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1. Celebrating our most popular Pivotal Select funds

   In August 2022, Equitable^® launched 12 new segregated funds in Pivotal Select’s Investment Class (75/75). We wanted to bring some new innovative solutions to the product, including six sustainable investment funds. To say the launch of these funds was successful would be an understatement.
   
   The funds are quickly becoming some of the most popular funds in Pivotal Select™, and their performance in 2023 was impressive. Equitable wants to celebrate these funds and encourage clients to consider them for their portfolios.
   
   As of February 29, 2024, nine out of the 12 funds received a 1st quartile ranking for their 1-year return and two more were 2nd quartile. The table below shows the new funds that ranked in the top two quartiles for their 1-year returns.

   
   

   Access additional fund performance information
   
   If you haven’t looked at these funds yet, now is the time. Speak to clients about their investment options and see if these funds fit within their investment portfolio.
   
   Talk to your Director, Investment Sales today for more information.

    

   Disclaimer

   Any amount that is allocated to a segregated fund is invested at the risk of the contractholder and may increase or decrease in value. Segregated fund values change frequently, and past performance does not guarantee future results. Investors do not purchase an interest in underlying securities or funds, but rather, an individual variable insurance contract issued by The Equitable Life Insurance Company of Canada. There are risks involved with investing in segregated funds. Please read the Contract and Information Folder before investing for a description of risks relevant to each segregated fund and for a complete description of product features and guarantees. Copies of the Contract and Information Folder are available on equitable.ca.

   Management Expense Ratios (MERs) are based on figures as of February 29, 2024, and are unaudited. MERs may vary at any time. The MER is the combination of the management fee, insurance fee, operating expenses, HST, and any other applicable non-income tax for the fund and for the underlying fund. For clients with larger contract values, a Management Fee Reduction may be available through the Preferred Pricing Program. For details, please see the Pivotal Select Contract and Information Folder.

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

    

   Posted April 18, 2024 

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8. Have you heard about Equitable Client Access?
   Equitable Client Access^® allows clients to self-serve on some of the more popular requests. Thousands of clients have already signed up for Equitable Client Access and are enjoying the benefits of accessing their secure information 24/7.
   
   •   Does your client need to change or stop existing Pre-Authorized payment (PAD)? Equitable Client Access can do that.
   •   Does your client need to change a withdrawal date for a PAD? Equitable Client Access can do that too.
   •   Address or banking information changes? Equitable Client Access has your clients covered.
   •   Does your client need to change her beneficiary from Aunt Flora to Uncle Ned? Equitable Client Access can even do that.
   
   Equitable Client Access is a secure online client site that connects clients with policy information, right at their fingertips. In addition to the self-serve features, Equitable Client Access can also provide:
   
   •    Insurance coverage and guarantees
   •    Investment allocation, performance and market values
   •    Transaction history
   •    Statements and letters
   •    Advisor contact information, along with so much more.
   
   
   If your clients have not signed up for Equitable Client Access, direct them to client.equitable.ca - it only takes a few minutes to set up an account, and connects your clients with their policy information online – anytime!
   
   Have a question about Equitable Client Access? Want to tell your client how to go paperless? Check out our updated FAQ or contact your Regional Investment Sales Manager today.
    
9. 5 great reasons to work with Equitable There are plenty of reasons to work with Equitable^®. We’ve rounded up the top 5 in our popular marketing piece 5 great reasons to make Equitable your first choice.
   
   1. We’re committed to our policyholders.
   At Equitable, our mutual status gives us the advantage of focusing exclusively on our policyholders and our commitments to them. We have a DBRS Morningstar rating of A (high) and a strong LICAT ratio. This means that we are well-positioned to continue meeting our commitments to our clients.
   
   2. We have a broad, competitive product shelf.
   We offer a diversified and competitive product portfolio, with some of the most competitive solutions on the market. Our broad range of insurance and savings products provide you with competitive, flexible solutions to meet clients’ financial needs.
   
   3. We make underwriting easy.
   Are you working on a large case? We have a specialized team of experts and dedicated underwriters to help you with larger and more complex cases.
   
   4. We offer regional wholesaler support.
   Our regional wholesalers are here to provide personalized sales support in the field, from coast-to-coast. They take the time to understand your business needs and help develop solutions.
   
   5. We have great online advisor tools.
   EquiNet^®, Equitable’s advisor site, is bilingual and mobile-friendly. It puts the tools and information you need right at your fingertips. Check out our EZcomplete^® online applications, administrative forms and processes, sales illustrations, marketing materials, and more.
   
   Contact your Equitable wholesaler today to learn more!
    
10. 5 great reasons to work with Equitable
    There are plenty of reasons to work with Equitable. We’ve rounded up the top 5 in our popular marketing piece 5 great reasons to make Equitable your first choice.
    
    1. We’re committed to our policyholders.
    At Equitable, our mutual status gives us the advantage of focusing exclusively on our policyholders and our commitments to them. We have a DBRS Morningstar rating of A (high) and a strong LICAT ratio. This means that we are well-positioned to continue meeting our commitments to our clients.
    
    2. We have a broad, competitive product shelf.
    We offer a diversified and competitive product portfolio, with some of the most competitive solutions on the market. Our broad range of insurance and savings products provide you with competitive, flexible solutions to meet clients’ financial needs.
    
    3. We make underwriting easy.
    Are you working on a large case? We have a specialized team of experts and dedicated underwriters to help you with larger and more complex cases.
    
    
    4. We offer regional wholesaler support.
    Our regional wholesalers are here to provide personalized sales support in the field, from coast-to-coast. They take the time to understand your business needs and help develop solutions.
    
    5. We have great online advisor tools.
    EquiNet, Equitable’s advisor site, is bilingual and mobile-friendly. It puts the tools and information you need right at your fingertips. Check out our EZcomplete^® online applications, administrative forms and processes, sales illustrations, marketing materials, and more.
    
    Contact your Equitable wholesaler today to learn more!