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  1. There is still time to set up a First Home Savings Account in 2024

    A First Home Savings Account (FHSA) allows prospective first-time homebuyers to save for their first home. The plan is tax-free and allows annual contributions up to$8,000 a year or a lifetime contribution limit of $40,000. If you have a client who wants to buy a first home, start them on their path to home ownership with a FHSA.

    With Equitable’s FHSA or Daily/Guaranteed Interest Account (DIA/GIA), they can put their money to work right away. Available on Pivotal Select™ Investment Class(75/75) and Pivotal Select Estate Class (75/100) and Daily/Guaranteed Interest Account (DIA/GIA), Equitable offers clients an array of investment products to suit their individual needs and risk tolerance.

    Do not wait. Get clients started today!

    For more information on FHSA or DIA/GIA, including a FAQ and client materials, visit EquiNet® or contact your Director, Investment Sales.   

    Date posted: November 13, 2024

  2. Large insurance case? Expert help starts here.

    Ask our Experts Episode 3

    At Equitable, we’re committed to the large case market. Our dedicated team of experts have a wealth of knowledge and experience. They’re here to support you and to help get your large case from application through to policy placement. 

    Today, we are thrilled to share the third episode of Ask our Experts featuring Mark Warywoda, Public Investments VP. Watch it now! 

    Mark shares his thoughts on:
    • The benefits of Equitable’s PAR fund
    • The key advantages of mutuality
    • The golden rule of investing: staying focussed on the long term.

    In case you haven’t seen it…
    • Watch Ask our Experts Episode 1 with Cindy Shirley, Chief Underwriter and Claims Risk Management. 
    • Watch Ask our Experts Episode 2 with Kevin Till, AVP of Individual Life Pricing. 





    Learn more:
    Visit our large case markets webpage to learn more about our team of dedicated experts. 

    Do you have a large case opportunity? Talk to your wholesaler to learn more. 
  3. [pdf] Invest with Equitable
  4. When we grow together, success is mutual

    Equitable® announces the return of its popular Step Up Your Wealth sales campaign! Again, this year, we are rewarding advisors who promote Equitable’s Savings & Retirement products to both existing and new clients, as part of a comprehensive investment strategy.

    At Equitable, we offer a complete range of investment products designed to meet the savings, accumulation, and income needs of Canadians. Our strength as a mutual company, combined with our diverse lineup of competitive solutions, can help clients achieve their financial goals with confidence.

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    Join us and take advantage of the opportunity to grow clients’ wealth while being rewarded for your efforts. Together, we can help Canadians achieve their financial dreams. For more information, visit our website or speak to your Director, Investment Sales today.

    *The bonus amount will be calculated at the end of 2025 based on net deposits. The bonus will be paid within 90 days following December 31, 2025. Maximum bonus payable is $100,000 for re-qualifying Elite advisors; $75,000 otherwise. 1 Re-qualifying Elite advisors are advisors who attained Elite status at the end of 2024 and maintain Elite status at the end of 2025. To attain Elite advisor status, an advisor must have $1,250,000 in gross deposits in at least five policies or $10,000,000 in assets. For re-qualifying Elite advisors that reach $10,000,000 or more in net deposits in both 2024 and 2025, the maximum payment is $200,000. Equitable reserves the right to end or after the Step Up Your Wealth sales campaign at any time and without notice.

    Date posted: January 6, 2025
     
  5. About
  6. [pdf] The Approach to Suitable Sales - Reference
  7. Individual Insurance product enhancements

    Equitable Life has exciting product enhancements that will help you offer more options to clients. 

    Watch our Virtual Product Launch NOW. Grab a coffee and get ready for this exciting news! Hear from our leaders and learn about our exciting product enhancements.

    - Full Product Launch Video (approx. 20 minutes). 
    - Introduction video (View on Vimeo) / Product launch page 


    Highlights of the product changes effective February 12, 2022, include:

     

    NEW! 10 pay premium option with Equimax Estate Builder®

    - The new EquiLiving® 20 pay rider options will be available on Equimax® plans


    NEW! EquiLiving plans and riders enhanced with:

    - 20 pay options with coverage to age 75 or coverage for life
    - Support from Cloud DX to help monitor a client’s well-being from treatment to recovery.
    - Added Acquired Brain Injury as a covered critical condition 
    - 30-day survival period removed for all non-cardiovascular covered conditions
    - No age restriction to claim for Loss of Independent Existence (LOIE)
    - EquiLiving Benefit now pays the higher of the EquiLiving Benefit or the Return of Premium Rider Benefit (not including Return of Premium on Death)          
    - And so much more …

    New Illustration software available on February 11, 2022 
    The updated illustration software will be available for download after 9 a.m. ET on Friday, February 11, 2022, and will include all the Equimax and EquiLiving enhancements.

    See the Equitable Sales Illustrations Update for information on how to download the software or check for updates. 

    Please review updates to the commission schedule A for these new enhancements.

    Learn more Get ready to make 2022 your best year yet for your sales! 

    Please contact your Regional Sales Manager for more information. 
  8. Product Enhancements - Critical Illness Equitable Life has exciting product enhancements that will help you offer more options to clients. 

    Access our Virtual Product Launch NOW. Grab a coffee and get ready for this exciting news! Hear from our leaders and learn about our exciting product enhancements.

    NEW! EquiLiving plans and riders enhanced with:
    • 20 pay options with coverage to age 75 or coverage for life
    • Support from Cloud DX to help monitor a client’s well-being from treatment to recovery.
    • Added Acquired Brain Injury as a covered critical condition 
    • 30-day survival period removed for all non-cardiovascular covered conditions
    • No age restriction to claim for Loss of Independent Existence (LOIE)
    • EquiLiving Benefit now pays the higher of the EquiLiving Benefit or the Return of Premium Rider Benefit (not including Return of Premium on Death)
    • And so much more …
    New Illustration software available on February 11, 2022 
    The updated illustration software will be available for download after 9 a.m. ET on Friday, February 11, 2022, and will include all the Equimax and EquiLiving enhancements.

    See the Equitable Sales Illustrations Update for information on how to download the software or check for updates. 

    Please review updates to the commission schedule A for these new enhancements.

    Learn more Get ready to make 2022 your best year yet for your sales! 

    Please contact your Regional Sales Manager for more information. 
  9. Product Enhancements - 10 Pay Equitable Life has exciting product enhancements that will help you offer more options to clients. 

    Access our Virtual Product Launch NOW. Grab a coffee and get ready for this exciting news! Hear from our leaders and learn about our exciting product enhancements.

    NEW! 10 pay premium option with Equimax Estate Builder®
    • The new EquiLiving® 20 pay rider options will be available on Equimax® plans
    New Illustration software available on February 11, 2022 
    The updated illustration software will be available for download after 9 a.m. ET on Friday, February 11, 2022, and will include all the Equimax and EquiLiving enhancements.

    See the Equitable Sales Illustrations Update for information on how to download the software or check for updates. 

    Please review updates to the commission schedule A for these new enhancements.

    Learn more Get ready to make 2022 your best year yet for your sales! 

    Please contact your Regional Sales Manager for more information. 
  10. Supporting plan members affected by the British Columbia and Northwest Territories wildfires

    Wildfires across Canada are disrupting the lives of many Canadians. During this difficult time, Equitable Life is providing additional support to help affected clients and plan members.

    Prescription refills

    Plan members who have been evacuated and/or lost their medication due to the wildfires will be able to make early refills until September 17, 2023, through TELUS Health, our pharmacy benefit manager.

    Replacement of medical or dental equipment and appliances

    Plan members who need to replace eligible medical or dental equipment or appliances due to the wildfires should first call 1.800.265.4556 to confirm coverage.

    Disability or other benefit cheques

    Plan members receiving disability benefits or other benefit reimbursements via cheques can visit www.equitable.ca/go/digital for instructions on how to sign up for direct deposit. It just takes a few minutes. Plan members can also call us at 1.800.265.4556 if they need help, a replacement cheque or assistance arranging a different mailing address.

    Mental health support

    Unpredictable, large-scale natural disasters can cause people to experience intense reactions, putting a lot of pressure on their mental health. Having coping mechanisms to deal with the current crisis can be a huge help. Any Equitable Life plan member who needs mental health support can visit Homeweb.ca/equitable to access online resources or contact Homewood at 1.888.707.2115.  

    For plan sponsors who have purchased Homewood Health’s Employee and Family Assistance Program (EFAP), their plan members also have access to confidential counselling services. The EFAP provides plan members with 24/7 access to confidential counselling through a national network of mental health professionals. Whether it’s face-to-face, by phone, email, chat or video, plan members will receive the most appropriate, most timely support for the issue they’re dealing with. 
     

    Plan Administrator support

    We realize that the fires are having a profound impact on regular business operations in B.C. and N.W.T. If you have clients that are unable to carry out day-to-day plan administration, they can call us at 1.800.265.4556. They can also contact their Customer Relationship Specialist for support.
     
    This is a challenging time for advisors, plan sponsors and plan members. We will continue to monitor the situation and provide additional updates as appropriate. 

    Questions?

    If you need more information, contact your Group Account Executive or myFlex Sales Manager.