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  1. [pdf] Personalized Brochure - Benefits of segregated funds in a Tax-free Savings Account
  2. Important changes are coming to the Equitable Life segregated funds contract.
    Fund changes are coming on June 7, 2021 to Equitable Life’s® segregated fund lineup. These fund changes will appear on the June 2021 semi-annual client statement and will be reflected in the 2021 Pivotal Select™ and Pivotal Solutions Fund Facts.

    Clients holding these funds received a letter in the mail. To view a copy of these letters, refer to the links below.
       
    If you have any questions about these fund changes, please contact your Regional Investment Sales Manager or Advisor Services Team Monday to Friday from 8:30 a.m. to 7:30 p.m. ET at 1.866.884.7427 or email savingsretirement@equitable.ca
  3. Critical Illness Path to Success Program This program was designed with you, the Advisor, in mind.

    Path to Success: Expert Advice on navigating CI Sales provides you with actionable ideas and scripts that you can implement immediately into your critical illness insurance meetings. CE Credits are available if you review the program in its entirety and complete the quizzes at the end of each section.

    View the pdf with details about the CI Path to Success Program.

    Watch details about the CI Path to Success Program here.

    Next steps:
    If you have any questions or are interested in getting access to this program, please reach out to your Regional Sales Manager directly.
  4. A strong close to 2024 for our participating account Equitable takes pride in its mutual structure. Our participating clients benefit from the wide range of assets we invest in. We also work to ensure these investments support and strengthen communities across Canada. Thanks to our investment team, participating clients enter 2025 with a strong long-term outlook.

    The December 2024 Participating Account Asset Mix Quarterly Update has now been posted.

    View the #1360 piece here.

    For more information, please contact your local wholesaler.
     
  5. About
  6. [pdf] Payout Annuities Product at a Glance
  7. Continuing Education
  8. [pdf] Shareholder Borrowing Checklist
  9. Understanding Life Insurance Replacements at Equitable All provinces require completion of a life insurance replacement declaration (LIRD) or equivalent form if intending to replace an existing insurance contract with a new one. The LIRD helps clients think carefully before terminating their existing policy. It contains important questions for them to consider. 

    When do you need to send a LIRD to Equitable®?

    Refer to our: LIRD requirements by province     

    Equitable needs to receive the LIRD only in provinces where it is mandated. Please check the province-specific requirements (linked above). 

    If a client is replacing a life insurance contract with a new one with us, and the owner lives in one of the specified provinces, the LIRD must be sent to Equitable with the application. It should include a written explanation of the questions reviewed with the client and must be signed and dated. 

    Important reminder: While you will always complete a LIRD, do not submit the LIRD unless we require it. Doing so may delay the new business process.

    Note: The LIRD does not terminate the original policy; it indicates intent to do so.

    Questions? Please contact your local Equitable wholesaler if you need additional information.

    ® or TM denotes a trademark of The Equitable Life Insurance Company of Canada.  
  10. [pdf] Equinet FAQ