EquiNet Equitable Life's advisor site

Savings & Retirement

Equitable Life has a wide range of savings and investment options designed to provide short and long-term financial security for your clients.

 

Products

Guaranteed Interest Account
Guaranteed Interest Account
Payout Annuities
Payout Annuities
Retirement Savings Plan
Retirement Savings Plan
Segregated Funds
Segregated Funds
Tax-Free Savings Account
Tax-Free Savings Account
The Learning Centre
The Learning Centre
Transaction Authorization Requirements table for Savings & Retirement advisors
Transaction Authorization Requirements table for Savings & Retirement advisors

Mar 31, 2020
More News

What's New

Welcome EZtransact from Equitable Life
Welcome EZtransact from Equitable Life

Jul 28, 2021
Fabien Jeudy takes over as President and CEO
Fabien Jeudy takes over as President and CEO

Jul 15, 2021
Deposits to the Fidelity Special Situations mutual fund are being limited but the segregated fund is available to your clients.
Deposits to the Fidelity Special Situations mutual fund are being limited but the segregated fund is available to your clients.

Jun 28, 2021
REMINDER that paper applications with a version date prior to 2021/04/02 are set to expire July 1, 2021
REMINDER that paper applications with a version date prior to 2021/04/02 are set to expire July 1, 2021

Jun 21, 2021
Equitable Life Savings & Retirement Webinar Series welcomes Mackenzie Global Strategic Income.
Equitable Life Savings & Retirement Webinar Series welcomes Mackenzie Global Strategic Income.

Jun 16, 2021
Equitable Life added the Mackenzie Global Strategic Income Fund to Pivotal Select
Equitable Life added the Mackenzie Global Strategic Income Fund to Pivotal Select

Jun 10, 2021
Welcome Fidelity to Equitable Life’s Pivotal Select segregated funds lineup
Welcome Fidelity to Equitable Life’s Pivotal Select segregated funds lineup

Jun 7, 2021
Equitable Life Savings & Retirement Webinar Series welcomes Fidelity Investments Canada.
Equitable Life Savings & Retirement Webinar Series welcomes Fidelity Investments Canada.

May 26, 2021
Anti-money laundering legislation changes for Savings & Retirement forms and applications
Anti-money laundering legislation changes for Savings & Retirement forms and applications

May 26, 2021
Going digital with Pivotal Select Fund Facts
Going digital with Pivotal Select Fund Facts

May 18, 2021
Getting a tax refund is exciting, but should it be?
Getting a tax refund is exciting, but should it be?

Apr 13, 2021
Equitable Life Savings & Retirement Webinar Series welcomes Mackenzie Ivy Global Balanced.
Equitable Life Savings & Retirement Webinar Series welcomes Mackenzie Ivy Global Balanced.

Apr 7, 2021
Did you know that you can generate a report detailing all or some of your client’s investment policy information?
Did you know that you can generate a report detailing all or some of your client’s investment policy information?

Mar 17, 2021
Equitable Life Savings & Retirement Webinar Series welcomes Equitable Asset Management Group
Equitable Life Savings & Retirement Webinar Series welcomes Equitable Asset Management Group

Mar 10, 2021
EZcomplete no longer accessible on Internet Explorer
EZcomplete no longer accessible on Internet Explorer

Feb 19, 2021
Equitable Life Savings & Retirement Webinar Series welcomes Franklin Templeton
Equitable Life Savings & Retirement Webinar Series welcomes Franklin Templeton

Feb 10, 2021
Equitable Life offers more than 60 years of RSP innovation
Equitable Life offers more than 60 years of RSP innovation

Feb 2, 2021
This year’s RSP contribution deadline is March 1, 2021
This year’s RSP contribution deadline is March 1, 2021

Jan 28, 2021
Launching Equitable Life Savings & Retirement Webinar Series
Launching Equitable Life Savings & Retirement Webinar Series

Jan 15, 2021
Are your clients looking for more Tax-Free Savings Account contribution room?
Are your clients looking for more Tax-Free Savings Account contribution room?

Jan 7, 2021
Retirement Income Options from Equitable Life
Retirement Income Options from Equitable Life

Dec 3, 2020
Do you have clients looking for growth but are concerned about taking on too much risk?
Do you have clients looking for growth but are concerned about taking on too much risk?

Nov 19, 2020
November is Financial Literacy Month
November is Financial Literacy Month

Nov 2, 2020
Equitable Life is launching a new Retirement Savings Plan section on EquiNet
Equitable Life is launching a new Retirement Savings Plan section on EquiNet

Oct 27, 2020
Equitable Life presents Dynamic Funds featuring David L. Fingold
Equitable Life presents Dynamic Funds featuring David L. Fingold

Sep 25, 2020
We hear you. Equitable Life was ranked #1 for overall segregated funds service performance*.
We hear you. Equitable Life was ranked #1 for overall segregated funds service performance*.

May 26, 2020
Equitable Life presents Invesco Canada – Global perspectives in a highly uncertain time
Equitable Life presents Invesco Canada – Global perspectives in a highly uncertain time

May 22, 2020
Equitable Life presents a conversation with Equitable Asset Management Group
Equitable Life presents a conversation with Equitable Asset Management Group

May 6, 2020
Introducing a new Pivotal Select sales charge option from Equitable Life of Canada
Introducing a new Pivotal Select sales charge option from Equitable Life of Canada

Apr 27, 2020
RRIF minimum withdrawal changes in response to COVID-19
RRIF minimum withdrawal changes in response to COVID-19

Apr 22, 2020
A year of celebration - 100 years of protecting what matters most to Canadians
A year of celebration - 100 years of protecting what matters most to Canadians

Jan 8, 2020
EZcomplete enhancements for segregated fund applications
EZcomplete enhancements for segregated fund applications

Jul 26, 2019
Changes to RRSP to RIF Conversion Form - Pivotal Select (Form #1673)
Changes to RRSP to RIF Conversion Form - Pivotal Select (Form #1673)

Jun 10, 2019
EZcomplete Non-Face-to-Face enhancement
EZcomplete Non-Face-to-Face enhancement

Jun 3, 2019