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  1. [pdf] Taking money out of your RSP?
  2. Making it easier to do business with us At Equitable® we are always looking for ways to improve your experience with us. We’ve made the following enhancements to make it easier for you to put your business with us.  

    New and Improved UL Fund Performance page

    Access more fund performance information faster and easier on our new and improved Fund Overview & Performance website for funds held within Equitable universal life policies. 
     
    We partnered with Fundata to build a central location for fund performance, fund information (available in web and PDF) and Management Expense Ratios (MERs). This fund reporting will be available for all our universal life business (both legacy products and products currently being sold).

    Highlights include: 
    ● Save your favourite funds for easy access. 
    ● Fund search and tools to filter by product, asset class and sustainability. 
    ● Share feature allows you to easily share fund information with clients. 
    ● Ability to compare fund performance. 

    Check out the new Fund Overview & Performance website today. See how Equitable is making fund information faster and easier to access. 

    New “Update Payment” feature for banking changes has launched!

    Great news! We have launched a new self-serve "Update Payment" feature in Client Access and on EquiNet®. This new online capability enables clients and advisors to easily submit key banking change requests for eligible insurance policies*, with no need to complete a physical form.  
    *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.

    What’s new? Clients and advisors can now submit banking changes via EquiNet under Policy Inquiry. It allows them to easily submit requests for the following: stop and resume pre-authorized payments or change banks. Learn more. 

    Speak to your individual life wholesaler to learn more about these great enhancements!

    ® or TM denotes a trademark of The Equitable Life Insurance Company of Canada
  3. 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!
  4. Introducing Empathy – Compassion and care at times of loss
    We’re excited to announce our partnership with Empathy– the company behind the Empathy Loss Support benefit.

    As a trusted advisor, you play a vital role in guiding clients through some of life’s most difficult moments. We understand this and believe Empathy can provide vital support at a time of loss. This is why Equitable® has added this new benefit to all new and existing individual life insurance policies at no additional cost.

    About Empathy
    Empathy Loss Support begins when a claim is initiated. When a client’s loved one notifies us, our Client Care Centre connects them to Empathy’s user-friendly app or website. They can choose the Empathy services they need, including human support, and helpful tools. Empathy will help them navigate both the emotional and logistical challenges following a loss.
     
    RomanceADI_Adi_Give_Heart_Hand_Love.png
    Introduced to loved ones at time of claim    		 RomanceAED_Aed_Message_Dating_App_Mobile_Love.png
    Easy to use co-branded app    		 FilesAIJ_Aij_Search_Zoom_Text.png
    Adding value beyond the policy
    Share the good news
    Include Empathy in your client conversations about life insurance. Show clients how Equitable leads with Care, Compassion, and Empathy.  Our commitment to clients is at the heart of everything we do.

    To learn more, visit our Empathy page.

    Questions?  Please contact your Equitable wholesaler.





    This loss support benefit is provided by Empathy and is available to all Equitable life beneficiaries aged 18+ years and residing in Canada. Equitable does not have access to the information provided to Empathy and is not responsible or liable for the services provided by Empathy. Empathy does not represent Equitable nor have the right to bind Equitable. Equitable may modify access to or discontinue offering the Empathy service at any time.

    Empathy does not provide legal, medical, financial, or accounting advice, nor does Empathy provide mental health diagnosis or treatment. We recommend consulting a professional on such matters.
  5. Individual insurance video library
  6. Change to the Performance Interest Options on universal life
  7. Equitable Life awarded seven Fundata FundGrade A+ awards
     
    FundGradeAPlus2020Logo-(1).png

    Equitable Life® has won seven Fundata FundGrade A+® awards for 2020. The first four funds are currently available on Equitable Life’s Pivotal Select™ fund lineup. The remaining three awarded funds are part of Equitable’s legacy products. These funds are available to existing Equitable Life contracts only.
    • Equitable Life Dynamic Power Global Growth Fund
    • Equitable Life Accumulative Income Fund
    • Equitable Life Common Stock Fund
     
    The annual awards are presented by Fundata Canada Inc. to investment funds that have shown consistent, outstanding, risk-adjusted performance throughout the previous calendar year.
     
    Equitable Life invests for the big picture and offers a complete range of investment and annuity products designed to meet the savings, accumulation and income needs of clients. Our strength as a company along with our many investment guarantees can help your clients achieve their financial goals with confidence.
     
    FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.® ”Equitable Life” and “Pivotal Select” are trademarks of The Equitable Life Insurance Company of Canada.
  8. Equitable Life awarded FundGrade A+ awards for 2021
    Equitable Life® is the proud recipient of the Fundata FundGrade A+® in 2021 for Equitable Life Dynamic Power Global Growth Fund and Equitable Life Accumulative Income Fund. These funds are part of our legacy products and no longer available to purchase for new contracts.
     
    Each year, Fundata looks for Canadian investment funds that uphold an outstanding performance rating over the course of the year. Equitable Life invests for the big picture and offers a complete range of investment and annuity products designed to meet the savings, accumulation and income needs of clients. Our strength as a company along with our many investment guarantees can help your clients achieve their financial goals with confidence.
     
    FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.® ”Equitable Life” and “Pivotal Select” are trademarks of The Equitable Life Insurance Company of Canada.
  9. Equitable presents docuseries “Moments Matter”


    We went behind the scenes at Equitable and spoke with 15 colleagues completely unscripted. Learn about what we uncovered in our docuseries, Moments Matter. Meet people like Aliya from Client and Advisor Care who creates meaningful interactions by starting with genuine care. Or Joe who is passionate about earning the trust of advisors.


    Watch our stories: https://info.equitable.ca/moments

  10. Banking Changes