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  1. 2025 – Celebrating a year of growth!

    Individual Insurance roundup

    Kicking off 2026 with excitement— we’re proud to reflect on the wins Equitable’s individual insurance team achieved in 2025! We added nearly 50,000 new policies, serviced over 450,000 existing insurance clients, and paid more than 1,300 claims. But there’s more! 

    Through the year, we introduced new digital tools and smart ways of working that made things easier for advisors and clients alike. It was a year of remarkable growth and impact. 

    Here’s a recap of some of our best moments of 2025.
    ● Faster juvenile policy approvals
    We launched a new way to approve juvenile policies. Families can now get insurance faster, and advisors spend less time waiting. This lets you and your Equitable underwriters focus on approving more complex insurance applications.

    ● Easier payment updates online
    Our new “update payment” feature on Client Access and EquiNet made it simple for clients to change banking details and payments online — no paperwork needed. Updates are made within three business days, giving clients more choice in the way they connect with us.

    ● Better fund information
    With Fundata, we created an enhanced web page for universal life policy investments. Now, advisors and clients can easily find fund performance details and use simple “favourite funds, search, and compare” tools. This makes it easy for clients to stay informed on their UL investments.

    ● More choices for universal life (UL) clients
    Our new 30/65 Rider for Equitable Generations™ UL plans gives clients more choice and flexibility—an affordable new way to add more coverage to their policies when needed.

    ● Flexible term exchange options
    New term 30/65 exchange option — a great addition! It provides more choice for clients that need to change their coverage as their needs evolve.

    ● Stable dividend scale interest rate
    We kept our market-leading dividend scale interest rate of 6.40%, providing participating policyholders with confidence and stability.

    ● New web tool for UL illustrations
    This new online tool puts UL sales illustrations at your fingertips online. You can view and save them from your laptop, making it easier than ever to manage your UL business. Try the new web illustration tool here.

    ● New term insurance rates
    In November, we introduced new term insurance rates. Our term rates are now among the best available! This makes it easier for clients to get the insurance coverage they need.

    Looking ahead
    In 2025, Equitable showed that trying new ideas, making things easier, and putting clients first truly matters. As 2026 begins, we’re focused on continuing this exciting momentum.

    Thank you for being on this journey with us and wishing you a very happy and successful year ahead!
  2. [pdf] Equitable GIF FHSA Application
  3. [pdf] Pivotal Select Application - Registered/Non-Registered
  4. Convertibility - The Power of Term
  5. New “Update Payment” feature for banking changes has launched! Great news! Equitable® has launched a new self-serve "Update Payment" feature in Client Access and on EquiNet®. This new online process enables clients and advisors to easily submit key banking change requests for eligible insurance policies*, with no need to complete a physical form.

    What’s new?

    A new "Update Payment" feature is now available on Client Access and on EquiNet under Policy Inquiry. It allows clients (and advisors) to easily submit requests for the following three transactions online:

    1.  STOP pre-authorized payments.

    2.  RESUME pre-authorized payments on overdue accounts.

    3.  CHANGE which bank we withdraw money from.




    The new "Update Payment" feature replaces the previous "Edit" button in Client Access. The old banking change options are still available in the client’s Profile section. They can be used to request a change to the payment withdrawal date, as that option is not yet available with the new Update Payment feature. 

    How it works!

    When a change is requested using the new Update Payment feature, our Operations team receives it online.  They will review and process the changes within three business days, as per Equitable’s current service standards. 

    The Update Payment feature in Client Access is a self-serve process. However, if a client prefers, their advisor or an Equitable Customer Service associate can assist them by submitting the request on their behalf. Clients will be asked to sign to approve any such requests that are submitted by someone other than the owner of the policy.

    *The Update Payment transactions are only available for eligible policies: those that have not lapsed, are not on Automatic Premium Loan, and are not owned by a corporation or other entity.

    We trust that these digital enhancements will help make the client and advisor experience even simpler and more efficient.

    Need more information? Please contact your Equitable wholesaler.

    ® or TM denotes a trademark of The Equitable Life Insurance Company of Canada.
  6. [pdf] Transforming the group benefits experience
  7. [pdf] Borrowing money to save money
  8. Your year-end momentum starts today! Just 79 days left to go in 2025!

    As the air turns crisp and the leaves change color, we hope you’re enjoying our beautiful Canadian fall season. But before you get too swept up in the season's fun, remember that the final quarter is also a great time of year to boost your business.

    Harvest season for success
    Many clients are reviewing their financial goals and plans now. According to LIMRA, nearly 30% of life insurance applications are submitted between October and December1. This means you have a huge sales opportunity.

    Why choose Equitable® ?
    Clients expect competitive solutions that fit their unique needs well. Equitable offers great products, digital tools, and outstanding service and support.  Learn more here.

    Act now to finish 2025 on a strong note:
    • Review your client list: Identify who needs a check-in before the year ends.
    • Spot the opportunities: Year-end financial planning opens doors—don't miss out.
    • Leverage our resources: From our e-apps to marketing materials and digital tools, we're here for you.

    So, grab your client list (and your pumpkin spiced latte) and make the most of this final quarter. Your Equitable team is here to support you all the way to 2026 — let's finish 2025 strong!


    1LIMRA, "Life Insurance Applications by Month," 2025.