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1. [pdf] Forward thinking ... Equimax whole life insurance for children
2. Individual insurance communications at Equitable are changing
   Out with the old and in with the new … in phases. Less than one year after the launch of our bold brand redesign, we are refreshing Equitable^® individual insurance client letter communications. The updated letters are an opportunity to show more than our new logo. It’s about showing clients that we are here to listen and support them every step of the way.
   
   This fresh approach to client communication delivers greater personalization that evolves with each client’s needs. Adopting a more inclusive and conversational tone means clients will stay well informed with clarity, so they can understand their insurance policies and the claims process better. Consistent communication across their insurance journey with Equitable reinforces how much we value their trust in us to support their financial needs.
   
   Other notable changes you can expect to see over the next year include:
   ● Graphic icons
   ● Scannable content
   ● Simplified layouts
   ● Visual financial data
   
   The rollout of new letters begins this fall. As always, you can access a copy of your clients’ letters on EquiNet^®.
   
   Questions or want to share feedback? Talk to your Equitable wholesaler today!
   
   
   
   
   
   ^® or ^TM denote trademarks of The Equitable Life Insurance Company of Canada.
3. Advisor Guide
4. [pdf] Levelize the tax on fixed income investments with corporately-owned participating whole life (corpor
5. Client-Focused Videos A Great Tool to Start Meaningful Conversations with clients
   
   We are committed to helping advisors connect with clients. To support this, Equitable created a video that explains how life and critical illness insurance can provide financial support when the unexpected happens. 
   
   This video is a great tool which can help advisors drive those important conversations and guide clients toward the best solution to fit their needs.
   
   You can watch our new video here: English - French
   
   Just a quick reminder, we have also created a series of videos to help clients understand the different insurance options. Share them with your clients today: 
   ● Equimax^® participating whole life for children
   ● Dividends
   ● EquiLiving^® critical illness insurance
   ● Term life insurance
   ● Equitable Generations^™ universal life insurance
   
   Contact your Equitable Wholesaler – we’re here to help!
6. 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.
    
7. Online sales illustrations

   Providing you flexibility while on the go. 

   We know how important it is to have tools that provide flexibility and convenience when managing your business. That’s why we created web-based sales illustration tools for easy access. You can create a Term, Critical Illness, Whole Life or Universal Life client illustrations from anywhere, anytime!
   
   Useful Features:
   • Save illustrations directly to your dashboard. You can revisit, edit, or complete them whenever you want.
   • Our Term and Critical Illness illustrations integrate with EZcomplete^®. This means you can move from illustration to application easily, with most fields in the first step filled in automatically.
   
   Our web-based tools put everything at your fingertips, so you can keep your business moving while on the go. This is just one of many ways we’ve made it easier to do business with Equitable^®.
   
   Try running an illustration today!
   
   If you have any questions, please reach out to your Equitable Wholesaler.
8. Equitable Savings & Retirement Division rebrands as Individual Wealth The Equitable^® Savings & Retirement division has a new name: Individual Wealth.
   
   This change reflects how the division has grown. Over time, we have added more services and tools to help clients reach their financial goals. Our new name shows this broader focus.
   
   Why “Wealth”?
   The word “Wealth” means more than just saving for retirement. It includes investing, estate planning, tax strategies, and preparing for life events. It better describes our more holistic approach to wealth management.
   
   This update is more than just a name change. It shows our strong commitment to helping clients in new and better ways. Over the coming months you’ll notice changes across our materials, website, and contact details as we roll out this transformation. As we move forward as Individual Wealth, our commitment to supporting your business remains stronger than ever — because when we grow together, success is mutual.
   
   If you have any questions, feel free to reach out to your Director, Investment Sales.
   
   Date posted: July 24, 2025
   
   
    
9. 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)

10. 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: