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  1. Quickly calculate first home savings with Equitable Have clients thinking about buying a first home? Equitable® has a calculator that can help.

    Check out our new First Home Savings Account (FHSA) calculator to see how much clients could save. It’s simple to use and shows how money can grow when invested in an Equitable FHSA.

    With the calculator, you can:
       •  Show clients how much they might save
    •  Demonstrate how savings can grow over time
    •  Motivate clients to reach their goal

    Try the FHSA calculator with clients today. Want to learn more? Talk to your Director, Investment Sales.

    Date posted: September 8, 2025

     
  2. Coming soon — enhanced Equitable Generations™ universal life (UL) See what’s ahead

    Equitable Generations UL insurance solution is about to get even better! In the next few weeks, Level cost of insurance (COI)* option will be added to our offering. The new Level COI option will add more value, choices, and opportunities for clients.

    The enhanced Equitable Generations is designed to meet client’s UL needs. To simplify our UL products, Equation Generation® IV UL insurance solution will soon no longer be available for new sales.

    Stay tuned for more details and the effective date.

    Check out the Transition Rules for new and in-progress universal life applications.


    * For Level COI, only Account Value Protector is offered as a death benefit option.
     
  3. Invesco
  4. Make It Easy EZtransact Contest

     

    Welcome EZtransactTM, Equitable Life®’s newest online transaction tool that makes managing your client’s policies quick and convenient.


    Every EZtransact online transaction submitted between September 13 and November 26, 2021 gives you the chance to WIN! Eligible non-winning Entries will be carried forward to subsequent Draw Dates. So the sooner you start using EZtransact, the more chances you have to win! First draw will be on September 27, 2021.

    One $100 winner each week! With a Grand Prize winner of $1000 at the end of the contest! Want to find out more? Please see the contest rules here. You can also contact us at equitablesrmarketing@equitable.ca.


    Click here for to start using EZtransact today.

     




    Make It Easy” EZtransactTM Contest: No purchase necessary. Contest period September 13, 2021 to November 26, 2021. Eleven prizes to be awarded, for a total value of $2,100 CAD. Ten weekly prize draws, each for one prize of $100 CAD, to be held every Monday from September 27, 2021 to November 29, 2021. One Grand Prize draw, for one prize of $1,000 CAD, to be held on November 29, 2021. Correct answer to mathematical skill testing question required to win. Open to legal residents of Canada of the age of majority. Eligible non-winning Entries will be carried forward to subsequent Entry Periods and will be eligible on subsequent Draw Dates. Maximum one weekly draw prize per person. Odds of winning depend on number of eligible Entries received during the Contest Period.

    Click here to see full contest rules, including no purchase method of entry.
  5. [pdf] B2B Loan application process for Equitable Life of Canada
  6. [pdf] B2B Investment Loan Application Process
  7. [pdf] Shareholder Borrowing Checklist
  8. [pdf] Investing in technology to make benefits easier
  9. Equitable Generations at a glance
  10. [pdf] Corporately Owned Segregated Funds