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  1. Path to Success modules now available on EquiNet!
    The Path to Success Critical Illness course module PDFs and videos are now available on the Critical Illness EquiNet page. The Path to Success program gives you access to specialized topics about Critical Illness Insurance, why it matters for your clients, and how to make an effective sale.

    Learn about:
    - Overcoming objections to Critical Illness Insurance
    - Pivoting from other products to Critical Illness Insurance
    - How to position and design the Critical Illness solution
    …and more!

    We have made the expert information from Path to Success available to you to review at anytime. However, if you wish to earn CE credits, you may continue to access the course through our Path to Success program website.

    Questions about the program? Visit the Critical Illness page on EquiNet or contact your local wholesaler.
  2. Equimax® Participating Whole Life – A whole life solution for everyone Recently, we made some exciting changes for Equimax Estate Builder® and Equimax Wealth Accumulator®.

    These enhancements, launched in February, make Equimax the preferred solution for clients and their families. In particular, buying a whole life solution for children gives them a head start for tomorrow. Life insurance on a child gives them:
    - Permanent insurance at children’s rates
    - A stable tax-advantaged investment option
    - A boost in financial planning














    Watch our new Equimax for Children video to learn more. View on Vimeo or YouTube.

    Plus, visit our Equimax product page on EquiNet®, then click on the Marketing Materials tab for the latest Equimax marketing materials.

    Need more information? Please contact your local wholesaler.
     

    ® denotes trademarks of The Equitable Life Insurance Company of Canada.

  3. Now better than ever! The updated “Understanding participating whole life insurance” (#1038) is here Our most-viewed client guide has gone through a full update. It now features new Equitable® branding and wording that makes all the difference.

    We’ve rewritten it to help clients grasp concepts like dividends better. And to help clients understand how we invest their premium payments in the participating account. It will help you have conversations with clients about the ins and outs of their participating whole life insurance policies.

    We’ve also refreshed the visuals throughout. The redone 1038 guide is another way we’re showing our wholehearted commitment to our participating policyholders.

    See the EquiNet® marketing materials page to find the updated 1038!

    Want to know more?
    Your Equitable Wholesaler is here to help!
     
  4. Welcome to Cindy Shirley our new Vice President, Chief Underwriter & Claims Today, we are pleased to share some exciting news with you. Cindy Shirley, a seasoned industry expert, has joined Equitable Life® as our new Vice President, Chief Underwriter & Claims.

    With over 20 years of experience in risk selection within the Canadian individual life insurance sector, Cindy brings a wealth of underwriting knowledge to our organization. Her impressive background in individual and data-driven underwriting is a perfect fit for Equitable’s Individual Leadership team.

    Cindy's passion for Underwriting is contagious and she looks forward to supporting you, our valued advisors – and our clients. Her exceptional leadership is complemented by her expertise in both high-volume underwriting and the customized large-case market – areas of increased focus for us at Equitable in the coming year.

    We genuinely believe that Cindy’s addition to our team will not only enhance Equitable, but also strengthen our partnership with you.

    Thank you for your business and the continued trust you place in Equitable Life!

    Warm regards,
    Donna Carbell | EVP, Individual Insurance Division
     


    ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
     
  5. [pdf] Forward thinking ... Equimax whole life insurance for children
  6. [pdf] Tax and estate planners' guide to corporate life insurance
  7. New rules in effect for all Quebec applications The Quebec Regulatory Tribunal (AMF) made an important decision about selling insurance products to Quebec residents. As a result, Equitable® has changed its licensing rules for all future sales to clients in Quebec. 

    Effective on November 28, 2024, you must be licensed in Quebec to submit an application for a client who lives in Quebec. This requirement applies to all insurance and investment products.

    Regardless of where the application is signed, if you meet with a client whose primary residence is in Quebec, you must be licensed in Quebec to submit on the client’s behalf. 

    If you are not licensed in Quebec, you will need to get licensed in Quebec for applications for Quebec clients to be processed. 

    What about licensing for clients outside of Quebec? 

    In all cases, we encourage you to be licensed in the province where a client lives to be able to do business or provide ongoing service.




    Equitable is committed to providing solutions and service that is in the best interests of clients and advisors alike. We appreciate your continued support.

    Questions?

    Your Equitable Wholesaler is here to help. 

    You may also reach out to Advisor Services for more details. Email eastern-service@equitable.ca or call 1-800-668-4095.



    ® or TM denote trademarks of The Equitable Life Insurance Company of Canada.
  8. Proudly Canadian



    We take great pride in being a Canadian company built by Canadians for Canadians. Since 1920, we have been there for our clients and partners from coast to coast to coast.

     

    Please watch our video below to learn more.






     

  9. Convertibility - The Power of Term
  10. Coming soon – 2024 Product Updates What’s changing?

    Updates include changes/enhancements to our flagship Equimax® Par Whole Life product, Evidence of Insurability Schedule and more. A detailed summary of all the changes will be available on October 8, 2024.

    The Transition Rules, for handling new and in-progress life applications, are effective October 5, 2024.

    Need more information?
    Contact your Equitable wholesaler. Watch for more details on October 8.











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