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1. 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.
   
   
   
   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.
   
    
2. Wrapping up 2025 with our new term rates!
   Among the most competitive in the market
   Equitable^® is wrapping up 2025 with our new term rates effective November 22, 2025. Many Canadians view life insurance as unaffordable, with 34% saying cost is the top reason they go without coverage.¹ Our new term rates are designed to help address these concerns. They offer flexible and affordable options to help clients get the protection they need.    
   ¹ Investment Executive at Survey finds affordability, lack of trust, barriers to buying life insurance | Investment Executive 
   
   What’s New:
   Updated premium rates for Term coverage, included on:
   • Term 10, Term 20 and Term 30/65 plans
   • Including Term Riders on Critical Illness (CI), Whole Life (WL), Equitable Generations^® Universal Life (UL) and Equation Generation^® IV Universal Life
   
   View our Transition Rules for all the details on processing your applications. 
   
   
    
    
   New term rate highlights*:
   *Effective November 22, 2025. Our term rates ranked among the best on LifeGuide when compared against top carriers in key markets.
   
   Check out our new term rates for yourself. Run quotes monthly (versus annually) for our best term rates.
   
   Contact your Equitable wholesaler today to learn more!
   
   
   
    
3. Let’s “Talk Money”: Helping clients feel better about their finances This November is Financial Literacy Month, and the theme is simple but powerful: “Talk Money.” The goal is simple—get Canadians talking about money. When people open up about budgeting, debt, or financial stress, they feel more confident and less alone.
   
   Money and mental health are connected
   Many Canadians feel stressed about money. That stress can affect their mental health. As an advisor, you can help by starting honest conversations. When clients talk about their worries, they’re more likely to take action and feel better.
   
   How advisors can help
   You don’t need to be a therapist. Just listen, ask questions, and offer simple steps. Here are a few ideas:
   
    
   • Ask how clients feel about their finances.
   • Share stories of others who overcame money stress.
   • Celebrate small wins, like setting a budget or saving a little more.
   • Use Equitable’s online learning modules to equip yourself with knowledge to help support client goals.
   • Watch our on-demand webcast: How to stay grounded in a changing world: Supporting financial and mental well-being
   
   Let’s talk money
   Talking about money helps people feel stronger and more in control. This month, let’s help clients open up, take action, and build better habits—financially and emotionally.
   
   If you have any questions, feel free to reach out to your Director, Investment Sales.
4. EZstart
5. [pdf] Dollar Cost Averaging
6. Update: Improved Employee Assistance from Homewood Health

   As we announced in June, we are expanding our relationship with Homewood Health to help you meet the mental health and wellness needs of your employees and their families. Beginning Oct. 1, 2019, Homewood will be the new provider of both our Employee and Family Assistance Program (EFAP) and our online health and wellness services.

   Following the transition to Homewood, plan members will benefit from added features:

   • Signing in to Homewood Health online allows the platform to customize content unique to your interests.
   • All plan members will have access to a Health Risk Assessment to help identify health and wellness barriers.
   • i-Volve, Homewood's online cognitive behavioural therapy program is available for all plan members to help them manage anxiety and depression.

   Learn more about Homewood Health and how they will be providing your plan members with exceptional EFAP and online health and wellness resources.

   What does the transition to Homewood mean for you and your plan members?

   We will be working with you in the coming months to facilitate the transition and support your employees. Most importantly, there will be no disruption of service delivery to employees who are currently in short-term counselling with our current EFAP provider.

   The transition timeline

   Groups without an EFAP

   Online health and wellness resources will be available through EquitableHealth.ca just as they are now. Here's what you can expect in the coming months.

   September   

   • We will send plan administrators an email with more details about the resources available to assist in the transition, including:
     • How to register for Homewood Health online
     • A video orientation for plan members

   October

   • October 1^st – plan members can access the Homewood online resources! They simply need to visit homeweb.ca/Equitable to sign up and create their unique login.

   The transition timeline

   Groups with an EFAP

   We’ve created a helpful infographic that outlines the steps involved in the transition to the Homewood Health EFAP over the coming months. Please save or print it for easy reference. Below are some of the highlights.

   August

   • We will send plan administrators an email with official notice that the enrolment certificate for our current EAP provider, LifeWorks, will terminate on Sept. 30, 2019, and that Homewood Health Inc. will be our new Employee Assistance Program provider as of Oct. 1.

   September   

   • Homewood will send you a welcome email, including how to access the EFAP, who to contact for support and where to find resources to help share the news with plan members.
   • Homewood will follow up directly to answer any questions you may have.
   • Homewood will begin offering orientation and training sessions for both plan administrators and plan members. These will be running throughout the fall so you can attend at your convenience. 

   October

   • October 1^st – plan members can access the Homewood EFAP and online resources! They simply need to visit homeweb.ca/Equitable to sign up and create their unique login.
   • Orientation and training sessions will continue to be available for both plan administrators and plan members throughout October.

   Learn More

   The resources listed below answer common questions about Homewood and our EFAP transition:

   • EFAP Transition Infographic
   • Homewood Health - Improving Life
   • EFAP Transition FAQ
   • About Homewood

   If you have a question that is not addressed here, please contact your Group Account Executive or myFlex Sales Manager.

7. Homewood Health COVID-19 Resources

   As the COVID-19 situation continues to rapidly evolve, you may need  information from a trusted source to support your clients, their organizations and their employees.

   Through our partnership with Homewood Health, the Canadian leader in mental health and addiction services, all of our clients and their plan members have access  to a number of tools and resources designed to provide guidance and support.

   Online Cognitive Behavioural Therapy

   For plan members dealing with increased anxiety during these uncertain times, Homewood’s Online Cognitive Behavioural Therapy tool, i-Volve, can help. Through self-paced, web-based therapy, i-Volve can help plan members identify, challenge and overcome anxious thoughts, behaviours and emotions.

   All Equitable Life clients and their plan members have access to i-Volve. It’s available 24 hours a day, seven days a week, wherever you choose to access it.

   Learn more about Online CBT or access i-Volve at Homeweb.ca/Equitable.

   COVID-19 Support Resources

   Drawing on their expertise in mental health, as well as guidance from trusted sources including Health Canada, the Public Health Agency of Canada and the World Health Organization, Homewood has created a number of resources to help support your clients and their plan members.

   • Self-isolation and quarantine: What you need to know
   • Quelling COVID-19 Anxiety
   • Managing stress and anxiety
   • How to speak to children
   • How to stay productive and motivated when working from home
   • The COVID-19 Pandemic: Managing the Impact
   • Support for First Responders, Front Line Workers and Public Facing Employees
   • Financial tips for your financial health
   • Increases in Domestic Violence
   • Those with family members in long-term care facilities
   • Parenting during a pandemic
   • COVID-19: Employee Fatigue, Isolation and Loneliness
   • COVID-19 Back to School - Considerations and tips for parents and caregivers
   • COVID-19: Back to School Support for Kids
   ​​If you have any questions, or wish to discuss the tools, please reach out directly to Homewood. They are here to help support you, your clients and their employees through these unprecedented times. Contact your Homewood Health Account Manager or Homewood’s Customer Experience Team by phone at 1.833.375.0270 or email customersupport@homewoodhealth.com
8. Individual Wealth Marketing Materials
9. Deposits to the Fidelity Special Situations mutual fund are being limited but the segregated fund is
   Fidelity Investments^® recently said they would no longer accept deposits from new investors into the Fidelity^® Special Situations Fund. This notice however does not affect Equitable Life^® clients.
   
   The Special Situations Fund will continue to be open to new and existing Equitable Life clients. This includes clients with Pivotal Select™, Pivotal Solutions* or Personal Investment Portfolio segregated funds contracts.
   
   Why is Fidelity limiting access to the mutual fund?
   This award-winning mutual fund has grown significantly and now has $3.6 billion of managed assets. To preserve the integrity of the fund’s investment strategy, Fidelity^® decided to limit inflows to the fund. Limiting the amount of managed assets held within the fund allows the fund’s portfolio manager to focus on what he does best - finding special situation investment opportunities and capitalizing on positive change within companies and industries across Canada and around the world.
   
   If you like the Special Situations mutual fund, you will value the Equitable Life Fidelity^® Special Situations segregated fund. Segregated funds are similar to mutual funds but offer different features and guarantees. To learn about these features, check out the Investment Advantage. To learn more about the Special Situations segregated fund, click here.
   
   
   For more information about Equitable Life’s segregated funds, speak to your Regional Investment Sales Manager or visit our segregated funds page on EquiNet^®.
    
   References:
   Fidelity’s press release announcing the limited fund closure
   Fidelity^® Special Situations portfolio management strategy, webinar featuring Mark Schmehl, Portfolio Manager.

   
   
   *No Load, Deferred Sales Charge, Pivotal Solutions II
   ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada, except as noted below.
   Fidelity and Fidelity Investments are registered trademarks of 483A Bay Street Holdings LP. Used with permission.