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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 Cover Marketing Material Name Available Languages
1657 Download cover image for file Accelerate Your Savings Automatic Payment Increase Option Accelerate Your Savings Automatic Payment Increase Option File
The Automatic Payment Increase Option is a disciplined approach to automatically increasing your pre‑authorized payments on an annual basis.
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1058A Download cover image for file Annual Report December 2018 Annual Report December 2018 File
Equitable Life Segregated Funds
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1357 Download cover image for file Are you saving enough for retirement? Are you saving enough for retirement? File
If it is much easier to save before you have major financial commitments, why do so many young Canadians have difficulty setting aside money for the long-term future?
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1355 Download cover image for file Benefits of RSPs Benefits of RSPs File
A Registered Retirement Savings Plan (RRSP) is one of the best ways to ensure your future financial security.
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1353 Download cover image for file Choosing the right account type Choosing the right account type File
There is no simple answer to the question, where should I save my money?
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1690 Download cover image for file Converting Your Savings into Retirement Income Converting Your Savings into Retirement Income File
As you approach retirement you will need to develop an income strategy that provides you with dependable income throughout your retirement.
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1303 Download cover image for file Dollar Cost Averaging Dollar Cost Averaging File
It’s not market timing, it’s TIME IN THE MARKETS
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1638 Download cover image for file Equitable Life's Competitive Advantage Equitable Life's Competitive Advantage File
Advisors are making Equitable Life their first choice for Savings and Retirement products... here’s why
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1655 Download cover image for file GDA Auto-Laddering GDA Auto-Laddering File
A Guaranteed Deposit Account (GDA) can be ideal for investors who are looking for security and a guaranteed interest rate.
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1611 Download cover image for file Grow your guarantee with resets Grow your guarantee with resets File
You can choose to reset once a year2 at any time, giving you the opportunity to protect investment gains within your policy.
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1116 Download cover image for file Guaranteed Interest Account - Product at a Glance 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 Guaranteed Interest Account (GIA).
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1049 Download cover image for file Guaranteed Interest Account Client Brochure Guaranteed Interest Account Client Brochure File
A guaranteed interest account (GIA) guards against market volatility by providing security of principal with a guaranteed rate of return.
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1137 Download cover image for file Guaranteed Investments- Are All Created Equal? Guaranteed Investments- Are All Created Equal? File
The answer is a resounding NO. Guaranteed investments are ideal for prudent investors during all market conditions.
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1075 Download cover image for file Has Current Market Volatility Given You Cold Feet About Investing? Has Current Market Volatility Given You Cold Feet About Investing? File
Equitable Life’s GIAs give you the opportunity to put your savings into guaranteed investments with extremely competitive interest rates and terms from 1 to 15 years.
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1675 Download cover image for file Insights into Non-registered taxation Insights into Non-registered taxation File
When you invest in non-registered segregated funds you may receive a T3 tax slip* that reports the income that was allocated to your policy in the previous tax year.
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1789 Download cover image for file Investing for the Big Picture - Pivotal Select Segregated Funds Investing for the Big Picture - Pivotal Select Segregated Funds File
See the big picture. Investing is rarely risk-free but taking the right risks can be worth it.
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0000 Download cover image for file Investment Playbook 2019 Investment Playbook 2019 File
Active Balanced Portfolios – Q3 2019 Content Economic outlook Asset class outlook
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1111 Download cover image for file Leveraged Investing Leveraged Investing File
Leveraged investing is a simple yet powerful wealth creation strategy that involves borrowing to invest.
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1583 Download cover image for file Make your money work for you Make your money work for you File
We all know a Retirement Savings Plan (RSP) is a great way to save for retirement.
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1612 Download cover image for file Now it’s even easier to grow your savings online! Now it’s even easier to grow your savings online! File
Did you know you can make deposits to your Equitable Life® savings plan through your financial institution’s online banking service?
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1613 Download cover image for file Online banking makes saving simple. Online banking makes saving simple. File
Did you know your clients can make additional deposits to their Equitable Life® savings plan through their financial institution’s online banking service?
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1371 Download cover image for file Payout Annuities - Income You Can Count On Payout Annuities - Income You Can Count On File
Payout Annuities can provide steady, guaranteed income for life.
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1244 Download cover image for file Payout Annuities Client Brochure Payout Annuities Client Brochure File
Equitable Life Payout Annuities offer a simple, yet effective solution that will work to meet your individual needs.
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1369 Download cover image for file Payout Annuities Product at a Glance Payout Annuities Product at a Glance File
A Payout Annuity is a lump sum investment that provides guaranteed income.
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0000 Download cover image for file Payout Annuity Interest Rate Guarantees (Advisor) 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.
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1507 Download cover image for file Payout Annuity Rate Guarantees 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)
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1551 Download cover image for file Pivotal Select Guarantee Fees Pivotal Select Guarantee Fees File
One of the most attractive features of segregated funds is the guarantees that are embedded into the product.
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1165 Download cover image for file Pivotal Select Investor Profile Questionnaire Pivotal Select Investor Profile Questionnaire File
Before you invest, it is important to understand your attitude towards risk. Knowing your tolerance for risk can help you choose an appropriate portfolio.
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1756 Download cover image for file Pivotal Select Preferred Pricing Pivotal Select Preferred Pricing File
At Equitable Life®, we know the importance of reaching your investment goals.
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0021SR Download cover image for file Retirement Savings Plan Flyer Retirement Savings Plan Flyer File
Work Hard - Play Hard
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1354 Download cover image for file Retirement Savings Plan Loans Less Tax Better Retirement Retirement Savings Plan Loans Less Tax Better Retirement File
Have you ever considered borrowing money in order to increase your contribution to your Retirement Savings Plan (RSP)?
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1460 Download cover image for file Retirement Savings Plan Personalized Poster Retirement Savings Plan Personalized Poster File
The "Work Hard, Play Hard, Save Hard" flyer that can be personalized with an advisor's name and contact information.
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0020SR Download cover image for file Retirement Savings Plan Poster Retirement Savings Plan Poster File
Work Hard - Play Hard
1356 Download cover image for file RRSP vs. mortgage RRSP vs. mortgage File
Have you ever wondered whether it makes more sense to pay off your mortgage or invest in a Registered Retirement Savings Plan (RSP)?
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1352 Download cover image for file RRSPs: It's Time RRSPs: It's Time File
As baby boomers reach their retirement years, many are finding that the retirement income they are relying on is falling short of their goal.
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0375 Download cover image for file Segregated Fund Codes Segregated Fund Codes File
A reference document listing all of Equitable Life's segregated fund codes (past and present). (Available in PDF format only)
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1037 Download cover image for file Equitable Life Active Balanced Portfolios Equitable Life Active Balanced Portfolios File
When it comes to choosing the right fund, investors have different investment needs. (Available in PDF only)
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1112 Download cover image for file Segregated Funds and Estate Planning Segregated Funds and Estate Planning File
When you invest with Equitable Life, you are entitled to features that protect your investment throughout your life, and assist in the efficient transfer of assets when you pass away.
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1058 Download cover image for file Semi-annual Report June 30, 2019 Semi-annual Report June 30, 2019 File
Equitable Life Segregated Funds
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1306 Download cover image for file Simple Interest Payout Option Simple Interest Payout Option File
Looking for a secure investment option that provides you with a regular stream of income while keeping your principal investment intact?
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1630 Download cover image for file Tax-free money does exist, if you know where to look. Tax-free money does exist, if you know where to look. File
The simple truth is that money accumulates over time.
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1276 Download cover image for file Tax-Free Savings Account (TFSA) 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.
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1618 Download cover image for file The Equitable Life Investment Advantage The Equitable Life Investment Advantage File
When you invest with Equitable Life®, you are entitled to features that protect your investment throughout your life, and assist in the efficient transfer of assets when you pass away.
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1305 Download cover image for file The Right Time To Buy And Sell 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. (Available in PDF format only)
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1366 Download cover image for file Pivotal Select Fund Facts Pivotal Select Fund Facts File
Looking for more fund information, we’ve got you covered – not just at purchase, but in the years to come too.
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1385 Download cover image for file Pivotal Select Product at a Glance Pivotal Select Product at a Glance File
This handy overview gives you an overview of the Pivotal Select product, including the Investment Class, Estate Class and Protection Class guarantee options.
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1386 Download cover image for file Pivotal Select Estate Class Client Brochure Pivotal Select Estate Class Client Brochure File
Pivotal Select Estate Class is one of the guarantee options available on the Pivotal Select product.
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1387 Download cover image for file Pivotal Select Investment Class Client Brochure Pivotal Select Investment Class Client Brochure File
Pivotal Select Investment Class is a robust segregated fund offering for investors looking for growth potential and flexibility.
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1403 Download cover image for file Pivotal Select Contract and Information Folder Pivotal Select Contract and Information Folder File
A complete and detailed disclosure of all material facts relating to Equitable Life's Pivotal Select product. The Pivotal Select Fund Facts must accompany this item.
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1404 Download cover image for file Savings & Retirement Product Comparison Guide Savings & Retirement Product Comparison Guide File
In this brochure you’ll meet five sample investors, each with their own unique investment goals and challenges.
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1512 Download cover image for file Pivotal Select MER and Guarantee Fees Pivotal Select MER and Guarantee Fees File
A one page chart with all of the Pivotal Select funds and their respective Management Expense Ratios (MERs) and Guarantee Fees. (Available in PDF format only)
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1514 Download cover image for file Gradual Inheritance Strategy 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).
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1547 Download cover image for file Pivotal Select Protection Class (Advisor piece) Pivotal Select Protection Class (Advisor piece) File
Pivotal Select™ Protection Class is ideal for investors who are looking for growth potential, but also want to know their principal is protected regardless of market performance.
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1548 Download cover image for file Pivotal Select Protection Class (Client brochure) Pivotal Select Protection Class (Client brochure) File
Pivotal Select Protection Class is an enhanced segregated fund offering for investors who want the opportunity for growth, but with the added guarantee that their principal investment is fully protect
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1759 Download cover image for file Understanding Equitable Life’s Pivotal Select Preferred Pricing Program Understanding Equitable Life’s Pivotal Select Preferred Pricing Program File
Understanding Equitable Life’s Pivotal Select Preferred Pricing Program (français) Understanding Equitable Life's Pivotal Select Preferred Pricing Program.
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1797 Download cover image for file Understanding your Investor Profile Understanding your Investor Profile File
Investing in fixed income and equity securities is not without risk. Financial markets can rise and fall and investment decisions revolve around the risk/return trade off you are willing to assume.
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