client’s servicing advisor wins a $1,000 prize.  Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible Entries received during the Contest Period.  For full contest rules, including no-purchase method of entry, see the full contest rules. 

4. [pdf] EquiNet Quick Tips
5. Preferred life insurance solutions – individuals
6. Coming soon — enhanced Equitable Generations™ universal life (UL) See what’s ahead
   
   Equitable Generations UL insurance solution is about to get even better! In the next few weeks, Level cost of insurance (COI)* option will be added to our offering. The new Level COI option will add more value, choices, and opportunities for clients.
   
   The enhanced Equitable Generations is designed to meet client’s UL needs. To simplify our UL products, Equation Generation^® IV UL insurance solution will soon no longer be available for new sales.
   
   Stay tuned for more details and the effective date.
   
   Check out the Transition Rules for new and in-progress universal life applications.
   
   
   * For Level COI, only Account Value Protector is offered as a death benefit option.
    
7. [pdf] Equitable's Competitive Advantage
8. [pdf] Corporate Borrowing Brochure
9. [pdf] Corporate Borrowing Checklist
10. [pdf] Corporate Borrowing Generic Flyer