406 results for benefits of seg fund

1. Crunch the numbers with Equitable Life’s Tax Free Savings Account Comparison 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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   Fei Hong and Yu Yan want to set up an emergency fund that will provide some growth and allow them to take out money when they need it. Does such a thing exist? If so, what is the catch?

    

   Did you know?
   
   With a TFSA, you can make tax free withdrawals at any time for any purpose. Check out Equitable Life’s Tax Free Savings Account Comparison Calculator

2. Updates to Savings & Retirement forms and applications
   To align with the launch of Pivotal Select’s 12 new segregated funds, Equitable Life has updated the following administrative documents for Savings & Retirement.
    
   • Form #375SEL – Pivotal Select segregated fund codes
   • Form #1383 – Pivotal Select TFSA Application
   • Form #1384 –Pivotal Select Application Registered/Non-Registered
   • Form #1403 – Pivotal Select Contract and Information Folder
    
   New online documents and applications are available to download from EquiNet®. Paper applications are also available to order from Equitable’s Supply Team here.
    
   Want to be sure you always have the most up-to-date application? Try our EZcomplete® online application platform. EZcomplete makes it easy to process your non face-to-face applications and allows clients to provide their signature remotely on their own device.
    
   If you have any questions, contact your Regional Investment Sales Manager or Advisors Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427, or email savingsretirement@equitable.ca.
    
   ® and ™ denotes a registered trademark of The Equitable Life Insurance Company of Canada.
    
3. Equitable Life of Canada Fall Roadshow - Savings & Retirement

   
   Equitable Life^® recently completed a successful roadshow in four major Canadian cities. We know that not all advisors were able to attend in person. That's why, we are inviting you to join us for a VIRTUAL ROADSHOW SESSION. Equitable Life, Invesco and S&P Dow Jones Indices will bring you insights, updates, and information on our new segregated fund lineup and more.  

    

   Learn more

   
   
   
   
   
   
   
   During our virtual session, you will hear from
    
    Cam Crosbie
    Vice President, Savings & Retirement
    Equitable Life of Canada
    
   
   
    Scott Stobo
    Director, Product Development, Savings & Retirement
    Equitable Life of Canada
    
   
   
    Marcus Berry
    Vice President, ETF Specialist
    Invesco
    
   
   
    Brent Kopp
    Senior Director, Wealth Management Channel
    S&P Dow Jones Indices
   
    
4. Tax Slips – What you need to know
   It is tax time, and clients should be receiving tax slips and deposit receipts by now. Check out the Tax Slips: A Quick Reference Guide for a taxation breakdown by product and Insights into Non-Registered Taxation for a detailed explanation on investment income, and why T3 tax slips are generated on non-registered segregated funds.
   
   Clients who registered for tax slips on Equitable Client Access before December 31, 2022, can download or print tax slips quickly and easily from their Equitable^® Client Access Inbox.  Advisors can download tax receipts on Document Lookup on EquiNet^®.
    
   For questions about contribution limits, Retirement Income Fund minimums and Canada pension maximums check out Equitable Life®’s helpful 2023 Facts & Figures guide.
    
   Equitable's Advisor Services Team is available Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427 or by email at savingsretirement@equitable.ca. You can also contact your Regional Investment Sales Manager.
   
    _{® denotes a trademark of The Equitable Life Insurance Company of Canada.
   ^{Posted: February 15, 2023}}
5. Is it time to revisit bonds?

   You see the interest rate predictions and talk of inflation in the news every day. What should clients do? Is it time to consider bonds?
    
   Join our webcast with Darcy Briggs, Senior Vice-President, Portfolio Manager, of the Franklin Canadian Core Plus Bond Fund, for insights on the impacts of interest rates and inflation movement on bond portfolios and how to navigate during this time of uncertainty.
    
   Darcy and the team skillfully combine Canadian core bonds with non-core fixed income opportunities to create a solution that is built around a foundation of high-quality Canadian bonds. They opportunistically add “off benchmark” securities for added yield and diversification.
    
   You don’t want to miss it.

    

   Learn more
    
    

    
   Continuing Education Credits
   This webcast has been submitted for continuing education (CE) approval with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. Upon approval, you will be sent an email notification to come back to the webinar presentation console to download your personalized certificate from the tool bar. 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: April 25, 2024
6. Now is a great time to look at bonds Bonds have a place in every investment portfolio. They help preserve capital and they offer predictable income. They help diversify portfolios and offer protection from both inflation and a volatile stock market.
    
   Over the past few years interest rates have been rising, which has created a great opportunity for bonds and bond funds. Rising interest rates have lowered the price of existing bonds and increased both the coupon rates for new bonds and yields on existing bonds. Plus, rising rates also create opportunities for capital gains if interest rates fall.
    
   Pivotal Select™ offers four great bond funds to help you diversify client assets. Three of the funds cover North American bonds, and one has a global focus. Learn more about these funds by visiting Equitable’s Fund Overview and Performance website.
    
   To learn why now might be the right time to revisit bonds for clients’ portfolios and more information about our funds, please contact your Director, Investment Sales.
    
   Also, if you missed the Equitable webcast, “Is it time to revisit bonds?” catch up On-Demand.
   
   Date posted: May 16, 2024
7. Equitable Life Active Balanced Portfolios – a unique investment opportunity

   Find out how the Equitable Asset Management Group uses quantitative investing to uncover often overlooked investment opportunities to build the Equitable Life Active Balanced Portfolios. Clients benefit from asset allocation, style diversification, and cost-effective ETFs. The Portfolios are an ideal solution for a range of clients with diverse needs.
    
    
   Join your host, Dave Irwin, AVP, External Fund Manager, and members of the Equitable Asset Management Group to learn how you can help clients achieve their financial goals with the Equitable Life Active Balanced Portfolios.
     

   Learn more

    
   Continuing Education Credits
   This webcast has been submitted for continuing education (CE) approval with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. Upon approval, you will be sent an email notification to come back to the webinar presentation console to download your personalized certificate from the tool bar. 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.
   
   ™ and ® denote trademarks of The Equitable Life Insurance Company of Canada
   
   Posted March 7, 2024
    
8. Kickoff to 2025 with Equitable - start the new year in the know Equitable^® is here to help you start the new year in the know with expert insights and forecasts for the year ahead. Your host, Joseph Trozzo, Vice President of Investment Sales at Equitable, welcomes:
   
   •  David Irwin, AVP, External Fund Management, Investments at Equitable with an overview of Equitable's segregated funds and forecasts for the coming months.
   •  Kevin Press, Editorial Director for Investment Executive and advisor.ca, with industry insights including:
           • Client questions: interest rates, Trump, and all the rest
           • Market consolidation: advisors are hot properties
           • What comes next: key takeaways from the 2025 capital market forecasts
   Special guest Cam Crosbie, Executive Vice President, Savings & Retirement will also join with Equitable highlights for the coming year.
    

   Learn more

   Date posted: January 8, 2025
9. EZtransact: Your digital edge for client requests

   Advisors, are you using EZtransact^® yet? It’s the simple, secure way to submit client requests online—fast and frustration-free.
   
   Why use EZtransact?

   •  Easy to use: The platform is simple and clear—no guesswork needed.
   •  E-Signature ready: Send forms to clients for secure electronic signing.
   •  Real-time error checks: Helps catch mistakes early and avoid delays.
   •  Faster processing: Once signed, transaction documents go straight to Equitable.

   What can you do with EZtransact?
   You can submit many types of transactions, including:

   •  Pre-Authorized Debit (PAD) Agreements
   •  Fund Switches
   •  RSP to RIF Conversions
   •  Withdrawals
   •  Dollar Cost Averaging
   •  Transfers from other financial institutions
   EZtransact helps you save time and serve clients better. Try it today and make these transactions smoother.
   
    If you have any questions, feel free to reach out to your Director, Investment Sales.
   
   Date posted: August 21, 2025
10. No printing, no scanning—just EZcomplete EZcomplete^® is your simple, digital tool for submitting applications for Equitable’s Pivotal Select™ segregated fund lineup.
    
    How does it work?
    EZcomplete^® guides you step by step. Once the documents are ready for client review and signature, just enter the client’s email address and give them a secret passcode. They’ll get a secure link to review and sign the documents—no printing or scanning needed!
    
    When can I use it?
    Use EZcomplete^® for both in-person and non face-to-face meetings. It works with individual, joint, or business clients. You can use it on a tablet, laptop, or desktop with internet access—whatever works best for you.
    
    Why use EZcomplete^®?
    It’s fast, easy, and secure. For non face-to-face meetings, clients can sign documents remotely using their own device.
    
    Start using EZcomplete^® today and make your application process smoother than ever.
    
     If you have any questions, feel free to reach out to your Director, Investment Sales.
    
    Date posted: October 7, 2025