Sunday, May 26, 2024
HomeWealth ManagementWith model refresh, century-old mutual firm reaffirms consumer focus

With model refresh, century-old mutual firm reaffirms consumer focus


Over the previous two years, the corporate has unveiled some useful and positively impactful insurance coverage options for purchasers. That features a lineup of ESG index segregated funds, its Equitable Generations common life providing, and the Equitable EZBenefits resolution, a gaggle advantages providing tailor-made for small companies with two to 25 staff.

The corporate has additionally made a number of strikes to profit advisors and different companions working with it, together with a partnership with CapIntel to assist customized suggestions by wholesalers and advisors, and a digital device for advisors distributing the Equitable Generations common life product to purchasers.

Whereas the corporate’s registered title stays the identical, it’s shortening its model title to Equitable. As defined by Fabien Jeudy, president and CEO, that shortened model title displays what has at all times been its defining attribute as a company.

“At Equitable, we champion the facility of togetherness. It is a mindset that drives our behaviours, choices, and actions to energy equitable outcomes for our purchasers, advisors, and companions,” Jeudy mentioned in an announcement.

As a 103-year-old establishment, Equitable stands aside in Canada’s monetary companies area as the one mutual life insurance coverage firm to be regulated by the Workplace of the Superintendent of Monetary Establishments (OSFI).

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