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396 results for benefits of seg fund

1. [pdf] EquiLiving Product Summary (Children)
2. [pdf] Shareholder Borrowing Checklist
3. [pdf] Segregated Fund Sales DSC Disclosure Form
4. Equitable Life Savings & Retirement Webinar Series welcomes Mackenzie Ivy Global Balanced.
   In 2021, Equitable Life’s^® S&R team will spotlight various aspects of our competitive fund lineup and product offerings. Each webinar in the series will feature a new topic. This series will also give advisors an opportunity to:
   • learn more about various products and product features,
   • hear from industry professionals,
   • learn about investment strategies; and so much more.
    
   This month, Equitable Life welcomes Mackenzie Investments.
    
   Join your host Joseph Trozzo, Investment Sales Vice President and Matt Moody, Vice President, Portfolio Manager, Mackenzie Ivy Team and Dagmar-Rose Pagel, Product Manager.
    

   Learn More

    

5. Equitable Life Savings & Retirement Webinar Series welcomes Fidelity Investments Canada. In 2021, Equitable Life’s S&R team will spotlight various aspects of our competitive fund lineup and product offerings. Each webinar in the series will feature a new topic. This series will also give advisors an opportunity to:
   • learn more about various products and product features,
   • hear from industry professionals,
   • learn about investment strategies; and so much more.
    
   This month, Equitable Life welcomes David Tulk, Portfolio Manager, and Ilan Kolet, Institutional Portfolio Manager from Fidelity Investments Canada®, who will highlight the Fidelity Tactical Asset Allocation Portfolios. These portfolios will be part of the Pivotal Select™ lineup, launching June 7, 2021.
    

   Learn More

6. Equitable Life Savings & Retirement Webinar Series featuring Dynamic Funds

   In 2022, Equitable Life’s^® S&R team will continue to spotlight various aspects of our competitive fund lineup and product offerings. Each webinar in the series features a new topic. This series gives advisors an opportunity to:

   • learn more about products and product features,

   • hear from industry professionals,

   • learn about investment strategies; and so much more.

   This month, Equitable Life welcomes David L. Fingold, Vice President and Portfolio Manager, 1832 Asset Management L.P.
    
   Learn More!
    

7. A new look and feel for EZtransact, our digital self-serve tool We’re excited to introduce a new look and feel for EZtransact™, our digital self-serve tool.  EZtransact allows you to:
   • •  Help a client set up a one-time or recurring deposit or edit an existing pre-authorized debit.
   • •  Manage client segregated fund policies conveniently and eliminate the hassle of filling out forms and facilitating signatures.
    
   EZtransact now has a simplified and modern design that will make managing pre-authorized debit requests even easier!
    
   Check out EZtransact. And stay tuned for more exciting digital enhancements coming soon!
    
   If you have any questions, please contact your Regional Investment Sales Manager. 
   
   Posted November 27, 2023
8. 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

9. [pdf] Children's CI - Forced Savings for Education
10. Savings & Retirement Forms and Resources