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  1. Extending Homeweb to plan members who are losing coverage

    We know these are difficult times for Canadian employers and their employees.

    As businesses temporarily suspend operations to help stop the spread of COVID-19, some employers have had to make the difficult decision to temporarily lay off employees or put their benefits coverage on hold.

    So we are pleased to announce that Homewood Health® and Equitable Life® will extend access to Homeweb, a personalized online mental health and wellness portal, for up to 120 days for plan members who have temporarily lost their benefits coverage due to COVID-19.

    Employees and their family members will continue to have access to the Homeweb website and mobile app, including:

    • iVolve, Homewood’s online self-directed Cognitive Behavioural Therapy treatment tool to help manage mild to moderate anxiety and depression;
    • Resources and information to support themselves and their family members through the COVID-19 pandemic;
    • An interactive online Health Risk Assessment to help identify and address health risks; and
    • An online library of interactive tools, assessments and 20 different e-courses that allow each user to learn at his/her own pace.

    This will allow businesses undergoing financial hardship to provide some support to employees who are temporarily without benefits coverage.

  2. Help your clients this tax season with Equitable Life
    It is tax time, and your clients should be receiving tax slips and deposit receipts by now. Check out the Tax Slips: A Quick Reference Guide which gives a taxation breakdown by product. Review Insights into Non-Registered Taxation that offers a detailed explanation on investment income, and why T3 tax slips generate on non-registered segregated funds. Does your client have questions about contribution limits? Retirement Income Fund minimums? or Canada pension maximums? Check out Equitable’s handy 2022 Facts & Figures guide.

    Did your clients sign up for tax slips on Equitable Client Access before December 31, 2021?
    If so, your clients can download or print their tax slips quickly and easily from their Equitable Client Access Inbox.
     
    For questions, contact Equitable's Advisor Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427 or by email at savingsretirement@equitable.ca. or your Regional Investment Sales Manager.
  3. Preferred life insurance solutions - corporations
  4. [pdf] Daily/Guaranteed Interest Account - Product at a Glance
  5. Elite Advisor Program

    At Equitable®, we believe that when we grow together, success is mutual. Our Elite Advisor Program recognizes our top investment advisors and provides unique benefits to support your business.

    This year, we have enhanced our Program to offer more valuable resources and opportunities to help you thrive.

    • Marketing and event support, and
    • invitations to our Business/Advisor Practice Support conferences for Platinum and Diamond production levels.




    While maintaining great benefits like:
    • Increased bonus rate on our Step Up Your Wealth Sales Program for Elite Advisor re-qualifiers1.
    • Enhanced services including access to a priority phone line and a dedicated inside sale representative.

    You can check out all the details here.

    If you have any questions, you can reach your Director, Investment Sales.

     
    1Elite Advisor re-qualifiers are advisors who attained Elite Advisor status in2024 and 2025.
    Equitable reserves the right to end or alter the Elite Advisor Program and/or the Step Up Your Wealth sales campaign at any time and without notice.
    ® or TM denotes a trademark of The Equitable Life Insurance Company of Canada
  6. Congratulations on qualifying as an Elite Advisor
  7. Dividend Withdrawals and Change and Premium Offset
  8. Step Up Your Wealth is Back—and It’s All About You!


    Equitable® is excited to bring back our Step Up Your Wealth Sales campaign for 2026! This is your opportunity to grow your business, deepen client relationships and earn rewards for doing what you do best—helping Canadians achieve financial confidence.

    As an advisor, you know the value of a strong partner. At Equitable, we combine the strength of a mutual company with a full suite of competitive wealth solutions designed to help support every stage of a clients’ financial journey.




    Your Advantage Starts Here

    Expand Your Offering: Access a comprehensive range of products to meet diverse client needs—from accumulation to retirement income.
    Build Stronger Relationships: Position yourself as a trusted advisor with solutions backed by Equitable’s proven track record.
    Earn More: Receive a Growth Bonus* as our way of recognizing your commitment and success.

    This campaign is designed to help you grow your book of business while delivering exceptional value to clients. Together, we can make 2026 your most successful year yet because when we grow together, success is mutual.

    Ready to Step Up? Visit our website or connect with your Director, Investment Sales today for full details.



    *The bonus amount will be calculated on December 31, 2026 based on net deposits to Equitable Individual Wealth products for 2026. The bonus will be paid within 90 days following December 31, 2026. Maximum bonus payable is $100,000 for re-qualifying Elite Advisors; $75,000 otherwise. Re-qualifying Elite Advisors are advisors who attained Elite status at the end of 2025 and maintain Elite status at the end of 2026. To attain Elite advisor status, an advisor must have $1,250,000 in gross deposits in at least five Equitable policies in 2026 or $10,000,000 in assets with Equitable’s Individual Wealth at the end of 2026. For re-qualifying Elite Advisors that reach $10,000,000 or more in net deposits in both 2025 and 2026, the maximum payment is $200,000. Equitable reserves the right to end or after the Step Up Your Wealth Sales campaign or the Elite Advisor Program at any time and without notice.
  9. [pdf] Advisors Edge Insurance for Children Article