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1. What's new?
2. [pdf] Borrowing Money to Make Money
3. [pdf] TFSA Third Party Contribution
4. [pdf] Application for Agency Contract to Sell Insurance Products - MGA, AGA and National
5. [pdf] WL & Annuity - Child's 10 Pay
6. [pdf] WL Annuity Child's 20 Pay
7. [pdf] Ownership Change Form
8. Large insurance case? Expert help starts here.

   Ask our Experts Episode 3

   At Equitable, we’re committed to the large case market. Our dedicated team of experts have a wealth of knowledge and experience. They’re here to support you and to help get your large case from application through to policy placement. 
   
   Today, we are thrilled to share the third episode of Ask our Experts featuring Mark Warywoda, Public Investments VP. Watch it now! 
   
   Mark shares his thoughts on:
   • The benefits of Equitable’s PAR fund
   • The key advantages of mutuality
   • The golden rule of investing: staying focussed on the long term.
   
   In case you haven’t seen it…
   • Watch Ask our Experts Episode 1 with Cindy Shirley, Chief Underwriter and Claims Risk Management. 
   • Watch Ask our Experts Episode 2 with Kevin Till, AVP of Individual Life Pricing. 
   
   
   
   
   
   Learn more:
   Visit our large case markets webpage to learn more about our team of dedicated experts. 
   
   Do you have a large case opportunity? Talk to your wholesaler to learn more. 
9. [pdf] Intergenerational Wealth Transfer Strategy Case Study - Transferring wealth to an adult child
10. This year’s Registered Retirement Savings Plan deadline is March 3, 2025.

    Have you talked to clients about their Registered Retirement Savings Plan (RRSP) contributions yet? Equitable^® offers RRSP products to meet clients’ needs including:
    • Daily/Guaranteed Interest Account
    • Pivotal Select™ Segregated Funds
              • Investment Class (75/75)
              • Estate Class (75/100)
              • Protection Class (100/100)
    
    These products offer protection and flexibility that clients need, with the tax savings and benefits of a RRSP. Encourage clients to contribute to their RRSP early. And make RRSP contributions a financial priority each year!
    
    What’s new
    The Home Buyer’s Plan is offering temporary repayment relief for qualifying withdrawals from their RRSP. This means that clients can defer the start of the repayment period by an additional three years when they make a first qualifying withdrawal between January 1, 2022 and December 31, 2025. This means the 15-year repayment period would start in the fifth year after the year in which a first withdrawal was made. For example, if you made your first qualifying withdrawal in 2022, your first year of repayment will be 2027.¹
    
    Tools and materials to help you start the conversation
    Often clients have good intentions about saving for retirement. However, even the best intentions need an action plan. As a trusted advisor, you can help clients see the value in making a RRSP a financial priority. We have tools and marketing materials to help you start the conversation. Show clients why an Equitable RRSP can help them to achieve their financial goals in retirement.
    
    Equitable’s advisor toolbox, available on EquiNet^®, includes Product News, Prospecting Letters, Forms, Marketing Materials, Case Studies, Articles and Investment Calculators. 

    
    
    ¹ www.canada.ca/en/revenue-agency/services/tax/individuals/topics/rrsps-related-plans/what-home-buyers-plan/repay-funds-withdrawn-rrsp-s-under-home-buyers-plan.html
    ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
    Posted February 7, 2025