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  1. [pdf] Segregated Fund Semi-annual Report - June 30, 2025
  2. Equitable Life is launching a new Retirement Savings Plan section on EquiNet It is never too early or too late to speak to your clients about Retirement Savings Plans (RSP). This is a great time to check us out because Equitable Life® is launching all new tools and resources to help you improve your sales strategy and reach your clients.

    Today, Equitable Life is launching an all new RSP section on EquiNet®. The RSP Product Information box contains new and improved marketing tools and resources. Need to prospect new clients? We have editable letters to help you do that! Need to market to Millennials, Generation X or Baby Boomers? We have brochures and case studies to help you reach them. Want to market to your clients using social media? We have links and articles to help you share the love. With all the new and updated RSP materials, we have you covered. So, visit us on EquiNet today to see how we can help you grow your business.  
     
  3. Understanding Life Insurance Replacements at Equitable All provinces require completion of a life insurance replacement declaration (LIRD) or equivalent form if intending to replace an existing insurance contract with a new one. The LIRD helps clients think carefully before terminating their existing policy. It contains important questions for them to consider. 

    When do you need to send a LIRD to Equitable®?

    Refer to our: LIRD requirements by province     

    Equitable needs to receive the LIRD only in provinces where it is mandated. Please check the province-specific requirements (linked above). 

    If a client is replacing a life insurance contract with a new one with us, and the owner lives in one of the specified provinces, the LIRD must be sent to Equitable with the application. It should include a written explanation of the questions reviewed with the client and must be signed and dated. 

    Important reminder: While you will always complete a LIRD, do not submit the LIRD unless we require it. Doing so may delay the new business process.

    Note: The LIRD does not terminate the original policy; it indicates intent to do so.

    Questions? Please contact your local Equitable wholesaler if you need additional information.

    ® or TM denotes a trademark of The Equitable Life Insurance Company of Canada.  
  4. [pdf] Investment Direction - Pivotal Select
  5. [pdf] Investment Direction - Legacy
  6. Free Webinar: A better employee health benefits solution for small business clients Join us on Tuesday, May 28, 2024 at 1 p.m. ET for a free webinar about Equitable EZBenefits™ – our new employee health benefits solution designed for small business clients.

    If you serve small business owners, chances are they’re looking for a group benefits solution that’s affordable, sustainable and easy to manage. That’s why we created EZBenefits for businesses with between 2 and 25 employees.
     
    You’ll learn about:
    ● The range of plan design options we’ve created to fit various needs and budgets;
    ● The streamlined process we’ve designed to optimize your time and provide you and your clients with rapid quotes, hassle-free plan implementation and easy renewals;
    ● Our dedicated Advisor Concierge Service – your go-to resource for EZBenefits support;
    ● The health and wellness services that are embedded with EZBenefits, including Virtual Health and an Employee and Family Assistance Program; and
    ● The built-in HR support through Equitable’s partnership with HRdownloads®, including access to HR technology, content and training.

    Register to attend the EZBenefits webinar

    This webinar will be delivered using Microsoft Teams and will include a Q&A component. If you wish to submit a question using the Q&A feature, please follow these instructions when you join the webinar:
    ● Join using the Microsoft Teams app. If you do not have Microsoft Teams, you can download it for free here.
    ● If you prefer to join via web browser without installing Microsoft Teams, please use Google Chrome or Microsoft Edge. Other browsers do not support the Q&A feature.
  7. Universal life product linked interest option changes

    On July 1, 2025, we will be changing the index that is tracked for the linked interest options shown far below.

    Clients can change their investment options at any time if they choose. This includes the Linked Interest Option(s) for money currently invested and future deposits.

    Requests for this change can be done:
     
    • Online by advisors – Go to Policy Inquiry on EquiNet® (advisor site).
    • Online by clients – Links in Client Access® through Equitable.ca.
    Please contact your Equitable® Wholesaler for more information. 
     
    Linked Interest Option                               Universal life insurance solution Currently tracking Effective July 1, 2025
    Canadian Equity Index   • Equitable GenerationsTM S&P/TSX 60® Total Return Index S&P/TSX Composite® Total Return Index
    Canadian Equity
    • Equation Generation® IV
    • EquiLife®
    • Equation Generation III
    • Equation Generation II
    • Equation
    • Direction 2000 Plus

    S&P/TSX® 60 Total Return Index and S&P/TSX Composite® Total Return Index registered trademarks of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and S&P Global. All others are registered trademarks of The Equitable Life Insurance Company of Canada.
     
  8. Are your clients looking for more Tax-Free Savings Account contribution room?
    Good news!  With the start of the new year comes new additional contribution room.

    A Tax-Free Savings Account is a great option for clients to grow their savings with the flexibility to access their money when they need it, before or during retirement. Encourage your clients to start saving today! ­

    For more information on the options available, please click here.
     
  9. 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.
     
  10. Policy Loan History