Life insurance as an asset class - The mutuality edition
The concept of viewing life insurance as an asset class only became mainstream in Canada 12 years ago, after Wayne Miller, BMATH, ASA, made the case for it in an industry magazine article.
Has anything changed in the past decade?
Positioning for the Future
Over the past few years, we’ve made great progress on our five-year strategic plan. Our Individual Insurance new business sales grew 24% over the previous year, compared to an 8% market growth. We’ve introduced refreshed products, services and technology. Looking ahead, we want to keep our momentum and ensure we also look beyond the next five years. To be successful in this, we’re making some changes to our current structure.
New and Improved UL Fund Performance page
We partnered with Fundata to build a central location for fund performance, fund information (available in web and PDF) and Management Expense Ratios (MERs). This fund reporting will be available for all our universal life business (both legacy products and products currently being sold).
A strong close to 2024 for our participating account
Equitable takes pride in its mutual structure. Our participating clients benefit from the wide range of assets we invest in. We also work to ensure these investments support and strengthen communities across Canada. Thanks to our investment team, participating clients enter 2025 with a strong long-term outlook.
Savings & Retirement
Pique your Fi-natical Curiosity with Equitable and Invesco
If you missed the live Equitable master class webcast, “Pique your Fi-natical Curiosity with Equitable and Invesco” catch up On-Demand.
Fresh new look for Equitable’s Path to Invest
Path to Invest, our self-serve online education and training resource, has been redesigned to deliver a simpler and more streamlined experience for advisors.
Why tax refunds aren't always good
It’s important for advisors to help clients understand their finances. Many people think getting a tax refund is good, but that's not always true.
