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  1. EquiNet-FAQ
  2. [pdf] Equitable GIF Advisor Guide
  3. [pdf] Equitable HealthConnector
  4. [pdf] Dialogue Virtual Healthcare Overview
  5. [pdf] Retirement Income Fund Understanding minimum withdrawal percentages
  6. Compliance Resources
  7. Homewood Health COVID-19 Resources

    As the COVID-19 situation continues to rapidly evolve, you may need  information from a trusted source to support your clients, their organizations and their employees.

    Through our partnership with Homewood Health, the Canadian leader in mental health and addiction services, all of our clients and their plan members have access  to a number of tools and resources designed to provide guidance and support.

    Online Cognitive Behavioural Therapy

    For plan members dealing with increased anxiety during these uncertain times, Homewood’s Online Cognitive Behavioural Therapy tool, i-Volve, can help. Through self-paced, web-based therapy, i-Volve can help plan members identify, challenge and overcome anxious thoughts, behaviours and emotions.

    All Equitable Life clients and their plan members have access to i-Volve. It’s available 24 hours a day, seven days a week, wherever you choose to access it.

    Learn more about Online CBT or access i-Volve at Homeweb.ca/Equitable.

    COVID-19 Support Resources

    Drawing on their expertise in mental health, as well as guidance from trusted sources including Health Canada, the Public Health Agency of Canada and the World Health Organization, Homewood has created a number of resources to help support your clients and their plan members.

    ​If you have any questions, or wish to discuss the tools, please reach out directly to Homewood. They are here to help support you, your clients and their employees through these unprecedented times. Contact your Homewood Health Account Manager or Homewood’s Customer Experience Team by phone at 1.833.375.0270 or email customersupport@homewoodhealth.com
  8. Giuliano Savini, Top 50 Best Wealth Management Wholesalers in Canada for 2023 award recipient


    Meet Giuliano Savini, Regional Investment Sales Manager for the Greater Toronto Area, who was recently recognized as one of the Top 50 Best Wealth Management Wholesalers in Canada for 2023 by Wealth Professional Canada. We congratulate Giuliano on this prestigious industry award, which acknowledges his invaluable expertise and contribution to the field of wealth management wholesaling.

    When asked what inspired him to pursue a career in this field, Giuliano credits a call from a trusted friend, Joseph Trozzo, who recommended Equitable as an excellent place to work. He joined the company four years ago and has not looked back. For Giuliano, the motivation lies in the meaningful work he does through his advisors and territory, finding the best solutions for their needs.

    His greatest achievement at Equitable, according to Giuliano, is the recognition as one of the Top 50 Wealth Wholesalers in Canada. What makes this accomplishment even more special is that the award is advisor-nominated, which means his advisors recognized the impact of his work in helping them succeed.

    Looking at his career overall, Giuliano takes pride in the relationships he has built with his advisors and territory over the years. He is proud to be recognized as a subject-matter expert and a business builder, always aiming to be a partner in his advisors' success.

    When asked for advice for those starting out in the industry, Giuliano emphasizes the importance of focusing on the success of their advisors. He advises them to use their advisors' success to drive sales and always keep them at the forefront of their business.

    Looking ahead, Giuliano sees the industry evolving into a more consultative and partnership-oriented approach. He believes that wholesalers will need to expand their knowledge base beyond competitive product information and into areas like marketing, investor psychology, and practice management to maintain a competitive edge in the industry.

    To read more about Giuliano and the other Top 50 Wealth Management Wholesalers in Canada, visit Wealth Professional Canada's website.


    Posted : April 12, 2023
  9. Supporting plan members affected by the British Columbia and Northwest Territories wildfires

    Wildfires across Canada are disrupting the lives of many Canadians. During this difficult time, Equitable Life is providing additional support to help affected clients and plan members.

    Prescription refills

    Plan members who have been evacuated and/or lost their medication due to the wildfires will be able to make early refills until September 17, 2023, through TELUS Health, our pharmacy benefit manager.

    Replacement of medical or dental equipment and appliances

    Plan members who need to replace eligible medical or dental equipment or appliances due to the wildfires should first call 1.800.265.4556 to confirm coverage.

    Disability or other benefit cheques

    Plan members receiving disability benefits or other benefit reimbursements via cheques can visit www.equitable.ca/go/digital for instructions on how to sign up for direct deposit. It just takes a few minutes. Plan members can also call us at 1.800.265.4556 if they need help, a replacement cheque or assistance arranging a different mailing address.

    Mental health support

    Unpredictable, large-scale natural disasters can cause people to experience intense reactions, putting a lot of pressure on their mental health. Having coping mechanisms to deal with the current crisis can be a huge help. Any Equitable Life plan member who needs mental health support can visit Homeweb.ca/equitable to access online resources or contact Homewood at 1.888.707.2115.  

    For plan sponsors who have purchased Homewood Health’s Employee and Family Assistance Program (EFAP), their plan members also have access to confidential counselling services. The EFAP provides plan members with 24/7 access to confidential counselling through a national network of mental health professionals. Whether it’s face-to-face, by phone, email, chat or video, plan members will receive the most appropriate, most timely support for the issue they’re dealing with. 
     

    Plan Administrator support

    We realize that the fires are having a profound impact on regular business operations in B.C. and N.W.T. If you have clients that are unable to carry out day-to-day plan administration, they can call us at 1.800.265.4556. They can also contact their Customer Relationship Specialist for support.
     
    This is a challenging time for advisors, plan sponsors and plan members. We will continue to monitor the situation and provide additional updates as appropriate. 

    Questions?

    If you need more information, contact your Group Account Executive or myFlex Sales Manager.

  10. Equitable’s Grow Your Way Home contest


    From May 1 to August 31, 2026, clients who open an Equitable FHSA, make an FHSA contribution, or set up recurring FHSA deposits are automatically entered into Equitable’s Grow Your Way Home contest. A simple way to reconnect, re‑engage and help guide clients on their journey to home ownership.  


    Why this matters for your business 

    Use the contest as a reason to reach out: 

    • Re‑engage clients who haven’t contributed recently 

    • Encourage recurring deposits tied to paydays 

    • Introduce the FHSA to younger clients or first‑time buyers 

    • Support clients planning to use tax‑refund funds 

     


    What clients and advisors can win. 

    There will be two prize draws: 

    • Two winning clients will receive $8,000. 

    • Each winning client’s advisor receives $1,000. 

    See here for full contest rules and details. 
     

    How clients earn entries 

    We’re rewarding actions that help build real progress: 

    • New FHSA contracts 

    • One‑time deposits 

    • Automated monthly or bi‑weekly contributions 


    Key Dates 

    Contest window: May 1 – August 31, 2026 

    Draw date: September 21, 2026 

     

    How to Enter 

    Submitting contributions is quick and easy: 

    • Use EZcomplete® to open new accounts or process contributions. 

     

    Make the most of it 

    Your Director, Investment Sales can help you build a tailored outreach plan, share conversation starters and identify high‑potential clients to engage throughout the summer. It’s a simple, effective way to spark FHSA activity and strengthen client relationships all season long. 

     

    ® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.  

    Equitable’s Grow Your Way Home contest: No purchase necessary. Contest period is May 1, 2026 to August 31, 2026. Enter by: opening an Equitable FHSA during the Contest Period; making a deposit to your Equitable FHSA during the Contest Period;  or submitting a no-purchase entry. Two prizes of $8,000 each to be drawn on September 21, 2026 will be awarded to clients. The servicing advisor for the contract to which the selected entrant made the deposit is also an eligible winner and will receive 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 the full contest rules.