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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:

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Do you have a large case opportunity? Talk to your wholesaler to learn more.

3/2/2026
Critical Illness Path to Success Program
Congratulations on qualifying as an Elite Advisor
Policy Change eDelivery
Homewood Health COVID-19 Resources
As the COVID-19 situation continues to rapidly evolve, you may need information from a trusted source to support your clients, their organizations and their employees.

Through our partnership with Homewood Health, the Canadian leader in mental health and addiction services, all of our clients and their plan members have access to a number of tools and resources designed to provide guidance and support.

Online Cognitive Behavioural Therapy

For plan members dealing with increased anxiety during these uncertain times, Homewood’s Online Cognitive Behavioural Therapy tool, i-Volve, can help. Through self-paced, web-based therapy, i-Volve can help plan members identify, challenge and overcome anxious thoughts, behaviours and emotions.

All Equitable Life clients and their plan members have access to i-Volve. It’s available 24 hours a day, seven days a week, wherever you choose to access it.

Learn more about Online CBT or access i-Volve at Homeweb.ca/Equitable.

COVID-19 Support Resources

Drawing on their expertise in mental health, as well as guidance from trusted sources including Health Canada, the Public Health Agency of Canada and the World Health Organization, Homewood has created a number of resources to help support your clients and their plan members.
If you have any questions, or wish to discuss the tools, please reach out directly to Homewood. They are here to help support you, your clients and their employees through these unprecedented times. Contact your Homewood Health Account Manager or Homewood’s Customer Experience Team by phone at 1.833.375.0270 or email customersupport@homewoodhealth.com
From Insight to Inclusion: Engaging Women Investors with Confidence Ready to help future‑proof your practice?
Create an experience that truly resonates with women investors.

Join our February Master Class, “From Insight to Inclusion: Engaging Women Investors with Confidence.” Learn how to design strategies that help attract, retain and deepen advisory relationships with women – today and for the long term. We will explore why women are essential to building and sustaining a successful advisory business. We will also share practical steps to help you engage them effectively.

We’ll cover:
- Why women remain an underserved client group,
- Why inclusion is critical to your business growth, and
- How to develop strategies that help attract and retain women as value clients.
Why attend?
- Turn research into real conversations that can build trust.
- Create a clear plan that speaks to women investors.
- Build a repeatable process for prospecting, onboarding and reviews – one that includes women in a meaningful way.
Join Joseph Trozzo, Vice President, National Investment Sales at Equitable, for an insightful conversation with Susan Silma – lawyer, former regulator, client‑experience strategist and regular columnist for Investment Executive.
Don’t miss this opportunity.

Learn more

Continuing Education Credits
This webcast has been submitted for continuing education (CE) approval for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. Upon approval, you will be sent an email notification to come back to the webcast presentation console to download your personalized certificate from the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full, and complete a short quiz. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by their licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only.

This webcast is available in English only.
[pdf] Service is our business
[pdf] Market Commentary October 2025
Equitable Life Group Benefits Bulletin – January 2022
Short-term disability coverage for plan members with COVID-19*
Please note: This announcement applies only to groups with short-term disability coverage through Equitable Life

As the COVID-19 pandemic continues, and the situation evolves, we continue to adjust our practices to ensure ongoing support for our plan members.

PCR tests no longer required for COVID-related STD claims

Some provinces have recently restricted access to COVID-19 PCR testing to only high-risk individuals. To ensure your clients' eligible plan members receive their short-term disability benefits in a timely manner, we no longer require a positive PCR test for plan members submitting COVID-19-related STD claims.

Plan members who are experiencing symptoms of COVID-19 or who have tested positive for the virus (either with a PCR test or with an at-home rapid test) and are unable to work from home should complete the Short Term Disability Plan Member COVID-19 Claim Form (#421A).

They should indicate the date of the onset of symptoms or date of their positive test result. Where applicable, they should also indicate the date they have been cleared by public health to end their self-isolation. The form includes an attestation that the information they have provided is accurate.

The employer needs to complete the Short Term Disability Employer COVID-19 Claim Form (#421B). They should indicate the expected return-to-work date according to their provincial health guidelines, or using the date provided by a public health official.

Waiting periods for COVID-related STD claims

To support your clients' plan members during the initial stages of the pandemic, we waived the STD waiting period if a plan member’s absence was due to symptoms or a diagnosis of COVID-19. Now that COVID-19 has become the “new normal,” we are returning to our standard practices and treating the virus as we would any other illness.

Effective Jan. 1, 2022, standard waiting periods will apply for COVID-related STD claims, according to the terms of the Group policy. This ensures that all plan members submitting a STD claim are treated fairly, no matter what the cause of the claim.

Eligible plan members will receive STD benefits up to a maximum of 10 days from the date of the onset of symptoms or a positive COVID-19 test result, minus the waiting period.

For example, if the plan has a five-day waiting period, and the plan member returns to work nine days after a positive test result, they would be eligible for four days of benefits payments.

If the claimant is still unwell after 10 days, then the standard Short Term Disability Claim Form (#421) needs to be completed.

If a plan member is admitted to hospital, benefits will be paid following the waiting period applicable to hospital claims.