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  1. 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.
     
  2. Delay in Pivotal Select segregated fund client statements


    We apologize for the delay in the delivery of our Pivotal Select™ segregated fund client statements. We understand how crucial these statements are for you and clients. We are working hard to resolve the issue. We will post an update on EquiNet® on or before February 7.

    We appreciate your understanding and patience during this time. If you have questions or need further assistance, reach out to our Client Care Team at 1.866.884.7427.  



    Best Regards,

    signature-(1).png

    Cam Crosbie,
    Executive Vice-President, Savings and Retirement Division
    Equitable



    Posted February 4, 2025

  3. Update on delivery of Pivotal Select segregated fund client statements

    We continue to work on resolving the issue relating to our Pivotal Select™ segregated fund client statements. We understand the importance for you and clients to receive statements in a timely manner. That is why we are working to resolve the situation as quickly as possible. We will provide a further update on February 12, 2025.
     
    We appreciate your understanding and patience during this time. If you have questions or need further assistance, reach out to our Client Care Team at 1.866.884.7427.  


     
    Best Regards,

    signature.png
     
    Cam Crosbie,
    Executive Vice-President, Savings and Retirement Division
    Equitable 


    Posted February 7, 2025
  4. Equitable Life offers more than 60 years of RSP innovation


    In 1957, Equitable Life® began offering a Retirement Savings Plan (RSP). That is more than 60 years of RSP innovation in the Canadian marketplace. Today, Equitable Life offers two great accumulating RSP products to meet your clients’ needs.

    These products provide both protection and flexibility for your clients. They also provide the tax savings and benefits of an RSP. Get your clients to start saving to their RSP now. Make RSP contributions a financial priority each year. 

    This year’s RSP deadline is March 1, 2022. This will be the last day that an RSP deposit can reduce your clients’ 2021 taxable income.

    If your client is looking to convert registered savings to guaranteed income, click here to learn more about Equitable Life’s payout annuity options.

    Need additional support? Contact your local Regional Investment Sales Manager today.

  5. Sample portfolios
  6. About
  7. [pdf] Equitable Investor Profile Questionnaire
  8. Equimax Participating Whole Life illustration reports are getting a makeover! As you’ve heard us say before, we focus exclusively on our clients and partners. We are continually looking for ways to make it easier to do business with Equitable®. With this in mind, we’ve taken a long hard look at our illustration reports for Equimax® Participating Whole Life. We have updated our reports to help make them easier to use.

    The new Equimax illustration report will have:
    ●  A new look and feel that matches our refreshed branding
    ●  Updated content that is clearly written and client-friendly
    ●  A reorganized layout based on advisor feedback
    ●  A cleaner, streamlined design

    All of these changes will go live on February 24, 2024 through the desktop and web illustration software on EquiNet®.

    Have questions or want to share feedback? Talk to your Equitable Wholesaler today!


    ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
  9. Individual Insurance
  10. [pdf] Sales Illustration System FAQ