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Launching Equitable Life Savings & Retirement Webinar Series
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 Kimberley West, Senior Client Portfolio Manager for Invesco Canada’s International Companies Fund. West will be joined by Ryan Diamant, Senior Product Manager, Invesco Canada.
Equitable Life is pleased to highlight access to Invesco Global Companies Fund, Invesco International Companies Fund, and Invesco Europlus Fund in the Pivotal Select™ segregated fund line-up.
Learn More
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Smarter saving with GIA Laddering
Want to show clients how to grow their savings in smart ways? Try Guaranteed Interest Account (GIA) laddering—a simple strategy that helps clients earn more interest and stay flexible.
How does it work?
Instead of a client putting all their money into one-year GIAs, laddering means splitting the money into different GIAs with different end dates. This way clients can:
• Earn better interest rates.• Get access to part of their money every year.• Be ready if interest rates go up or down.Use our new calculator
Equitable’s new GIA Laddering Calculator shows clients how this strategy compares to putting all their money in one-year GIAs each year. It helps clients see which option could give them more money over time.
Contact your Director, Investment Sales to see how laddering can work for clients.
Date posted: September 15, 2025 -
New publication: CLHIA consumer guide for critical illness
In February, the Canadian Life and Health Insurance Association (CLHIA) published a new consumer guide for critical illness. This guide covers what clients need to know about critical illness.
Some of the topics include:
● What critical illness insurance covers in Canada
● If critical illness insurance is the right choice for a client
● What critical illness insurance policies may or may not include
● Plan types and offerings
● And more!
Equitable is committed to helping clients make informed decisions about their insurance needs. You can find links to the CLHIA critical illness consumer guide on equitable.ca and through EquiNet > Individual Insurance > Critical Illness. You can also find a link to the CLHIA agent guide for critical illness on EquiNet.
Share this with clients in addition to the great resources below!
Critical illness insurance with Equitable video: View on Vimeo.
Critical illness prospective letter template – simply fill it out and send off to your clients!
Want to earn CE credits? Check out our Critical Illness Path to Success program.
Need more information?
Your Equitable Wholesaler is here to help!
® and TM denote trademarks of The Equitable Life Insurance Company of Canada. -
Joe Galbraith recognized as Wealth Professional Magazine 2025 5-Star Wholesaler of the Year
Joe Galbraith, Director, Investment Sales at Equitable®, has been named one of Wealth Professional Magazine’s 2025 5-Star wholesalers. This award highlights his significant contributions to the financial services industry. The 50 individuals, chosen from a large pool of nominees, represent some of the best in the wholesaling business.
Encouraged by his wife to pursue his passion for helping people, Joe transitioned into financial services, spending 12 years as an advisor. He began his current role as Director, Investment Sales with Equitable six years ago. Known for his empathetic service mindset, Joe is deeply committed to understanding and addressing the unique needs of everyone he works with. His collaborative approach and knack for problem-solving make him a valued team member.
Joe's recognition as one of Wealth Professional's top 50 wholesalers underscores his commitment to clients and the industry. In response to this recognition, Joe expressed he is “humbled that advisors value our relationship enough to take the time to nominate me for this recognition. Their support and belief in me mean a great deal, and I’m grateful for the trust and collaboration we share.”
Join us in congratulating Joe on this achievement!
Date posted: May 1, 2025
- [pdf] Tax Free Savings Account
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Expanding Online Annuity Quotation Eligibility
Equitable Life® is pleased to announce the following three enhancements to our Online Annuity Quotation eligibility, effective November 1, 2022:
● Single Premium Quotes increased to $2million
● Increased Allowed Annual Amount for Income Annuities
● Alberta Locked-In Funds Available from Age 50 reduced from age 55
Increasing income limits for our Online Annuity Quotation provides advisors with more flexibility to serve the various needs of clients. To learn more, visit Equitable’s Online Annuity Quotation
For more information contact your Regional Investment Sales Manager or our Advisor Services team Monday to Friday from 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427.
® denotes a trademark of The Equitable Life Insurance Company of Canada.
November 24, 2022 - Advisor Guide
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Grow your guarantee using resets from Equitable Life
Did you know that many of Equitable Life®’s segregated funds contracts, including Pivotal Select™ Estate Class and Protection Class, allow for an annual reset of the death benefit guarantee? Now could be a great time to remind clients to lock-in any gains with a death benefit reset; and increase their Death Benefit guarantee to 100% of the current market value. The ability to lock-in market growth using resets is one of the differences between segregated funds and mutual funds.
To complete a reset, submit the applicable investment direction form. If you have Limited Trading Authorization on file, you can sign the request on your client’s behalf*. The Investment Direction Forms are posted on EquiNet®, or can be found here (by product):
- Pivotal Select (form # 693SEL)
- Personal Investment Portfolio, Pivotal Solutions II or Pivotal Solutions DSC (form # 693ANN)
Be sure to check out the “Growing your Guarantee with Resets” marketing piece which can be shared with your clients. For questions about resets, contact your Regional Investment Sales Manager today.
*Advisors are required to keep notes of their conversation with their client for audit purposes when completing transactions using Limited Trading Authorization. World Financial Group (WFG) advisors are not permitted to use Limited Trading Authorization as per their agreement with WFG.
® and TM denote trademarks of The Equitable Life Insurance Company of Canada
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Get to know our large case experts
New episode in our Ask our Experts video series
At Equitable®, we’re committed to the large case market. Our dedicated team of experts is here to support you from application through to policy placement.
Today, we are thrilled to share the second episode of Ask our Experts. This mini docuseries features key members of our large case team. They talk about their work, their perspectives, and their role in the large case experience.
Watch Ask our Experts Episode 2 featuring Kevin Till, AVP of Individual Life Pricing.
Kevin chats with us about:
• What he finds interesting about large case pricing.
• How quickly Equitable can turn around a large case quote.
• The difference between a mutual and a stock insurance company.
• Equitable’s reinsurance strategy.
In case you haven’t seen it…
Watch Ask our Experts Episode 1 with Cindy Shirley, Chief Underwriter and Claims Risk Management.
Learn more:
Visit our large case markets webpage to learn more about our team of dedicated experts.
Do you have a large case opportunity? Talk to your wholesaler to learn more.
® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.