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Individual Insurance
New! Performance and perspective participating fund report
Performance and perspective is a powerful new resource at your fingertips! It supports client conversations about Equitable’s participating fund. It’s designed to give you a transparent view of 2025 participating fund performance to help you explain long term value simply, and position Equimax® participating whole life as a long term solution, not just a product.
View the Performance and perspective report:
Reasons to use Performance and perspective
• It helps you explain with clear visuals how the participating fund is managed, not just how it performed.
• It strengthens your conversations and builds client confidence by showing the participating fund asset mix, historical performance and long term approach all in one place.
Why this matters to clients
• They get transparency into where the participating fund assets are invested.
• They can see how participating solutions are managed over time, not year to year.
• They gain confidence in long term planning decisions, supported by facts.
Questions? Contact your wholesaler for more information.
1 minute read
Individual Wealth
FHSA conversations that move clients closer to home
Today’s first‑time homebuyers face higher housing costs, rising interest rates and the challenge of saving while renting. A recent survey suggests two-thirds of Canadians still dream of owning a home despite a challenging market1. As advisors, you can play a critical role in helping clients navigate these realities and make informed, tax‑efficient decisions.
Join us for a webcast focused on the First Home Savings Account (FHSA) and how it can be integrated with other savings vehicles to support clients on their path to home ownership.
You’ll learn:
• FHSA basics like eligibility, contribution limits, deductions and withdrawals.
• How the Home Buyers’ Plan via RRSPs, TFSAs and non-registered savings accounts work together with an FHSA.
• Practical planning ideas using real‑life client scenarios.
• How Equitable® can support you with FHSA solutions and advisor tools.
This session will help you confidently position the FHSA within a broader savings and home‑buying strategy, even for clients who may be unsure when or if they’ll buy.
Date: Wednesday, June 17, 2026
Time: 2:00 p.m. ET | 11:00 a.m. PT
Duration: 1 hour
Host: Joseph Trozzo, Investment Sales Vice President, Equitable
Speaker: Ally Kulak, Inside Sales Associate, Equitable
Strengthen your FHSA planning — register now! Help clients move closer to their first home.
1 www.investmentexecutive.com
Continuing Education Credits
This webcast has been accredited for 1.00 Life continuing education (CE) credit via the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. To be eligible for CE credits, you must register individually, watch the webcast in full, and complete a short quiz. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by their licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only.
This webcast is available in English only.
Date posted: June 3, 2026
1 minute read
Individual Insurance
Individual Wealth
Group Benefits
Who we are
The power of together
At Equitable, we believe in the power of working together. It's a mindset that drives our behaviours, decisions, and actions to deliver impact and positive outcomes for our clients, advisors, partners, each other, and the communities we cherish.