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  1. [pdf] Corporate Preferred Estate Transfer using Equimax
  2. Coming soon — enhanced Equitable Generations™ universal life (UL) See what’s ahead

    Equitable Generations UL insurance solution is about to get even better! In the next few weeks, Level cost of insurance (COI)* option will be added to our offering. The new Level COI option will add more value, choices, and opportunities for clients.

    The enhanced Equitable Generations is designed to meet client’s UL needs. To simplify our UL products, Equation Generation® IV UL insurance solution will soon no longer be available for new sales.

    Stay tuned for more details and the effective date.

    Check out the Transition Rules for new and in-progress universal life applications.


    * For Level COI, only Account Value Protector is offered as a death benefit option.
     
  3. [pdf] How to access in-force illustrations
  4. [pdf] B2B RSP Loan Product Brochure
  5. Equitable Savings & Retirement Webinar Series presents Payout Annuities: A Retirement Strategy

    Equitable® presents how payout annuities can contribute to an overall retirement strategy.

    • •   Hear why payout annuities provide a guaranteed income that is worry-free,
    • •   Receive insights into how a payout annuity can fit into a client’s retirement plan,
    • •   Learn how payout annuities can provide growth and flexibility for short or long-term income needs.

     
    Join your host, Joseph Trozzo, Investment Sales Vice President MGA, as he welcomes Jim Chamberlain, Regional Investment Sale Manager, Savings and Retirement.

    Learn more


    Continuing Education Credits
    This webinar has been accredited for 1.00 Life continuing education (CE) credit with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. 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. 

    ® denote a registered trademark of The Equitable Life Insurance Company of Canada 

    Posted November 2, 2023 

  6. [pdf] Now it’s even easier to grow your savings online!
  7. Equitable can help clients this tax season

    It is tax time and clients should be receiving tax slips and deposit receipts by now.

    Check out the Tax Slips: A Quick Reference Guide which gives a taxation breakdown by product. Review Insights into Non-Registered Taxation offering a detailed explanation on investment income, and why T3 tax slips generate on non-registered segregated funds.

    Do clients have questions about contribution limits? Retirement Income Fund minimums? or Canada pension maximums? Check out Equitable’s handy 2024 Facts & Figures guide.

    If you have further questions,  please contact your Regional Investment Sales Manager or one of our Client Services Representatives at 1.866.884.7427.  

    Posted February 23, 2024

  8. Fiera Capital
  9. Give clients guaranteed retirement income with Payout Annuities
    With increased market volatility and interest rates higher than we have seen for much of the past decade, now is a great time to consider payout annuities. Payout annuities can provide regular guaranteed income regardless of how markets perform. 
     
    Clients using only a Systematic Withdrawal Plan (SWP) for retirement income are potentially vulnerable during times of market volatility due to the sequence-of-returns risk.1 When markets are down, more units are redeemed to cover income needs. When markets later rise, clients are not able to participate fully in the recovery because more units were redeemed to provide income. That is why having a guaranteed income component, like a payout annuity, as part of an overall retirement strategy is so important.
     
     
    Three great reasons to consider Equitable Life® for your payout annuity business:

    1. Choose from a variety of payout annuity options including:
       
         A. Life Annuity – guaranteed income for one life
         B. Joint Life Annuity – guaranteed income for two lives
         C. Term Certain – guaranteed income for a specific period of time (5 to 30 years)
         D. Term Certain to Age 90 – guaranteed income until age 90

    2. Attractive rates, particularly in Registered and Term Certain Annuities

    3. Step Up Your Wealth Sales program - 25% of payout annuity net sales qualify for the 0.75% bonus commission earned on net deposits for 20222  

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    For more information, please contact your Equitable Life Regional Investment Sales Manager.
     
     
    1Sequence-of-returns risk, or sequence risk, is the risk that an investor will experience negative portfolio returns very late in their working life and/or early in retirement.
     2All eligible deposits, sales, and redemptions occurring between January 1 and December 31, 2022, will be used to calculate an advisor’s 2022 net deposits.
     ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
  10. Give clients guaranteed retirement income with Payout Annuities
    With increased market volatility and interest rates higher than we have seen for much of the past decade, now is a great time to consider payout annuities. Payout annuities can provide regular guaranteed income regardless of how markets perform. 
     
    Clients using only a Systematic Withdrawal Plan (SWP) for retirement income are potentially vulnerable during times of market volatility due to the sequence-of-returns risk.1 When markets are down, more units are redeemed to cover income needs. When markets later rise, clients are not able to participate fully in the recovery because more units were redeemed to provide income. That is why having a guaranteed income component, like a payout annuity, as part of an overall retirement strategy is so important.
     
     
    Two great reasons to consider Equitable Life® for your payout annuity business:

    1. Choose from a variety of payout annuity options including:
       
         A. Life Annuity – guaranteed income for one life
         B. Joint Life Annuity – guaranteed income for two lives
         C. Term Certain – guaranteed income for a specific period of time (5 to 30 years)
         D. Term Certain to Age 90 – guaranteed income until age 90

    2. Attractive rates, particularly in Registered and Term Certain Annuities

    button.png

    For more information, please contact your Equitable Life Regional Investment Sales Manager.
     
     
    1Sequence-of-returns risk, or sequence risk, is the risk that an investor will experience negative portfolio returns very late in their working life and/or early in retirement.
     ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.