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1. [pdf] CLHIA MGA Compliance Survey
2. [pdf] B2B Investment Loan Application Process
3. Contracting and Compensation
4. [pdf] Equitable GIF Contract Provisions and Information Folder
5. [pdf] Prescribed Annuities: Tax-Efficient Retirement Income
6. Updates
7. Equitable Life Savings & Retirement Webinar Series featuring Franklin Bissett Investment Management  

   In 2022, Equitable Life’s S&R team will continue to spotlight various aspects of our competitive fund line up and product offerings. Each webinar in the series features a new topic. The series also gives 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 Les Stelmach, Senior Vice President, Portfolio Manager; Ryan Crowther, Vice President, Portfolio Manager; and Andrew Buntain, Vice President, Institutional Portfolio Manager, from the Franklin Bissett Investment Management team.
    

   Learn More

   
   Moderated by Andrew, Les and Ryan will discuss the Equitable Life Bissett Dividend Income Fund Select, and its goal of providing investors high current income by investing primarily in Canadian and American dividend paying preferred and common stocks.
    

8. Whole Life
9. [pdf] Daily/Guaranteed Interest Account Contract
10. [pdf] UL Chargeback changes FAQ