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440 results for benefits of seg fund

1. Equitable Savings & Retirement Webcast featuring Payout Annuities

   This month, Equitable® highlights payout annuities. We will talk about life annuities, product features, taxation and the benefits that payout annuities can bring to a client’s retirement plan.
   
   Join your host, Deedra Weinstein, Head of S&R Product and Marketing, as she welcomes Nicole Lemon, Product Manager, Savings and Retirement, on Wednesday, November 27, 2024, at 2:00 p.m. ET / 11:00 a.m. PT.

   Learn more
   
   Continuing Education Credits
   This webcast has been accredited for continuing education (CE) credits for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. This webcast is available in English only.
   
   Date posted: November 14, 2024

2. Exciting update: External transfer now available on EZtransact! We are thrilled to announce a new feature that will make your work easier and more efficient.
   
   What’s new this quarter? 
   The External Transfer function was introduced to Equitable’s EZtransact^® on May 14.
   
   Benefits of this enhancement:                                                                                                                                                                          
   This feature is part of our strategic plan to help make transactions smoother for you. It was already available in EZcomplete^®, and now it’s on EZtransact too. This means you won’t have to search for information about the relinquishing institution anymore. You can submit requests with ease.
   
   External Transfer Functionality:
   
   •  You can digitally request a transfer of funds from other institutions to Equitable.
   •  Information about the relinquishing institution will be available on EZtransact, so you don’t have to search for it.
   •  Both full and partial transfer requests are available.
   •  It’s available for registration types that don’t need the RC720/RC721 form and for individual accounts.
   If you have any questions, reach out to your Director, Investment Sales.
   
   When we work together, success is mutual.
   
   Date posted: July 3, 2025 
3. Equitable Individual Wealth Webcast featuring Payout Annuities
   This month, Equitable^® highlights payout annuities.
   
   We will talk about:
   
   •  life annuities,
   •  product features,
   •  taxation, and
   •  the benefits that payout annuities can bring to a client’s retirement plan.
   
   Join your host, Deedra Weinstein, Head of Individual Wealth Product and Marketing, as she welcomes Nicole Lemon, Product Manager, Individual Wealth.
   
   Start learning today! Register to watch On-Demand
   
   
   
   
    

   Continuing Education Credits
   This webcast has been accredited for continuing education (CE) credits for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz.  It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by the licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only. 
   This webcast is available in English only.
   
   Date posted: October 2, 2025 

4. About
5. Juvenile insurance is a gift that keeps on giving
   Life insurance may not come wrapped with a ribbon, but it can be a perfect gift to provide a child with a lifetime of protection. Equimax^® whole life insurance provides permanent coverage, with several benefits:
   
   • Insurability – lock in permanent insurance protection for life while a child is young and healthy.
   • Affordability – it is cost-effective to purchase a life insurance policy for a child and lock in a guaranteed premium at children’s rates.
   • Cash value – Equimax has a guaranteed minimum cash value outlined in the contract. It can also accumulate tax-advantaged, non-guaranteed dividends¹. As the cash value of the policy increases over time, the child can use the cash value to help pay for life’s milestones or emergencies.   
   
   Protecting a child’s future with life insurance today can be a gift that keeps on giving for all their tomorrows.
   
   Ask your wholesaler about Equimax whole life insurance for children.
   
   ¹Dividends are not guaranteed and are paid at the sole discretion of the Board of Directors.
   
   
   
    
6. Congratulations on qualifying as an Elite Advisor
7. [pdf] Plan Administrator Guide to EZBenefits
8. [pdf] Modify a Household - Equitable GIF
9. [pdf] Create A Household - Equitable GIF
10. Fiera Capital