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1. [pdf] Annuity Settlement Option
2. [pdf] Prescribed Annuities: Tax-Efficient Retirement Income
3. Tune in to our latest Equitable Insights Videos on EquiNet Our new Equitable Insights Video Series page on EquiNet® hosts all of our latest videos in one convenient place, including:
   
   ●  Our Large Case Experts, featuring Scott Morrow, Individual Insurance Sales Vice President, MGA East, Equitable Life
   ●  EZcomplete Makes Submission to Commission Easy, featuring Chris Marrese, Individual Operations Vice-President, Equitable Life
   ●  Our Investment Approach featuring David Irwin, Director, Portfolio Management and Client relations
   ●  Our Financial Strength, featuring Sheila Hart, Chief Financial Officer, Equitable Life
   
   Watch our Equitable Insights Video Series to learn more about Equitable Life and the solutions we offer to meet our customers’ needs.
4. EZcomplete Online Application for non face-to-face meetings

   
   Practice self-distancing by conducting non face-to-face sales meetings and completing your applications online.

    

   Using our EZcomplete Online Application allows you to keep your distance while keeping your business moving forward.

   
   You can complete applications and obtain the necessary signatures remotely.
   
   Log in to EquiNet^® and click on the EZcomplete Online Application link in the selection panel at the top of the page.

   
   The following resources are available on the EZComplete Online Application page on EquiNet.

   Quick Reference Guide for Life Insurance and Critical Illness
   Non face-to-face meetings – ID Verification Options
   Remote Signing Process
   EZcomplete tutorial (video)
   EZcomplete FAQ - Special COVID-19 Issue

   
   Read other important COVID-19 related news

    

   Questions? 

   Contact your Equitable Life Regional Sales Manager, or the Advisor Services Team (for life and critical illness insurance) at:
   Phone: 1.800.668.4095
   Email: western-service@equitable.ca             mailto:eastern-service@equitable.ca
               (BC, AB, SK, MB)                                 (ON, QC, NB, NS, PE, NF)
5. Equitable Life presents a conversation with Equitable Asset Management Group

   
   Did you miss our recent webcast with Equitable Asset Management Group’s Dave Irwin? Did you want to watch it again? Click here to access the On Demand presentation.
   
   
   Summary
   
   After a record-breaking descent into bear market territory, equity markets have since undergone an unprecedented recovery despite the continued negative economic impacts of COVID-19. With market performance seemingly at odds with the outlook for corporate profits and recessionary calls from economists, what can possibly explain the optimistic tone of the market and is it justified? Please join us to hear David Irwin, Director, Portfolio Management and Client Relations share some insight into the current environment, key market drivers and policy responses to help put market performance in context.
   
   Don’t miss your opportunity to also hear about Equitable’s Active Portfolios and recent No Load CB sales charge option.

   
   
   Please note that this webcast is open to advisors only. Be advised this webcast is available in English only. We will not be seeking any Continuing Education credits for this webcast.

6. Retirement Income Options from Equitable Life
   If you have clients who are reaching retirement age and have a Retirement Savings Plan or locked-in funds from a previous employer, the government requires them to convert these plans by December 31 of the year they turn 71.
    
   If your client is converting a plan, ask them about other existing assets. This is a great opportunity for your client to consolidate assets from other providers; and for you to discuss a lower management fee through Equitable Life’s Pivotal Select Preferred Pricing Program.
    
   For more information on the options available for clients who are reaching retirement age and the advantages of each, check out the following materials.
    
   • When it is time to convert your RSP to a RIF
   • Converting your savings into retirement income
   • Retirement Income Fund Understanding minimum withdrawal percentages
    
   To learn more about Equitable’s Preferred Pricing Program, please click here.
7. Equitable Life offers more than 60 years of RSP innovation

   
   In 1957, Equitable Life® began offering a Retirement Savings Plan (RSP). That is more than 60 years of RSP innovation in the Canadian marketplace. Today, Equitable Life offers two great accumulating RSP products to meet your clients’ needs.

   • Pivotal Select^TM Segregated Funds

   • Guaranteed Interest Accounts

   These products provide both protection and flexibility for your clients. They also provide the tax savings and benefits of an RSP. Get your clients to start saving to their RSP now. Make RSP contributions a financial priority each year. 
   
   This year’s RSP deadline is March 1, 2022. This will be the last day that an RSP deposit can reduce your clients’ 2021 taxable income.
   
   If your client is looking to convert registered savings to guaranteed income, click here to learn more about Equitable Life’s payout annuity options.
   
   Need additional support? Contact your local Regional Investment Sales Manager today.

8. Online banking makes RSP season easier
   March 1, 2021 is the deadline for clients to make Retirement Savings Plan (RSP) contributions within the first 60 days and that date is quickly approaching! Why not alleviate some stress by having your clients make their deposits using online banking?
   
   To get started with online banking, clients simply log in to their online bank account and select the option to add a new bill/payee and search for Equitable Life Savings Plan. The Equitable Life savings plan policy number will serve as the account number.
   
   Clients that complete their deposits using online banking don’t have to stress about mailing a cheque. Or worry about whether the money will make it to head office in time for the deadline. Deposits are applied based on the investment direction on file.
   
   Deposits can be made to RSPs as well as Tax-Free Savings Accounts and non-registered accounts. The minimum deposit is $50 per fund and $500 per Guaranteed Deposit Account (GDA).
   
   To learn more, click here. More questions? Reach out to your local Regional Investment Sales Manager.
    
9. 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.
    
    
10. Equimax® Participating Whole Life – A whole life solution for everyone Recently, we made some exciting changes for Equimax Estate Builder^® and Equimax Wealth Accumulator^®.
    
    These enhancements, launched in February, make Equimax the preferred solution for clients and their families. In particular, buying a whole life solution for children gives them a head start for tomorrow. Life insurance on a child gives them:
    - Permanent insurance at children’s rates
    - A stable tax-advantaged investment option
    - A boost in financial planning
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    Watch our new Equimax for Children video to learn more. View on Vimeo or YouTube.
    
    Plus, visit our Equimax product page on EquiNet^®, then click on the Marketing Materials tab for the latest Equimax marketing materials.
    
    Need more information? Please contact your local wholesaler.
     

    _{^® denotes trademarks of The Equitable Life Insurance Company of Canada.}