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Individual Insurance
Online sales illustrations
Providing you flexibility while on the go.
We know how important it is to have tools that provide flexibility and convenience when managing your business. That’s why we created web-based sales illustration tools for easy access. You can create a Term, Critical Illness, Whole Life or Universal Life client illustrations from anywhere, anytime!
Useful Features:
• Save illustrations directly to your dashboard. You can revisit, edit, or complete them whenever you want.
• Our Term and Critical Illness illustrations integrate with EZcomplete®. This means you can move from illustration to application easily, with most fields in the first step filled in automatically.
Our web-based tools put everything at your fingertips, so you can keep your business moving while on the go. This is just one of many ways we’ve made it easier to do business with Equitable®.
Try running an illustration today!
If you have any questions, please reach out to your Equitable Wholesaler.
1 minute read
Savings & Retirement
A good time to look at the Equitable Life Money Market Fund Select
Whether clients are looking for a short-term cash savings solution or are interested in funding a dollar cost averaging strategy, the Equitable Life Money Market Fund Select may be an ideal solution.
With a current yield to maturity of 1.93%*, 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 Life Money Market Fund Select or contact your Director, Investment Sales.
* As of July 14, 2025, net of fees. 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: July 15, 2025
1 minute read
Individual Insurance
Savings & Retirement
Group Benefits
Who we are
The power of together
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.