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  1. A year of celebration - 100 years of protecting what matters most to Canadians We’re proud to be celebrating 100 years of experience in the insurance industry. Over the last 100 years, through significant historic and financial challenges – two World Wars, the Great Depression, economic crises in the 80s and 90s, regulatory challenges and significant growth and expansion in the face of stiff industry competition – Equitable Life of Canada® has become one of Canada’s largest and most financially stable mutual companies. 
     
    2020 marks our 100th anniversary and we want to thank everyone who has been a part of this journey. A special 100th anniversary website, www.equitable100.ca, highlights the company’s historic milestones and shares information about the anniversary-related activities. Special celebrations will be taking place including:
     
    • The Equitable Gives Back Contest that will award five charitable organizations in Canada a grant of $10,000 each based on their winning entries;
    • The $100 a day giveaway where randomly selected clients will receive $100. In addition, there will be three grand prizes awarded to randomly selected clients at the end of the year; and
    • The 100th Anniversary Legacy Donation, that will be announced in May, to an organization in  Waterloo Region that helps strengthen our community.
    You provide us with the support we need to keep our promises to Canadians. We’ve built Equitable Life® together over the last 100 years and, together, we’ll thrive for the next 100. We’re proud of our past, and we’re excited for the future as we begin the next chapter for Equitable Life of Canada.
     
    ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
  2. Update - Travel Assist Coverage*

    Last Friday, we announced that plan members with Travel Assist on their benefits plan will not be eligible for coverage if they departed the country after the Government of Canada issued its Global Travel Advisory.

    When the Government issued its advisory late Friday afternoon, we felt an obligation to let prospective travellers know as soon as possible so they could make informed choices about their travel. Since then, we have been made aware of a number of situations where plan members were unable to change their travel plans and need our continued support.

    To provide that support, we have revised our position. We will continue to cover plan members for all eligible emergency medical expenses, including those related to COVID-19, for trips outside Canada. Given the global situation is evolving quickly, we will continue to monitor developments and update you accordingly.

    In spite of this, we strongly urge your clients to advise their employees not to travel outside of the country at this time. The risk is high and the options for returning to Canada are becoming limited. Further, we urge your clients to advise their employees who are outside the country to return to Canada earlier than scheduled, if possible.

    If a plan member is currently travelling abroad and is experiencing symptoms or is hospitalized with suspicion of the coronavirus, they should contact Travel Assist at the numbers listed below for assistance and to confirm their coverage.

    • Toll-free Canada/USA: 1.800.321.9998
    • Global call collect: 519.742.3287
    • Allianz Global Assistance ID #9089

    We will continue to update you as the situation develops.

    We will update the announcement on our Plan Member website to reflect this change.

    We apologize for any confusion or inconvenience our earlier announcement may have caused.

    *Indicates content that will be shared with your clients

  3. Welcome EZtransact from Equitable Life
    On July 28, 2021, Savings & Retirement is launching online transactions for segregated funds. A new way to make managing your client’s policies quick and convenient. With a growing need for digital solutions, Equitable Life’s new EZtransact eliminates the hassle of filling out forms, facilitating signatures yourself, submitting copies to your MGA and being tied down to business hours for submitting transactions.

    Available on EquiNet's secure website, EZtransact’s first service will allow advisors to setup a one-time or recurring deposit or edit an existing pre-authorized debit already in place. In just five simple steps, EZtransact:
    1. Collects the deposit details,
    2. Pre-populates pre-existing relevant details,
    3. Alerts you to any missing information,
    4. Facilitates the signing process and
    5. Sends a copy of the transaction to your MGA, eliminating any need for duplicate copies, or additional steps.

    “We are excited to be able to launch a new digital solution for our advisors”, said Vice-President, Savings and Retirement, Judy Williams. “We feel this new application complements our existing highly rated EZcomplete® online application process. With both solutions available to advisors, we are making it even easier to do business with Equitable Life”.

    If you are already registered with EquiNet, go online today, and give EZtransact a try. If you are not registered, contact your local Regional Investment Sales Manager or, call our Advisor Services Team to have a Regional Investment Sales Manager in your area contact you.
     

    To learn more, click here. 


    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada
  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. Introducing Empathy – Compassion and care at times of loss
    We’re excited to announce our partnership with Empathy– the company behind the Empathy Loss Support benefit.

    As a trusted advisor, you play a vital role in guiding clients through some of life’s most difficult moments. We understand this and believe Empathy can provide vital support at a time of loss. This is why Equitable® has added this new benefit to all new and existing individual life insurance policies at no additional cost.

    About Empathy
    Empathy Loss Support begins when a claim is initiated. When a client’s loved one notifies us, our Client Care Centre connects them to Empathy’s user-friendly app or website. They can choose the Empathy services they need, including human support, and helpful tools. Empathy will help them navigate both the emotional and logistical challenges following a loss.
     
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    Introduced to loved ones at time of claim    		 RomanceAED_Aed_Message_Dating_App_Mobile_Love.png
    Easy to use co-branded app    		 FilesAIJ_Aij_Search_Zoom_Text.png
    Adding value beyond the policy
    Share the good news
    Include Empathy in your client conversations about life insurance. Show clients how Equitable leads with Care, Compassion, and Empathy.  Our commitment to clients is at the heart of everything we do.

    To learn more, visit our Empathy page.

    Questions?  Please contact your Equitable wholesaler.





    This loss support benefit is provided by Empathy and is available to all Equitable life beneficiaries aged 18+ years and residing in Canada. Equitable does not have access to the information provided to Empathy and is not responsible or liable for the services provided by Empathy. Empathy does not represent Equitable nor have the right to bind Equitable. Equitable may modify access to or discontinue offering the Empathy service at any time.

    Empathy does not provide legal, medical, financial, or accounting advice, nor does Empathy provide mental health diagnosis or treatment. We recommend consulting a professional on such matters.
  6. Life Insurance Replacement Disclosure Forms (LIRD)
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  8. Understanding debt: A key to building wealth Why debt matters in wealth conversations
    Debt is part of life for many Canadians. But not all debt is the same. As an advisor, you can help clients understand their debt and how to manage it. This is key to building wealth and confidence. Financial Literacy Month is a great time to “Talk Money.”

    Types of debt1
    • Secured: This is backed by something the client owns, like a house or car. Its cost of borrowing or interest rate is usually lower.
    • Unsecured: This includes credit cards and personal loans. These debts have no asset behind it and often cost more.
    • Revolving: These are like credit cards. The balance owing can carry over to the next month.
    • Installment: These are like car loans. Clients pay a set amount each month.

    Helping clients manage debt
    • Pay off high-interest debt first:  Credit cards are often a good place to start.
    • Consolidate: One lower-interest loan payment can replace many.
    • Make a budget: Include debt payments and savings.
    • Use insurance-based investments: Segregated funds and Daily/Guaranteed Interest Accounts offer protection and guarantees. These can help clients manage risk while growing wealth.

    Why reducing debt matters
    Less debt can mean more financial freedom. Clients can save more, stress less, and plan better for retirement. It also helps them leave a financial legacy.

    Your role as an advisor
    You do more than sell products. You guide clients to make smart choices. Use this article to start a simple, clear conversation about debt—and how Equitable Individual Wealth solutions might fit into their overall financial picture.

    Talk to your Director, Investment Sales today for more strategies to help clients with debt.

    1 Source : ARC, 2025-03-28
  9. [pdf] Equitable's Competitive Advantage