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5 great reasons to work with Equitable There are plenty of reasons to work with Equitable^®. We’ve rounded up the top 5 in our popular marketing piece 5 great reasons to make Equitable your first choice.

1. We’re committed to our policyholders.
At Equitable, our mutual status gives us the advantage of focusing exclusively on our policyholders and our commitments to them. We have a DBRS Morningstar rating of A (high) and a strong LICAT ratio. This means that we are well-positioned to continue meeting our commitments to our clients.

2. We have a broad, competitive product shelf.
We offer a diversified and competitive product portfolio, with some of the most competitive solutions on the market. Our broad range of insurance and savings products provide you with competitive, flexible solutions to meet clients’ financial needs.

3. We make underwriting easy.
Are you working on a large case? We have a specialized team of experts and dedicated underwriters to help you with larger and more complex cases.

4. We offer regional wholesaler support.
Our regional wholesalers are here to provide personalized sales support in the field, from coast-to-coast. They take the time to understand your business needs and help develop solutions.

5. We have great online advisor tools.
EquiNet^®, Equitable’s advisor site, is bilingual and mobile-friendly. It puts the tools and information you need right at your fingertips. Check out our EZcomplete^® online applications, administrative forms and processes, sales illustrations, marketing materials, and more.

Contact your Equitable wholesaler today to learn more!
The top individual insurance marketing materials! In 2025 there were five marketing pieces that advisors turned to most. If you haven’t seen them yet, now’s your chance to catch up. We want to help you connect with clients. These materials help make important topics easy to explain.

Top five individual insurance marketing materials:
1. 1024 Guide to individual underwriting. This guide shows how medical and non-medical conditions can affect insurance approvals.
2. 1038 Understanding participating whole life. Explains Equimax^® participating whole life insurance. It also discusses the Participating Account, how dividends are calculated, and how they can impact a policy.
3. 1343 Evidence of insurability. Includes a chart showing the underwriting rules for life insurance products.
4. 1530 Temporary resident underwriting guidelines. This is a list of the documents temporary residents need when applying for individual insurance.
5. 1505 Dividend scale interest rate 30-year historical performance. This chart shows Equitable’s dividend scale interest rate history. It also compares our dividend scale rate to other major economic indicators.

For a list of all our marketing pieces visit our marketing materials page on EquiNet.

Have further questions? Your Equitable Wholesaler is here to help!
New internal transfer enhancement available on Equitable’s EZcomplete
Advisors will now notice a new internal transfer enhancement in EZcomplete®, Equitable’s online application platform — and it’s designed to make life a whole lot easier. With this update, moving a client’s funds from an existing Equitable® segregated fund contract into a new Equitable Guaranteed Investment Funds™ contract is now faster, smoother and far more intuitive.

Here’s what you can expect:
- A clear, consolidated view of clients’ current contracts.
- Key details — like product type, current market value, sales charge and Guaranteed Interest Account terms — displayed right up front.
- Options to complete full or partial transfers.
- Helpful alerts that guide you through each step and help prevent mistakes.
Everything you need to complete an internal transfer is now in one spot — no more digging through old statements or searching for external documents. It’s a more streamlined, transparent experience for both you and clients.

You can access the enhancement directly within EZcomplete (Individual Wealth).

If you have questions, speak with your Director, Investment Sales or Advisor Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427, or email individualwealth@equitable.ca.

® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
International Women’s Day
Reflecting on inclusion in our industry

International Women’s Day is a great opportunity to pause and think about how we support the women clients we serve. In wealth management, inclusion is not just a theme for one day a year — it plays a critical role in building stronger relationships and long‑term business growth.

Our recent Master Class – From Insight to Inclusion: Engaging Women Investors with Confidence –reinforced this.

The 60-minute session, featuring Susan Silma, Client Experience Transformation Leader and industry speaker and columnist, looked at why many women still feel under‑served in our industry and what advisors can do to create a more engaging and supportive experience.

Here are a few key takeaways from the conversation:

•  Inclusion strengthens your practice. When women feel heard and understood, trust grows —and so does loyalty.

•  Start with better conversations. Susan shared ways to turn research and insights into everyday discussions that feel relevant and meaningful to women.

•  Consistency builds confidence. A clear, repeatable process for prospecting, onboarding and reviewing plans with women clients helps ensure they feel included from day one.

Did you know: 82% of advisors who attended the live Master Class identified the need to add more women clients to their business.

As we celebrate International Women’s Day, it is a good reminder that creating a space where women feel comfortable, informed and valued benefits everyone — and positions your practice for long‑term success.

If you missed the session — or would like to revisit the ideas — the Master Class recording is now available on demand. On behalf of everyone at Equitable, Happy International Women’s Day, Canada!

Date posted: Thursday, March 5, 2026
Individual insurance video library
2026 Elite Advisor Program
5 great reasons to work with Equitable
There are plenty of reasons to work with Equitable. We’ve rounded up the top 5 in our popular marketing piece 5 great reasons to make Equitable your first choice.

1. We’re committed to our policyholders.
At Equitable, our mutual status gives us the advantage of focusing exclusively on our policyholders and our commitments to them. We have a DBRS Morningstar rating of A (high) and a strong LICAT ratio. This means that we are well-positioned to continue meeting our commitments to our clients.

2. We have a broad, competitive product shelf.
We offer a diversified and competitive product portfolio, with some of the most competitive solutions on the market. Our broad range of insurance and savings products provide you with competitive, flexible solutions to meet clients’ financial needs.

3. We make underwriting easy.
Are you working on a large case? We have a specialized team of experts and dedicated underwriters to help you with larger and more complex cases.

4. We offer regional wholesaler support.
Our regional wholesalers are here to provide personalized sales support in the field, from coast-to-coast. They take the time to understand your business needs and help develop solutions.

5. We have great online advisor tools.
EquiNet, Equitable’s advisor site, is bilingual and mobile-friendly. It puts the tools and information you need right at your fingertips. Check out our EZcomplete^® online applications, administrative forms and processes, sales illustrations, marketing materials, and more.

Contact your Equitable wholesaler today to learn more!
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[pdf] Financial Questionnaire - Personal