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1. [pdf] Equitable Guaranteed Investment Funds – Estate Class
2. A strong close to 2024 for our participating account Equitable takes pride in its mutual structure. Our participating clients benefit from the wide range of assets we invest in. We also work to ensure these investments support and strengthen communities across Canada. Thanks to our investment team, participating clients enter 2025 with a strong long-term outlook.
   
   The December 2024 Participating Account Asset Mix Quarterly Update has now been posted.
   
   View the #1360 piece here.
   
   For more information, please contact your local wholesaler.
    
3. Equitable's Spring update & 2025 Dividend Scale Announcement

   
   Join us virtually on June 5th, 2025!

    
   We invite you to join us virtually on June 5^th, as our senior leaders share some exciting updates and the latest dividend scale news - all beginning at 1:00pm EDT.
   
   When: Thursday, June 5^th, 2025
   
    Time: 1:00pm – 1:20pm EDT
   
   
   
   On the day of the event, choose your language preference option below when it’s time to enter the meeting.
     
   (*The French and Chinese events will be partially in English, with sub-titles on screen).
   
   We look forward to seeing you there!
4. What's new?
5. Get to know our large case experts
   Equitable launches new 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.
   
   We are thrilled to share the first 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 1 featuring Cindy Shirley, Chief Underwriter and Claims Risk Management
   
   Cindy chats with us about:
   • Her approach to large case underwriting.
   • The large case underwriting team.
   • The important relationship between advisors and underwriters.
   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.
    
6. [pdf] Payout Annuity Interest Rate Guarantees (Advisor)
7. On-Demand Webcasts
8. Advisor Guide
9. WFG Life Business Month End Cycle - Cut Off Schedule
10. Submit PADs in a fraction of the time? It’s true…

    
    Skip the paperwork and get Pre-Authorized Debit requests submitted instantly!
    
    Are you still submitting pre-authorized debit (PAD) requests via fax or email? You could be saving time and effort by using EZtransact^TM instead:

    • Pick the client's name from your list of clients.

    • Choose the bank account from a list of pre-filled options.

    • Have the client e-sign the form.

    • Hit submit – form is sent to Equitable instantly.

    • Your MGA office receives a copy at the same time.

     
    No more scanning, saving, uploading, emailing, or faxing.
    
    
     
    Get to know EZtransact in time for RRSP season and fast-forward your sales process.
    
    
       
     

    ™ or ® denote trademarks of The Equitable Life Insurance Company of Canada.