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Group - COVID-19 Group Benefits Updates
As the coronavirus (COVID-19) continues to spread, it’s important that you have the most up-to-date information about how it impacts you, your clients and their plan members. To help, we have created a COVID-19 Updates page on EquiNet, our secure advisor site. There you will find links to past editions of our eNews, as well as the most up to date FAQ. Please check back often. We will continue to provide timely updates on any developments that impact our clients and their plan members or their benefits coverage.
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Get the Straight Talk from Equitable’s public investments expert
Real answers to big questions
When you have questions about par whole life insurance, you need concise, direct insights from leaders and subject matter experts. And that’s where Straight Talk can help!
Straight Talk with Mark Warywoda
What’s really behind consistent long-term performance? Find out in this next episode of Straight Talk, hosted by Rob Hollingsworth, Head of Insurance Distribution.
Watch Mark Warywoda, VP of Public Investments, break down how disciplined sourcing and a scalable strategy help sustain Equitable’s long-term par fund performance.
In case you missed it .... Straight Talk with Mark Arruda
In the first episode of Straight Talk, Mark Arruda, VP of Individual Insurance Pricing and Finance, talks about how Equitable’s par account is built to perform in all kinds of conditions, with strong governance, disciplined risk management, and prudent capital practices that allow Equitable’s par account to perform at top-tier levels.
Learn more
Learn how Equimax® whole life insurance can benefit clients. Contact your individual insurance wholesaler today.
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Equitable Savings & Retirement Division rebrands as Individual Wealth
The Equitable® Savings & Retirement division has a new name: Individual Wealth.
This change reflects how the division has grown. Over time, we have added more services and tools to help clients reach their financial goals. Our new name shows this broader focus.
Why “Wealth”?
The word “Wealth” means more than just saving for retirement. It includes investing, estate planning, tax strategies, and preparing for life events. It better describes our more holistic approach to wealth management.
This update is more than just a name change. It shows our strong commitment to helping clients in new and better ways. Over the coming months you’ll notice changes across our materials, website, and contact details as we roll out this transformation. As we move forward as Individual Wealth, our commitment to supporting your business remains stronger than ever — because when we grow together, success is mutual.
If you have any questions, feel free to reach out to your Director, Investment Sales.
Date posted: July 24, 2025
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Introducing Path to Invest for learning and earning CE credits
Equitable Life is pleased to introduce Path to Invest, our self-serve Continuing Education accredited presentation platform for advisors.
Whether you want to learn more about the financial services industry or how responsible investment solutions can fit into a client’s overall financial well-being, Path to Invest has what you are looking for.
It’s a one stop shop with 15 accredited presentations on a variety of topics. All with a video tutorial, short quiz and resource links for more information.
A few important notes before you get started.
PLEASE USE CHROME to get the best online experience as elements of the platform may not display correctly in other browsers.
To get started on your Path to Invest:- • Click Equitable Life Education site
- • Use the email address that you received this email to login.
- • Your password is Equitable
- • This link is specifically for your use only. Please do not share this link.
- Select a module.
- Watch the entire video presentation.
- Complete the quiz and receive a passing grade.
Check out Path to Invest and start learning and earning CE credits today.
Questions? Contact your Regional Investment Sales Manager to get started on your Path to Invest today!
™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada.
Posted June 14, 2023 -
Why tax refunds aren't always good
It’s important for advisors to help clients understand their finances. Many people think getting a tax refund is good, but that's not always true. Here are some reasons why.
1. Overpaying Taxes
A refund on a tax return means the client paid too much in taxes during the year. This is like giving the government an interest-free loan. Instead, clients could use that money each month for savings or investments.
2. Missed Investment Chances
When clients overpay taxes, they miss chances to invest that money. It could have been earning interest or growing in value instead of sitting with the government.
3. Poor Financial Planning
A big tax refund can show poor financial planning. It's better if clients break even, meaning they don't owe much and don't get a big return. This shows their tax withholdings are accurate.
4. False Sense of Security
A large tax refund can make clients feel falsely secure. They might spend it quickly instead of saving or investing it wisely.
5. Financial Hardship
Overpaying taxes can make it hard for clients to manage their money during the year. They might struggle with monthly expenses or saving for emergencies.
Advisors should teach clients about the downsides of tax refunds. By adjusting their withholdings, clients can manage their money better and take advantage of investment opportunities. Aim for a balanced tax situation to improve financial health.
Help clients make the most of their investment opportunities this tax season. For more information, contact your Director, Investment Sales.
Date posted: March 20, 2025 - [pdf] UL Transfers & Allocations How To
- [pdf] A better group benefits experience
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Client Access login is changing
Equitable wants to keep client’s information safe. Starting in January 2026, all clients will be asked to use an email address to log in to Client Access®, our secure client website for insurance and investments transactions.
What’s changing?
In January, all clients must use their email address to log in to Client Access. They will no longer be able to use a username. If clients can’t remember which email they used to register for Client Access, they can simply click “Forgot email” on the login page to get help. If clients use a password, they may need to enter a one-time code sent to their email.
Clients looking for extra security?
Clients can also create a Passkey. This makes logging in easier and safer.
- Preferred life insurance solutions - corporations
- [pdf] Equitable GIF Registered Application