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Step Up Your Wealth Sales with Equitable!
Welcome to the Step Up Your Wealth Sales program with Equitable®.
The program rewards advisors who promote Equitable’s Savings & Retirement products to existing and new clients as part of an overall investment strategy based on client needs.
Commission Bonus Calculation:
Gross deposits into segregated funds
+ Gross deposits into Guaranteed Interest Account contracts
+ 25% of payout annuity sales
- Segregated fund redemptions
- GIA redemptions
= 2024 Net Deposits
All deposits, sales, and redemptions occurring between January 1 and December 31, 2024, will be used to calculate an advisor’s 2024 net deposits.
Tier 2024 Net Deposits Bonus Rate* 1 Less than $250,000 $0 2 $250,000 - 499,999 .25% 3 $500,000 – 749,999 .50% 4 $750,000+ .75% 5 Elite Advisor re-qualifiers1 1.00% * The bonus amount will be calculated at the end of 2024 based on net deposits. The bonus will be paid within 90 days following December 31, 2024. Maximum bonus payable is $100,000 for Elite Advisor re-qualifiers; $75,000 otherwise.
For more information, download our flyer or contact your Regional Investment Sales Manager.
Equitable is committed to offering advisors and clients product, service, and feature choices that best suit their needs. We offer multiple sales charge options, three distinct guarantee classes, and a diverse selection of investment funds to align with clients’ unique needs.
Posted: February 7, 2024
™or ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
1Elite Advisor re-qualifiers are advisors who attained Elite status as of end of 2023 and maintain Elite status at the end of 2024. To attain 2024 Elite Advisor status, an advisor must have $1,250,000 in gross deposits in at least 5 policies or $10,000,000 in assets. -
Clients could win $5,000 in Equitable’s New Year’s Resolution, New Year’s Contribution Contest!
Equitable® wants to help clients achieve their financial goals in 2024.If they win, you win! The draw will be held March 20, 2024.
Clients could win $5,000 and you could win $1,000 in Equitable’s New Year’s Resolution, New Year’s Contribution Contest.
How it works:
The client makes a contribution between January 1 and February 29, 2024 to one or more of these accounts:
Equitable is dedicated to offering clients the products, the services, and the choices that best suit their needs. We provide multiple sales charge options, three distinct guarantee classes, and a diverse selection of investment funds.
Speak to your Regional Investment Sales Manager to learn more.
Posted: December 14, 2023
® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
Equitable’s New Year’s Resolution, New Year’s Contribution Contest: No purchase necessary. Contest period January 1, 2024, to February 29, 2024. Enter by making a deposit to an Equitable FHSA, TFSA or RRSP during the contest period or by submitting a no-purchase entry. One prize for a total value of $5,000 CAD to be drawn on March 8, 2024, will be awarded. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner and will receive a $1,000 CAD prize. For example, if an Equitable client is a winner of the $5,000 prize, the client’s servicing advisor wins a $1,000 prize. Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible Entries received during the Contest Period. For full contest rules, including no-purchase method of entry, see the full contest rules. -
Joe Galbraith recognized as Wealth Professional Magazine 2025 5-Star Wholesaler of the Year
Joe Galbraith, Director, Investment Sales at Equitable®, has been named one of Wealth Professional Magazine’s 2025 5-Star wholesalers. This award highlights his significant contributions to the financial services industry. The 50 individuals, chosen from a large pool of nominees, represent some of the best in the wholesaling business.
Encouraged by his wife to pursue his passion for helping people, Joe transitioned into financial services, spending 12 years as an advisor. He began his current role as Director, Investment Sales with Equitable six years ago. Known for his empathetic service mindset, Joe is deeply committed to understanding and addressing the unique needs of everyone he works with. His collaborative approach and knack for problem-solving make him a valued team member.
Joe's recognition as one of Wealth Professional's top 50 wholesalers underscores his commitment to clients and the industry. In response to this recognition, Joe expressed he is “humbled that advisors value our relationship enough to take the time to nominate me for this recognition. Their support and belief in me mean a great deal, and I’m grateful for the trust and collaboration we share.”
Join us in congratulating Joe on this achievement!
Date posted: May 1, 2025
- Fidelity Investments Canada
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Show term and critical illness illustrations with ratings
Rating options are now available in term and critical illness web illustrations. When you add a rating, the premium changes so clients can see the difference. This makes it easier to compare options and set expectations early.
What’s new
You can apply ratings to your term and critical illness web illustrations. When you choose a rating, the illustration and report update right away with the new premium.
Benefits
• Clear side‑by‑side comparisons
• Illustrated options better fit client’s needs
• Talk about options with more confidence
How to use the rating feature
1. In the web illustration, go to Personal Information.
2. Select the Ratings checkbox.
• This option also appears when adding a term rider or critical illness rider.
3. Choose the rating type you want to illustrate:
• Permanent amount (term)
• Permanent percentage (term and critical illness)
• Temporary amount (term)
Once applied, the premium updates automatically and appears in the illustration report.
Important to know
• Illustrated ratings are for comparison purposes only.
• When you submit an application, the system removes the illustrated rating.
• The final rating is determined through underwriting.
Improving your experience with more digital enhancements
We’re always working to improve the web illustration experience based on your valued feedback.
Here are some improvements you've asked for:
• A confirmation box appears showing the rider selected is included in the illustration report.
• When you’re signed into EquiNet your name and advisor code are included at the bottom of the illustration report.
New design updates to the illustration reports now make it easier for you and clients to review. Use these clear and refreshed illustrations to help clients get the protection that best meets their needs.
Questions
Contact your Equitable wholesaler. For specific case support be sure to include:
• the client name (if applicable);
• the product (term or CI);
• screenshot of the illustration settings. -
RRIF minimum withdrawal changes in response to COVID-19
Responding to the COVID-19 pandemic and retirees concerned about withdrawing from their portfolios during the market sell-off, the federal government recently announced a 25% reduction in the minimum withdrawal rate for Registered Retirement Income Funds (RRIFs) for 2020. This reduction only applies to funds that have not yet been withdrawn.
If your client chooses to leave the payment at the current minimum payment for the 2020 calendar year, no further action is required.
If your client has already received the unreduced payment for the year, your client cannot return the excess amount.
If your client would like to reduce the minimum, you can contact our Advisor Services Team at 1.866.884.7427, Monday to Friday 8:30 a.m. – 7:30 p.m. ET or email savingsretirement@equitable.ca to advise us of the change. Taxes will not be withheld on the payment.
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Equitable Life presents Dynamic Funds featuring David L. Fingold
With the upcoming U.S. election, and the ongoing coronavirus pandemic, the challenges and uncertainty of today’s global market can create doubt for investors. Please join us to hear guest speaker David L. Fingold from Dynamic Funds discuss a look at global markets; insights on the current positioning of Dynamic American Fund and Dynamic Global Discovery Fund; and review of investment process
Do not miss the opportunity to hear about some of the key holdings of David’s portfolios!
Equitable Life is pleased to offer access to five different Dynamic Funds in the Pivotal Select™ segregated fund line-up, including the Equitable Life Dynamic American Value Select and Equitable Life Dynamic Global Discovery (the underlying funds of which are managed by David).
Learn more
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Short and long-term income solutions from Equitable Life
Do you have clients without a company pension plan, close to retiring and worried about outliving their savings? Have you talked to them about annuities? Maybe it’s time you did.
A payout annuity from Equitable Life® provides regular guaranteed income in retirement. Your clients can choose from
- Life Annuity – guaranteed income for life
- Joint Life Annuity – guaranteed income for two lives
- Term Certain – guaranteed income for a specific period of time (5 to 30 years)
- Term Certain to Age 90 – guaranteed income until age 90
There’s no need for your clients to worry about stock market fluctuations or changing interest rates, what better time to add an annuity to your client’s retirement savings strategy.
Payout annuities are an excellent solution for
- Converting your savings into retirement income
- Covering predictable fixed monthly expenses
- Providing lifetime income
For more information on payout annuities, please click here.
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Anytime. Anywhere! Equitable Client Access
At Equitable Life®, we know that managing your clients’ requests can keep you busy. We also know providing the opportunity for your clients to self-serve can allow you to focus on their future. That’s why our online client site, Equitable Client Access ensures your clients have all the information about their individual investment and insurance policy information that they need, right at their fingertips.
Our secure client site gives your clients access to:
- Tax Slips *NEW*
- Coverage and guarantees
- Investment allocation, performance, and market values
- Pre-authorized payment information
- Transaction history
- Beneficiary information
- Statements and letters
- Advisor’s contact information
- Banking or payment information
Sign up by December 31, 2021.
Encourage your clients to login or register today!
client.equitable.ca
If you have any questions about Equitable Client Access, we are here to help. Contact us Monday to Friday from 8:30 a.m. to 7:30 p.m. at 1.866.884.7427.
® and TM denote trademarks of The Equitable Life Insurance Company of Canada -
Equitable Life Dynamic U.S. Monthly Income Fund Select
As a Global Equity Balanced asset class, investors benefit from long-term capital growth through investments that include a broad range of U.S. equity and debt securities. Check out Equitable Life Dynamic U.S. Monthly Income Fund Select in this issue of Fund Focus. The Fund aims to provide long-term capital appreciation and income by investing primarily in a broad range of U.S. equity and debt securities, focusing on a value investment approach when selecting equity securities.
Key highlights
• Actively manages access to the U.S. (one of the broadest and deepest markets in the world).
• Ability to tactically shift asset allocation to take advantage of changing market conditions.
• Aims to provide stability and growth to investors while providing interest and dividend income.
For more information, check out Equitable Life Dynamic U.S. Monthly Income Fund Select or contact your Regional Investment Sales Manager.
Posted November 2, 2023