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A message from Cam Crosbie, EVP, Savings and Retirement, Equitable
The first half of 2025 has been an exciting and busy year for us at Equitable®. In this short video, I share with you some of the things we’ve done to show our commitment to you and some of the great things we’ve got planned for the remainder of the year.
I want to thank you again for your continued support and trust in us. We value our partnership and are always working hard to make things better. When we work together, success is mutual.
Please take a few minutes to watch the video.
Thank you,
Cam Crosbie, Executive Vice-President,
Savings and Retirement Division
Equitable
Date posted: June 19, 2025 - [pdf] Advisors Edge Insurance for Children Article
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DBRS Morningstar Confirms Ratings on Equitable Life at A (high), Stable Trends
DBRS Limited (DBRS Morningstar) confirmed the Financial Strength Rating and Issuer Rating of The Equitable Life Insurance Company of Canada at A (high). All trends are Stable.1
Visit the DBRS website to read the full media release. www.dbrsmorningstar.com
1 https://www.dbrsmorningstar.com/research/419296/dbrs-morningstar-confirms-ratings-on-the-equitable-life-insurance-company-of-canada-at-a-high-stable-trends -
Equitable Savings & Retirement Division rebrands as Individual Wealth
The Equitable® Savings & Retirement division has a new name: Individual Wealth.
This change reflects how the division has grown. Over time, we have added more services and tools to help clients reach their financial goals. Our new name shows this broader focus.
Why “Wealth”?
The word “Wealth” means more than just saving for retirement. It includes investing, estate planning, tax strategies, and preparing for life events. It better describes our more holistic approach to wealth management.
This update is more than just a name change. It shows our strong commitment to helping clients in new and better ways. Over the coming months you’ll notice changes across our materials, website, and contact details as we roll out this transformation. As we move forward as Individual Wealth, our commitment to supporting your business remains stronger than ever — because when we grow together, success is mutual.
If you have any questions, feel free to reach out to your Director, Investment Sales.
Date posted: July 24, 2025
- [pdf] WorldCare Medical Second Opinion Service
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2025 Holiday hours Individual Insurance
Thank you for your trust and partnership with Equitable. Wishing you a joyful holiday season and a successful year ahead.
Client Care Centre holiday hours
Dec 24, 2025: 8:30 a.m. – 3:00 p.m. ET
Dec 25–26, 2025: CLOSED
Dec 29–31, 2025: 8:30 a.m. – 7:30 p.m. ET
Jan 1, 2026: CLOSED
Individual Insurance deadlines
• Underwriting evidence due: Dec 10, 2025
• Final settle documents due: Dec 22, 2025
• Policy settlement by: Dec 30, 2025
Field Payroll
• Second last pay period: Dec 17–23, 2025 (Statements Dec 24)
• Last pay period: Dec 24–31, 2025 (Statements Jan 2, 2026)
• First pay of 2026: Jan 1–6, 2026 (Statements Jan 7)
Note: All requirements must be received by Head Office by the above dates to guarantee year-end settlement. Late submissions will be processed as quickly as possible, but settlement by year-end cannot be guaranteed.
Looking for Individual Wealth holiday hours? Please click here.
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A message from Cam Crosbie WFG
What an exciting year it’s been at Equitable®. There’s more to come in 2025!
In this short video, I share with you some of the things we’ve done to show our commitment to you in 2024 and some of the great things we’ve got planned for 2025.
I want to thank you again for your continued support and trust in us. We value our partnership and are always working hard to make things better.
Please take a few minutes to watch the video.
Cam Crosbie,
Savings & Retirement Holiday Hours
Executive Vice-President, Savings and Retirement Division
Equitable
All transaction requests to be handled same business day must be submitted in good order by:- • December 24, 2024, 11:00 a.m. ET
- • December 31, 2024, 11:00 a.m. ET
- • December 31, 2024, 11:59 p.m. ET
- • December 24, 2024, 4:00 p.m. ET
RRSP deposits to be considered for the 2024 tax year must be:- Dated March 3, 2025, or before
- Must be submitted to Head Office in good order by March 7, 2025, by 4:00 p.m. ET
- March 3, 2025, 11:59 p.m. ET
- RRSP loan deposits must be received by March 14, 2025, by 4:00 p.m. ET
Note: Transactions submitted after these dates will not receive a 2024 contribution receipt
Date posted: December 5, 2024 -
Expanding Online Annuity Quotation Eligibility
Equitable Life® is pleased to announce the following three enhancements to our Online Annuity Quotation eligibility, effective November 1, 2022:
● Single Premium Quotes increased to $2million
● Increased Allowed Annual Amount for Income Annuities
● Alberta Locked-In Funds Available from Age 50 reduced from age 55
Increasing income limits for our Online Annuity Quotation provides advisors with more flexibility to serve the various needs of clients. To learn more, visit Equitable’s Online Annuity Quotation
For more information contact your Regional Investment Sales Manager or our Advisor Services team Monday to Friday from 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427.
® denotes a trademark of The Equitable Life Insurance Company of Canada.
November 24, 2022 -
Equitable’s DSIR leads the way
Equitable® offers a 6.40% dividend scale interest rate (DSIR) – the best in our industry1. But our DSIR is only one of the many benefits of choosing Equitable!
Why choose Equitable?
• Equitable proudly leads the way: We are the #1 seller of PAR whole life policies in Canada2!
• Our top DSIR: Helps clients save for the future and builds lasting value.
• Our Canadian heritage: Established in 1920, we are 100% Canadian-owned, based in Canada and dedicated exclusively to serving the needs of the Canadian market.
• Our financial strength & growth momentum: We invest with care, keeping clients’ savings safe and growing over time.
• Our mutuality: As a mutual, our clients come first – and eligible clients share in our success through dividends3.
• Our service & support: We offer great service, easy-to-use digital tools, and support at every step, making Equitable a trusted choice for clients and advisors alike.
In client meetings, be sure to share these outstanding benefits with clients. Doing so can demonstrate real value and boost your sales.
Questions? Reach out to your Equitable wholesaler or visit EquiNet. We’re ready to help you succeed.
Resources:
The Power of Together (Video)
5 Reasons to choose Equitable (1271)
Dividend Scale Announcement - 2024/2025
1 Source: Latest posted DSIR data on competitor websites – 2025.
2 Source: LIMRA – Canadian Individual Life Insurance Sales Participant Report - Q4 2024.
3 Dividends are not guaranteed and are paid at the sole discretion of the Board of Directors. To learn more about our dividend policy and participating account management policy, please visit www.equitable.ca/en/already-a-client/dividend-information/