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  1. 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.
     
  2. The power of together At Equitable, we believe in the power of working together. It's a mindset that drives our behaviours, decisions, and actions to deliver impact and positive outcomes for our clients, advisors, partners, each other, and the communities we cherish.

    Together with advisors and partners across Canada, we offer Individual Insurance, Group Insurance and Savings and Retirement solutions. Together we are helping clients protect today and prepare tomorrow.















    View on Vimeo
     
    Questions about our new brand? Please contact your Equitable wholesaler or visit equitable.ca.
     
  3. 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
  4. Take advantage of our online services today!
  5. Secure your GIA with Equitable today! In uncertain times, a Guaranteed Interest Account (GIA) is a safe and stable investment opportunity. Now is a great time to consider a GIA with Equitable®.

    Equitable offers:
    •    market leading interest rates1, with higher rates for larger deposits;
    •    many account types, including the First Home Savings Account; and
    •    options to invest up to age 952.

    “GIAs offer a number of benefits for investors, especially in times of market volatility.” said Cam Crosbie, Executive Vice President, Savings & Retirement. Equitable. “In uncertain times, let your investments be certain. Choose GIAs for guaranteed peace of mind and predictable returns, along with estate planning benefits, and potential creditor protection.”

    GIAs are simple fixed-income investments that add value to a portfolio. Equitable GIAs provide 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.

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

    1 Equitable has made every effort to ensure accuracy of competitive information. Accuracy is not guaranteed. 
    2 Some available term lengths may be limited starting at age 90.

    Date posted: May 14, 2025
  6. Your year-end momentum starts today! Just 79 days left to go in 2025!

    As the air turns crisp and the leaves change color, we hope you’re enjoying our beautiful Canadian fall season. But before you get too swept up in the season's fun, remember that the final quarter is also a great time of year to boost your business.

    Harvest season for success
    Many clients are reviewing their financial goals and plans now. According to LIMRA, nearly 30% of life insurance applications are submitted between October and December1. This means you have a huge sales opportunity.

    Why choose Equitable® ?
    Clients expect competitive solutions that fit their unique needs well. Equitable offers great products, digital tools, and outstanding service and support.  Learn more here.

    Act now to finish 2025 on a strong note:
    • Review your client list: Identify who needs a check-in before the year ends.
    • Spot the opportunities: Year-end financial planning opens doors—don't miss out.
    • Leverage our resources: From our e-apps to marketing materials and digital tools, we're here for you.

    So, grab your client list (and your pumpkin spiced latte) and make the most of this final quarter. Your Equitable team is here to support you all the way to 2026 — let's finish 2025 strong!


    1LIMRA, "Life Insurance Applications by Month," 2025.
  7. [pdf] Equitable GIF Non-Registered Application
  8. Convertibility - The Power of Term
  9. January 2026 eNews

    In this issue:

    Meet the next generation of myFlex Benefits® for small business
    Coming soon: A consistent login experience for Equitable Client Access® and EquitableHealth.ca®
    QDIPC updates terms and conditions for 2026*

    *We will share this content with your clients.

     

    Meet the next generation of myFlex Benefits® for small business


    Discover the newly enhanced myFlex Benefits®— Equitable’s game-changing solution for small businesses that now includes more flexible, affordable coverage options shaped by advisor feedback.

     

    Join our virtual session to see how myFlex Benefits can help your clients grow and thrive.

     

    Webinar: How to grow your block with flexible solutions
    Tuesday, Feb. 3 | 10–11 a.m. PT / 1–2 p.m. ET
    Register here

     

    The session will be held in English only.

     

    Coming soon: A consistent login experience for Equitable Client Access and EquitableHealth.ca

     

    Starting this month, users logging in to Equitable Client Access®, the secure website for our Individual Insurance and Wealth clients, will need to enter their email address instead of a username. This change will make the Client Access login experience easier and even more secure.

     

    Streamlining the login experience for group benefits clients

     

    When this change takes effect, clients who use the same email address to log into Client Access and EquitableHealth.ca will use one password for both sites.

     

    If a client updates their password on one site, the password for the other site will also automatically update—so they’ll always use the same credentials for both platforms.
     

    Clients who can’t remember the email address we have on file can click ‘Forgot email’ on the Client Access login page.

     

    For added security, a client logging into Client Access may be prompted to enter a one-time code that’s sent to them via email before they can log in.

     

    We will inform clients who have Client Access and EquitableHealth.ca accounts about these changes via email.

     

    Safer, simpler account access

     

    Logging in doesn’t need to include a password. Clients can save time logging in to Client Access and EquitableHealth.ca by creating a passkey.

     

    Passkeys use a person’s face or fingerprint to quickly authenticate their identity – adding an extra layer of protection to their account and eliminating the need to enter a password. And by logging in to the Client Access site with a passkey, clients won’t be asked to enter a one-time code.

     

    Creating a passkey is easy. The following video shows group benefits clients how to create a passkey to log in to EquitableHealth.ca.

     

    Clients who use the same email address to log into Client Access and EquitableHealth.ca will be able to use the same passkey to access both sites. If someone has registered for both sites with different email addresses, they’ll need to create separate passkeys.

     

    QDIPC updates terms and conditions for 2026

     

    Every year, the Quebec Drug Insurance Pooling Corporation (QDIPC) reviews the terms and conditions for the high-cost pooling system in the province. Based on its latest review, QDIPC is revising its pooling levels and fees for 2026 to reflect trends in the volume of claims submitted to the pool, particularly catastrophic claims. We will apply the new pooling levels and fees to future renewal calculations that involve Quebec plan members.

     

    Please note: QDIPC plans to redefine its group sizes in 2027. For more information on how group sizes will change in 2027, visit QDIPC's Terms and Conditions of Pooling.


    If you have any questions, please contact your Group Account Executive.

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