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1. Empathy – Life doesn’t pause for grief
   Did you hear? In March, Equitable added its Empathy Loss Support benefit¹ to all new and existing individual life insurance policies. Empathy is a digital bereavement support platform. It helps families navigate life after a loss with caring guidance and practical tools.
   
   •  Instant: Beneficiaries can start using Empathy Loss Support services on the mobile app or web as soon as they start a life claim^1,2.
   •  Personalized: Step-by-step help is available with plans, paperwork, and tough decisions. Caring professionals provide real-person support³. 
   •  Supportive: Empathy enhances the advisor’s role and helps build stronger client relationships.
   •  Included: Empathy comes with all individual life policies at no added cost.
   
   With Empathy, Equitable continues its promise to always put clients first. We help families get the support they need during their most challenging times.
   
   Watch the Empathy video.
   
   
   
   
   
   
   Learn more about Empathy.
   Contact your Equitable wholesaler with any questions.
   
   
   ¹This loss support benefit is provided by Empathy and is available to all Equitable life beneficiaries aged 18+ years and residing in Canada. Equitable does not have access to the information provided to Empathy and is not responsible or liable for the services provided by Empathy. Empathy does not represent Equitable nor have the right to bind Equitable. Equitable may modify access to or discontinue offering the Empathy service at any time.  
   ²The Empathy mobile app and Empathy Loss Support services are only offered in Canada, USA, and UK.
   ³The Empathy app and Care Team provide guidance and support tailored to Empathy's understanding of your needs. Empathy does not provide legal, medical, financial, or accounting advice, nor does Empathy provide mental health diagnosis or treatment. We recommend consulting a professional on such matters.
   
   
   6/8/2026
2. [pdf] myFlex Options Guide
3. Equitable Life's COVID-19 Information Page

   
   Get the latest news and information from Equitable Life by bookmarking this page. Check back often for updates.

    

   Click here for news related to Savings and Retirement.

4. Redefine online surfing with Equitable Life

   
   Conquer the tailslide of RSP season with direct deposits to your client’s Equitable Life plan from a financial institution’s online banking.
   
   Learn more

5. Proudly Canadian

   
   
   We take great pride in being a Canadian company built by Canadians for Canadians. Since 1920, we have been there for our clients and partners from coast to coast to coast.

    

   Please watch our video below to learn more.

   
   
   
   
   
    
   
   
6. An Exciting Fund Lineup Offered with Equitable Generations Equitable Generations™ is a Universal Life product that offers investment options that resonate with today’s 21^st century client while reducing every fee possible. It also reduces the cost of insurance to help clients maximize their opportunity to purchase coverage and build tax-advantaged wealth.
   
   Fund Features of Equitable Generations:
   
   ● 34 fund options, including 18 new investment options, tracking funds managed by Fidelity™, Dynamic™, Invesco™ and more.
   ● 3 sustainable investment “ESG” (Environmental, Social & Governance) options – because today’s buyer cares as much about impact as they do about returns.
   ● Target date funds that auto-rebalance over time so that as a client approaches retirement, the fund adjusts its risk automatically.
   
   Learn more about our new funds:
   
   ● American Equity Index (ESG)
   ● Canadian Equity Index (ESG)
   ● Special Situations fund (Fidelity)
   ● Sustainable Equity, Balanced, and Bond Funds (Fidelity)
   ● Target Date funds (Fidelity)
   ● Details on funds available
   ● Get all your ESG questions answered with Margaret Dorn, S&P
   
   
7. New Payout Annuity Application There is a new Payout Annuity Application that will be posted and available on October 1, 2024. The new version date is “2024/09/16”. We will continue to accept the previous version dated “2022/03/08” until October 31, 2024. As of November 1, 2024, we will no longer accept the previous version.
   
   Some of the new notable features of the application include:
   •  Enhanced Rate Guarantee process: Advisors should submit the signed application to Equitable® by no later than 11:59 pm (EST) the day after the application is signed to lock in the interest rate guarantee (the rate guarantee locks in the rate on the day the signatures were completed). If the advisor misses the cut-off time, the deposit is not eligible for a rate guarantee.
   •  Online Banking has been added as a deposit option.
   •  A new Privacy Consent section has been added.
   •  Updated branding, with a variety of language and formatting updates.
   
   If you have any questions, please contact your Director, Investment Sales.
   
   Date posted: September 25, 2024
8. Two options for supporting plan members during the pandemic

   We know these are difficult times. In addition to concerns about their health and the health of their family, working Canadians are worried about their jobs and their finances. Fortunately, through our partnership with Homewood Health^®, we have two options for employers to support their employees through this crisis.

   Below is an overview to refer to when you're meeting with your clients. Or you can download this PDF version.

   Homewood Online (Homeweb)

   All Equitable Life^® clients and their plan members have access to Homeweb, a personalized online mental health and wellness portal. Accessible via the web or mobile app, Homeweb includes an online library of interactive tools, assessments, e-courses and resources to support plan members through the pandemic.

   Homewood Health Employee and Family Assistance Program (EFAP)

   Employers can provide additional support by adding the Homewood Health EFAP. In addition to full access to Homeweb, it offers confidential short-term counselling through a national network of mental health professionals, plus other resources and tools.

   To make it easier to understand the options, here’s a detailed summary of what’s included with each:

   Service	Description	Homeweb	EFAP
   Homeweb.ca	A secure and personalized online portal that includes hundreds of articles and resources, including e-books, toolkits, self-assessments, podcasts and more.
   Homeweb Mobile App	One of Canada’s newest EFAP mobile apps that allows users to access every one of Homewood’s online tools and resources wherever they are.
   i-Volve Cognitive Behavioural Therapy Tool	An online self-directed treatment tool that helps coach plan members to identify, challenge and overcome anxious thoughts, behaviours and emotions.
   Online Health Risk Assessment	An online tool that helps plan members identify and address their health and wellness risks and barriers.
   Short-Term Counselling	Short-term counselling provided face-to-face, by phone, email, chat or video through a national network of counsellors and clinical professionals.
   Life Smart Coaching	A suite of telephonic and online services including coaching and resources to help employees manage their life balance, finances, health and career.	Online resources only.
   Trauma response	Prompt, compassionate and effective response to traumatic events, consisting of one three-hour block with one counsellor at one location per year.
   Legal Resources	One-on-one consultation with a lawyer for guidance on issues such as family law, civil litigation, real estate and immigration.	Online resources only.
   Key Person Advice Line (KPAL)	Designed for HR, managers and supervisors, this service provides Online Management Resources and Workplace Situation Professional Support.
   Resource Locator	Online childcare and eldercare resources locators.

    

   For more information, please contact your Group Account Executive or myFlex Sales Manager.

9. [pdf] Large case insurance solutions