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  1. September is Life Insurance Awareness Month The perfect time to start conversations with clients.

    Many people don’t think about life insurance until it’s too late. This month is a good time to remind clients why life insurance matters. Life insurance can help provide financial protection for families and businesses when they need it most.

    As an advisor, you play a key role in helping clients make the right choices to protect the people and things they care about. At Equitable®, we’re committed to supporting you in guiding clients through these important decisions. To help you start conversations about life insurance, we have created resources that explain the different types of life insurance and how each can help clients meet their unique financial needs.

    Use these tools during your client meetings, either in person or online. They can help you explain why life insurance matters, show the different plan options, and build trust with clients.

    Let’s work TOGETHER this month to help clients PROTECT TODAY and PREPARE TOMORROW.

    Contact your Equitable wholesaler today to learn more!


     
                                                                                                                                                          
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    What kind of life insurance is right for you? (1197)
  2. Transaction Authorization Requirements table for Savings & Retirement advisors Equitable Life® is here to help. When it comes to getting certain transactions authorized in a non face-to-face environment, you might need some direction. We’ve got you covered.

    Equitable has created a quick reference table on EquiNet™. The Transaction Authorization Requirements table provides details on how to get certain forms approved and the best way to get them to us. Each form listed gives the authorization type that is accepted. We’ve also provided details when we receive a document that is considered not-in-good-order.

    As we navigate through COVID-19, we will continue to update this table. This means you have the most current information available at your fingertips, 24/7.

    Have other questions about COVID-19? Check out our Savings & Retirement COVID-19 update page on EquiNet as well. This page provides the latest news and information for Savings & Retirement advisors.

    Still have a question? Give our Advisor Services team a call Monday to Friday 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427 or email savingsretirement@equitable.ca, or your local Regional Investment Sales Manager.
     
  3. COVID-19 testing: Find the information you need

    This news item has also been posted to the plan administrator and plan member sections of EquitableHealth.ca

    The Ontario government recently announced it has expanded access to COVID-19 testing to include select pharmacies throughout the province. As the pandemic continues, it’s important to know how to access testing if you’re experiencing signs and symptoms of COVID-19 or suspect you have been exposed to the virus.

    Guidelines for who should get tested and how to access testing vary across the country, so it can be difficult to know what applies in your jurisdiction.

    To help make it easier, we’ve provided links to COVID-19 testing resources for each province and territory. The resources include self assessments, guidelines for who should get tested, how to access testing, and testing locations.

  4. Crunch The Numbers With Equitable Life’s Savings Calculator

    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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    Amina is going to get in the habit of saving by putting $25 a month into her RRSP. Her friends don’t think it is worth the effort. Does it matter how much you contribute?

     

    Did you know?

    Consistent investments over several years can be an effective strategy to accumulate wealth. Check out Equitable Life’s Savings Calculator.

  5. Are your clients looking for more Tax-Free Savings Account contribution room?
    Good news!  With the start of the new year comes new additional contribution room.

    A Tax-Free Savings Account is a great option for clients to grow their savings with the flexibility to access their money when they need it, before or during retirement. Encourage your clients to start saving today! ­

    For more information on the options available, please click here.
     
  6. The power of together At Equitable, we believe in the power of working together. It's a mindset that drives our behaviours, decisions, and actions to deliver impact and positive outcomes for our clients, advisors, partners, each other, and the communities we cherish.

    Together with advisors and partners across Canada, we offer Individual Insurance, Group Insurance and Savings and Retirement solutions. Together we are helping clients protect today and prepare tomorrow.















    View on Vimeo
     
    Questions about our new brand? Please contact your Equitable wholesaler or visit equitable.ca.
     
  7. [pdf] Daily/Guaranteed Interest Account Advisor Guide
  8. [pdf] Corporate Preferred Estate Transfer® using whole life
  9. Secure your GIA rate with Equitable today! The Bank of Canada (BOC) recently cut its key interest rate for a second time this year to 4.5%. As inflation cools and the BOC hints at more interest rate cuts this year, the time has never been better to secure a Guaranteed Interest Account (GIA) rate.

    Equitable’s fresh client-focused approach to guaranteed investing means:
    • market leading interest rates1, with even higher rates available for larger deposits,
    • a full suite of available account types including the First Home Savings Account, and
    • options to invest up to age 952.
    “This is a great opportunity for clients and advisors,” said Cam Crosbie, Executive Vice President of the Savings and Retirement Division at Equitable®. “These are safe and secure investment solutions with potential for creditor protection, estate planning benefits, and so much more.”

    GIAs are simple fixed-income investment products that can provide increased choice and value to a client’s portfolio. Choosing Equitable provides competitive interest rates and protection from market volatility. For more information visit EquiNet® and don’t forget to register for our interest rate change alert email.

    1 Equitable has made every effort to ensure accuracy of competitive information as of July 22, 2024. Accuracy is not guaranteed. 
    2 Some available term lengths may be limited starting at age 90.
    ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.      

    Posted August 15
  10. Take advantage of our online services today!