EquiNet Equitable Life's advisor site

Site Search

433 results for benefits of seg fund

  1. Update on delivery of Pivotal Select segregated fund client statements

    We continue to work on resolving the issue relating to our Pivotal Select™ segregated fund client statements. We understand the importance for you and clients to receive statements in a timely manner. That is why we are working to resolve the situation as quickly as possible. We will provide a further update on February 12, 2025.
     
    We appreciate your understanding and patience during this time. If you have questions or need further assistance, reach out to our Client Care Team at 1.866.884.7427.  


     
    Best Regards,

    signature.png
     
    Cam Crosbie,
    Executive Vice-President, Savings and Retirement Division
    Equitable 


    Posted February 7, 2025
  2. Advisor Guide
  3. [pdf] Pivotal Select Application - FHSA
  4. About
  5. About
  6. Most employers staying the course on benefits during COVID-19

    With businesses suffering hardship due to COVID-19, employers are turning to you for advice on their benefits plans during these difficult times. We’ve received numerous questions from advisors about changes our clients are making to their plans during this crisis.

    So far, the vast majority of clients are standing pat and taking a wait-and-see approach. Plan amendments have been the exception – fewer than 1% of our clients have made COVID-19-related amendments as of mid-April. Almost all are clients with fewer than 50 lives.

    We know that many of our clients have experienced layoffs, but hardly any have cancelled benefits. Fewer than 0.1% have terminated benefits to date.

    Below is a snapshot of plan amendments and terminations relative to our overall block, and an overview of the types of amendments we’re seeing.






    COVID-19-related plan changes on Equitable Life’s block of business

    As of April 15, 2020
    Plan-changes.pngNature-of-amendments.png

    Have clients who need to make a change?

    We know this is a difficult time for Canadian employers. If you have a client who needs to make a change to their plan, please contact your Group Account Executive or myFlex Sales Manager. We have a range of options to help them manage, and changes can be made quickly. The average turnaround time for COVID-19-related amendments is currently about four days.

    We’re happy to work with each employer to understand the options that suit their specific situation best.

  7. What's new?
  8. Equitable Life presents Invesco Canada – Global perspectives in a highly uncertain time
    The COVID-19 pandemic has shaken the global economy. Uncertainty in the market is leaving investors unsure of what is next and asking where do we go from here? Please join Michael Hatcher, Head of Global Equities and Director of Research for Invesco Canada as he shares his insight in the global equity space.   

    Equitable Life® is pleased to highlight access to Invesco Global Companies Fund, Invesco International Companies Fund, and Invesco Europlus Fund in the Pivotal Select™ segregated fund line-up.
     
    Register now
     
    Continuing Education Credits
    This webinar has been submitted for continuing education (CE) approval with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. Upon approval, you will be sent an email notification to come back to the webinar presentation console to download your personalized certificate from the tool bar. In order to be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. This webcast is available in English only.
     
  9. Equitable Life Savings & Retirement Webinar Series featuring Dynamic Funds
    Equitable Life continues to spotlight various aspects of our competitive fund lineup and product offerings. This series gives advisors an opportunity to:

    • learn more about various products and product features,
    • hear from industry professionals,
    • learn about investment strategies; and so much more.

    This month, we welcome Bill McLeod, Vice President & Portfolio Manager, Equity Income, from Dynamic Funds. Join us to hear Bill McLeod discuss:

    • North American markets in 2022
    • Insights on the current positioning and review of the investment process for Dynamic’s Equity Income Fund.

     

    Learn more

     

    Equitable Life is pleased to offer access to five different Dynamic Funds in the Pivotal Select™ segregated fund lineup including the Equitable Life Dynamic Equity Income Fund.

    This webcast is available in English only.