Moments Matter

So often, organizations focus on efficiency and expenses, but the client gets forgotten. At Equitable, we’ve flipped that around. Our docuseries Moments Matter shares real stories from across our teams—highlighting how we put clients and advisors first, one meaningful moment at a time.

Equitable’s 2024 Public Accountability Statement is now available

In this year’s report, we capture how Equitable's unique structure is dedicated to enhancing the financial wellbeing of clients, partners and the community.

Individual Insurance

Individual Operations closed on June 6th

The Individual Operations areas, including the Individual Client Care Centre,  will be closed on Friday, June 6th for our staff to attend and enjoy our Corporate Development event, “EQ Together Day.”

Equitable's Spring update & 2025 Dividend Scale Announcement

We invite you to join us virtually on June 5th, as our senior leaders share some exciting updates and the latest dividend scale news - all beginning at 1:00pm EDT.

Boost your knowledge and earn CE credits

Equitable^® is happy to offer three new online courses focusing on whole life insurance. The courses allow you to learn at your own pace and earn CE credits quickly and easily.

New flexibility with Equitable’s Term Exchange option

Great news! Equitable^® has just added our Term 30/65 plan as an option for term exchanges! This gives clients greater flexibility to choose a term plan that can adapt to their specific needs.  

Get to know our large case experts

We are thrilled to share the first episode of Ask our Experts. This mini docuseries features key members of our large case team. They talk about their work, their perspectives, and their role in the large case experience.

Coming Soon: Enhanced Security for Your EquiNet Login

Starting in June, Equitable will introduce passkeys for your EquiNet^® login. This will enhance security and simplify access.

Enhancing the Transfer Process: Equitable's New Signature Guarantee Service

Equitable® is making transfers even easier with EZcomplete®.

This enhancement will help advisors and clients by reducing the number of rejections from other institutions that need a signature guarantee

From piggy banks to property, the journey of helping clients save for a first home

If you missed the live Equitable webcast, “From piggy banks to property, the journey of helping clients save for a first home” catch up On-Demand.

Do clients imagine owning a dream home?

We’re here to help make that happen! Clients who contribute to a First Home Savings Account between May 1 and September 30, 2025, will be entered for a chance to win an incredible $8,000 in our Close to Home contest.

Secure your GIA with Equitable today!

In uncertain times, a Guaranteed Interest Account (GIA) is a safe and stable investment opportunity.

Now is a great time to consider a GIA with Equitable®.

New secure encryption process for outstanding Equitable S&R business requirements

The Equitable Savings and Retirement Operations team is improving how they send secure email messages to advisors. These emails are sent when there are outstanding requirements for an application or missing information for requests.