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  1. The Equitable Life FHSA is coming!

    We want to help clients save money for their first home.  We’re working on offering the Equitable Life® First Home Savings Account!

    A First Home Savings Account (FHSA) is a registered plan allowing prospective first-time home buyers to save for their first home tax-free (up to certain limits). 
     
    Highlights:

    • Must be a Canadian resident
    • Minimum of 18 years of age
    • Annual contribution limit of $8,000 with a lifetime limit of $40,000
    • Contributions are tax deductible (like an RRSP)
    • Qualifying withdrawals are tax-free (like a TFSA)
    • Must be a first-time home buyer (has not owned a home in which they lived during the current or preceding four calendar years)
    • Unused FHSA proceeds can be transferred on a tax-deferred basis to an RRSP or RRIF
    We’ll be sure to keep you posted when the FHSA is available with Equitable Life.

    For more information contact your Regional Investment Sales Representative.

    Date posted: April 11, 2023
     
    ™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada.
  2. Life changes and so do clients’ insurance needs We’ve enhanced our partial conversion option with Equitable Term Life Insurance

    At Equitable®, we understand that as life changes, so do your clients’ insurance needs. That's why we're excited to introduce enhanced flexibility in our partial conversion feature with a term rider carryover.

    What’s changed?

    1.    Partial conversions are available for both term standalone plans and term riders. Previously, partial conversions were limited to term standalone plans only.

    2.    Clients can choose any term plan for the rider carryover, regardless of the original term plan: T10, T20, T30/65. Previously, the term rider carryover had to match the original term coverage plan type.

    As always, the term rider is carried over at the client’s current age, with rates based on the conversion date.

    As life evolves, count on Equitable to provide solutions that adapt with your clients. 


    Learn more

    For more information, please consult the Equitable Term Life insurance admin guide.
  3. 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
     
  4. [pdf] Tax and estate planners' guide to corporate life insurance
  5. 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.
     
  6. S&R - Tax-Free Savings Account
  7. Forms
  8. 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
  9. 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.
     
  10. Tune in to our latest Equitable Insights Videos on EquiNet Our new Equitable Insights Video Series page on EquiNet® hosts all of our latest videos in one convenient place, including:

    ●  Our Large Case Experts, featuring Scott Morrow, Individual Insurance Sales Vice President, MGA East, Equitable Life
    ●  EZcomplete Makes Submission to Commission Easy, featuring Chris Marrese, Individual Operations Vice-President, Equitable Life
    ●  Our Investment Approach featuring David Irwin, Director, Portfolio Management and Client relations
    ●  Our Financial Strength, featuring Sheila Hart, Chief Financial Officer, Equitable Life

    Watch our Equitable Insights Video Series to learn more about Equitable Life and the solutions we offer to meet our customers’ needs.