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1. [pdf] Financial Questionnaire - Personal
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6. 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

    

7. 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.
    

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8. 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!
    

9. Equitable Life Webcast Series featuring Franklin Templeton

   
   Equitable Life^® continues to spotlight various aspects of our competitive fund lineup and product offerings. 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.
    
   
   
   
    In this webcast, we welcome
   
   
   
   
    
   
    Join us to learn about Equitable Life ClearBridge Sustainable Global Infrastructure Income Fund Select along with the fund’s people, process, philosophy, and performance.

    

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10. Equitable Life Webcast Series featuring Fidelity Investments

    
    Equitable Life^® continues to spotlight various aspects of our competitive fund lineup and product offerings. 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.

    
    
    
    In this webcast, we welcome
    
    
    
    Join us to learn about the Equitable Life Fidelity^® Climate Leadership Balanced Fund Select and Equitable Life Fidelity^® Climate Leadership Fund Select now available in Pivotal Select^TM Investment Class (75/75). Learn about the funds’ people, process, philosophy, and performance.

    
    Learn more
    
    You won’t want to miss it!