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1. [pdf] Tax-free money does exist, if you know where to look.
2. [pdf] FeelingBetterNow
3. Fiera Capital
4. Transaction Authorization Requirements table for Savings & Retirement advisors Equitable Life® is here to help. When it comes to getting certain transactions authorized in a non face-to-face environment, you might need some direction. We’ve got you covered.
   
   Equitable has created a quick reference table on EquiNet™. The Transaction Authorization Requirements table provides details on how to get certain forms approved and the best way to get them to us. Each form listed gives the authorization type that is accepted. We’ve also provided details when we receive a document that is considered not-in-good-order.
   
   As we navigate through COVID-19, we will continue to update this table. This means you have the most current information available at your fingertips, 24/7.
   
   Have other questions about COVID-19? Check out our Savings & Retirement COVID-19 update page on EquiNet as well. This page provides the latest news and information for Savings & Retirement advisors.
   
   Still have a question? Give our Advisor Services team a call Monday to Friday 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427 or email savingsretirement@equitable.ca, or your local Regional Investment Sales Manager.
    
5. WFG KYC and Trade Ticket documents are now part of EZcomplete

     
   
   Equitable Life® wants to help you get on with your day. Effective June 11, 2022, WFG’s KYC* and Trade Ticket documents will be integrated into the highly rated EZcomplete® online application tool. This means no more completing these documents separately and uploading them to EZcomplete.
   
   By integrating the KYC and Trade Ticket with EZcomplete:

   • these documents will automatically populate with information collected in the EZcomplete process,

   • necessary signatures will be captured, and

   • these documents will be sent to WFG’s back office on your behalf.

    
   Once the application has been submitted, signed documents will be available for advisors, clients, and joint clients to download. It is that easy.
    
   Get on with your day with Equitable Life. Log in to EZcomplete today.
    
   Speak to your Regional Investment Sales Manager to learn more.
    
   * KYCs on corporately owned policies are not currently supported
   ® denotes a trademark of The Equitable Life Insurance Company of Canada.

6. Crunch The Numbers With Equitable Life’s Savings 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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   Amina is going to get in the habit of saving by putting $25 a month into her RRSP. Her friends don’t think it is worth the effort. Does it matter how much you contribute?

    

   Did you know?

   Consistent investments over several years can be an effective strategy to accumulate wealth. Check out Equitable Life’s Savings Calculator.

7. You're invited: Spring update & 2026-27 dividend scale announcement

   
   You’re invited to our annual spring update. Hear directly from Individual Insurance leaders on the updates that impact your business, including the 2026–27 dividend scale announcement.
   
   In this session, you will:
   • Get important updates fast: get all the highlights, in about 20 minutes, and what they mean for your practice.
   • Stay on top of what’s new: learn about the latest updates in Individual Insurance and how to position them with clients.
   
   Please join us and don’t forget to add it to your calendar.

   When:   Thursday May 14, 2026
   Time:     1:00 pm - 1:20 pm EDT
   Where:  Virtually

   (*French and Chinese events will be partially in English, with sub-titles on screen).
8. We want to hear from you! We’re building the Equitable Listens^TM advisor community and invite you to join!
   
   What’s in it for me?
   
   
   
   How do I join?
   
   It’s simple. Click on your invitation link below to get started, answer a few questions then confirm your email and you’re in!
   
   
   
   Thank you,
   The Equitable Listens Team
   
   
   This advisory panel is for research purposes only. Your email address will only be used to invite you to participate in studies or to share study results with you. This community is currently in English only.
9. [pdf] Corporate Preferred Estate Transfer® using whole life
10. Navigating the current market