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Individual Insurance
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Important cybersecurity readiness guidance
As an advisor, you collect and store clients’ sensitive personal information. Protecting this information is essential. In July 2023, the Canadian Insurance Services Regulatory Organization (CISRO) released a guide on Cybersecurity Readiness. It includes tips on keeping this sensitive client data and your business systems safe.
Please read the guide in full. Also, check your own practices to be cyber ready and reduce your risk of an incident.
Some key tips in the guide include:
1. Make cybersecurity a priority: Stay alert to cyber threats. These can be suspicious emails, texts or calls. Make sure your team knows how to keep your data and systems safe and has clear, documented processes to follow.
2. Know what to protect: Understand what data and business systems need to be protected.
3. Identify the risks: Spot the risks in your practice and those from third-party service providers.
4. Implement security measures: Take steps to protect your data and business systems.
5. Be ready to respond: Know how to spot and react to cyber incidents. The guide has useful tips on creating a Cyber Incident Response Plan.
And lastly – if you receive client instructions electronically (by email, text, or messaging apps), always confirm these over the phone to ensure it’s really the client sending the instructions.
Keep your business and important client data safe by staying informed and alert. We encourage you to read the full Cybersecurity Readiness document to learn more about how to prepare for cyber threats.
In our industry, protecting clients’ sensitive data and systems is essential. Thank you for your commitment to cybersecurity!
® or TM denotes a trademark of The Equitable Life Insurance Company of Canada.
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Savings & Retirement
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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
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.