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1. [pdf] Equimax Participating Whole Life Strong and Stable Dividends
2. Individual insurance communications at Equitable are changing
   Out with the old and in with the new … in phases. Less than one year after the launch of our bold brand redesign, we are refreshing Equitable^® individual insurance client letter communications. The updated letters are an opportunity to show more than our new logo. It’s about showing clients that we are here to listen and support them every step of the way.
   
   This fresh approach to client communication delivers greater personalization that evolves with each client’s needs. Adopting a more inclusive and conversational tone means clients will stay well informed with clarity, so they can understand their insurance policies and the claims process better. Consistent communication across their insurance journey with Equitable reinforces how much we value their trust in us to support their financial needs.
   
   Other notable changes you can expect to see over the next year include:
   ● Graphic icons
   ● Scannable content
   ● Simplified layouts
   ● Visual financial data
   
   The rollout of new letters begins this fall. As always, you can access a copy of your clients’ letters on EquiNet^®.
   
   Questions or want to share feedback? Talk to your Equitable wholesaler today!
   
   
   
   
   
   ^® or ^TM denote trademarks of The Equitable Life Insurance Company of Canada.
3. November is Financial Literacy Month

   Equitable^® wants to mark Financial Literacy this November. Created by the Financial Consumer Agency of Canada (FCAC), the campaign this year is “Money on your Mind. Talk about it!”
   
   The FCAC is challenging Canadians to do one thing to boost their financial confidence. One of those things includes asking questions to a trusted financial advisor. That’s, you! Be ready this year to answer anything from retirement savings, home ownership, annuities, estate planning, Daily and Guaranteed Interest Accounts, segregated funds and more.
   
   Need help? Contact your Director, Investment Sales to get started. At Equitable, we believe in the power of together.
   
   Have questions about the upcoming tax season or need tips to help manage and grow your business? If you missed our recent webcast with our Operations and Digital Experience teams, click here to learn more.
   
   ^® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.
   
   Posted November 5, 2024

4. [pdf] Understanding your Investor Profile
5. [pdf] Transferring wealth to an adult child - case study
6. [pdf] Andrew Tang Bio
7. [pdf] Denny Tsai Bio
8. [pdf] Jeff Tse Bio
9. [pdf] Lavina Tan Bio