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1. [pdf] Levelize the tax on fixed income investments with corporately-owned participating whole life (corpor
2. Unique solution can help your business grow in the group benefits market Are you ready to grow your business in the group benefits market? Then the Equitable EZBenefits™ experience should be on your radar.
   
   Join our online session May 22, at 1 p.m. ET and learn why companies with two to 25 employees are choosing this unique solution. Reasons like affordability, sustainability, and how easy managing the plan is for their members and administrators.
   
   We’ll also explore its features:
   • Plan design options for various needs and budgets
   • Embedded health and wellness services
   • Built-in HR support services
   • ‘EZ’ process for rapid quotes, hassle-free plan implementation and renewals
   • Dedicated advisor concierge service
   
   A question-and-answer (Q&A) period will follow the presentation.
   
   Register here to attend our session.
   
   
   
   
   ^® and ^TM denote trademarks of The Equitable Life Insurance Company of Canada.
    
3. Important Changes to your Equitable EquiNet Login
   We know that in today’s world, you have a lot of logins and passwords to go with them.
   
   Equitable^® is taking steps to increase the security of your EquiNet^® login while simultaneously removing the need for you to remember a password.
   
   This technology is called passkeys.
   
   A passkey will enable you to access all the great features EquiNet has to offer by using biometrics.
   
   You probably already have passkeys set up if you have an Amazon, Apple, Google, Uber or WhatsApp account.
   
   
   
   
   
   
   
   
   How passkeys will work on EquiNet:
   
   
   This authentication method is available now and will be optional to start. However, we strongly encourage you to use it. It is the next generation of security and makes for one less password for you to remember.
   
   All you need to do is log in to EquiNet as you normally would and follow the step-by-step prompts to enable a passkey. It’s that easy.
    
4. Recent Updates
5. September is Life Insurance Awareness Month The perfect time to start conversations with clients.
   
   Many people don’t think about life insurance until it’s too late. This month is a good time to remind clients why life insurance matters. Life insurance can help provide financial protection for families and businesses when they need it most.
   
   As an advisor, you play a key role in helping clients make the right choices to protect the people and things they care about. At Equitable^®, we’re committed to supporting you in guiding clients through these important decisions. To help you start conversations about life insurance, we have created resources that explain the different types of life insurance and how each can help clients meet their unique financial needs.
   
   Use these tools during your client meetings, either in person or online. They can help you explain why life insurance matters, show the different plan options, and build trust with clients.
   
   Let’s work TOGETHER this month to help clients PROTECT TODAY and PREPARE TOMORROW^.
   
   Contact your Equitable wholesaler today to learn more!
   
   
    

   What kind of life insurance is right for you? (1197)

6. Complex large case? Meet our Tax and Estate Planning expert.

   Ask our Experts Episode 4

   At Equitable, we understand that complex large cases require expert handling. Our team is here to help guide you through every step of the process.
   
   Today, we are thrilled to share the fourth episode of Ask our Experts. Watch episode 4 featuring Bryan McNulty, Head of Tax and Estate Planning.
   
   Bryan talks about:
   • How his past experiences serve him in his role at Equitable.
   • The importance of policy ownership.
   • Equitable’s mutual status and our focus on life insurance.
   
   Learn more:
   Visit our large case markets webpage to learn more about our team of dedicated experts. 
   
   Do you have a large case opportunity? Talk to your wholesaler to learn more. 
   
   
   
   Don’t miss the favourites! Watch our most viewed Ask our Experts episodes here:
7. Passkey: The fastest, safest way to log in to Client Access
   We’ve upgraded the Client Access^® portal to make access easier and more secure.
   
   What’s new?
   • Passkey: The easiest way to log in
   Passkey is now available across all Equitable portals. With passkey, clients can log in quickly and securely using biometrics like face or fingerprint recognition, eliminating the need for passwords. 
   • Extra protection for email/password users
   For clients who continue to use their email and password, extra security may be required. Clients may be prompted to enter a one-time passcode sent to their email, ensuring only authorized access.
   
   What you need to know:
   • Clients sign in to Client Access the same way you do on EquiNet, making it easier to support your clients.
   • “Forgot email” is available to help clients recover the email they need to log in.
   • Passkey setup is easy and safe. Just follow the prompts when you  login. Watch the video to learn how to create a passkey.
8. Curious about large case pricing? Our experts are here to help

   Ask our Experts Episode 2

   At Equitable, we’re committed to the large case market. Our dedicated team of experts is here to support you from application through to policy placement.
   
   Ask our Experts is a mini docuseries features key members of our large case team. They talk about their work, their perspectives, and their role in the large case experience.
   
   Watch Ask our Experts Episode 2 featuring Kevin Till, AVP of Individual Life Pricing.
   
   Kevin chats with us about:
   • What he finds interesting about large case pricing.
   • How quickly Equitable can turn around a large case quote.
   • The difference between a mutual and a stock insurance company.
   • Equitable’s reinsurance strategy.
   
   Learn more:
   Visit our large case markets webpage to learn more about our team of dedicated experts.
   
   
   
   Don’t miss the favourites! Watch our most viewed Ask our Experts episodes here:
   
   Do you have a large case opportunity? Talk to your wholesaler to learn more.
   
   3/2/2026
9. Congratulations on qualifying as an Elite Advisor
10. You're invited: Spring update & 2026-27 dividend scale announcement

    
    You’re invited to our annual spring update. Hear directly from Individual Insurance leaders on the updates that impact your business, including the 2026–27 dividend scale announcement.
    
    In this session, you will:
    • Get important updates fast: get all the highlights, in about 20 minutes, and what they mean for your practice.
    • Stay on top of what’s new: learn about the latest updates in Individual Insurance and how to position them with clients.
    
    Please join us and don’t forget to add it to your calendar.

    When:   Thursday May 14, 2026
    Time:     1:00 pm - 1:20 pm EDT
    Where:  Virtually

    (*French and Chinese events will be partially in English, with sub-titles on screen).