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- Navigating the current market
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Equitable Life presents Dynamic Funds featuring David L. Fingold
With the upcoming U.S. election, and the ongoing coronavirus pandemic, the challenges and uncertainty of today’s global market can create doubt for investors. Please join us to hear guest speaker David L. Fingold from Dynamic Funds discuss a look at global markets; insights on the current positioning of Dynamic American Fund and Dynamic Global Discovery Fund; and review of investment process
Do not miss the opportunity to hear about some of the key holdings of David’s portfolios!
Equitable Life is pleased to offer access to five different Dynamic Funds in the Pivotal Select™ segregated fund line-up, including the Equitable Life Dynamic American Value Select and Equitable Life Dynamic Global Discovery (the underlying funds of which are managed by David).
Learn more
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Fresh new look for Equitable’s Path to Invest
When we grow together, success is mutual. At Equitable, we’re committed to supporting your professional growth. Path to Invest, our self-serve online education and training resource, has been redesigned to deliver a simpler and more streamlined experience for advisors.
You can now register and log in to Path to Invest, complete the modules, download resources, contact us with questions and access your CE certificates all in one place. Plus, our always-on Path to Invest modules offer new engagement tools like Refer a Colleague, Meet the Team and Learn More, an AI feature that allows you to further your content journey using AI suggested content.
Grow your knowledge - and your business - with Equitable. Check out our current selection of investment training modules today and watch for more modules coming later this year.
Date posted: March 12, 2025 -
Online sales illustrations
Providing you flexibility while on the go.
We know how important it is to have tools that provide flexibility and convenience when managing your business. That’s why we created web-based sales illustration tools for easy access. You can create a Term, Critical Illness, Whole Life or Universal Life client illustrations from anywhere, anytime!
Useful Features:
• Save illustrations directly to your dashboard. You can revisit, edit, or complete them whenever you want.
• Our Term and Critical Illness illustrations integrate with EZcomplete®. This means you can move from illustration to application easily, with most fields in the first step filled in automatically.
Our web-based tools put everything at your fingertips, so you can keep your business moving while on the go. This is just one of many ways we’ve made it easier to do business with Equitable®.
Try running an illustration today!
If you have any questions, please reach out to your Equitable Wholesaler. -
No printing, no scanning—just EZcomplete
EZcomplete® is your simple, digital tool for submitting applications for Equitable’s Pivotal Select™ segregated fund lineup.
How does it work?
EZcomplete® guides you step by step. Once the documents are ready for client review and signature, just enter the client’s email address and give them a secret passcode. They’ll get a secure link to review and sign the documents—no printing or scanning needed!
When can I use it?
Use EZcomplete® for both in-person and non face-to-face meetings. It works with individual, joint, or business clients. You can use it on a tablet, laptop, or desktop with internet access—whatever works best for you.
Why use EZcomplete®?
It’s fast, easy, and secure. For non face-to-face meetings, clients can sign documents remotely using their own device.
Start using EZcomplete® today and make your application process smoother than ever.
If you have any questions, feel free to reach out to your Director, Investment Sales.
Date posted: October 7, 2025 -
Cloud DX, Signs Contract with Heart Centre
Our partner, Cloud DX, has signed a 3-year contract with an Ontario hospital to help put patients with congestive heart failure at ease.
Cloud DX’s digital health platform works to improve healthcare delivery, provide better care outcomes, and lessen the burden on our national healthcare system. Now, an Ontario heart centre will use the Cloud DX platform to improve its patient monitoring services.
Cloud DX is a value-added service for Equitable Life’s Critical Illness claimants. Cloud DX delivers clinical grade hardware directly to the client so that they can remotely monitor the client’s vitals to help ensure they stay on the road to recovery*.
To learn more about our partnership with CloudDX, click here or contact your local wholesaler.
Watch our video on YouTube or Vimeo!
*Cloud DX is a non-contractual benefit and may be withdrawn or changed by Equitable Life® at any time. To be eligible for the Cloud DX offering, a claimant must be age 12 or older and have received payment on or after February 12, 2022 for a covered critical condition benefit under an individual critical illness insurance policy issued by Equitable Life. An early detection benefit payment does not qualify. Equitable Life pays for 6 months of Cloud DX subscription fees. If the claimant wishes to continue the Cloud DX service after 6 months, they will be responsible for the cost. The claimant must supply their own device to connect to Cloud DX app– a laptop, tablet or cellphone. As well, the claimant needs to supply their own data or internet service.
® and TM denote trademarks of The Equitable Life Insurance Company of Canada. -
Calming client fears about inflation and market volatility
Watch any news report or read any social media feed and you will see stories about inflation and market volatility. Inflation is one of the reasons that investing in equities is important - they can help to provide long-term returns that offset the effects of inflation. Help your clients stay on track during periods of market volatility and elevated inflation by following a few key investment strategies.
Time diversification through dollar-cost averaging
Volatile markets can provide opportunities. While your client may be skeptical, remind them about the benefits of dollar-cost averaging. Dollar-cost averaging adds time diversification, meaning your client buys into the market at different points in time. Regular investing can even allow your client to see growth during times of volatility. To learn more, click here.
It is time in the markets, not timing the markets that works long-term
Investing for the long-term allows your client to ride the waves of the investment market. The S&P/TSX Composite Index, for example, has had a compound annual return of approximately 7.8% over the past 25 years.[1] These returns account for the most recent financial crisis and the dot-com bubble. Previous market declines have offered buying opportunities for clients who have funds to invest. To learn more, click here.
Keep your clients invested with segregated funds
Segregated funds, like Equitable Life’s® Pivotal Select™, offer additional benefits beyond those offered by mutual funds and Exchange Traded Funds. Segregated fund guarantees (maturity and death) can protect your clients’ money during periods of market stress. A segregated fund guarantee will provide your client with the better of the guaranteed amount or the market value at the maturity date or date of death. A Pivotal Select segregated fund guarantee can give your client the confidence to stay invested during market uncertainty. To learn more about using Equitable Life’s segregated funds to keep your client invested, click here.
To learn more about the advantages of investing with Equitable Life, click here.
® Denotes a trademark of The Equitable Life Insurance Company of Canada.
[1] Annualized S&P/TSX Composite total return from January 3, 1995, to February 28, 2020. -
Get the Straight Talk on Equitable’s par account performance
Real answers to big questions
At Equitable, we understand how important it is to make confident decisions when dealing with large cases. When you have questions, you need concise, direct insights from leaders and subject matter experts.
Introducing the Straight Talk video series
Today, we are thrilled to share the first episode of Straight Talk. This episode features Mark Arruda, VP of Individual Insurance Pricing and Finance.
Mark talks about how Equitable’s par account is built to perform in all kinds of conditions, with strong governance, disciplined risk management, and prudent capital practices that ensure stability even when large life insurance claims are paid out.
Watch Straight Talk for straight answers to the questions that matter most.
Contact your Equitable Wholesaler to learn more about Equimax.
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A New Universal Life Insurance Solution for the 21st Century – Available NOW!
Introducing a new universal life solution built for the 21st century: Equitable Generations™ universal life insurance is available for sale NOW!
Check out our Equitable Generations universal life splash page: www.equitable.ca/ul
Our new Equitable Generations universal life insurance
Equitable Generations is a universal life product that offers investment options that resonate with today’s 21st century client while reducing every fee possible. It also reduces the cost of insurance to help clients maximize their opportunity to purchase coverage and build tax-advantaged wealth.
NEW: EZstartTM Generations
Today we are launching EZstart Generations which is:
- A mobile-optimized tool for advisors
- Designed to start a conversation and provide a possible universal life solution in under one minute
- Goals based - you can see how Equitable Generations™ universal life insurance can perform at different stages of a client’s life.
NEW: SMS
Effective today, September 26, 2022 when you submit an application, you can opt-in to receive text message updates for your new business applications.
That’s a text message when:- The application is received,
- A decision has been made by Equitable Life,
- The policy is ready for delivery, and
- The commissions have been triggered.
Learn more
Find all the exciting details on our virtual launch splash page (www.equitable.ca/ul) and watch our informative videos to get all the information you need to start selling Equitable Generations universal life.
Check out our Equitable Generations universal life splash page: www.equitable.ca/ul
Click on the Marketing Materials tab on EquiNet® for all of our new Equitable Generations marketing materials.Please contact your Regional Sales Manager for more information.
TM and ® denote trademarks of The Equitable Life Insurance Company of Canada.
- [pdf] Payout Annuities Client Brochure