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Equitable’s New Brand – The Power of Together!
On November 1, 2023, we unveiled our new brand and announced the shortening of our brand name to Equitable®. The rebranding includes a fresh new look, and a forward-looking vision for the future – one that honours our 103-year history and our unwavering commitment to clients.
As we start 2024 with a renewed sense of purpose and commitment to clients, together with you, we are more determined than ever to provide more value and impact – to protect today and prepare tomorrow for our clients.
“At Equitable, we champion the power of togetherness. It’s a mindset that drives our behaviours, decisions, and actions to power equitable outcomes for our clients, advisors, and partners,” said Fabien Jeudy, President, and CEO, Equitable.
View the Power of Together video to learn more about Equitable’s renewed purpose and dedication to clients:
View on Vimeo
Questions about our new brand? Please contact your Equitable wholesaler or visit equitable.ca.
® or TM denotes a trademark of The Equitable Life Insurance Company of Canada. -
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:
*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. -
Do you have clients considering a First Home Savings Account in 2024?
We want to help clients save money for their first home. A First Home Savings Account (FHSA) is a registered plan allowing prospective first-time homebuyers to save for their first home tax-free up to $8,000 a year or a lifetime contribution limit of $40,000.
With the Equitable® FHSA, they can put their money to work right away. Available on Pivotal Select™ Investment Class (75/75) and Pivotal Select Estate Class (75/100) and Daily/Guaranteed Interest Account (DIA/GIA), Equitable offers clients an array of investment products to suit their individual needs and risk tolerance.
Do not wait. Get clients started today!
To open a FHSA or DIA/GIA for clients, log in to EZcomplete®, our highly rated online application tool. It is easy to use, convenient, and fast.
For more information on FHSA or DIA/GIA, including a FAQ and client materials, visit EquiNet® or contact your Director, Investment Sales.
Date posted: October 16, 2024 -
There is still time to set up a First Home Savings Account in 2024
A First Home Savings Account (FHSA) allows prospective first-time homebuyers to save for their first home. The plan is tax-free and allows annual contributions up to$8,000 a year or a lifetime contribution limit of $40,000. If you have a client who wants to buy a first home, start them on their path to home ownership with a FHSA.
With Equitable’s FHSA or Daily/Guaranteed Interest Account (DIA/GIA), they can put their money to work right away. Available on Pivotal Select™ Investment Class(75/75) and Pivotal Select Estate Class (75/100) and Daily/Guaranteed Interest Account (DIA/GIA), Equitable offers clients an array of investment products to suit their individual needs and risk tolerance.
Do not wait. Get clients started today!
For more information on FHSA or DIA/GIA, including a FAQ and client materials, visit EquiNet® or contact your Director, Investment Sales.
Date posted: November 13, 2024 -
Get to know our large case experts
Equitable launches new Ask our Experts video series
At Equitable®, we’re committed to the large case market. Our dedicated team of experts is here to support you from application through to policy placement.
We are thrilled to share the first episode of Ask our Experts. This mini docuseries features key members of our large case team. They talk about their work, their perspectives, and their role in the large case experience.
Watch Ask our Experts Episode 1 featuring Cindy Shirley, Chief Underwriter and Claims Risk Management
Cindy chats with us about:• Her approach to large case underwriting.• The large case underwriting team.• The important relationship between advisors and underwriters.Visit our large case markets webpage to learn more about our team of dedicated experts.
Do you have a large case opportunity? Talk to your wholesaler to learn more.
® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.
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Large insurance case? Expert help starts here.
Ask our Experts Episode 3
At Equitable, we’re committed to the large case market. Our dedicated team of experts have a wealth of knowledge and experience. They’re here to support you and to help get your large case from application through to policy placement.
Today, we are thrilled to share the third episode of Ask our Experts featuring Mark Warywoda, Public Investments VP. Watch it now!
Mark shares his thoughts on:
• The benefits of Equitable’s PAR fund
• The key advantages of mutuality
• The golden rule of investing: staying focussed on the long term.
In case you haven’t seen it…
• Watch Ask our Experts Episode 1 with Cindy Shirley, Chief Underwriter and Claims Risk Management.
• Watch Ask our Experts Episode 2 with Kevin Till, AVP of Individual Life Pricing.
Learn more:
Visit our large case markets webpage to learn more about our team of dedicated experts.
Do you have a large case opportunity? Talk to your wholesaler to learn more. -
Complex large case? Meet our Tax and Estate Planning expert.
Ask our Experts Episode 4
At Equitable, we understand that complex large cases require expert handling. Our team is here to help guide you through every step of the process.
Today, we are thrilled to share the fourth episode of Ask our Experts. Watch episode 4 featuring Bryan McNulty, Head of Tax and Estate Planning.
Bryan talks about:
• How his past experiences serve him in his role at Equitable.
• The importance of policy ownership.
• Equitable’s mutual status and our focus on life insurance.
Learn more:
Visit our large case markets webpage to learn more about our team of dedicated experts.
Do you have a large case opportunity? Talk to your wholesaler to learn more.
Don’t miss the favourites! Watch our most viewed Ask our Experts episodes here: - About
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Curious about large case pricing? Our experts are here to help
Ask our Experts Episode 2
At Equitable, we’re committed to the large case market. Our dedicated team of experts is here to support you from application through to policy placement.
Ask our Experts is a mini docuseries features key members of our large case team. They talk about their work, their perspectives, and their role in the large case experience.
Watch Ask our Experts Episode 2 featuring Kevin Till, AVP of Individual Life Pricing.
Kevin chats with us about:
• What he finds interesting about large case pricing.
• How quickly Equitable can turn around a large case quote.
• The difference between a mutual and a stock insurance company.
• Equitable’s reinsurance strategy.
Learn more:
Visit our large case markets webpage to learn more about our team of dedicated experts.
Don’t miss the favourites! Watch our most viewed Ask our Experts episodes here:
Do you have a large case opportunity? Talk to your wholesaler to learn more.
3/2/2026 - Dynamic