EquiNet Equitable Life's advisor site

Site Search

603 results for visit portal PROBLEMGO.COM how to get my daughter released early money Novo Mesto

  1. [pdf] Equitable GIF Contract Provisions and Information Folder
  2. [pdf] Choosing the right account type
  3. Crunch the numbers with Equitable Life’s Online Calculators


    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. 



    -------------------------------------------------------------------------------------------------------

    Abbey and Ben enjoy being with friends and family. They are always ready to hit the town and have some fun. Sometimes, they run short on money at the end of each month.
     

    Did you know?

    One of the most important aspects of controlling a budget is knowing where the money goes. Check out Equitable Life’s Home Budget Calculator.

  4. [pdf] Equitable GIF Fund Facts
  5. [pdf] Borrowing Money to Make Money
  6. Why tax refunds aren't always good It’s important for advisors to help clients understand their finances. Many people think getting a tax refund is good, but that's not always true. Here are some reasons why.

    1. Overpaying Taxes
    A refund on a tax return means the client paid too much in taxes during the year. This is like giving the government an interest-free loan. Instead, clients could use that money each month for savings or investments.

    2. Missed Investment Chances
    When clients overpay taxes, they miss chances to invest that money. It could have been earning interest or growing in value instead of sitting with the government.

    3. Poor Financial Planning
    A big tax refund can show poor financial planning. It's better if clients break even, meaning they don't owe much and don't get a big return. This shows their tax withholdings are accurate.

    4. False Sense of Security
    A large tax refund can make clients feel falsely secure. They might spend it quickly instead of saving or investing it wisely.

    5. Financial Hardship
    Overpaying taxes can make it hard for clients to manage their money during the year. They might struggle with monthly expenses or saving for emergencies.

    Advisors should teach clients about the downsides of tax refunds. By adjusting their withholdings, clients can manage their money better and take advantage of investment opportunities. Aim for a balanced tax situation to improve financial health.

    Help clients make the most of their investment opportunities this tax season. For more information, contact your Director, Investment Sales.

    Date posted: March 20, 2025
  7. Commission schedule update We’re pleased to share that we’ve released a new and improved Commission Schedule (Schedule “A”), effective October 27, 2025.  

    What’ s new
    • The Commission Schedule (Schedule “A”) now includes all commission details, including FundSERV commissions.
    • The “FundSERV – Producer Commission Schedule (Schedule B)” document has been discontinued.
    • The schedule has been redesigned to offer greater clarity through plain language and improved structure.

    What hasn’t changed
    • There are no changes to any commission rates or provisions.
    If you have any questions, feel free to reach out to your appropriate Director of Investment Sales or Insurance Sales.
     
  8. Critical Illness - More Covered Conditions
  9. [pdf] Dialogue Virtual Healthcare Overview