Individual Wealth Marketing Materials | EquiNet Equitable Life's advisor site

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This table includes downloadable marketing materials saved in PDF format. Each row is a different product and may contain versions of the brochure in alternate languages.
Form Number	Marketing Material Name	Available Languages	Product
2025POST	2025 Big Picture Chart File The power of compounding and diversification. This digital handout shows the inferred growth of one thousand dollars invested on January 1, 1935. (Available in PDF only)
2025	2025 the Big Picture Handout File The power of compounding and diversification. This digital handout shows the inferred growth of one thousand dollars invested on January 1, 1935. (Available in PDF only)
2125	Another reason to invest with Equitable File In case you need another reason, Equitable is a member of Assuris. Assuris is an independent, not for profit, industry-funded organization that protects contractholders, should their insurance company fail.	FR
2256	Equitable GIF Fees and Fund Codes File	FR
2106	Corporately Owned Segregated Funds File Who’s involved with a corporately owned segregated fund	FR
2284	Equitable Guaranteed Investment Funds – Estate Class File The Estate Class offers a 100% death benefit guarantee, helping ensure your full investment is protected and passed efficiently to your beneficiaries.	FR
2283	Equitable Guaranteed Investment Funds – Investment Class File The Investment Class is a guarantee option that offers strong growth potential by keeping fees low, along with a built-in death benefit guarantee that adds an extra layer of protection for your loved ones.	FR
2285	Equitable Guaranteed Investment Funds – Protection Class File It’s an ideal choice for investors who have a lump-sum amount – such as a pension transfer or inheritance – who want to protect their investment over the long term.	FR
2291	Equitable Guaranteed Investment Funds Understanding sales charge options File This flexibility empowers you to optimize compensation and align investment timelines with client priorities, helping you deliver more personalized and strategic solutions.	FR
2272	Equitable Investor Profile Questionnaire File Before you invest, it’s important to understand your investor profile. This short questionnaire will help you identify your investment style—based on your goals, comfort with risk, and time horizon. Your results will point you to one of six investor styles, helping you choose a portfolio that best aligns with your needs.	FR
2273	Equitable GIF Product at a glance File Segregated funds can be an ideal addition to any investment strategy. They offer the potential for market growth while providing built-in guarantees and estate planning benefits.	FR
2286	Equitable’s Preferred Pricing program File At Equitable, we’re committed to helping you reach your investment goals. That is why our Equitable Guaranteed Investment Funds™ (Equitable GIF) comes with low management fees—so you can grow your wealth faster and with confidence.	FR
0103	Introducing Equitable File From humble beginnings in Waterloo, Ontario, we now provide financial solutions that protect and support more than one million people from across Canada, coast to coast.	FR CH	General Content
2089	First Home Savings Account File With higher house prices and higher mortgage stress tests, the dream of owning a first home feels like it is out of reach for many Canadians.	FR
1965B	Personalized Ads - Facts & Figures File Equitable is pleased to offer you professionally designed personalized ads to advertise.	FR
1979	Benefits of segregated funds in a TFSA File This savings option allows you to grow your savings without ever paying tax on the growth within your account. This is different from traditional savings accounts where you are required to pay tax on the growth earned by your investment. (Available in PDF only).	FR
1357	Managing a Retirement Savings Plan tax refund File If you have ever received a tax refund you will know the dilemma that comes when that money hits your bank account. The initial reaction is to spend it on something for you; and why not! You have worked hard all year and deserve a reward!	FR
1355	A Retirement Savings Plan is just as relevant now as it was over 60 years ago File Yes, that old thing. With the popularity of the Tax-Free Savings Account, the Retirement Savings Plan (RSP) does not seem to evoke the same wow factor it once did. An RSP from Equitable Life can support your goal of home ownership, further education, and retirement.	FR
1353	Choosing the right account type File There is no simple answer to the question, where should I save my money?	FR
1303	Dollar Cost Averaging File It’s not market timing, it’s TIME IN THE MARKETS	FR
1965	Facts & Figures File TFSA Contribution Limits, RRSP Contribution Limits, TOP Marginal Tax Rates, Retirement Income Fund Minimum, Canada Pension Plan Benefits.	FR
1655	GIA Laddering Option File Guaranteed Interest Account (GIA) laddering means a lump-sum deposit is invested over multiple terms. This allows clients to take advantage of higher interest rates typically offered for longer terms.	FR
1116	Daily/Guaranteed Interest Account - Product at a Glance File Saving a few dollars every month is impressive but what if that money could earn a little extra? Consider a Daily/Guaranteed Interest Account	FR
1049	Daily/Guaranteed Interest Account Client Brochure File A Daily/Guaranteed interest account guards against market volatility by providing security of principal with a guaranteed rate of return.	FR
1137	GIA versus GIC File Guaranteed investing is a safe and secure way of growing your savings.	FR
1675	Insights into non-registered taxation File When you put money into non-registered segregated funds, you will likely receive a T3 tax slip* each year. This slip shows how much taxable income you earned from your investment last year. Sometimes, people find this tax slip confusing.	FR
1111	Borrowing Money to Make Money File Leveraged investing is a simple yet powerful wealth creation strategy that involves borrowing to invest. (Available in PDF only)	FR
1583	Make your money work for you File We all know a Retirement Savings Plan (RSP) is a great way to save for retirement. When we make an RSP contribution we receive an immediate tax refund.	FR
1612	Now it’s even easier to grow your savings online! File Did you know you can make deposits to your Equitable savings plan through your financial institution’s online banking service?	FR
1613	Online banking makes saving simple. File Did you know clients can make additional deposits to their Equitable savings plan through their financial institution’s online banking service?	FR
1244	Payout Annuities Client Brochure File Equitable payout annuities offer a simple, yet effective solution that will work to meet your individual needs.	FR
1369	Payout Annuities Product at a Glance File A Payout Annuity is a lump sum investment that provides guaranteed income. (Available in PDF only)	FR
1947	Payout Annuity Interest Rate Guarantees (Advisor) File When you request a rate guarantee, you are guaranteeing the interest rate, not the dollar amount of the annuity payment. (Available in PDF only)	FR
1507	Payout Annuity Rate Guarantees File A rate guarantee locks in the interest rate that will be used to calculate the income payment. (Available in PDF only)	FR
1970B	Personalized Brochure - Benefits of segregated funds in a Tax-free Savings Account File Equitable is pleased to offer you professionally designed personalized ads to advertise the benefits of segregated funds in an Equitable Tax-free Savings Account	FR
1460	Personalized Ads - What does your retirement bucket list include? File Equitable is pleased to offer you professionally designed personalized ads to advertise the benefits of an Equitable RSP.	FR
2117	Personalized Brochure - First Home Savings Account File Equitable is pleased to offer you professionally designed personalized ads to advertise the benefits of an Equitable FHSA.	FR
1511	Prescribed Annuities: Tax-Efficient Retirement Income File Taxation is an important consideration when planning your retirement income, and using a prescribed life annuity is one of the best ways to generate tax-efficient income.	FR
1845	Retirement Income Fund Understanding minimum withdrawal percentages File The federal government has set minimum withdrawal percentages for a Retirement Income Fund (RIF). The minimum withdrawal is based on age at the beginning of the year and the value of your fund on December 31 of the previous year. (Available in PDF only)	FR
1354	Borrowing money to save money File Have you ever considered borrowing money to contribute to your Retirement Savings Plan (RSP)? No? Well consider this. Unlike credit card debt, RSP loans are considered “good debt”. Investment loans and mortgages fall into the “good debt” category because they help to increase your net worth.	FR
1910	Personalized Brochure - What did you wish for this year? File Equitable is pleased to offer you professionally designed personalized ads to advertise the benefits of an Equitable RSP.	FR
1352	Retirement Realities File The perception of retirement has changed. You remember watching those commercials about the retired couple playing golf, yachting, or strolling down a sandy white beach.	FR
0375SEL	Equitable’s Legacy Products: Segregated fund codes File Pivotal Select segregated fund codes and fees. (Available in PDF only)	FR
0375ANN	Equitable’s Legacy Products: Personal Investment Portfolio and Pivotal Solutions File Personal Investment Portfolio and Pivotal Solutions segregated fund codes. (Available in PDF only)	FR
1306	A Simple Interest Option for Guaranteed Investing File Are you looking for a reliable income stream, while keeping your initial investment intact and protected from market fluctuations? (Available in PDF only)	FR
1899	Taking money out of your RSP? File A Retirement Savings Plan (RSP) is an excellent way to save for retirement. Of course, it never fails that there is always that moment in life when you need extra cash. For those moments that require a large amount of money, think twice before pulling it out of your retirement savings.	FR
1276	Tax-Free Savings Account (TFSA) File Whether your savings goals are short-term or long-term, a TFSA can help you fast-track your savings.	FR
1618	Invest with Equitable File Some Canadians want to invest without worrying about the ups and downs of the market. If you’re someone who likes to plan ahead and wants growth, protection, and fewer surprises, insurance-backed investments might be a good fit for you.	FR
1305	The Right Time To Buy And Sell File With these current market conditions, review this example about buying your dream home to help put investing in proper prospective.	FR
1508	Non-Resident Transactions File Equitable is not registered to sell savings and retirement products outside of Canada, however an existing Equitable client may choose to move to a different country. When a client becomes a non-resident some types of transactions may be restricted. (Available in PDF only)	FR
1514	Gradual Inheritance Strategy File When electing this option, you are requesting that the death benefit proceeds payable at your death are used to purchase an annuity for your beneficiary(ies).	FR
1910A	Poster - What did you wish for this year? File A good financial plan strikes a balance between enjoying your money now and saving for a comfortable retirement.	FR
1460A	Poster - What does your retirement bucket list include? File A good financial plan strikes a balance between enjoying your money now and saving for a comfortable retirement.	FR
1909	When it is time to convert your RSP to a RIF File The thought of retirement can be a blessing or can cause concern. The difference in attitude comes down to planning. If you have planned for retirement, congratulations. If you have not, you have got some work to do.	FR
1660	Tax Slips - A Quick Reference Guide File Answers to some of your tax slip questions can be found here. (Available in PDF only)	FR