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- [pdf] Levelize the tax on your fixed income investments with participating whole life (individual clients)
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New and improved online calculators
Individual Wealth is excited to announce the launch of eight refreshed and enhanced online calculators! These tools are designed to help advisors and clients make more informed and accurate financial decisions.
These calculators are live and ready to support client conversations.
Why the change?
We have switched vendors to Ativa Interactive, a Canadian company with 30 years of experience in financial services. Their tools are more reliable and easier to use, offering a better advisor and client experience. Ativa Interactive has a robust portfolio of calculators available, giving us the opportunity to expand our offerings in future.
What’s available?
We kept the calculators you use most and added two new ones based on your feedback.
Popular calculators being refreshed:
• Will the money last calculator
• Savings Growth Calculator
• TFSA vs taxable investment calculator
• Retirement Projection Calculator
• Become a millionaire calculator
• RRIF Payment Calculator
New additions:
• GIA laddering calculator
• First home savings account calculator
Questions?
If you have any questions or need support, please reach out to your Director, Investment Sales.
Date posted: August 28, 2025 - [pdf] Equitable GIF Advisor FAQ
- [pdf] Additional/Updated Client Information
- [pdf] Segregated Fund Semi-annual Report - June 30, 2025
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2025 – Celebrating a year of growth!
Individual Insurance roundup
Kicking off 2026 with excitement— we’re proud to reflect on the wins Equitable’s individual insurance team achieved in 2025! We added nearly 50,000 new policies, serviced over 450,000 existing insurance clients, and paid more than 1,300 claims. But there’s more!
Through the year, we introduced new digital tools and smart ways of working that made things easier for advisors and clients alike. It was a year of remarkable growth and impact.
Here’s a recap of some of our best moments of 2025.
● Faster juvenile policy approvals
We launched a new way to approve juvenile policies. Families can now get insurance faster, and advisors spend less time waiting. This lets you and your Equitable underwriters focus on approving more complex insurance applications.
● Easier payment updates online
Our new “update payment” feature on Client Access and EquiNet made it simple for clients to change banking details and payments online — no paperwork needed. Updates are made within three business days, giving clients more choice in the way they connect with us.
● Better fund information
With Fundata, we created an enhanced web page for universal life policy investments. Now, advisors and clients can easily find fund performance details and use simple “favourite funds, search, and compare” tools. This makes it easy for clients to stay informed on their UL investments.
● More choices for universal life (UL) clients
Our new 30/65 Rider for Equitable Generations™ UL plans gives clients more choice and flexibility—an affordable new way to add more coverage to their policies when needed.
● Flexible term exchange options
New term 30/65 exchange option — a great addition! It provides more choice for clients that need to change their coverage as their needs evolve.
● Stable dividend scale interest rate
We kept our market-leading dividend scale interest rate of 6.40%, providing participating policyholders with confidence and stability.
● New web tool for UL illustrations
This new online tool puts UL sales illustrations at your fingertips online. You can view and save them from your laptop, making it easier than ever to manage your UL business. Try the new web illustration tool here.
● New term insurance rates
In November, we introduced new term insurance rates. Our term rates are now among the best available! This makes it easier for clients to get the insurance coverage they need.
Looking ahead
In 2025, Equitable showed that trying new ideas, making things easier, and putting clients first truly matters. As 2026 begins, we’re focused on continuing this exciting momentum.
Thank you for being on this journey with us and wishing you a very happy and successful year ahead! -
Do you have clients looking for growth but are concerned about taking on too much risk?
Please join us to hear Dina DeGeer, Senior Vice President, Portfolio Manager, Head of the Mackenzie Bluewater Team and David Arpin, Senior Vice President and Portfolio Manager, Mackenzie Investments, discuss how the Mackenzie Bluewater Team is positioning the Mackenzie Canadian Growth Balanced Fund for future success
Learn about the value of investing in high-quality businesses and how taking a broader approach to fixed income investing can deliver the balanced solution your clients are looking for
Equitable Life is pleased to offer the Mackenzie Canadian Growth Balanced fund as one of six different Mackenzie funds in Pivotal Select™ segregated fund lineup.
Learn More
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Kickoff 2022 Webcast
Equitable Life's Savings & Retirement team is hosting a digital fireside chat with members from the leadership team. Join us to hear Fabien Jeudy, President and Chief Executive Officer and Cam Crosbie, Vice-President, Savings and Retirement share their perspectives of the industry, their future vision for Equitable Life, and the Savings & Retirement division.
We will also hear from Tawnya Duxbury, Director, Savings & Retirement Operations and Projects as she shares how her operations team has equipped themselves to provide industry leading service.
Last but not least, we have invited guest speaker Larry Distillio, Assistant Vice-President Practice Management, Mackenzie Investments to discuss "Mastering your Mind to Increase your Bottom Line”. * Larry helps advisors learn how to avoid self-sabotaging behaviours such as procrastination, worry and avoidance while minimizing emotional stress. This is a session not to be missed.
Learn More
*We will be seeking Continuing Education credits for Larry Distillio's portion of this webcast. -
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. -
Equitable Life Active Balanced Portfolios – a unique investment opportunity
Find out how the Equitable Asset Management Group uses quantitative investing to uncover often overlooked investment opportunities to build the Equitable Life Active Balanced Portfolios. Clients benefit from asset allocation, style diversification, and cost-effective ETFs. The Portfolios are an ideal solution for a range of clients with diverse needs.
Join your host, Dave Irwin, AVP, External Fund Manager, and members of the Equitable Asset Management Group to learn how you can help clients achieve their financial goals with the Equitable Life Active Balanced Portfolios.
Learn more
Continuing Education Credits
This webcast has been submitted for continuing education (CE) approval with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. Upon approval, you will be sent an email notification to come back to the webinar presentation console to download your personalized certificate from the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. This webcast is available in English only.
™ and ® denote trademarks of The Equitable Life Insurance Company of Canada
Posted March 7, 2024