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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.
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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. - About
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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.
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Large insurance case? Expert help starts here.
Ask our Experts Episode 3
At Equitable, we’re committed to the large case market. Our dedicated team of experts have a wealth of knowledge and experience. They’re here to support you and to help get your large case from application through to policy placement.
Today, we are thrilled to share the third episode of Ask our Experts featuring Mark Warywoda, Public Investments VP. Watch it now!
Mark shares his thoughts on:
• The benefits of Equitable’s PAR fund
• The key advantages of mutuality
• The golden rule of investing: staying focussed on the long term.
In case you haven’t seen it…
• Watch Ask our Experts Episode 1 with Cindy Shirley, Chief Underwriter and Claims Risk Management.
• Watch Ask our Experts Episode 2 with Kevin Till, AVP of Individual Life Pricing.
Learn more:
Visit our large case markets webpage to learn more about our team of dedicated experts.
Do you have a large case opportunity? Talk to your wholesaler to learn more. -
Equitable Individual Wealth Webcast featuring Payout Annuities
This month, Equitable® highlights payout annuities.
We will talk about:
• life annuities,
• product features,
• taxation, and
• the benefits that payout annuities can bring to a client’s retirement plan.
Join your host, Deedra Weinstein, Head of Individual Wealth Product and Marketing, as she welcomes Nicole Lemon, Product Manager, Individual Wealth.
Start learning today! Register to watch On-Demand
Continuing Education Credits
This webcast has been accredited for continuing education (CE) credits for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by the licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only.
This webcast is available in English only.
Date posted: October 2, 2025 - Video library
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