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1. [pdf] Poster - What did you wish for this year?
2. Making it easier to do business with us At Equitable^® we are always looking for ways to improve your experience with us. We’ve made the following enhancements to make it easier for you to put your business with us.  
   
   New and Improved UL Fund Performance page
   
   Access more fund performance information faster and easier on our new and improved Fund Overview & Performance website for funds held within Equitable universal life policies. 
    
   We partnered with Fundata to build a central location for fund performance, fund information (available in web and PDF) and Management Expense Ratios (MERs). This fund reporting will be available for all our universal life business (both legacy products and products currently being sold).
   
   Highlights include: 
   ● Save your favourite funds for easy access. 
   ● Fund search and tools to filter by product, asset class and sustainability. 
   ● Share feature allows you to easily share fund information with clients. 
   ● Ability to compare fund performance. 
   
   Check out the new Fund Overview & Performance website today. See how Equitable is making fund information faster and easier to access. 
   
   New “Update Payment” feature for banking changes has launched!
   
   Great news! We have launched a new self-serve "Update Payment" feature in Client Access and on EquiNet^®. This new online capability enables clients and advisors to easily submit key banking change requests for eligible insurance policies*, with no need to complete a physical form.  
   *The Update Payment transactions are only available for eligible policies: those that have not lapsed, are not on Automatic Premium Loan, and are not owned by a corporation or other entity.
   
   What’s new? Clients and advisors can now submit banking changes via EquiNet under Policy Inquiry. It allows them to easily submit requests for the following: stop and resume pre-authorized payments or change banks. Learn more. 
   
   Speak to your individual life wholesaler to learn more about these great enhancements!
   
   ^® or ^TM denotes a trademark of The Equitable Life Insurance Company of Canada
3. Secure your GIA with Equitable today! In uncertain times, a Guaranteed Interest Account (GIA) is a safe and stable investment opportunity. Now is a great time to consider a GIA with Equitable^®.
   
   Equitable offers:
   •    market leading interest rates¹, with higher rates for larger deposits;
   •    many account types, including the First Home Savings Account; and
   •    options to invest up to age 95².
   
   “GIAs offer a number of benefits for investors, especially in times of market volatility.” said Cam Crosbie, Executive Vice President, Savings & Retirement. Equitable. “In uncertain times, let your investments be certain. Choose GIAs for guaranteed peace of mind and predictable returns, along with estate planning benefits, and potential creditor protection.”
   
   GIAs are simple fixed-income investments that add value to a portfolio. Equitable GIAs provide competitive interest rates and protection from market volatility. For more information visit EquiNet^® and don’t forget to register for our interest rate change alert email.
   
   For more information or assistance, please contact your Director, Investment Sales.
   
   1 Equitable has made every effort to ensure accuracy of competitive information. Accuracy is not guaranteed. 
   2 Some available term lengths may be limited starting at age 90.
   
   Date posted: May 14, 2025
4. Sharpen your skills with Equitable’s Path to Invest summer learning modules

   Want to stay ahead, bring more value to clients, and earn Continuing Education (CE) credits?

   Equitable^® now offers new online summer modules to help you grow your financial knowledge. These self-paced Path to Invest modules are available on our ON24 platform. You can learn on your own schedule and earn CE credits with ease.

   Whether you want to boost your investment skills or have better client conversations, these courses are here to support your growth.

   The first module, Index Investing, explores the basics of index investing, how it compares to active management, and how using indexes can help diversify client portfolios.

   The second module, Saving for a Home with Equitable, equips you with strategies and tools to guide clients through the homebuying journey, including insights on savings vehicles, intergenerational wealth transfers, and mortgage planning.

   Each course is approved by the Alberta Insurance Council and the Insurance Council of Manitoba. You will earn 1 CE credit for each course after passing the quiz.

   Start learning today! Visit our Learning Centre to begin. 
   
   If you have any questions, reach out to your Director, Investment Sales. When we work together, success is mutual.

   
   Continuing Education Credits
   To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. These webcasts are available in English only. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by the licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only.
   
   Date posted: July 17, 2025

5. The top individual insurance marketing materials! In 2025 there were five marketing pieces that advisors turned to most. If you haven’t seen them yet, now’s your chance to catch up. We want to help you connect with clients. These materials help make important topics easy to explain.
   
   Top five individual insurance marketing materials:
   1. 1024 Guide to individual underwriting. This guide shows how medical and non-medical conditions can affect insurance approvals.
   2. 1038 Understanding participating whole life. Explains Equimax^® participating whole life insurance. It also discusses the Participating Account, how dividends are calculated, and how they can impact a policy.
   3. 1343 Evidence of insurability. Includes a chart showing the underwriting rules for life insurance products.
   4. 1530 Temporary resident underwriting guidelines. This is a list of the documents temporary residents need when applying for individual insurance.
   5. 1505 Dividend scale interest rate 30-year historical performance. This chart shows Equitable’s dividend scale interest rate history. It also compares our dividend scale rate to other major economic indicators.
   
   For a list of all our marketing pieces visit our marketing materials page on EquiNet.
   
   Have further questions? Your Equitable Wholesaler is here to help!
6. International Women’s Day

   Reflecting on inclusion in our industry
   
   International Women’s Day is a great opportunity to pause and think about how we support the women clients we serve. In wealth management, inclusion is not just a theme for one day a year — it plays a critical role in building stronger relationships and long‑term business growth.
   
   Our recent Master Class – From Insight to Inclusion: Engaging Women Investors with Confidence –reinforced this.

   The 60-minute session, featuring Susan Silma, Client Experience Transformation Leader and industry speaker and columnist, looked at why many women still feel under‑served in our industry and what advisors can do to create a more engaging and supportive experience.
   
   Here are a few key takeaways from the conversation:

   •  Inclusion strengthens your practice. When women feel heard and understood, trust grows —and so does loyalty.
   •  Start with better conversations. Susan shared ways to turn research and insights into everyday discussions that feel relevant and meaningful to women.
   •  Consistency builds confidence. A clear, repeatable process for prospecting, onboarding and reviewing plans with women clients helps ensure they feel included from day one.
   
   Did you know: 82% of advisors who attended the live Master Class identified the need to add more women clients to their business.
   
   As we celebrate International Women’s Day, it is a good reminder that creating a space where women feel comfortable, informed and valued benefits everyone — and positions your practice for long‑term success.
   
   If you missed the session — or would like to revisit the ideas — the Master Class recording is now available on demand. On behalf of everyone at Equitable, Happy International Women’s Day, Canada!
   
   
   
   Date posted: Thursday, March 5, 2026
7. EZtransact enhancements: New “Internal Transfer” and “Other Institution” options

   At Equitable^®, we’re always looking for ways to make it easier to support clients. That’s why we’re excited to share new enhancements in EZtransact^® that give you more flexibility and simplify transfer processes. 
   
   What’s new
   As of January 22, EZtransact now offers:   
   •  Internal Transfers that streamline digital movement of investments between eligible client accounts within Individual Wealth.
   •  An “Other Institution” option when you’re initiating an external transfer. This means you can request transfers from financial institutions that are not listed in our existing dropdown menu.
   
   These enhancements remove the need for manual workarounds and help ensure transfers are captured clearly and accurately the first time. 
   
   These updates support:
   •  Advisors working with Individual Wealth clients
   •  Clients who need to move investments either within Equitable or from another financial institution
   
   To transfer funds between existing Equitable contracts, simply go to EZtransact, select Make a Transfer on the policy you want to receive the funds, and view your client’s existing contracts all in one place. 

   
   
   Use the new “Other Institution” option to start transfers from any financial institution, even if it’s not part of the standard list.
   
   You’ll see these enhancements in the “Make a Transfer” flow within EZtransact on EquiNet^®. It appears right at the point where you select the financial institution for the transfer. 
    

   
   These updates are designed to:
   •  Give you more flexibility when managing external transfers
   •  Remove the need for manual steps or workaround solutions
   •  Help reduce errors that can happen during manual processing
   •  Improve efficiency for you and deliver a smoother experience for clients 
   
   You asked, and we listened! Keep providing us with your feedback on our digital tools. When we grow together, success is mutual. Get to know EZtransact! If you have any questions, please contact your Director, Investment Sales.
   
   Date posted: April 1, 2026

8. Redefining Trust in Financial Advice: AI and Mental Health Discover how AI is shaping client relationships, mental health and the advisor’s role.
   
   Join our April Master Class, “Redefining Trust in Financial Advice: AI and Mental Health.” As artificial intelligence (AI) becomes more common in financial services, advisors are facing a new reality. Advanced technology now sits alongside very human needs. Clients want more than speed and smart tools. They want advice built on trust, empathy and understanding.
   
   In this session, we’ll explore:
   •    How AI is changing the advisor client relationship and what that means for trust.
   •    The link between money, mental health and client decision making.
   •    Practical ways advisors can use technology while staying empathetic and ethical.
   
   Why attend?
   •    Build stronger trust and confidence in client conversations as AI plays a bigger role.
   •    Better support clients dealing with financial stress and emotional uncertainty.
   •    Learn practical strategies you can use right away without losing the human touch.
   
   Join Joseph Trozzo, Vice President, National Investment Sales at Equitable, in conversation with Gabrielle Provencher, M.Sc., R.S.W., R.M.F.T. (AMHP), Director, Enhanced Mental Health Care & Workplace Support, Homewood Health.
   
   Don’t miss this opportunity.
   
   Register today to secure your spot! 
   
   Date: Wednesday, April 22, 2026
   Time: 2 p.m. ET / 11 a.m. PT
   Duration: 1 hour 
    
9. [pdf] Application for Contract To Sell Insurance Products and Request for Sponsorship