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  1. Compensation Inquiry
  2. On June 26, 2021 make room for more EDO room Effective June 26, 2021, a term rider added to an Equimax Estate Builder® or Equimax Wealth Accumulator® policy may allow for an increase to the maximum Excelerator Deposit Option (EDO) payment limit.
     
    Your clients who have a temporary insurance need and add a term rider to their Equimax plan may be able to take advantage of the additional exempt room and higher EDO payment limits to build the policy values. Make Equimax® your first choice for your clients’ whole life insurance needs.
     
    Want more information?
    Learn more about the changes and transition rules.

    Contact your Regional Sales Manager for more information on these changes and other sales ideas.
     
  3. 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.
     
  4. Changes to the Compensation Inquiry section on EquiNet The Compensation Inquiry Section from EquiNet is only available on Microsoft Edge. Please follow the instructions below:

    1. Open Microsoft Edge, click on the three dots in the top right corner and select ‘Settings’.
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    2. In the Settings menu, locate ‘Default browser’ and click on ‘Add’ in Internet Explorer mode pages.
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    3. Enter the URL https://advisor.equitable.ca/advisor/compensationinquiry and click on ‘Add’.
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    4. Login into EquiNet using Microsoft Edge and you will be able to access ‘Compensation Inquiry’.

    This configuration expires in 30 days, if you want to continue accessing ‘Compensation Inquiry’ after 30 days, you will need to redo the steps above.

    If you encounter problems configuring, call our support line at 1.800.722.6615 ext. 8888
  5. 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. And to make it even better the Government of Canada­­­ increased the annual contribution limit. Effective January 1, 2023, the annual limit goes from $6,000.00 to $6,500.00.   
      
    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.


    Posted: January 3, 2023
  6. New illustration software now available!
    We have updated our illustration software. Please be sure to download the latest version:
     2023-3 (August 2023).

    - Web-based illustration software on secure EquiNet® (log in required)
    - Desktop illustration software

    We have new rates for our Equimax® Wealth Accumulator and Estate Builder plans. Please refer to our Transition Rules for all the details on processing your applications.

    Need more information?
    For information on these changes, please contact your Equitable Life wholesaler. 


    ® denotes a trademark of The Equitable Life Insurance Company of Canada.
  7. Path to Success Module 3
  8. The average FHSA balance is $3,899—Let’s help clients aim higher The First Home Savings Account (FHSA) is a powerful tool for Canadians working toward homeownership. With tax-deductible contributions and tax-free withdrawals for qualifying purchases, it’s designed to make saving easier and more rewarding.

    Yet, with a lifetime contribution limit of $40,000 and an annual cap of $8,000, many clients may not be taking full advantage. The average FHSA balance currently sits at just $3,899*, leaving plenty of room for growth.

    Equitable offers three straightforward strategies to help clients boost their FHSA contributions and get closer to their first home—faster:

    Set it and forget it with automated contributions
    Consistency is key. By setting up automatic monthly deposits of up to $667, clients can effortlessly reach the annual maximum of $8,000. Equitable makes it easy to schedule recurring transfers from a bank account, helping clients stay on track without the hassle of manual deposits.

    Make the most of windfalls with lump sum deposits
    Bonuses, tax refunds, or inheritances can be powerful savings tools. Equitable allows clients to make one-time contributions anytime, helping them catch up on unused FHSA room from previous years and accelerate their savings.

    Transfer from RRSPs—tax-free
    Clients who’ve already been saving in an RRSP can transfer those funds into their FHSA—up to their available contribution room—without triggering taxes. This strategy lets them benefit from the FHSA’s tax-free withdrawal feature while staying within their overall savings plan.

    Bonus Opportunity: Win big with the Close to Home contest
    From May 1 to September 30, 2025, clients who contribute to an Equitable FHSA will be entered to win one of two $8,000 prizes. Whether opening a new account or making a contribution, it’s a great chance for clients to get closer to homeownership.

    Advisors, your efforts matter too!
    You have a chance to win a $1,000 prize if the client you are assisting, in alignment with their unique homeownership needs, is selected as a winner. At Equitable, we believe that when we grow together, success is mutual.
    Don’t forget about Equitable’s user-friendly online application platform, EZcomplete®, or process an online transaction with ease using Equitable’s EZtransact®. These tools are fast, simple, and could bring clients closer to achieving their goals.

    Want to learn more? Speak to your Director, Investment Sales.

    * Source: https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/first-home-savings-account/fhsa-statistics.html
    ® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.
    Equitable’s Close to Home Contest: No purchase necessary. Contest period May 1, 2025 to September 30, 2025.  Clients enter by making a deposit to an Equitable FHSA during the contest period or by submitting a no-purchase entry. Two prizes of $8,000 CAD each to be drawn on October 15, 2025 will be awarded. The servicing advisor for the policy to which the selected entrants made the deposit is also an eligible winner and will receive a $1,000 CAD prize. For example, if an Equitable client is a winner of the $8,000 prize, the client’s servicing advisor wins a $1,000 prize.  Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible entries received during the Contest Period.  For full contest rules, including no-purchase method of entry, see here.  
    Date posted: September 4, 2025