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  1. [pdf] B2B Investment Loan Product Brochure
  2. [pdf] Managing a Retirement Savings Plan tax refund
  3. Take advantage of our online services today!
  4. RRIF Payment Calculator
  5. Life Policy Collateral Loans
  6. [pdf] Payout Annuity Rate Guarantees
  7. Product updates - See our latest!
    Good news!  The updates to Equitable’s individual insurance solutions, scheduled for October 5th, 2024, as announced last week, are now in effect!    

    What’s new in this product update?
     
    1. A new premium rate band for Equimax® policies with $5 Million and more of basic  life insurance coverage.
    2. A new illustration for switches from Paid-up Additions (PUA) to the Cash dividend option when premium offset is selected.
    3. A new way to calculate commission on Equimax life insurance, Term life insurance, and EquiLiving® critical illness insurance plans when clients choose monthly payments.
    4. A new life Evidence of Insurability Schedule (Form #1343) 

    …and there’s more!





    Visit our new splash page for a complete summary of the product changes, our latest video, and links to our sales tools and important resources:
    English-Button.jpeg French-Button.png Chinese-Button.png
    *Video available in English with French and Chinese sub-titles
     
     

    Please refer to our Transition Rules for all the details on processing your applications.

    Need more information?  Please contact your Equitable wholesaler.





    ® or TM denote trademarks of The Equitable Life Insurance Company of Canada.
  8. Simplified Alternative ID Process is Now Available We have updated form 1710 to help you validate your client’s identification when you are not face-to-face, or if your client does not have one of the primary sources of ID.

    Form 1710, Verification of Identity for Policyowner, will simplify the ID collection process currently in place. This form will help you with the validation of ID and provide you with space to record the details. New with this form is the ability to validate your client’s ID over a video call by documenting the details of the ID, and then having your client hold up the document and read the information for you to validate. You no longer need to obtain and submit copies of the identification documents to Equitable.

    If your client requests the use of the Alternate ID process for a paper application, you can use this form to satisfy your identification validation requirements.
    For more information, please see Section 2 of Form 1710 entitled “Alternate ID”. As well, you can refer to the “how to complete form 1710” Guide for further details.

    Additional resources:
     
  9. Advisor Guide
  10. Joe Galbraith recognized as Wealth Professional Magazine 2025 5-Star Wholesaler of the Year Joe Galbraith, Director, Investment Sales at Equitable®, has been named one of Wealth Professional Magazine’s 2025 5-Star wholesalers. This award highlights his significant contributions to the financial services industry. The 50 individuals, chosen from a large pool of nominees, represent some of the best in the wholesaling business.

    Encouraged by his wife to pursue his passion for helping people, Joe transitioned into financial services, spending 12 years as an advisor. He began his current role as Director, Investment Sales with Equitable six years ago. Known for his empathetic service mindset, Joe is deeply committed to understanding and addressing the unique needs of everyone he works with. His collaborative approach and knack for problem-solving make him a valued team member.

    Joe's recognition as one of Wealth Professional's top 50 wholesalers underscores his commitment to clients and the industry. In response to this recognition, Joe expressed he is “humbled that advisors value our relationship enough to take the time to nominate me for this recognition. Their support and belief in me mean a great deal, and I’m grateful for the trust and collaboration we share.” 

    Join us in congratulating Joe on this achievement!

    Date posted: May 1, 2025