December 30 Deadline for 7% No Load CB5 Initial Commission for Investment Class (75/75)
As the end of year approaches, so does the temporary increase to our CB5 sales option initial commission from 5.6% to 7.0% on Pivotal Select™ Investment Class (75/75). The 7% initial commission promotion will end on December 30, 2022.*
- Deposits and transfers to CB5 funds for Pivotal Select Investment Class (75/75) must be made by December 30, 2022, at 11:00 a.m. ET. Any deposits received after this date will not receive the promotional rate.
- Applications submitted before the December 30, 2022, deadline will only receive the promotional rate if also funded before December 30, 2022.
- If the client is awaiting a transfer from another financial institution, please follow up with the institution to ensure the transfer arrives by December 30, 2022.
For more information, please contact your Equitable Life Regional Investment Sales Manager.
* Equitable Life reserves the right to end the campaign, at any time and without notice.
™ or ® denote trademarks of The Equitable Life Insurance Company of Canada.
November 24, 2022