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  1. [pdf] Borrowing Money to Make Money
  2. About
  3. A message from Cam Crosbie, EVP, Savings and Retirement, Equitable The first half of 2025 has been an exciting and busy year for us at Equitable®.  In this short video, I share with you some of the things we’ve done to show our commitment to you and some of the great things we’ve got planned for the remainder of the year.  

    I want to thank you again for your continued support and trust in us. We value our partnership and are always working hard to make things better.      When we work together, success is mutual.  

    Please take a few minutes to watch the video.  

    Thank you,

    CAMSIG_transparent.png

    Cam Crosbie, Executive Vice-President,
    Savings and Retirement Division
    Equitable


    Date posted: June 19, 2025
  4. A message from Cam Crosbie, EVP, Savings and Retirement, Equitable The first half of 2025 has been an exciting and busy year for us at Equitable®.  In this short video, I share with you some of the things we’ve done to show our commitment to you and some of the great things we’ve got planned for the remainder of the year.  

    I want to thank you again for your continued support and trust in us. We value our partnership and are always working hard to make things better. When we work together, success is mutual. 

    Please take a few minutes to watch the video.  

    Thank you,

    CAMSIG_transparent.png
    Cam Crosbie, Executive Vice-President,
    Savings and Retirement Division
    Equitable

    Date posted: June 19, 2025
  5. [pdf] Daily/Guaranteed Interest Account Contract
  6. [pdf] Pivotal Solutions Fund Facts
  7. Most employers staying the course on benefits during COVID-19

    With businesses suffering hardship due to COVID-19, employers are turning to you for advice on their benefits plans during these difficult times. We’ve received numerous questions from advisors about changes our clients are making to their plans during this crisis.

    So far, the vast majority of clients are standing pat and taking a wait-and-see approach. Plan amendments have been the exception – fewer than 1% of our clients have made COVID-19-related amendments as of mid-April. Almost all are clients with fewer than 50 lives.

    We know that many of our clients have experienced layoffs, but hardly any have cancelled benefits. Fewer than 0.1% have terminated benefits to date.

    Below is a snapshot of plan amendments and terminations relative to our overall block, and an overview of the types of amendments we’re seeing.






    COVID-19-related plan changes on Equitable Life’s block of business

    As of April 15, 2020
    Plan-changes.pngNature-of-amendments.png

    Have clients who need to make a change?

    We know this is a difficult time for Canadian employers. If you have a client who needs to make a change to their plan, please contact your Group Account Executive or myFlex Sales Manager. We have a range of options to help them manage, and changes can be made quickly. The average turnaround time for COVID-19-related amendments is currently about four days.

    We’re happy to work with each employer to understand the options that suit their specific situation best.

  8. This year’s RSP contribution deadline is March 1, 2023


    The RSP deadline is fast approaching so whether you are using paper or EZtransact™ here are some important things to remember.

    Issuing New Policy with EZcomplete®

    • All online applications must be digitally signed and submitted and have a date stamp no later than March 1, 2023.


    Issuing New Policy using Paper Application

    • For contributions to qualify for the first 60 days, all paperwork must be completed and signed by March 1, 2023. Equitable Life must receive all paperwork by March 7, 2023.



    Deposits to Existing Policy

    • Advisors can setup a one-time or recurring deposit or edit an existing pre-authorized debit already in place using EZtransact. Online deposits must be made and have a date stamp by March 1, 2023, to qualify for a 2022 tax receipt. 

    • Clients can make online deposits to Equitable Life® through their financial institution’s online banking service. Online deposits must be made and have a date stamp by March 1, 2023, to qualify for a 2022 tax receipt. 

    • Clients can also make a new deposit to an existing policy by cheque. The cheque must be dated and signed by March 1, 2023. Equitable Life must receive the cheque no later than March 7, 2023.


    If online banking is being used to fund the policy – either topping up an existing policy or opening a new policy – the online banking transaction must be completed by March 1, 2023, to receive a 2022 tax receipt.


    Please note that cheques and other paperwork cannot be backdated.  They must be completed and signed by March 1, 2023, to qualify for a 2023 tax receipt.


    Don’t forget about the Equitable Life RSP Grow Your Future Contest. We hope you have a great RSP season! 

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

  9. Making it easier to do business with Equitable We wanted to share some exciting updates with you that focus on enhancing your experience with Equitable®. Improving your journey with us is a top priority, and we continually seek ways to make doing business simpler and more convenient.

    The following are our latest enhancements designed specifically to benefit you.

    New annual premium payment options for Life and Critical Illness plans
    ● Great news! We recently introduced new additional payment methods for clients making their first and subsequent annual insurance premium payments.
    ● And - we're thrilled to introduce a new lower annual premium requirement of $2,500 for clients who wish to pay their annual premiums by Pre-Authorized Debit (PAD)!
    ● Learn more about these changes here.

    Improved forms for requesting in-force illustrations
    ● We understand the importance of efficient workflows, and that's why we have recently updated and improved the following forms to make requesting inforce illustrations even easier:
    ● Term, CI & Whole Life Illustration and Quote for inforce policies
    ● Universal Life Illustration and Quote for inforce policies

    For these and other Equitable forms, navigate to EquiNet® -> Individual Insurance -> Forms.
     
    We trust that these improvements will be met with enthusiasm! And this is just the beginning – stay tuned for more enhancements in the new year!

    Questions? Please reach out to your local wholesaler or our customer service team.

     

    ® or TM denote trademarks of The Equitable Life Insurance Company of Canada

  10. Important cybersecurity readiness guidance As an advisor, you collect and store clients’ sensitive personal information. Protecting this information is essential. In July 2023, the Canadian Insurance Services Regulatory Organization (CISRO) released a guide on Cybersecurity Readiness. It includes tips on keeping this sensitive client data and your business systems safe. 

    Please read the guide in full. Also, check your own practices to be cyber ready and reduce your risk of an incident. 

    Some key tips in the guide include:

    1. Make cybersecurity a priority: Stay alert to cyber threats. These can be suspicious emails, texts or calls. Make sure your team knows how to keep your data and systems safe and has clear, documented processes to follow.

    2. Know what to protect: Understand what data and business systems need to be protected. 

    3. Identify the risks: Spot the risks in your practice and those from third-party service providers.

    4. Implement security measures: Take steps to protect your data and business systems.


    5. Be ready to respond: Know how to spot and react to cyber incidents. The guide has useful tips on creating a Cyber Incident Response Plan.

    And lastly – if you receive client instructions electronically (by email, text, or messaging apps), always confirm these over the phone to ensure it’s really the client sending the instructions.

    Keep your business and important client data safe by staying informed and alert. We encourage you to read the full  Cybersecurity Readiness document to learn more about how to prepare for cyber threats.

    In our industry, protecting clients’ sensitive data and systems is essential. Thank you for your commitment to cybersecurity!

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