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  1. [pdf] G3NU-Application for Non-Underwriting Change
  2. [pdf] Annuity Settlement Option
  3. Helping clients build financial literacy in a changing disclosure landscape
  4. From Discovery to Action: Financial Planning Essentials for Newcomers Are you ready to deepen your understanding of newcomers’ financial needs? Join our December Master Class, “From Discovery to Action: Financial Planning Essentials for Newcomers,” — the second part of our September Master Class series on the topic of newcomers and learn how to guide new Canadians through their first year in Canada with empathy and expertise.

    We will explore strategic, empathetic discovery questions and provide practical tools to help advisors interpret newcomers’ responses in the context of their financial priorities.

    Join Joseph Trozzo, Vice President, National Investment Sales at Equitable, for an engaging conversation in our second session with Dr. Aditya Nain — professor, consultant, MoneySense columnist, and acclaimed multi-disciplinary author.
    Together, they will share actionable strategies and new perspectives to help advisors confidently and compassionately guide newcomers through the complexities of financial planning in Canada.

    Why attend?
    • Use empathetic questions to understand newcomers’ needs.
    • Map priorities to a simple 12-month financial plan.
    • Build tailored plans for banking, credit, insurance, and investments.

    Don’t miss this opportunity to deepen and elevate your advisory approach.

    Learn more



    Continuing Education Credits
    This webcast has been submitted for continuing education (CE) approval for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. Upon approval, you will be sent an email notification to come back to the webcast 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. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by their 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.
  5. COVID-19 Vaccinations and your Equitable Life of Canada Insurance Coverage

    Equitable Life of Canada would like to reassure our policyholders that getting vaccinated for COVID-19 will not negatively impact your life or health insurance coverage.

    Being vaccinated for COVID-19 would have no impact on any claim made under an insurance policy or group benefits plan with Equitable Life of Canada. Your Equitable Life policies provide life and health insurance based on the conditions outlined in your contract with us. Our contracts do not include limitations related to adverse reactions to vaccines.

    Equitable Life will continue to follow the guidance and recommendations from the Canadian government to protect the health of Canadians, and we fully support government-approved vaccines as one of the most effective ways to protect yourself from serious illness or death from COVID-19.

  6. 7% No Load CB5 Initial Commission - Limited Time Offer!


    For a limited time only, Equitable Life® is pleased to announce an increase to the CB5 sales option initial commission from 5.6% to 7.0% on Pivotal Select™ segregated funds. The 7% initial commission is effective from May 20 to August 31, 2022 only.* 

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    Equitable Life is committed to offering advisors and clients product, service, and feature choices that best suit their needs. We are pleased to offer multiple sales charge options, three distinct guarantee classes, and a diverse selection of investment funds to align with advisors’ and clients’ unique needs.
     
    For more information, please contact your Equitable Life Regional Investment Sales Manager.

     

    * Increased initial commission does not apply to pre-existing PADs. Equitable Life reserves the right to end the campaign, at any time and without notice. 
    ** Applies to FundSERV trades occurring between May 20 and August 31, 2022. Initial commission on non-FundSERV trades occurring between May 20 to August 31, 2022 increases from 4% to 5%. Initial commission is subject to a chargeback.

     
    ™or ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
     

  7. About
  8. [pdf] myFlex Options Overview
  9. Reinstatements
  10. Equitable Life Savings & Retirement Webinar Series welcomes Fidelity Investments Canada. 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 David Tulk, Portfolio Manager, and Ilan Kolet, Institutional Portfolio Manager from Fidelity Investments Canada®, who will highlight the Fidelity Tactical Asset Allocation Portfolios. These portfolios will be part of the Pivotal Select™ lineup, launching June 7, 2021.
     

    Learn More