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1. Equitable Life of Canada Fall Roadshow - Savings & Retirement

   
   Equitable Life^® recently completed a successful roadshow in four major Canadian cities. We know that not all advisors were able to attend in person. That's why, we are inviting you to join us for a VIRTUAL ROADSHOW SESSION. Equitable Life, Invesco and S&P Dow Jones Indices will bring you insights, updates, and information on our new segregated fund lineup and more.  

    

   Learn more

   
   
   
   
   
   
   
   During our virtual session, you will hear from
    
    Cam Crosbie
    Vice President, Savings & Retirement
    Equitable Life of Canada
    
   
   
    Scott Stobo
    Director, Product Development, Savings & Retirement
    Equitable Life of Canada
    
   
   
    Marcus Berry
    Vice President, ETF Specialist
    Invesco
    
   
   
    Brent Kopp
    Senior Director, Wealth Management Channel
    S&P Dow Jones Indices
   
    
2. More time to complete and view applications on EZcomplete

   
   You asked for more time, we listened!
    
   Effective January 14, 2023, you will have more time to complete and view in-flight and completed applications on the EZcomplete® dashboard.  
   
   You will now have,
   
   
   There are no changes to EZcomplete’s Sandbox.  Applications in the Practice Site will continue to be deleted after 10 calendar days.

   Take me to the Sandbox	Take me to EZcomplete
   Play around in the Sandbox with a demo client account.	Submit your applications today.

   
   If you have any questions, contact your Regional Investment Sales Manager or Advisor Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427, or email savingsretirement@equitable.ca.

    
    
   *Insurance applications currently offer 30 calendar days
   ** In-flight applications created prior to January 14, 2023, will maintain the existing 10-day submission timeline.
   ® denote a trademark of The Equitable Life Insurance Company of Canada.
   Posted: January 14, 2023
3. And the Equitable FHSA Contests winners are... Equitable^® is proud to be the first insurance company to offer a First Home Savings Account (FHSA) to Canadians.  
    
   Since launch in September 2023, we have received an incredible response to Equitable’s FHSA, available on Pivotal Select™ Investment Class (75/75) and Pivotal Select Estate Class (75/100).
    
   As part of this historic launch, we offered contests for clients to win $8,000 towards their 2024 FHSA contribution, with their advisor winning $2,000. We’ve now completed the draws and are thrilled to announce the following winners:
    
   January 16, 2024, draw:
   Client: Jagan A., ON
   Advisor: Krupa P., ON
    
   February 13, 2024, draw:
   Client: Pawandeep K., ON
   Advisor: Jaskaranjit S., ON
    
   Congratulations to our winners! It warms our hearts to know we are helping Canadians save for their first home.  
    
   From all of us at Equitable, thank you for your trust and partnership.
    
   ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
   
   Date Posted: March 13, 2024
4. And the winners of Equitable’s New Year’s Resolution, New Year’s Contribution Contest are…

   A big thank you for making  Equitable’s New Year’s Resolution, New Year’s Contribution contest a huge success.  
   
   Clients who made a contribution between January 1 and February 29, 2024, to their Registered Retirement Savings Plan (RRSP), Tax-Free Savings Account (TFSA) or First Home Savings Account (FHSA) could win $5,000 and the advisor could win $1,000.
    
   As a special thank you to our clients and wonderful advisor partners we’ve tripled the fun and appreciation to three prizes.
   
    We’ve now completed the draws and are thrilled to announce the following winners:

   • Client: Winnie C., Ontario
     Advisor: Rebecca M., Ontario

   • Client: Eunice D., Alberta
     Advisor: Diamond O., Alberta

   • Client: Loyda A., Alberta
     Advisor: Michael V., Alberta

   Congratulations to our winners!  
   
   From all of us at Equitable, thank you for your trust and partnership.
   
   Date posted: April 24, 2024
    
   ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.  

5. New Payout Annuity Application There is a new Payout Annuity Application that will be posted and available on October 1, 2024. The new version date is “2024/09/16”. We will continue to accept the previous version dated “2022/03/08” until October 31, 2024. As of November 1, 2024, we will no longer accept the previous version.
   
   Some of the new notable features of the application include:
   •  Enhanced Rate Guarantee process: Advisors should submit the signed application to Equitable® by no later than 11:59 pm (EST) the day after the application is signed to lock in the interest rate guarantee (the rate guarantee locks in the rate on the day the signatures were completed). If the advisor misses the cut-off time, the deposit is not eligible for a rate guarantee.
   •  Online Banking has been added as a deposit option.
   •  A new Privacy Consent section has been added.
   •  Updated branding, with a variety of language and formatting updates.
   
   If you have any questions, please contact your Director, Investment Sales.
   
   Date posted: September 25, 2024
6. Replacement Procedures- LIRD and Written Analysis
7. Critical Illness Path to Success Program Instructions
8. Instructions
9. [pdf] B2B Loan Application Tips
10. [pdf] Customizing Your Defaults