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  1. 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!
     
  2. Equitable’s DSIR leads the way
    Equitable® offers a 6.40% dividend scale interest rate (DSIR) – the best in our industry1. But our DSIR is only one of the many benefits of choosing Equitable!

    Why choose Equitable?
    • Equitable proudly leads the way: We are the #1 seller of PAR whole life policies in Canada2!
    • Our top DSIR: Helps clients save for the future and builds lasting value.
    • Our Canadian heritage: Established in 1920, we are 100% Canadian-owned, based in Canada and dedicated exclusively to serving the needs of the Canadian market.
    • Our financial strength & growth momentum: We invest with care, keeping clients’ savings safe and growing over time.
    • Our mutuality: As a mutual, our clients come first – and eligible clients share in our success through dividends3.
    • Our service & support: We offer great service, easy-to-use digital tools, and support at every step, making Equitable a trusted choice for clients and advisors alike.

    In client meetings, be sure to share these outstanding benefits with clients. Doing so can demonstrate real value and boost your sales.

    Questions? Reach out to your Equitable wholesaler or visit EquiNet. We’re ready to help you succeed.

    Resources:
    The Power of Together (Video)
    5 Reasons to choose Equitable (1271)
    Dividend Scale Announcement - 2024/2025

    1 Source: Latest posted DSIR data on competitor websites – 2025.
    2 Source: LIMRA – Canadian Individual Life Insurance Sales Participant Report - Q4 2024.
    3 Dividends are not guaranteed and are paid at the sole discretion of the Board of Directors. To learn more about our dividend policy and participating account management policy, please visit www.equitable.ca/en/already-a-client/dividend-information/
     
  3. Earth Day: A simple way to talk about sustainable investing Earth Day is a great time to talk with clients about investing with purpose. This year’s theme—Our Power, Our Planet—highlights the impact of individual and collective choices, including how we invest.

    Many Canadians are interested in sustainable investing, which looks at environmental, social, and governance (ESG) factors alongside long term returns. Clients want to understand how the power of their money can support positive change—without sacrificing performance. Sustainable investing can look at things like reducing carbon impact, supporting fair workplaces, and encouraging strong company leadership.

    Watch out for greenwashing
    Not all investments labeled “sustainable” are the same. Some products may use the term without real environmental efforts or strategies. This is known as greenwashing.
    That’s where advisors can add value. By understanding how funds are built and what they hold, you can help clients make informed choices they feel confident about.

    How Equitable can help
    Equitable® offers sustainable investing fund options that include ESG considerations as part of a disciplined investment approach. Take this opportunity to review available options and fund details.

    You can also support sustainability through how you work with clients. Equitable’s paperless tools help reduce paper consumption and improve efficiency:
    •    Equitable Client Access® for online account viewing
    •    EZtransact® for fast, digital transactions
    •    EZcomplete® for easy, paper free applications

    Take action
    Earth Day is a great time to:
    •    Start simple conversations about sustainable investing
    •    Share Equitable’s sustainable fund options with clients
    •    Promote paperless tools that are better for clients and the environment

    Small steps—done consistently—can make a meaningful difference for clients and the planet. If you have questions, speak with your Director, Investment Sales.

    Date posted: April 22, 2026
  4. 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!
     
  5. [pdf] Equitable HealthConnector
  6. Frequently Asked Questions
  7. [pdf] Dialogue Virtual Healthcare Overview
  8. [pdf] Beneficiary Change Request Form
  9. [pdf] DSC/Transfer Fee Recovery Program – FAQ
  10. [pdf] Retirement Income Fund Understanding minimum withdrawal percentages