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1. [pdf] FeelingBetterNow
2. FHSA conversations that move clients closer to home

   Today’s first‑time homebuyers face higher housing costs, rising interest rates and the challenge of saving while renting.  A recent survey suggests two-thirds of Canadians still dream of owning a home despite a challenging market¹. As advisors, you can play a critical role in helping clients navigate these realities and make informed, tax‑efficient decisions.
   
   Join us for a webcast focused on the First Home Savings Account (FHSA) and how it can be integrated with other savings vehicles to support clients on their path to home ownership.
   
   You’ll learn:
   
     • FHSA basics like eligibility, contribution limits, deductions and withdrawals.
     • How the Home Buyers’ Plan via RRSPs, TFSAs and non-registered savings accounts work together with an FHSA.
     • Practical planning ideas using real‑life client scenarios.
     • How Equitable^® can support you with FHSA solutions and advisor tools.
   
   This session will help you confidently position the FHSA within a broader savings and home‑buying strategy, even for clients who may be unsure when or if they’ll buy.
   
   Date: Wednesday, June 17, 2026
   Time: 2:00 p.m. ET | 11:00 a.m. PT
   Duration: 1 hour
   Host: Joseph Trozzo, Investment Sales Vice President, Equitable
   Speaker: Ally Kulak, Inside Sales Associate, Equitable

   Strengthen your FHSA planning — register now! Help clients move closer to their first home.

   
   1 www.investmentexecutive.com
   
   Continuing Education Credits 
   This webcast has been accredited for 1.00 Life continuing education (CE) credit via 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. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by their licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only. 
   
   This webcast is available in English only. 
   
   Date posted: June 3, 2026
3. Advisor Guide
4. [pdf] Pivotal Select Fund Facts
5. [pdf] Daily/Guaranteed Interest Account Application - FHSA
6. [pdf] How to access in-force illustrations
7. EZtransact: Your digital edge for client requests

   Advisors, are you using EZtransact^® yet? It’s the simple, secure way to submit client requests online—fast and frustration-free.
   
   Why use EZtransact?

   •  Easy to use: The platform is simple and clear—no guesswork needed.
   •  E-Signature ready: Send forms to clients for secure electronic signing.
   •  Real-time error checks: Helps catch mistakes early and avoid delays.
   •  Faster processing: Once signed, transaction documents go straight to Equitable.

   What can you do with EZtransact?
   You can submit many types of transactions, including:

   •  Pre-Authorized Debit (PAD) Agreements
   •  Fund Switches
   •  RSP to RIF Conversions
   •  Withdrawals
   •  Dollar Cost Averaging
   •  Transfers from other financial institutions
   EZtransact helps you save time and serve clients better. Try it today and make these transactions smoother.
   
    If you have any questions, feel free to reach out to your Director, Investment Sales.
   
   Date posted: August 21, 2025
8. [pdf] Pivotal Select Application - FHSA
9. [pdf] Equitable GIF TFSA Application
10. Fresh new look for Equitable’s Path to Invest

    When we grow together, success is mutual. At Equitable, we’re committed to supporting your professional growth. Path to Invest, our self-serve online education and training resource, has been redesigned to deliver a simpler and more streamlined experience for advisors.
    
    You can now register and log in to Path to Invest, complete the modules, download resources, contact us with questions and access your CE certificates all in one place. Plus, our always-on Path to Invest modules offer new engagement tools like Refer a Colleague, Meet the Team and Learn More, an AI feature that allows you to further your content journey using AI suggested content.
    
    Grow your knowledge - and your business - with Equitable. Check out our current selection of investment training modules today and watch for more modules coming later this year. 

    
    Date posted: March 12, 2025