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406 results for benefits of seg fund

1. 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.
    
2. 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.
    
    
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6. [pdf] When it is time to convert your RSP to a RIF
7. Universal Life Product Fund Changes In September 2022, we will be changing the underlying securities being tracked for several universal life funds, listed below.*  These changes apply to our current Equation Generation IV universal life insurance product and to any legacy products that offer these same UL funds.
   
   If your client would like to transfer money currently invested in any of the above UL funds to a different UL fund and/or change the investment option for their future deposits, please submit a request well in advance of September 2022 using form 693UL.
   
   Please contact your Equitable Life^® Regional Sales Manager for more information. 
    

   UL Fund	Currently Tracked	Upcoming Change*
   European	DJ Euro STOXX 50 Total Return Index	STOXX Europe 600 Paris-Aligned Index (ESG)
   Canadian Bond	Sun Life MFS Canadian Bond	Equitable Life Active Canadian Bond Fund Internal Linked
   Global Fixed Income	Mackenzie Global Tactical Bond	Invesco Global Bond
   Canadian Value Stock	Mackenzie Cundill Canadian Security	Franklin Bissett Canadian Equity
   Large Cap Canadian Equity	Mackenzie Ivy Canadian	Dynamic Equity Income
   Global Balanced	Templeton Global Balanced	Mackenzie Ivy Global Balanced

   
   *Underlying security changes will occur in September 2022. Exact effective date has not yet been determined.
    
8. Equitable Life ClearBridge Sustainable Global Infrastructure Income Fund Select: Stability and diver Although an often-overlooked asset class, infrastructure assets are physical assets that provide an essential service to society. Investing in infrastructure can offer stability and diversification in a well-balanced portfolio. 
   Check out Equitable Life^® ClearBridge Sustainable Global Infrastructure Income Fund Select in this issue of Fund Focus. The fund aims to achieve long-term capital appreciation and income by investing in publicly listed real estate companies across a spectrum of property types and geographies.  
   
   Reasons to Invest:  
   • ClearBridge has 50+ years as a leader in active management, with a focus on sustainable investing. 
   • An ESG (Environmental, Social and Governance) driven investment process: ESG factors are part of fundamental research and a bottom-up security selection process, and risks and opportunities are viewed through an ESG lens. 
   • Predictable income generation throughout the cycle: Invests in income-generating infrastructure assets, with cash flows underpinned by regulation or long-term contracts. 
   • Participation in global infrastructure renewal: Both developed and emerging economies are growing their infrastructure assets, producing new investment opportunities. 
   • Lots of flexibility - broad ranges for sector allocation and geographical allocation 
   
   For more information, check out the Equitable Life ClearBridge Sustainable Global Infrastructure Income Fund Select or contact your Regional Investment Sales Manager.  
   
   Date posted: July 20, 2023
   
   ™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada. 
   
    
9. [pdf] Pivotal Select Contract and Information Folder