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1. Calming client fears about inflation and market volatility
   Watch any news report or read any social media feed and you will see stories about inflation and market volatility. Inflation is one of the reasons that investing in equities is important - they can help to provide long-term returns that offset the effects of inflation. Help your clients stay on track during periods of market volatility and elevated inflation by following a few key investment strategies.
   
   Time diversification through dollar-cost averaging
   Volatile markets can provide opportunities. While your client may be skeptical, remind them about the benefits of dollar-cost averaging. Dollar-cost averaging adds time diversification, meaning your client buys into the market at different points in time. Regular investing can even allow your client to see growth during times of volatility. To learn more, click here.
   
   It is time in the markets, not timing the markets that works long-term
   Investing for the long-term allows your client to ride the waves of the investment market. The S&P/TSX Composite Index, for example, has had a compound annual return of approximately 7.8% over the past 25 years.[1]  These returns account for the most recent financial crisis and the dot-com bubble.  Previous market declines have offered buying opportunities for clients who have funds to invest. To learn more, click here.
   
   Keep your clients invested with segregated funds
   Segregated funds, like Equitable Life’s® Pivotal Select™, offer additional benefits beyond those offered by mutual funds and Exchange Traded Funds. Segregated fund guarantees (maturity and death) can protect your clients’ money during periods of market stress. A segregated fund guarantee will provide your client with the better of the guaranteed amount or the market value at the maturity date or date of death. A Pivotal Select segregated fund guarantee can give your client the confidence to stay invested during market uncertainty. To learn more about using Equitable Life’s segregated funds to keep your client invested, click here.
   
   To learn more about the advantages of investing with Equitable Life, click here.
   
   ® Denotes a trademark of The Equitable Life Insurance Company of Canada.
    

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   [1]  Annualized S&P/TSX Composite total return from January 3, 1995, to February 28, 2020.
2. Accepted Payment Methods
3. [pdf] Additional/Updated Client Information
4. [pdf] Claimant Statement for Entities
5. About
6. COVID-19 testing: Find the information you need

   This news item has also been posted to the plan administrator and plan member sections of EquitableHealth.ca

   The Ontario government recently announced it has expanded access to COVID-19 testing to include select pharmacies throughout the province. As the pandemic continues, it’s important to know how to access testing if you’re experiencing signs and symptoms of COVID-19 or suspect you have been exposed to the virus.

   Guidelines for who should get tested and how to access testing vary across the country, so it can be difficult to know what applies in your jurisdiction.

   To help make it easier, we’ve provided links to COVID-19 testing resources for each province and territory. The resources include self assessments, guidelines for who should get tested, how to access testing, and testing locations.

   • Alberta
   • British Columbia
   • Manitoba
   • New Brunswick
   • Newfoundland and Labrador
   • Northwest Territories
   • Nova Scotia
   • Nunavut
   • Ontario
   • Prince Edward Island
   • Québec
   • Saskatchewan
   • Yukon
7. 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.

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] Equitable GIF Advisor Guide