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Individual Insurance

September is Life Insurance Awareness Month
The perfect time to start conversations with clients.
Many people don’t think about life insurance until it’s too late. This month is a good time to remind clients why life insurance matters. Life insurance can help provide financial protection for families and businesses when they need it most.
As an advisor, you play a key role in helping clients make the right choices to protect the people and things they care about. At Equitable®, we’re committed to supporting you in guiding clients through these important decisions. To help you start conversations about life insurance, we have created resources that explain the different types of life insurance and how each can help clients meet their unique financial needs.
Use these tools during your client meetings, either in person or online. They can help you explain why life insurance matters, show the different plan options, and build trust with clients.
Let’s work TOGETHER this month to help clients PROTECT TODAY and PREPARE TOMORROW.
Contact your Equitable wholesaler today to learn more!
What kind of life insurance is right for you? (1197)
1 minute read
Individual Wealth

Quickly calculate first home savings with Equitable
Have clients thinking about buying a first home? Equitable® has a calculator that can help.
Check out our new First Home Savings Account (FHSA) calculator to see how much clients could save. It’s simple to use and shows how money can grow when invested in an Equitable FHSA.
With the calculator, you can:
• Show clients how much they might save
• Demonstrate how savings can grow over time
• Motivate clients to reach their goal
Try the FHSA calculator with clients today. Want to learn more? Talk to your Director, Investment Sales.
Date posted: September 8, 2025
1 minute read
Individual Insurance
Individual Wealth
Group Benefits
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At Equitable, we believe in the power of working together. It's a mindset that drives our behaviours, decisions, and actions to deliver impact and positive outcomes for our clients, advisors, partners, each other, and the communities we cherish.