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Savings & Retirement


This year’s Registered Retirement Savings Plan deadline is March 3, 2025.
This year’s Registered Retirement Savings Plan deadline is March 3, 2025.
Have you talked to clients about their Registered Retirement Savings Plan (RRSP) contributions yet? Equitable® offers RRSP products to meet clients’ needs including: • Daily/Guaranteed Interest Account • Pivotal Select™ Segregated Funds           • Investment Class (75/75)           • Estate Class (75/100)           • Protection Class (100/100) These products offer protection and flexibility that clients need, with the tax savings and benefits of a RRSP. Encourage clients to contribute to their RRSP early. And make RRSP contributions a financial priority each year! What’s new The Home Buyer’s Plan is offering temporary repayment relief for qualifying withdrawals from their RRSP. This means that clients can defer the start of the repayment period by an additional three years when they make a first qualifying withdrawal between January 1, 2022 and December 31, 2025. This means the 15-year repayment period would start in the fifth year after the year in which a first withdrawal was made. For example, if you made your first qualifying withdrawal in 2022, your first year of repayment will be 2027.1 Tools and materials to help you start the conversation Often clients have good intentions about saving for retirement. However, even the best intentions need an action plan. As a trusted advisor, you can help clients see the value in making a RRSP a financial priority. We have tools and marketing materials to help you start the conversation. Show clients why an Equitable RRSP can help them to achieve their financial goals in retirement. Equitable’s advisor toolbox, available on EquiNet®, includes Product News, Prospecting Letters, Forms, Marketing Materials, Case Studies, Articles and Investment Calculators.  1 www.canada.ca/en/revenue-agency/services/tax/individuals/topics/rrsps-related-plans/what-home-buyers-plan/repay-funds-withdrawn-rrsp-s-under-home-buyers-plan.html ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada. Posted February 7, 2025  
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