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Individual Insurance

Universal life product linked interest option changes
On July 1, 2025, we will be changing the index that is tracked for the linked interest options shown far below.
Clients can change their investment options at any time if they choose. This includes the Linked Interest Option(s) for money currently invested and future deposits.
Requests for this change can be done:
• In writing – Submit the Reallocation and transfer of funds – universal life form (form 693UL).
• Online by advisors – Go to Policy Inquiry on EquiNet® (advisor site).
• Online by clients – Links in Client Access® through Equitable.ca.
Please contact your Equitable® Wholesaler for more information.
Linked Interest Option
Universal life insurance solution
Currently tracking
Effective July 1, 2025
Canadian Equity Index
• Equitable GenerationsTM
S&P/TSX 60® Total Return Index
S&P/TSX Composite® Total Return Index
Canadian Equity
• Equation Generation® IV
• EquiLife®
• Equation Generation III
• Equation Generation II
• Equation
• Direction 2000 Plus
S&P/TSX® 60 Total Return Index and S&P/TSX Composite® Total Return Index registered trademarks of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and S&P Global. All others are registered trademarks of The Equitable Life Insurance Company of Canada.
1 minute read
Savings & Retirement

Joe Galbraith recognized as Wealth Professional Magazine 2025 5-Star Wholesaler of the Year
Joe Galbraith, Director, Investment Sales at Equitable®, has been named one of Wealth Professional Magazine’s 2025 5-Star wholesalers. This award highlights his significant contributions to the financial services industry. The 50 individuals, chosen from a large pool of nominees, represent some of the best in the wholesaling business.
Encouraged by his wife to pursue his passion for helping people, Joe transitioned into financial services, spending 12 years as an advisor. He began his current role as Director, Investment Sales with Equitable six years ago. Known for his empathetic service mindset, Joe is deeply committed to understanding and addressing the unique needs of everyone he works with. His collaborative approach and knack for problem-solving make him a valued team member.
Joe's recognition as one of Wealth Professional's top 50 wholesalers underscores his commitment to clients and the industry. In response to this recognition, Joe expressed he is “humbled that advisors value our relationship enough to take the time to nominate me for this recognition. Their support and belief in me mean a great deal, and I’m grateful for the trust and collaboration we share.”
Join us in congratulating Joe on this achievement!
Date posted: May 1, 2025
1 minute read
Individual Insurance
Savings & Retirement
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