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  1. Recent Updates
  2. About
  3. New secure encryption process for outstanding Equitable S&R business requirements
    The Equitable® Savings and Retirement Operations team is improving how they send secure email messages to advisors. These emails are sent when there are outstanding requirements for an application or missing information for requests.


    Previously, advisors had to manually password protect or unlock PDF documents. This caused delays and difficulties for recipients. The new encryption process will remove that confusion and make it easier for advisors to send and receive secure, encrypted messages.


    Advisors will now receive secure, encrypted emails from the QA annuity operations mailbox. These emails will use an encrypt option to protect personal client information, such as attachments or requests for personal documents. Recipients will get an email with a subject line saying they have a secure private message. They will need to sign in to view the message or choose to get a one-time passcode (OTP).






    Please ensure to check the SPAM folder for the OTP option as it will expire in 15 minutes. Enter the OTP in the secure message
    portal.



    Emails are sent in both English and French, with automatic translation based on browser settings. Recipients must click the view button to access the message in the secure web portal where they can see the encrypted attachment.

    Make sure to click Reply in the top right corner of the encrypted message to keep communications within the secure portal.



    For more information or assistance, please contact your Director, Investment Sales.

    Date posted: May 22, 2025
  4. New online course available

    Boost your knowledge and earn CE Credits 

    Looking to deepen your understanding of Universal Life insurance and get a new CE Credit?

    Equitable is excited to offer a new addition to our online learning center: The mechanics of Universal Life. Whether you are new to the concept or looking to refresh your expertise, this course will help provide the knowledge you need to start conversations with clients.

    Our CE credit courses allow you to learn at your own pace and earn CE credits quickly and easily.

    Available Courses:
    • The mechanics of Universal Life *NEW*
    • Introduction to Whole Life Insurance
    • Participating Whole Life for the Children’s Market – A head start for tomorrow
    • Path to Success - Expert Advice on Navigating CI Sales  
    • Ensuring a Compliant, Needs-based Insurance Sale
    • Where UL Fits in your product portfolio
    • Building your business with Critical Illness insurance
    • Harness the Power of Whole Life Cash Value

    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

    You can earn CE credits right away when you complete these courses.
    Start earning CE Credits!

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

    Questions?
    Contact your local wholesaler.
     
    Are you having trouble logging in?
    Email equitableiimarketing@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. [pdf] Edelivery policy change FAQ
  7. [pdf] WorldCare Medical Second Opinion Service
  8. [pdf] Equitable Investor Profile Questionnaire
  9. September is Life Insurance Awareness Month The perfect time to start conversations with clients.

    Many people don’t think about life insurance until it’s too late. This month is a good time to remind clients why life insurance matters. Life insurance can help provide financial protection for families and businesses when they need it most.

    As an advisor, you play a key role in helping clients make the right choices to protect the people and things they care about. At Equitable®, we’re committed to supporting you in guiding clients through these important decisions. To help you start conversations about life insurance, we have created resources that explain the different types of life insurance and how each can help clients meet their unique financial needs.

    Use these tools during your client meetings, either in person or online. They can help you explain why life insurance matters, show the different plan options, and build trust with clients.

    Let’s work TOGETHER this month to help clients PROTECT TODAY and PREPARE TOMORROW.

    Contact your Equitable wholesaler today to learn more!


     
                                                                                                                                                          
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    What kind of life insurance is right for you? (1197)
  10. [pdf] Daily/Guaranteed Interest Account Contract