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  1. [pdf] Advisor Attestation - Stylus Signatures
  2. Equitable Life creates guide to accessing virtual healthcare at no cost

    With many health clinics closed and the healthcare system under strain, people are looking to access a doctor and other health providers virtually.

    To make it easier for plan members, we’ve created the Guide to Accessing Virtual Health Care Services on the plan member section of EquitableHealth.ca. This online resource provides information about and links to a range of virtual health services they need to take care of their health and the health of their family during these challenging times.

    The Guide also indicates which services can be accessed for free. In some provinces, online doctor visits are now covered by the public health plan, so there’s no cost to the patient to access them as long as they provide their valid provincial health card. In other provinces, the nominal fee can be claimed on a Health Care Spending Account.

    We will continue to update the Guide as more virtual healthcare providers and services become available.

    View our Guide to Accessing Virtual Healthcare

  3. Equitable Life offers more than 60 years of RSP innovation


    In 1957, Equitable Life® began offering a Retirement Savings Plan (RSP). That is more than 60 years of RSP innovation in the Canadian marketplace. Today, Equitable Life offers two great accumulating RSP products to meet your clients’ needs.

    These products provide both protection and flexibility for your clients. They also provide the tax savings and benefits of an RSP. Get your clients to start saving to their RSP now. Make RSP contributions a financial priority each year. 

    This year’s RSP deadline is March 1, 2022. This will be the last day that an RSP deposit can reduce your clients’ 2021 taxable income.

    If your client is looking to convert registered savings to guaranteed income, click here to learn more about Equitable Life’s payout annuity options.

    Need additional support? Contact your local Regional Investment Sales Manager today.

  4. Crunch the numbers with Equitable Life of Canada  

    Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.
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    Amesh just celebrated his 71st birthday. He is looking for a product that provides continued growth in a tax-sheltered environment. What should he do with his existing Registered Retirement Savings Plan?

     

    Did you know?
    It is mandatory that you convert your RRSP to a RRIF by December 31st in the year you turn 71. Check out Equitable Life’s RRIF Payment Calculator.

     

    Share calculators using your Facebook, Twitter or LinkedIn account.


     
  5. Equitable’s New Brand – The Power of Together!

    On November 1, 2023, we unveiled our new brand and announced the shortening of our brand name to Equitable®. The rebranding includes a fresh new look, and a forward-looking vision for the future – one that honours our 103-year history and our unwavering commitment to clients.

    As we start 2024 with a renewed sense of purpose and commitment to clients, together with you, we are more determined than ever to provide more value and impact – to protect today and prepare tomorrow for our clients.

    “At Equitable, we champion the power of togetherness. It’s a mindset that drives our behaviours, decisions, and actions to power equitable outcomes for our clients, advisors, and partners,” said Fabien Jeudy, President, and CEO, Equitable.










    View the Power of Together video to learn more about Equitable’s renewed purpose and dedication to clients:

     
    View on Vimeo

    Questions about our new brand? Please contact your Equitable wholesaler or visit equitable.ca.


     ® or TM denotes a trademark of The Equitable Life Insurance Company of Canada.
  6. Equimax Participating Whole Life illustration reports are getting a makeover! As you’ve heard us say before, we focus exclusively on our clients and partners. We are continually looking for ways to make it easier to do business with Equitable®. With this in mind, we’ve taken a long hard look at our illustration reports for Equimax® Participating Whole Life. We have updated our reports to help make them easier to use.

    The new Equimax illustration report will have:
    ●  A new look and feel that matches our refreshed branding
    ●  Updated content that is clearly written and client-friendly
    ●  A reorganized layout based on advisor feedback
    ●  A cleaner, streamlined design

    All of these changes will go live on February 24, 2024 through the desktop and web illustration software on EquiNet®.

    Have questions or want to share feedback? Talk to your Equitable Wholesaler today!


    ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
  7. New web illustration tool for critical illness insurance

    A seamless integration with EZcomplete


    At Equitable®, we’re always looking for new ways to help you manage your business. We are excited to introduce our new web illustration tool for Critical Illness (CI) insurance. 

    This simple and intuitive tool integrates with the EZcomplete® dashboard to create a seamless experience. 

    Key features:
    ● Create CI illustrations for clients that easily transition to the application, with most fields auto populated.
    ● Save illustrations on your EZcomplete dashboard. This allows you to return and change or finish the quote at your convenience.
    ● Generate a fully compliant CI illustration PDF without logging into EquiNet®.

    Reminder: You have access to the same web illustration features for term insurance

    Visit the new web illustration tool here.



    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
  8. A good time to look at the Equitable Money Market Fund Whether clients are looking for a short-term cash savings solution or are interested in funding a dollar cost averaging strategy, the Equitable Money Market fund may be an ideal solution.

    With a current yield to maturity of 1.43%*, the fund provides maximum income through short-term investments consistent with preservation of capital and liquidity. 

    And advisors earn the full commission upon deposit on funds used for a dollar cost averaging strategy.

    For more information check out Equitable Money Market Fund or contact your Director, Investment Sales.

    * As of April 24, 2026, net of fees. Applicable to Pivotal Select and Equitable GIF contracts. Yield to Maturity: The market value weighted average yield to maturity includes the coupon payments and any capital gain or loss that the investor will realize by holding the bonds to maturity.

    ™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada.

    Date posted: April 29, 2026
     
  9. Dialogue Virtual Healthcare now available to add to Equitable Life benefits plans

    We’re pleased to announce we are partnering with Dialogue, Canada’s leading virtual health provider, to offer unlimited and on-demand virtual access to primary healthcare practitioners.
     
    Virtual Healthcare is the latest addition to our HealthConnector suite of health and wellness services. It is available to add to all Equitable Life benefits plans for an additional cost as of July 1, 2023.

    Features of Dialogue Virtual Healthcare
    Available 24/7, 365 days a year, Dialogue Virtual Healthcare provides access to unlimited non-urgent medical care for a wide range of health concerns. Plan members get fast access to the largest, most experienced and bilingual medical team in Canada for non-urgent medical issues. They also benefit from in-app prescription renewals and refills, personalized follow-ups after every consultation, and concierge-level navigation support for all referrals to in-person specialists when needed.

    Dialogue’s industry-leading platform provides an all-in-one patient journey to address health issues, reducing long wait times and time away for doctor appointments. Plan members and their families can access Dialogue Virtual Healthcare through the secure web portal or mobile app. The Dialogue medical team includes doctors, nurse practitioners and nurses. Plan members can use the service even if they’re already receiving care from a family doctor.


    Benefits of Virtual Healthcare

    For your clients
    By providing access to Virtual Healthcare, plan sponsors can help to:
    • Drive employee engagement;

    • Reduce absenteeism related to in-person medical appointments;

    • Manage chronic health issues;

    • Attract and retain top talent; and

    • Build a healthier workforce.

    For their plan members
    By providing easier access to primary healthcare practitioners, Virtual Healthcare can offer extra health and wellness support for plan members. It also supports members that may experience barriers to accessing in-person healthcare, such as:
    • Living in a remote location;

    • Work or family obligations during standard medical clinic hours;

    • Mobility challenges related to a disability; and

    • Transportation challenges.

    Learn more about bringing Dialogue Virtual Healthcare to your clients
    Click the link to learn more about Dialogue Virtual Healthcare : Welcome to Dialogue!

    Questions?
    To learn more about how your clients can add Virtual Healthcare to their benefits plan, please contact your Group Account Executive or myFlex Sales Manager.

  10. With the Equitable Life FHSA, you don’t have to wait to get clients’ money working for them The Equitable™ First Home Savings Account is off and running! Thanks to your amazing support, many clients have already taken advantage of the great benefits the FHSA has to offer. Let’s keep the momentum going.

    Clients don’t need to wait to start making their dream of home ownership a reality!

    With the Equitable FHSA they can put their money to work right away.  Available on Pivotal Select™ Investment Class (75/75) and Pivotal Select Estate Class (75/100), the Equitable FHSA offers clients an array of investment products to suit their individual needs and risk tolerance.

    Don’t wait. Get clients started today!

    And, clients who open a FHSA before December 31, 2023, have a chance to win $8,000 towards their 2024 FHSA contribution. And, the advisor wins $2,000!   

    To open a FHSA for clients, log into EZcomplete®, our highly rated online application tool. It is easy to use, convenient, and fast.  

    For more information on FHSA, including a FAQ, and client materials, visit EquiNet® or contact your Regional Investment Sales Manager.  

    ® and ™ denotes a trademark of The Equitable Life Insurance Company of Canada. 

    Equitable FHSA Contest: No purchase necessary. Contest period September 11 to December 31, 2023. Enter by making a deposit to an Equitable FHSA during the contest period or by submitting a no-purchase entry. One prize for a total value of $8,000 CAD to be drawn on January 16, 2024, will be awarded. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner will receive a $2,000 CAD prize. For example, if an Equitable client is a winner of the $8,000 prize, the client’s servicing advisor wins a $2,000 prize. Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible Entries received during the Contest Period. For full contest rules, including no-purchase method of entry, see full contest rules.

    Posted November 7, 2023