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1. [pdf] Pivotal Select Application - Registered/Non-Registered
2. [pdf] Daily/Guaranteed Interest Account Application - Registered/Non-Registered
3. [pdf] Equitable GIF FHSA Application
4. [pdf] A better group benefits experience
5. Rates and Performance
6. [pdf] UL Chargeback changes FAQ
7. About
8. Benefits and Key features
9. Join us for our first Equitable Life Master Class webcast

   
   We’re pleased to introduce the Equitable Life Master Class webcast series.  These webcasts offer compelling topics and unique ideas from leading experts to help you manage and grow your business.

   
   Join Equitable Life along with guest speaker Rob Kochel, Director, Invesco Consulting Group to learn:

   · The ESG client connection opportunities.

   · The optimal language to use when introducing ESG to a client.

   · Four universal communication principles for better client conversations.

   · Words to use and words to lose.

   
   You don't want to miss it!

   
   
   
   
   ® denote trademarks of The Equitable Life Insurance Company of Canada.
   
   Posted January 25, 2023
10. Crunch the numbers with Equitable Life’s Tax Free Savings Account Comparison Calculator

    Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life^® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.

    
    Each week in March, we will be sharing an online calculator from our list.

    
    Share calculators using your Facebook, Twitter or LinkedIn account. 

     

    
    
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    Fei Hong and Yu Yan want to set up an emergency fund that will provide some growth and allow them to take out money when they need it. Does such a thing exist? If so, what is the catch?

     

    Did you know?
    
    With a TFSA, you can make tax free withdrawals at any time for any purpose. Check out Equitable Life’s Tax Free Savings Account Comparison Calculator