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  1. [pdf] Invest with Equitable
  2. [pdf] A Unique Approach to Managing Disability
  3. Roll out the red carpet for a refreshed Term! We are pleased to announce that updates to our Term life insurance solution are now live! We believe that Term life insurance can deliver value to clients at every stage of their life journeys. Be it at renewal or at conversion, Term is a flexible and affordable life insurance solution for clients today and into tomorrow.

    On February 3rd, 2024, we refreshed our Term life insurance solution. Some of the existing and new updates with our Term offering include:
    ●  More targeted, competitive pricing,
    ●  Benefits re-aligned under the KIND™ program,
    ●  Yearly renewals. After the initial term of level premiums, Term life insurance will now renew yearly with premiums gradually increasing each year. This will help clients keep their Term protection longer without large premium increases.

    With these updates and more, our Term solution doesn’t just “do the job,” it’s what clients want!

    Visit our splash page and watch our informative video to learn more and start selling today!
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    View our Transition Rules for all the details on processing your applications.
     
    We’ve also updated our illustration tool:
    ● New Desktop illustration software

    Want to learn more?
    Contact your Equitable wholesaler anytime!
     

    ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
  4. Our service standards - Individual insurance
  5. [pdf] Health Care Spending Account - Plan administrators
  6. [pdf] Create A Household - Equitable GIF
  7. Delivery Update of Pivotal Select segregated fund client statements

    We understand the importance of timely delivery of our Pivotal Select™ segregated fund client statements. We have resolved the issue with delivery of these statements. I can confirm that our Pivotal Select segregated fund client statements will be delivered on February 17, 2025.

    We regret the impact this delay may have had on you and clients. Rest assured, we are committed to delivering the highest standard of service and will continue to work hard to earn your business and that of clients. If you have questions or need further assistance, reach out to our Client Care Team at 1.866.884.7427.  
     
    Best Regards,

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    Cam Crosbie, 

    Executive Vice-President, Savings and Retirement Division

    Equitable




    Posted: February 12 2025
  8. Notice of MER revision on Equitable GIF

    We have incorrectly displayed MERs for four Equitable GIFTM funds. We have corrected these errors and apologize for this oversight.  

    Impacted Funds

    • Equitable Vanguard Canada Index ETF 

    • Equitable Vanguard Canadian Aggregate Bond Index ETF 

    • Equitable Invesco NASDAQ 100 Index ETF 

    • Equitable Invesco S&P 500 Equal Weight Index ETF 

    All forms and Fund Facts have been updated and are available on EquiNet®. Please use these versions going forward and discard any paper copies of Equitable GIF Fees and Fund Codes (form #2256).  

  9. Forms