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  1. 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
     
  2. [pdf] Tax and estate planners' guide to corporate life insurance
  3. A good time to look at the Equitable Life Money Market Fund Select Whether clients are looking for a short-term cash savings solution or are interested in funding a dollar cost averaging strategy, the Equitable Life Money Market Fund Select may be an ideal solution.

    With a current yield to maturity of 2.32%*, the fund provides maximum income through short-term investments consistent with preservation of capital and liquidity. 

    And advisors earn the full commission upon deposit on funds used for a dollar cost averaging strategy.

    For more information check out Equitable Life Money Market Fund Select or contact your Director, Investment Sales.

    * As of April 3, 2025, net of fees. Yield to Maturity: The market value weighted average yield to maturity includes the coupon payments and any capital gain or loss that the investor will realize by holding the bonds to maturity.

    ™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada.

    Date posted: April 7, 2025
     
  4. 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.
     
  5. [pdf] Payout Annuity Application
  6. [pdf] Protecting Yourself and Your Family with Critical Illness and Term Life Insurance
  7. S&R - Tax-Free Savings Account
  8. Forms
  9. Important changes are coming to the Equitable Life segregated funds contract.
    Fund changes are coming on June 7, 2021 to Equitable Life’s® segregated fund lineup. These fund changes will appear on the June 2021 semi-annual client statement and will be reflected in the 2021 Pivotal Select™ and Pivotal Solutions Fund Facts.

    Clients holding these funds received a letter in the mail. To view a copy of these letters, refer to the links below.
       
    If you have any questions about these fund changes, please contact your Regional Investment Sales Manager or Advisor Services Team Monday to Friday from 8:30 a.m. to 7:30 p.m. ET at 1.866.884.7427 or email savingsretirement@equitable.ca
  10. Equitable Life Welcomes Donna Carbell as Senior Vice President, Individual Insurance Donna Carbell joins the executive leadership team as Senior Vice President, Individual Insurance, overseeing product development, distribution, marketing and client service for the line of business. With more than 20 years' experience, Donna brings a wealth of cross functional industry knowledge to Equitable Life. 
     
    Donna is passionate about supporting the health and wellness of Canadians and it is through the insurance and service we offer, that we provide support to families when they need it most during a health event. Donna is looking forward to working closely with our partners to support all aspects of delivering a best-in-class experience for you and your clients.