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Equitable Life Savings & Retirement Webinar Series welcomes Mackenzie Ivy Global Balanced.
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 Mackenzie Investments.
Join your host Joseph Trozzo, Investment Sales Vice President and Matt Moody, Vice President, Portfolio Manager, Mackenzie Ivy Team and Dagmar-Rose Pagel, Product Manager.
Learn More
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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
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Equitable Life Savings & Retirement Webinar Series featuring Dynamic Funds
In 2022, Equitable Life’s® S&R team will continue to spotlight various aspects of our competitive fund lineup and product offerings. Each webinar in the series features a new topic. This series gives advisors an opportunity to:
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learn more about products and product features,
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hear from industry professionals,
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learn about investment strategies; and so much more.
This month, Equitable Life welcomes David L. Fingold, Vice President and Portfolio Manager, 1832 Asset Management L.P.
Learn More!
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Equitable Life of Canada Webcast Series Featuring Invesco Canada
Equitable Life® continues to spotlight various aspects of our competitive fund lineup and product offerings. This series gives advisors an opportunity to:
- learn more about products and product features,
- hear from industry professionals,
- learn about investment strategies; and so much more.
In this webcast, we welcome

Join us to learn the reasons for the growth in ESG, how the following funds are managed and how they can be positioned in a client’s portfolio.- Equitable Life S&P/TSX Composite ESG Index Fund Select
- Equitable Life S&P 500 ESG Index Fund Select
- Equitable Life NASDAQ 100 ESG Index Fund Select
Learn more
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Equitable Life Webcast Series featuring Franklin Templeton
Equitable Life® continues to spotlight various aspects of our competitive fund lineup and product offerings. This series gives advisors an opportunity to:
• learn more about products and product features,
• hear from industry professionals,
• learn about investment strategies; and so much more.
In this webcast, we welcome
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Join us to learn about Equitable Life ClearBridge Sustainable Global Infrastructure Income Fund Select along with the fund’s people, process, philosophy, and performance.Learn more
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Equitable Life Webcast Series featuring Fidelity Investments
Equitable Life® continues to spotlight various aspects of our competitive fund lineup and product offerings. This series gives advisors an opportunity to:-
learn more about products and product features,
-
hear from industry professionals,
-
learn about investment strategies; and so much more.
In this webcast, we welcome
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Join us to learn about the Equitable Life Fidelity® Climate Leadership Balanced Fund Select and Equitable Life Fidelity® Climate Leadership Fund Select now available in Pivotal SelectTM Investment Class (75/75). Learn about the funds’ people, process, philosophy, and performance.
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2026/2027 Dividend scale announcement, plus new Performance and perspective par fund report
Good news! Equitable’s Board of Directors has approved maintaining our current dividend scale, including the dividend scale interest rate of 6.40%, effective July 1, 2026, through June 30, 2027.*
These factors are also staying the same:
• The interest rate* used to decide the dividend scale is unchanged at 6.40%.
• The interest rate for policies with dividends on deposit stays at 3.50%.
• The interest rate for most policy loans continues to be 6.50%. **
A stable dividend scale reflects strong, long‑term management of the participating fund.
Find out what’s new with Equitable Individual Insurance and hear the 2026 Dividend Scale announcement
(*French and Chinese events will be partially in English, with sub-titles on screen)..jpg)
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New! Performance and perspective participating fund report
You now have a powerful new resource, Performance and perspective, to support your client conversations about Equitable’s participating fund. It’s designed to give you a transparent view of 2025 participating fund performance to help you explain long‑term value simply, and position Equimax® participating whole life as a long‑term solution, not just a product.
View the Performance and perspective report: English, French, Chinese
Reasons to use Performance and perspective
• It strengthens your conversations and builds client confidence by showing the participating fund asset mix, historical performance and long‑term approach all in one place.
• It helps you explain with clear visuals how the participating account is managed, not just how it performed.
Why this matters to clients
• They get transparency into where their money is invested.
• They can see how participating solutions are managed over time, not year to year.
• They gain confidence in long‑term planning decisions, supported by facts.
Need more information?
• Dividend Information Page
• 2026 Advisor Dividend Scale Notice
• 2026 Client Dividend Scale Notice
*Dividends are not guaranteed and are paid at the sole discretion of the Board of Directors.
**Applies to new and existing policy loans and automatic premium loans, specifically Equimax® policies with 9-digit policy numbers beginning with 3 or 8. Older policies may have different loan rates as they reflect the prime interest rate.
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