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1. A message from Cam Crosbie, EVP, Savings and Retirement, Equitable

   What an exciting year it’s been at Equitable®. And there’s more to come in 2024!

    

   In this short video, I share with you some of the things we’ve done to show our commitment to you in 2023 and some of the great things we’ve got planned for 2024.  

    

   I want to thank you again for your continued support and trust in us.  We value our partnership and are always working hard to make things better.

   
   
   
   
   
   

   Please take a few minutes to watch the video.  

   
   
    

   Cam Crosbie,
   Executive Vice-President, Savings and Retirement Division
   Equitable

   
   Posted December 6, 2023 

   ® denotes a trademark of The Equitable Life Insurance Company of Canada.

2. About
3. A message from Cam Crosbie, EVP, Savings and Retirement, Equitable The first half of 2025 has been an exciting and busy year for us at Equitable^®.  In this short video, I share with you some of the things we’ve done to show our commitment to you and some of the great things we’ve got planned for the remainder of the year.  
   
   I want to thank you again for your continued support and trust in us. We value our partnership and are always working hard to make things better.  When we work together, success is mutual.  
   
   Please take a few minutes to watch the video.  
   
   Thank you,
   
   
   
   Cam Crosbie, Executive Vice-President,
   Savings and Retirement Division
   Equitable
   
   
   Date posted: June 19, 2025
4. A message from Cam Crosbie, EVP, Savings and Retirement, Equitable The first half of 2025 has been an exciting and busy year for us at Equitable^®.  In this short video, I share with you some of the things we’ve done to show our commitment to you and some of the great things we’ve got planned for the remainder of the year.  
   
   I want to thank you again for your continued support and trust in us. We value our partnership and are always working hard to make things better. When we work together, success is mutual. 
   
   Please take a few minutes to watch the video.  
   
   Thank you,
   
   
   Cam Crosbie, Executive Vice-President,
   Savings and Retirement Division
   Equitable
   
   Date posted: June 19, 2025
5. Guides for completing Individual Insurance forms now on EquiNet We have recently added guides to provide detailed instructions on how to fill out forms on EquiNet. You can find them on the Individual Forms page, directly underneath the applicable form. In the coming weeks, we will be adding more guides for additional forms, so make sure to check the Forms page for solutions that help you work smarter.
    
   View our newly posted guides:
   • 671OC Guide (Guide to Completing an Ownership Change Form)
   • 594 Guide (Guide to Completing Business Information Form)
   • 1710 Guide (Guide to Completing Verification of Identity for Policy Owners)
    
   Additional guides for the following forms will be available soon:
   • 693UL (Reallocation and Transfer of Funds Form -Universal Life)
   • 681 (Request for Termination Form)
6. In case you missed it… read our life insurance as an asset class article

   
   Equitable in partnership Wayne Miller, BMATH, ASA

   
   The concept of viewing life insurance as an asset class only became mainstream in Canada 12 years ago, after Wayne Miller, BMATH, ASA, made the case for it in an industry magazine article.
   
   Has anything changed in the past decade? Does a mutual company vs. a stock company make a difference? Equitable has been collaborating with Wayne to provide an answer – which is provided in this follow-up article to his original piece.

   Read the Article now
   
               
   
   
    

   
   
   
7. The Equitable Gives Back Contest – Start spreading the word! Equitable Life of Canada is celebrating our 100^th Anniversary in 2020, and we’re busy planning a year of events and activities so we can celebrate this significant milestone with our employees, clients, wholesalers and advisors across Canada.
   
   A big part of who we are as a company is our commitment to help strengthen the communities where we operate by supporting a variety of charitable initiatives that help to improve the quality of life for the people living there. We are proud to launch the Equitable Gives Back Contest. Our goal is to give $10,000 to five registered charities operating in Canada.
   
   All it takes to enter is an original essay (not less than 100 words, not more than 500) describing the way in which a charitable organization could use $10,000 to help further their charitable purpose and improve life for Canadians.
   
   Reach out to your clients, tell them about the contest, and encourage them to visit www.equitable100.ca to see if they are eligible! All entries must be submitted by March 31, 2020.
    
8. Equitable Life is launching a new Retirement Savings Plan section on EquiNet It is never too early or too late to speak to your clients about Retirement Savings Plans (RSP). This is a great time to check us out because Equitable Life® is launching all new tools and resources to help you improve your sales strategy and reach your clients.
   
   Today, Equitable Life is launching an all new RSP section on EquiNet®. The RSP Product Information box contains new and improved marketing tools and resources. Need to prospect new clients? We have editable letters to help you do that! Need to market to Millennials, Generation X or Baby Boomers? We have brochures and case studies to help you reach them. Want to market to your clients using social media? We have links and articles to help you share the love. With all the new and updated RSP materials, we have you covered. So, visit us on EquiNet today to see how we can help you grow your business.  
    
9. November is Financial Literacy Month

   
   During the month of November, financial services organizations throughout Canada will be participating in Financial Literacy month. Created by the Financial Consumer Agency of Canada (Agency), the goal of this initiative is to share information that will help Canadians achieve their financial goals. This can include managing debt, saving for the future, and understanding their rights and responsibilities.

   To support this initiative, Equitable Life^® will be posting articles on Equitable’s^® Blog and sharing relevant information on Facebook, Twitter and LinkedIn. Feel free to share our content with your followers.
   
   If you’re interested in learning more about your own financial literacy, take this Self-Assessment Quiz. When you have completed the quiz, you will see a list of suggested topics that you might want to explore further.

   ® and ^TM denote trademarks of The Equitable Life Insurance Company of Canada

   Posted November 1, 2023
10. Crunch the numbers with Equitable Life’s Online Calculators

    
    Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life^® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.

    
    Each week in March, we will be sharing an online calculator from our list.

     

    Share calculators using your Facebook, Twitter or LinkedIn account. 
    
    
    
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    Abbey and Ben enjoy being with friends and family. They are always ready to hit the town and have some fun. Sometimes, they run short on money at the end of each month.
     

    Did you know?

    One of the most important aspects of controlling a budget is knowing where the money goes. Check out Equitable Life’s Home Budget Calculator.