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- [pdf] Equitable GIF TFSA Application
- [pdf] Equitable GIF Registered Application
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RRIF minimum withdrawal changes in response to COVID-19
Responding to the COVID-19 pandemic and retirees concerned about withdrawing from their portfolios during the market sell-off, the federal government recently announced a 25% reduction in the minimum withdrawal rate for Registered Retirement Income Funds (RRIFs) for 2020. This reduction only applies to funds that have not yet been withdrawn.
If your client chooses to leave the payment at the current minimum payment for the 2020 calendar year, no further action is required.
If your client has already received the unreduced payment for the year, your client cannot return the excess amount.
If your client would like to reduce the minimum, you can contact our Advisor Services Team at 1.866.884.7427, Monday to Friday 8:30 a.m. – 7:30 p.m. ET or email savingsretirement@equitable.ca to advise us of the change. Taxes will not be withheld on the payment.
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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.
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Equitable Life presents Dynamic Funds featuring David L. Fingold
With the upcoming U.S. election, and the ongoing coronavirus pandemic, the challenges and uncertainty of today’s global market can create doubt for investors. Please join us to hear guest speaker David L. Fingold from Dynamic Funds discuss a look at global markets; insights on the current positioning of Dynamic American Fund and Dynamic Global Discovery Fund; and review of investment process
Do not miss the opportunity to hear about some of the key holdings of David’s portfolios!
Equitable Life is pleased to offer access to five different Dynamic Funds in the Pivotal Select™ segregated fund line-up, including the Equitable Life Dynamic American Value Select and Equitable Life Dynamic Global Discovery (the underlying funds of which are managed by David).
Learn more
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Short and long-term income solutions from Equitable Life
Do you have clients without a company pension plan, close to retiring and worried about outliving their savings? Have you talked to them about annuities? Maybe it’s time you did.
A payout annuity from Equitable Life® provides regular guaranteed income in retirement. Your clients can choose from
- Life Annuity – guaranteed income for life
- Joint Life Annuity – guaranteed income for two lives
- Term Certain – guaranteed income for a specific period of time (5 to 30 years)
- Term Certain to Age 90 – guaranteed income until age 90
There’s no need for your clients to worry about stock market fluctuations or changing interest rates, what better time to add an annuity to your client’s retirement savings strategy.
Payout annuities are an excellent solution for
- Converting your savings into retirement income
- Covering predictable fixed monthly expenses
- Providing lifetime income
For more information on payout annuities, please click here.
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Anytime. Anywhere! Equitable Client Access
At Equitable Life®, we know that managing your clients’ requests can keep you busy. We also know providing the opportunity for your clients to self-serve can allow you to focus on their future. That’s why our online client site, Equitable Client Access ensures your clients have all the information about their individual investment and insurance policy information that they need, right at their fingertips.
Our secure client site gives your clients access to:
- Tax Slips *NEW*
- Coverage and guarantees
- Investment allocation, performance, and market values
- Pre-authorized payment information
- Transaction history
- Beneficiary information
- Statements and letters
- Advisor’s contact information
- Banking or payment information
Sign up by December 31, 2021.
Encourage your clients to login or register today!
client.equitable.ca
If you have any questions about Equitable Client Access, we are here to help. Contact us Monday to Friday from 8:30 a.m. to 7:30 p.m. at 1.866.884.7427.
® and TM denote trademarks of The Equitable Life Insurance Company of Canada -
Equitable Life Dynamic U.S. Monthly Income Fund Select
As a Global Equity Balanced asset class, investors benefit from long-term capital growth through investments that include a broad range of U.S. equity and debt securities. Check out Equitable Life Dynamic U.S. Monthly Income Fund Select in this issue of Fund Focus. The Fund aims to provide long-term capital appreciation and income by investing primarily in a broad range of U.S. equity and debt securities, focusing on a value investment approach when selecting equity securities.
Key highlights
• Actively manages access to the U.S. (one of the broadest and deepest markets in the world).
• Ability to tactically shift asset allocation to take advantage of changing market conditions.
• Aims to provide stability and growth to investors while providing interest and dividend income.
For more information, check out Equitable Life Dynamic U.S. Monthly Income Fund Select or contact your Regional Investment Sales Manager.
Posted November 2, 2023 - About
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Welcome to Cindy Shirley our new Vice President, Chief Underwriter & Claims
Today, we are pleased to share some exciting news with you. Cindy Shirley, a seasoned industry expert, has joined Equitable Life® as our new Vice President, Chief Underwriter & Claims.
With over 20 years of experience in risk selection within the Canadian individual life insurance sector, Cindy brings a wealth of underwriting knowledge to our organization. Her impressive background in individual and data-driven underwriting is a perfect fit for Equitable’s Individual Leadership team.
Cindy's passion for Underwriting is contagious and she looks forward to supporting you, our valued advisors – and our clients. Her exceptional leadership is complemented by her expertise in both high-volume underwriting and the customized large-case market – areas of increased focus for us at Equitable in the coming year.
We genuinely believe that Cindy’s addition to our team will not only enhance Equitable, but also strengthen our partnership with you.
Thank you for your business and the continued trust you place in Equitable Life!
Warm regards,
Donna Carbell | EVP, Individual Insurance Division
® denotes a registered trademark of The Equitable Life Insurance Company of Canada.