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  1. [pdf] A Unique Approach to Managing Disability
  2. [pdf] GIA versus GIC
  3. Advisor Code of Conduct - Updated! Our Advisor Code of Conduct sets out Equitable Life's expectations of advisors in dealing with clients and other stakeholders. The Code of Conduct forms part of your contractual relationship with us.

    We have updated our Code to clarify specific expectations to help you meet regulatory compliance requirements, support your needs-based sales, and treat customers fairly.

    Please review our updated Advisor Code of Conduct.
  4. [pdf] Corporate Preferred Estate Transfer® using whole life
  5. Individual Insurance Marketing Materials
  6. Clients looking to add a little balance and diversification to their investment mix?

    An Equitable® Guaranteed Interest Account (GIA) may be just the right fit for them. With competitive interest rates, Equitable GIAs may be an ideal solution for clients looking to create a well-diversified and balanced portfolio.

    A few reasons to consider Equitable for your GIA business:

    • •  The GIA advantage – a life insurance contract can provide many estate planning benefits.

    • •  Advisor rate discretion – advisors can forego up to 40bps of commission for an equal increase in interest rate, making our great rates even better.

    • •  Step Up Your Wealth Sales program1 – 100% of GIA net deposits are used to calculate the 0.75% bonus commission earned on net deposits for 20242.

     

    Bookmark this page to check our current rates.

     

    For more information, please contact your Director, Investment Sales.

     

    1 Equitable reserves the right to alter or terminate this program at any time and without notice.

    2 All eligible deposits, sales, and redemptions occurring between January 1 and December 31, 2024, will be used to calculate an advisor’s 2024 net deposits. See full Step Up Your Wealth Sales program details for more information.

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

    Date posted: May 9, 2024

  7. Online Annuity Quotation
  8. Online Annuity Quotation
  9. Equitable Life Dynamic Global Real Estate Fund Select: More than an inflation hedge Some clients may be missing out on the benefits of real estate investments. In addition to providing an inflation hedge, investing in real estate can help to diversify an investment portfolio and manage overall risk.
     
    Check out Equitable Life Dynamic Global Real Estate Fund Select in this issue of Fund Focus.

    The fund aims to achieve long-term capital appreciation and income by investing in publicly listed real estate companies across a spectrum of property types and geographies.
     
    Reasons to Invest:
    • Access to high-quality and diversified real estate assets through public companies from around the world
    • Real estate is an asset class highly sought after by pension funds and institutional investors
    • The underlying Dynamic Global Real Estate Fund is the oldest real estate mutual fund in Canada (1996)
    • A key pillar is protecting capital – manager focus is on providing downside protection
    • Competitive MER of 2.64%*
    For more information, check out the Equitable Life Dynamic Global Real Estate Fund Select flyer or contact your Regional Investment Sales Representative.

    Date posted: April 14, 2023
     
    * effective December 31, 2022
     
    ™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada.
  10. Roll out the red carpet for a refreshed Term! We are pleased to announce that updates to our Term life insurance solution are now live! We believe that Term life insurance can deliver value to clients at every stage of their life journeys. Be it at renewal or at conversion, Term is a flexible and affordable life insurance solution for clients today and into tomorrow.

    On February 3rd, 2024, we refreshed our Term life insurance solution. Some of the existing and new updates with our Term offering include:
    ●  More targeted, competitive pricing,
    ●  Benefits re-aligned under the KIND™ program,
    ●  Yearly renewals. After the initial term of level premiums, Term life insurance will now renew yearly with premiums gradually increasing each year. This will help clients keep their Term protection longer without large premium increases.

    With these updates and more, our Term solution doesn’t just “do the job,” it’s what clients want!

    Visit our splash page and watch our informative video to learn more and start selling today!
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    View our Transition Rules for all the details on processing your applications.
     
    We’ve also updated our illustration tool:
    ● New Desktop illustration software

    Want to learn more?
    Contact your Equitable wholesaler anytime!
     

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