Savings & Retirement - Marketing Materials

GIA Client Brochure (français)

This revised brochure provides your clients with an overview of the features and benefits of Equitable Life's selection of Guaranteed Interest Accounts.

Do You Have Cold Feet About Investing?

Advisors can include their contact information on this new piece and send it out to their clients. It outlines some product features and our competitive rates.

GIA Flexible Safe Secure

Concerned about market volatility? We can help you get back into your comfort zone with a wide variety of products to meet your investment and risk tolerance needs.

Are All Guaranteed Investments Created Equal?

Here is a client piece outlining the many benefits that GDAs through Equitable Life offers compared to buying a GIC with the bank.

Simple Interest Payout Option (français)

Clients now have the option to elect for the interest to be paid out on a monthly or annual basis.

We Can Help Grow Your Savings

An advisor ad listing our industry leading GDA rates and some of the product features.

S&R Payout Annuity Update

Payout Annuities Client Brochure (français)

This brochure provides you with an overview of the features of Equitable Life's selection of Payout Annuities.

Web Advertisement (New Advisor)

An ad for advisors highlighting Equitable Life Payout Annuities.

Payout Annuity Web Advertisement (Client)

An advertisement designed for clients to show the benefits of Payout Annuities.

Payout Annuities Product at a Glance

An outline of all the key features of Equitable Life's Payout Annuities

Payout Annuities Prospecting Flyer

An advisor flyer that can be used as a mailer to clients.

Converting your locked-in funds to retirement income

Converting client's registered savings to income

Payout Annuities - Helping you sell

A tool for how advisors can work with the retirement market

Advisor Guide to Payout Annuity Materials

A complete listing of all client and advisor Payout Annuity Marketing Materials.

Are You Saving Enough For Retirement? (français)

Benefits of RRSPs (français)

Retirement: A Full-Time Job? (français)

RRSP Loans- Less Tax, Better Retirement (français)

RRSP vs. Mortgage (français)

RRSP vs. TFSA: Helping You Choose (français)

Dollar Cost Averaging

Leveraged investing - Borrowing Money to Make Money (français)

Borrowing money to make money can be good for your financial wealth.

The Contract Based Advantage (français)

An Advisor piece comparing our 15-year maturity contract to a 10-year deposit based contract

Women and Investing

Women have taken a more informed and active role in investing and managing their financial futures.

Pivotal Solutions / Pivotal Solutions II Fact Sheet

Helping you understand the features between Pivotal Solutions and Pivotal Solutions II.

Updated Product Fact Sheet

Reference Chart showing features of Pivotal Solutions/Pivotal Solutions DSC.

Pivotal/Pivotal DSC Brochure (français)

Describes the key features and benefits of Equitable Life's no load and Pivotal DSC segregated fund only accumulation annuity products.

RRIF/LIF Brochure (français)

Is it time for your clients to think about their income options for their RRSP or LIRA? This brochure provides your clients with information about Equitable Life's RRIF and LIF. Details regarding payment options and RRIF/LIF advantages are found here.

Investor Profiler Questionnaire - Includes Pivotal Solutions DSC (français)

Helps you choose the right investment mix. Whether saving for the future or enjoying retirement, Equitable Life's Investor Profiler Questionnaire can assist in matching the portfolio that is unique to you.

Investment Management Team

This revised brochure describes the key features that our investment management team offers and the benefits that come when experts manage our Equitable Life's no load and Pivotal DSC segregated funds.

Segregated Funds and Estate Planning (français)

Whether saving for retirement, managing your business or planning your estate - compare the estate planning advantages typically offered by Segregated Funds.

Death benefit guarantee - 'Guarantees Until Death Do Us Part' (français)

Equitable Life's segregated funds provide one of the most comprehensive death benefit guarantees in the industry.

Ten Reasons to Invest with Equitable Life

Top 10 reasons to invest with Equitable Life.

What's New at Equitable

Listing of new funds available with Equitable Life.

Financial Solutions that fit your life

Segregated funds have unique benefits for you and your family. Whether you are saving for retirement, managing your business or planning your estate. Equitable Life segregated funds offer unique features for financial solutions that fits your life.

Quotential Program - Partnering for Your Success (français)

This two-sided flyer is a promotional piece for your clients and discusses the benefits of Franklin Templeton's Quotential program and Equitable Life's Segregated Fund Portfolios.

Fund Facts (français)

A new point of sale document detailing our segregated funds

Focus on Acuity

Acuity has become one of Canada's fastest growing asset management firms. Equitable Life has two mandates with Acuity.

Focus on Invesco Trimark

Invesco Trimark Investments is one of Canada's largest investment management companies. Equitable Life has four mandates with Invesco Trimark.

Focus on Dynamic

Dynamic Funds is one of Canada's leading fund companies. Equitable Life has two mandates with Dynamic.

Focus on Franklin Templeton

Equitable Life was the first insurance company to offer Franklin Templeton Quotential portfolios in a segregated fund platform. Equitable Life has nine great funds including six Quotential portfolios.

Focus on Mackenzie

Mackenzie Financial Corporation was founded in 1967 and has grown to become one of the largest investment management companies in Canada.

Focus on McLean Budden

McLean Budden was founded in 1947 and is one of Canada's largest standing investment management firms. Equitable Life has five mandates with McLean Budden.

Focus on Equitable Asset Management Group

Beyond Canada's Borders

Equitable Life offers a great lineup of global funds covering a variety of investment styles, geographical regions and market capitalizations.

The Right Time To Buy And Sell

With these current market conditions, review this example about buying your dream home to help put investing in proper prospective.

Pivotal Solutions and Pivotal DSC Information Folder (français)

A brief and descriptive disclosure of all material facts relating to Equitable Life's Pivotal Solutions and Pivotal Solutions DSC products and financial highlights of all the available Segregated Funds. The statement of fund assets must accompany this item.

Supply Order Form (français)

Invesco Trimark - TFSA Reference Card

Compliments of Invesco Trimark, here is an Advisor reference card outlining how TFSAs can be used.

TFSA Client Flyer (français)

Advisors can include their contact information on this new piece and send it out to their clients.

Tax-Free Savings Account- Individual Goals, Personalized Needs, One Account (français)

With a Tax-Free Savings Account (TFSA) the options are virtually endless. The Canadian government has opened the opportunity to save more and faster regardless of what your needs may be.