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  2. Juvenile insurance is a gift that keeps on giving
    Life insurance may not come wrapped with a ribbon, but it can be a perfect gift to provide a child with a lifetime of protection. Equimax® whole life insurance provides permanent coverage, with several benefits:

    • Insurability – lock in permanent insurance protection for life while a child is young and healthy.
    • Affordability – it is cost-effective to purchase a life insurance policy for a child and lock in a guaranteed premium at children’s rates.
    • Cash value – Equimax has a guaranteed minimum cash value outlined in the contract. It can also accumulate tax-advantaged, non-guaranteed dividends1. As the cash value of the policy increases over time, the child can use the cash value to help pay for life’s milestones or emergencies.   

    Protecting a child’s future with life insurance today can be a gift that keeps on giving for all their tomorrows.

    Ask your wholesaler about Equimax whole life insurance for children.

    1Dividends are not guaranteed and are paid at the sole discretion of the Board of Directors.



     
  3. Resource Hub
  4. [pdf] Managing a Retirement Savings Plan tax refund
  5. Accepted Payment Methods
  6. Clients can win up to $5,000 in the RSP Grow Your Future Contest!
    RSP season is here and Equitable Life® is giving clients and their advisors a chance to win BIG with the Grow Your Future Contest.

    This contest is for advisors and clients working together to build wealth that lasts through the ups and downs.

    Two ways to win:

    1. Between January 1 and March 1, 2023, if the client makes a deposit into an Equitable Life RSP policy
     
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    2. Between January 1 and 31, 2023, if the client makes a deposit into an Equitable Life RSP policy

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    See full contest details. Grow the future this RSP season!

    Equitable Life is committed to offering clients product, service, and choices that best suit their needs. We are pleased to offer multiple sales charge options, three distinct guarantee classes, and a diverse selection of investment funds.

    Speak to your Regional Investment Sales Manager to learn more.
     
    * Draws occur weekly from January 9 – February 6, 2023.
     ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
    Grow Your Future RSP Contestt: No purchase necessary. Contest period January 1, 2023 to March 1, 2023.  Enter by making a deposit to an Equitable Life RRSP during the contest period or by submitting a no-purchase entry.  Forty-four prizes to be awarded, for a total value of $10,200 CAD. Twenty-one $100 prizes, to be drawn on January 9, 2023, January 16, 20232, January 23, 2023, January 30, 2023 and February 6, 2023. One Grand Prize draw, for a prize of $5,000 CAD, to be held on March 2, 2023. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner: (i) for $100 prizes, the servicing advisor will also receive a $100 prize; and (ii) for the $5,000 grand prize, the servicing advisor will receive a $1,000 prize. For example, if an Equitable Life client is a winner of a $100 prize, the client’s servicing advisor also wins a $100 prize; if an Equitable Life client is a winner of the $5,000 grand prize, the client’s servicing advisor wins a $1,000 prize.  Open to legal residents of Canada of the age of majority. Eligible non-winning Entries will continue to be eligible on subsequent Draw Dates. Maximum one $100 prize per person and one $5,000 or $1,000 prize per person. Odds of winning depend on number of eligible Entries received during the Contest Period.  For full contest rules, including no-purchase method of entry, see full contest rules.
  7. Clients can win up to $5,000 in the RSP Grow Your Future Contest!

     

    RSP season is here and Equitable Life® is giving clients and their advisors a chance to win BIG with the Grow Your Future Contest.


    This contest is for advisors and clients working together to build wealth that lasts through the ups and downs.









    Two ways to win:

    1. Between January 1 and March 1, 2023, if the client makes a deposit into an Equitable Life RSP policyImage1EN-(1).jpg

    2. Between January 1 and 31, 2023, if the client makes a deposit into an Equitable Life RSP policy*

    Image2EN-(2).jpg


    Full contest details.


    Grow the future this RSP season!

    Equitable Life is committed to offering clients product, service, and choices that best suit their needs. We are pleased to offer multiple sales charge options, three distinct guarantee classes, and a diverse selection of investment funds.

    Speak to your Regional Investment Sales Manager to learn more.

    *Draws occur weekly from January 9 – February 6, 2023.


    winner-banner.png

     


     ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
    Equitable Life® 2023 RRSP Season Contest: No purchase necessary. Contest period January 1, 2023 to March 1, 2023. Enter by making a deposit to an Equitable Life RRSP during the contest period or by submitting a no-purchase entry. Forty-four prizes to be awarded, for a total value of $10,200 CAD. Twenty-one $100 prizes, to be drawn on January 9, 2023, January 16, 2023, January 23, 2023, January 30, 2023 and February 6, 2023. One Grand Prize draw, for a prize of $5,000 CAD, to be held on March 2, 2023. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner: (i) for $100 prizes, the servicing advisor will also receive a $100 prize; and (ii) for the $5,000 grand prize, the servicing advisor will receive a $1,000 prize. For example, if an Equitable Life client is a winner of a $100 prize, the client’s servicing advisor also wins a $100 prize; if an Equitable Life client is a winner of the $5,000 grand prize, the client’s servicing advisor wins a $1,000 prize. Open to legal residents of Canada of the age of majority. Eligible non-winning Entries will continue to be eligible on subsequent Draw Dates. Maximum one $100 prize per person and one $5,000 or $1,000 prize per person. Odds of winning depend on number of eligible Entries received during the Contest Period. For full contest rules, including no-purchase method of entry, see full contest rules.

    Posted December 1, 2022

  8. GIA Coming to the Equitable FHSA Many clients have already taken advantage of Equitable’s First Home Savings Account (FHSA), available on Pivotal Select™ Investment Class (75/75) and Pivotal Select Estate Class (75/100).
     
    And now, we’ve got some more great news. We’re working to expand the Equitable® FHSA to include our Guaranteed Interest Account (GIA). But clients don’t need to wait to start earning tax-free income in a FHSA.
     
    If clients want to open a FHSA now but may be interested in an Equitable GIA,  simply choose the No-Load Equitable Money Market Fund Select investment option while we work on including the GIA on FHSA. The current yield to maturity is 5.41% gross.1
     
    We will let you know when the GIA is available in FHSA in the coming months. Once it is available, advisors can speak to clients about the GIA options available in the FHSA and select what best suits their needs.

    Don’t forget, clients who make a contribution to their FHSA, RRSP or TFSA between January 1 and February 29, 2024, could win $5,000 and you could win $1,000 in Equitable’s New Year’s Resolution, New Year’s Contribution Contest.2
     
    For more information, please contact your Regional Investment Sales Manager.
     
    1 As of January 16, 2024, 4.06% net after deducting the management expense ratio. Yield to Maturity: the market value weighted-average yield to maturity includes the coupon payments and any capital gain or loss that the investor will realize by holding the bonds to maturity.
     
    2 Equitable’s New Year’s Resolution, New Year’s Contribution Contest: No purchase necessary. Contest period January 1, 2024, to February 29, 2024.  Enter by making a deposit to an Equitable FHSA, TFSA or RRSP during the contest period or by submitting a no-purchase entry. One prize for a total value of $5,000 CAD to be drawn on March 8, 2024, will be awarded. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner and will receive a $1,000 CAD prize. For example, if an Equitable client is a winner of the $5,000 prize, the client’s servicing advisor wins a $1,000 prize.  Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible Entries received during the Contest Period.  For full contest rules, including no-purchase method of entry, see the full contest rules.

    Posted January 17, 2024

  9. With the Equitable Life FHSA, you don’t have to wait to get clients’ money working for them The Equitable™ First Home Savings Account is off and running! Thanks to your amazing support, many clients have already taken advantage of the great benefits the FHSA has to offer. Let’s keep the momentum going.

    Clients don’t need to wait to start making their dream of home ownership a reality!

    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), the Equitable FHSA offers clients an array of investment products to suit their individual needs and risk tolerance.

    Don’t wait. Get clients started today!

    And, clients who open a FHSA before December 31, 2023, have a chance to win $8,000 towards their 2024 FHSA contribution. And, the advisor wins $2,000!   

    To open a FHSA for clients, log into EZcomplete®, our highly rated online application tool. It is easy to use, convenient, and fast.  

    For more information on FHSA, including a FAQ, and client materials, visit EquiNet® or contact your Regional Investment Sales Manager.  

    ® and ™ denotes a trademark of The Equitable Life Insurance Company of Canada. 

    Equitable FHSA Contest: No purchase necessary. Contest period September 11 to December 31, 2023. Enter by making a deposit to an Equitable FHSA during the contest period or by submitting a no-purchase entry. One prize for a total value of $8,000 CAD to be drawn on January 16, 2024, will be awarded. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner will receive a $2,000 CAD prize. For example, if an Equitable client is a winner of the $8,000 prize, the client’s servicing advisor wins a $2,000 prize. Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible Entries received during the Contest Period. For full contest rules, including no-purchase method of entry, see full contest rules.

    Posted November 7, 2023
  10. FHSA tips for new homeowners Clients have a 30-day window after moving into their new home to withdraw funds from their First Home Savings Account (FHSA) tax-free for expenses. Beyond this period, they have until December 31 of the following year to either transfer any remaining funds to a Registered Retirement Savings Plan or Registered Retirement Income Fund without incurring tax penalties, or withdraw the remaining funds as taxable income, which will be subject to withholding tax.

    Do you know clients dreaming of homeownership? We are here to assist! Clients who contribute to an Equitable® FHSA between May 1 and September 30, 2025, will be entered into our Close to Home contest, for a chance to win one of two $8,000 prizes. Whether opening a new Equitable FHSA or making an annual contribution, this is a fantastic opportunity to help clients get closer to owning a home.

    Advisors, your efforts matter too! You have a chance to win a $1,000 prize if the client you are assisting, in alignment with their unique homeownership needs, is selected as a winner. At Equitable, we believe that when we grow together, success is mutual.

    Don’t forget about Equitable’s user-friendly online application platform, EZcomplete®, or process an online transaction with ease using Equitable’s EZtransact®. These tools are fast, simple, and could bring clients closer to achieving their goals.

    Want to learn more? Speak to your Director, Investment Sales.

    Equitable’s Close to Home Contest: No purchase necessary. Contest period May 1, 2025 to September 30, 2025.  Clients enter by making a deposit to an Equitable FHSA during the contest period or by submitting a no-purchase entry. Two prizes of $8,000 CAD each to be drawn on October 15, 2025 will be awarded. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner and will receive a $1,000 CAD prize. For example, if an Equitable client is a winner of the $8,000 prize, the client’s servicing advisor wins a $1,000 prize.  Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible entries received during the Contest Period.  For full contest rules, including no-purchase method of entry, see the full contest rules. 

    Date posted: July 23, 2025