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Equitable Insights: Our Large Case Experts
Welcome to the fifth video in our Equitable Insights series. “Our Large Case Experts” features Scott Morrow, Individual Insurance Sales Vice President, MGA East, Equitable Life.

View the video on YouTube or Vimeo
Get to know our large case experts
Equitable launches new Ask our Experts video series

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.

We are thrilled to share the first episode of Ask our Experts. This 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 1 featuring Cindy Shirley, Chief Underwriter and Claims Risk Management

Cindy chats with us about:
• Her approach to large case underwriting.

• The large case underwriting team.

• The important relationship between advisors and underwriters.
Visit our large case markets webpage to learn more about our team of dedicated experts.

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

^® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.
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
April 2026 eNews
In this issue:

Coming soon: Enhancements to Equitable EZBenefits plans for small business

Register now: Free webinar connects nutrition and employee health

Reminder: One-time passcodes will be added to our login experience*

Service-related survey will go to clients in May*

*Indicates content we will share with your clients.

Coming soon: Enhancements to Equitable EZBenefits plans for small business

Equitable EZBenefits® was created to provide a better benefits experience for small businesses in Canada. With a range of plan designs to fit the needs and budgets of companies with 2-25 employees, this unique solution is affordable, sustainable and easy to manage.

Now, we’re enhancing EZBenefits to deliver even greater value for more small businesses.

Overview of enhancements

We’re making the following updates:
- Dental coverage for new Bronze plans: Basic dental coverage will be available for Bronze-level EZBenefits plans. Coverage will be 70% with a $750/year maximum, 12-month recall and six scaling units.
- Definition of earnings for long-term disability (LTD) coverage: Earnings for LTD coverage will include bonuses and commissions, to reflect common small business pay structures.
- Part-time eligibility for Saskatchewan employers: For Saskatchewan-based employers with 10 or more employees, the definition of part-time employment will shift to 15 hours per week to match the province’s definition.
These enhancements will be included in new EZBenefits plans with effective dates of June 1, 2026, or later.

In-force EZBenefits clients can also access these enhancements starting June 1, 2026, by requesting a plan amendment.

You may wish to discuss these enhancements with your EZBenefits clients so they can make the best decisions for their plans.

An “EZ” solution for you

EZBenefits is also designed with advisors’ needs in mind. By providing fast quotes, a streamlined implementation process and an advisor concierge service, we’ve reduced your administrative burden and made supporting your small business clients easier.

To learn about EZBenefits or the upcoming enhancements, please contact your Group Account Executive.

Register now: Free webinar connects nutrition and employee health

Plan to attend this special virtual session where Dr. Jeffrey Alfonsi, Chief Medical Officer and Co-Founder of RxFood, will share research that links overall health and nutrition.

Poor nutrition is often connected to chronic disease. And chronic disease is heavily affecting the Canadian workforce—impacting productivity, driving up incidence of disability among employees and health benefits costs for employers.

During his presentation, Dr. Alfonsi will underscore the difference healthy eating can make in several areas, including:
- Chronic disease management and prevention
- Early return to work from disability leave
- GLP-1 agonist need and usage rates
- Mental health and wellness
You’ll also learn how employers can make good nutrition more accessible to employees and support their holistic health.

Nutrition matters

The powerful connection between diet and employee health

When: Thursday, May 21, 2026,
10 a.m. PT/1 p.m. ET

Where: Online (register here)

The webinar will be presented in English only. CE credits will be available.

Reminder: One-time passcodes will be added to our login experience

Soon, you may need to complete a new security step when you log in to your account on EquitableHealth.ca^® and the Equitable EZClaim^® mobile app. Anyone who logs in with an email address and password may be required to enter a one-time passcode that’s provided via email.

By adding this form of multi-factor authentication (MFA) to the login process, we’re further enhancing our digital security and helping safeguard your account access and our clients’ personal data.

Skip the one-time passcode. Create a passkey.

However, you won’t need to enter a one-time passcode if you create a passkey to log in. Passkeys are another form of MFA. They are safe and provide a quicker, easier, secure way to access your account, using either biometrics – your face or fingerprint – or a PIN authenticator to confirm your identity.

Learn more about passkeys. You’ll see how easy it is to set up on your mobile device or computer. Please reach out to your Group Account Executive if you have any questions.

Service-related survey will go to clients in May

At Equitable, we’re committed to providing clients and plan members industry-leading service. And we’re continually looking for ways to improve.

On May 11, we’ll invite clients to complete a survey to help us understand where we’re delivering exceptional service, and how we can better meet their needs and those of their plan members. Their feedback will be kept confidential. However, we may follow up with some clients to address any concerns they identify.

Every client who completes the survey will be entered into a random draw for a chance to win one of three pre-paid $200 gift cards. Clients will have through May 25 to complete the questionnaire for a chance to win a gift card.
[pdf] 10 great reasons to choose Equitable for large case clients
Marketing materials
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.
Large insurance case? Expert help starts here.
Ask our Experts Episode 3
At Equitable, we’re committed to the large case market. Our dedicated team of experts have a wealth of knowledge and experience. They’re here to support you and to help get your large case from application through to policy placement.

Today, we are thrilled to share the third episode of Ask our Experts featuring Mark Warywoda, Public Investments VP. Watch it now!

Mark shares his thoughts on:
• The benefits of Equitable’s PAR fund
• The key advantages of mutuality
• The golden rule of investing: staying focussed on the long term.

In case you haven’t seen it…
• Watch Ask our Experts Episode 1 with Cindy Shirley, Chief Underwriter and Claims Risk Management.
• Watch Ask our Experts Episode 2 with Kevin Till, AVP of Individual Life Pricing.

Learn more:
Visit our large case markets webpage to learn more about our team of dedicated experts.

Do you have a large case opportunity? Talk to your wholesaler to learn more.
[pdf] WL & Annuity - Child's 10 Pay
[pdf] WL Annuity Child's 20 Pay