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1. Product at a glance
2. [pdf] Equitable GIF Non-Registered Application
3. [pdf] Pivotal Select Fund Facts
4. [pdf] Ownership Change Form
5. [pdf] Equitable GIF Contract Provisions and Information Folder
6. [pdf] Introducing EZBenefits: A better benefits experience for small business
7. Boost your knowledge and earn CE credits

   Need continuing education credits?

   Equitable is happy to offer online courses focusing on insurance. The courses allow you to learn at your own pace and earn CE credits quickly and easily. You can earn CE credits right away when you complete these courses. All courses are accredited by Alberta Insurance Council, Insurance Council of Manitoba, The Institute for Advanced Financial Education, and Chambre de la sécurité financière*.
    
   Existing courses:
   1.    Building your business with critical illness insurance
   2.    Ensuring a Compliant, Needs-based Insurance Sale
   3.    Harness the power of whole life cash value
   4.    Introduction to whole life insurance
   5.    Path to Success - Expert Advice on Navigating CI Sales
   6.    Participating whole life for the children's market: A head start for tomorrow
   7.    The mechanics of universal life 
   8.    Where UL Fits in your Product Portfolio
   
   
   A few important notes before you get started:
   •    The programs are hosted on Teachable: https://equitable-life-education.teachable.com/
   •    Username: Please use your email address that you are contracted with
   •    Password: Equitable
   •    Please use Google Chrome to access the courses
   
   Start Earning CE Credits!
   
   Check out the individual insurance online learning centre on EquiNet to stay up to date on new courses. 
   
   Questions?
   Contact your local wholesaler.
    
   Are you having trouble logging in or accessing certificates?
   Email equitableiimarketing@equitable.ca for assistance.
   
   *Please select the course with “QC credits” in the title for La Chambre credits.
8. Equitable explains individual life and critical illness insurance with client-focused videos! In today’s busy world, clients need guidance to help them pick the right solutions for their needs. They need quick, easy-to-understand information. With so many options out there, it can get overwhelming to make the right choice.
   
   The same goes for individual life and critical illness insurance. Which type of insurance is right for the client? Advisors can help provide that support and guidance. But perhaps, to get that conversation started, you just need to give clients a little nudge.
   
   We get it. That’s why Equitable has produced a series of client-focused videos to help advisors start those conversations.
   
   Check out our explainer videos below and share them with clients today!
   
   ●  Equimax^® participating whole life for children
   ●  Dividends
   ●  EquiLiving^® critical illness insurance
   ●  Term life insurance
   ●  Equitable Generations^™ universal life insurance
   
   
   
   Want to learn more?
   Contact your Equitable Wholesaler – we’re here to help!
   
    
   ^® or ^™ denote trademarks of The Equitable Life Insurance Company of Canada.
    
9. Wrapping up 2025 with our new term rates!
   Among the most competitive in the market
   Equitable^® is wrapping up 2025 with our new term rates effective November 22, 2025. Many Canadians view life insurance as unaffordable, with 34% saying cost is the top reason they go without coverage.¹ Our new term rates are designed to help address these concerns. They offer flexible and affordable options to help clients get the protection they need.    
   ¹ Investment Executive at Survey finds affordability, lack of trust, barriers to buying life insurance | Investment Executive 
   
   What’s New:
   Updated premium rates for Term coverage, included on:
   • Term 10, Term 20 and Term 30/65 plans
   • Including Term Riders on Critical Illness (CI), Whole Life (WL), Equitable Generations^® Universal Life (UL) and Equation Generation^® IV Universal Life
   
   View our Transition Rules for all the details on processing your applications. 
   
   
    
    
   New term rate highlights*:
   *Effective November 22, 2025. Our term rates ranked among the best on LifeGuide when compared against top carriers in key markets.
   
   Check out our new term rates for yourself. Run quotes monthly (versus annually) for our best term rates.
   
   Contact your Equitable wholesaler today to learn more!
   
   
   
    
10. Sofie wants to provide for her children long after she’s gone with Equitable Generations Universal L Sofie knows the future is uncertain. As a mom of two children and in her late forties, Sofie wants to continue to help her kids with their life goals as they get older.
    
    She learns that Universal Life insurance from Equitable^® is a great fit for her. It has investment options, choices of death benefit and even flexibility on how she pays for her premiums. With the investment option, she can earn tax-advantaged growth*.
    
    Watch our new Universal Life Insurance from Equitable video to learn more. See it on Vimeo  
    
    This video can help you talk with clients about Universal Life insurance. It walks them through what it is, how it works, and the affordability and flexibility it features. It highlights just how Universal Life from Equitable is an insurance solution truly designed to meet the needs of clients today and into tomorrow.
    
    Not sure where to start? Send clients this draft prospecting letter which you can personalize specifically for them.
    
    Plus, check out our Universal Life solution page on EquiNet^®, then click on the Marketing Materials tab for the latest Universal Life Marketing Materials.
    
    Want to learn more? Ask your Equitable wholesaler!
    
    
    
    View on Vimeo 
    
    
    
    
    *Subject to the Income Tax Act of Canada.