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First Home Savings Account Webcast
Join us for the Equitable Life® First Home Savings Account (FHSA) webcast to learn:
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• Who is eligible
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• Contribution limits
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• Making withdrawals
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• How FHSA compares to an RSP and TFSA
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• Practical applications
Posted September 14, 2023
Help make a client’s dream of homeownership a reality.
Learn more
Continuing Education Credits
This webinar has been accredited for 1.00 Life continuing education (CE) credit with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. 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.
® denote a registered trademark of The Equitable Life Insurance Company of Canada
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And the winners of Equitable’s Ring in the Savings Contest are…
A big thank you for making Equitable’s Ring in the Savings contest a huge success.
Clients who made a contribution between January 1 and March 1, 2025, to their Registered Retirement Savings Plan (RRSP) or Tax-Free Savings Account (TFSA) or could win $5,000 and the advisor could win $1,000.
We’ve now completed the draws and are thrilled to announce the following winners:-
Client: C. F., British Columbia
Advisor: Dylan D., British Columbia -
Client: F. L., Ontario
Advisor: Ted E., Ontario
Congratulations to our winners!
Posted May 5, 2025
From all of us at Equitable, thank you for your trust and partnership. -
- [pdf] Non-Resident Transactions
- Understanding segregated funds and their benefits
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Supporting you and your group clients during the COVID-19 pandemic
We know these are challenging times.
As COVID-19 continues to spread, we want to reassure you that we remain ready and committed to support you, your group clients and their plan members.
We have a robust and well-tested business continuity plan in place and have taken the necessary steps to maintain the high level of service you have come to expect from us. Our business is near 100% digital, so the vast majority of our employees are now working remotely from home and are fully functional. Our Customer Care Centre remains open to support plan members and can be reached at 1.800.265.4556. And our Client Relationship Specialists are available for Plan Administrator questions and support.
As the situation continues to develop, we know you will have questions about what it means for your clients and their plan members. We have already issued announcements related to Travel Assist coverage for plan members who are outside of the country, and about short-term disability coverage for plan members who are in quarantine or self-isolation. We will continue to provide timely updates as developments unfold.
All of us are facing an unprecedented number of urgent situations where there is no established protocol. Our commitment to you and your clients is to respond quickly, and to be flexible where we can, tailoring solutions to specific needs. The global situation is evolving rapidly; we ask for your patience as our solutions also evolve quickly and accordingly. Your Group Account Executive and myFlex Sales Manager are well equipped to navigate Equitable Life’s experts and to resolve difficulties.
These are extraordinary times and history is in the making. Rest assured that Equitable Life is unwavering in our support, and we will be here to help you when it matters most.
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Step Up Your Wealth Sales with Equitable Life!
Welcome to the Step Up Your Wealth Sales program with Equitable Life® . You will be rewarded with a growth bonus for doing more business with Equitable Life in 2023!
The program rewards advisors who promote Equitable Life’s Savings & Retirement products to existing and new clients as part of an overall investment strategy based on client needs.
Commission Bonus Calculation:
Gross deposits into segregated funds
+ Gross deposits into Guaranteed Interest Account (GIA) contracts
+ 25% of payout annuity sales
- Segregated fund redemptions
- GIA redemptions
= 2023 Net Deposits
All deposits, sales, and redemptions occurring between January 1 and December 31, 2023, will be used to calculate an advisor’s 2023 net deposits.
Tier 2023 Net Deposits Bonus Rate* 1 Less than $250,000 $0 2 $250,000 - 499,999 .25% 3 $500,000 – 749,999 .50% 4 $750,000+ .75% 5 Elite Advisor re-qualifiers1 1.00%
* The bonus amount will be calculated at the end of 2023 based on net deposits. The bonus will be paid within 90 days following December 31, 2023. Maximum bonus payable is $100,000 for Elite Advisor re-qualifiers; $75,000 otherwise.
For more information, download our flyer or contact your Equitable Life Regional Investment Sales Manager.
Equitable Life is committed to offering advisors and clients product, service, and feature choices that best suit their needs. We offer multiple sales charge options, three distinct guarantee classes, and a diverse selection of investment funds to align with clients’ unique needs.Posted:June 26, 2023
™or ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
1 Elite Advisor re-qualifiers are advisors who attained Elite status as of end of 2022 and maintain Elite status at the end of 2023. To attain 2023 Elite Advisor status, an advisor must have $1,250,000 in gross deposits in at least 5 policies or $10,000,000 in assets. -
Step Up Your Wealth Sales with Equitable!
Welcome to the Step Up Your Wealth Sales program with Equitable®.
The program rewards advisors who promote Equitable’s Savings & Retirement products to existing and new clients as part of an overall investment strategy based on client needs.
Commission Bonus Calculation:
Gross deposits into segregated funds
+ Gross deposits into Guaranteed Interest Account contracts
+ 25% of payout annuity sales
- Segregated fund redemptions
- GIA redemptions
= 2024 Net Deposits
All deposits, sales, and redemptions occurring between January 1 and December 31, 2024, will be used to calculate an advisor’s 2024 net deposits.
Tier 2024 Net Deposits Bonus Rate* 1 Less than $250,000 $0 2 $250,000 - 499,999 .25% 3 $500,000 – 749,999 .50% 4 $750,000+ .75% 5 Elite Advisor re-qualifiers1 1.00% * The bonus amount will be calculated at the end of 2024 based on net deposits. The bonus will be paid within 90 days following December 31, 2024. Maximum bonus payable is $100,000 for Elite Advisor re-qualifiers; $75,000 otherwise.
For more information, download our flyer or contact your Regional Investment Sales Manager.
Equitable is committed to offering advisors and clients product, service, and feature choices that best suit their needs. We offer multiple sales charge options, three distinct guarantee classes, and a diverse selection of investment funds to align with clients’ unique needs.
Posted: February 7, 2024
™or ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
1Elite Advisor re-qualifiers are advisors who attained Elite status as of end of 2023 and maintain Elite status at the end of 2024. To attain 2024 Elite Advisor status, an advisor must have $1,250,000 in gross deposits in at least 5 policies or $10,000,000 in assets. -
When we grow together, success is mutual
Equitable® announces the return of its popular Step Up Your Wealth sales campaign! Again, this year, we are rewarding advisors who promote Equitable’s Savings & Retirement products to both existing and new clients, as part of a comprehensive investment strategy.
At Equitable, we offer a complete range of investment products designed to meet the savings, accumulation, and income needs of Canadians. Our strength as a mutual company, combined with our diverse lineup of competitive solutions, can help clients achieve their financial goals with confidence.
*The bonus amount will be calculated at the end of 2025 based on net deposits. The bonus will be paid within 90 days following December 31, 2025. Maximum bonus payable is $100,000 for re-qualifying Elite advisors; $75,000 otherwise. 1 Re-qualifying Elite advisors are advisors who attained Elite status at the end of 2024 and maintain Elite status at the end of 2025. To attain Elite advisor status, an advisor must have $1,250,000 in gross deposits in at least five policies or $10,000,000 in assets. For re-qualifying Elite advisors that reach $10,000,000 or more in net deposits in both 2024 and 2025, the maximum payment is $200,000. Equitable reserves the right to end or after the Step Up Your Wealth sales campaign at any time and without notice.
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Join us and take advantage of the opportunity to grow clients’ wealth while being rewarded for your efforts. Together, we can help Canadians achieve their financial dreams. For more information, visit our website or speak to your Director, Investment Sales today.
Date posted: January 6, 2025
- [pdf] Harnessing the power of your cash value