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  1. Financial planning concepts & tools
  2. About
  3. Equitable’s New Brand – The Power of Together!

    On November 1, 2023, we unveiled our new brand and announced the shortening of our brand name to Equitable®. The rebranding includes a fresh new look, and a forward-looking vision for the future – one that honours our 103-year history and our unwavering commitment to clients.

    As we start 2024 with a renewed sense of purpose and commitment to clients, together with you, we are more determined than ever to provide more value and impact – to protect today and prepare tomorrow for our clients.

    “At Equitable, we champion the power of togetherness. It’s a mindset that drives our behaviours, decisions, and actions to power equitable outcomes for our clients, advisors, and partners,” said Fabien Jeudy, President, and CEO, Equitable.










    View the Power of Together video to learn more about Equitable’s renewed purpose and dedication to clients:

     
    View on Vimeo

    Questions about our new brand? Please contact your Equitable wholesaler or visit equitable.ca.


     ® or TM denotes a trademark of The Equitable Life Insurance Company of Canada.
  4. Rates and Performance
  5. Additions and Increases
  6. [pdf] Corporate Preferred Estate Transfer using universal life
  7. [pdf] Corporate Preferred Estate Transfer using Equimax
  8. Coming soon — enhanced Equitable Generations™ universal life (UL) See what’s ahead

    Equitable Generations UL insurance solution is about to get even better! In the next few weeks, Level cost of insurance (COI)* option will be added to our offering. The new Level COI option will add more value, choices, and opportunities for clients.

    The enhanced Equitable Generations is designed to meet client’s UL needs. To simplify our UL products, Equation Generation® IV UL insurance solution will soon no longer be available for new sales.

    Stay tuned for more details and the effective date.

    Check out the Transition Rules for new and in-progress universal life applications.


    * For Level COI, only Account Value Protector is offered as a death benefit option.
     
  9. Individual Insurance Marketing Materials
  10. Secure your GIA rate with Equitable today! The Bank of Canada (BOC) recently cut its key interest rate for a second time this year to 4.5%. As inflation cools and the BOC hints at more interest rate cuts this year, the time has never been better to secure a Guaranteed Interest Account (GIA) rate.

    Equitable’s fresh client-focused approach to guaranteed investing means:
    • market leading interest rates1, with even higher rates available for larger deposits,
    • a full suite of available account types including the First Home Savings Account, and
    • options to invest up to age 952.
    This is a great opportunity for clients and advisors,” said Cam Crosbie, Executive Vice President of the Savings and Retirement Division at Equitable®. “These are safe and secure investment solutions with potential for creditor protection, estate planning benefits, and so much more.”

    GIAs are simple fixed-income investment products that can provide increased choice and value to a client’s portfolio. Choosing Equitable provides competitive interest rates and protection from market volatility. For more information visit EquiNet® and don’t forget to register for our interest rate change alert email.

    1 Equitable has made every effort to ensure accuracy of competitive information as of July 22, 2024. Accuracy is not guaranteed. 
    2 Some available term lengths may be limited starting at age 90.
    ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
      


    Posted August 15