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1. Joe Galbraith recognized as Wealth Professional Magazine 2025 5-Star Wholesaler of the Year Joe Galbraith, Director, Investment Sales at Equitable^®, has been named one of Wealth Professional Magazine’s 2025 5-Star wholesalers. This award highlights his significant contributions to the financial services industry. The 50 individuals, chosen from a large pool of nominees, represent some of the best in the wholesaling business.
   
   Encouraged by his wife to pursue his passion for helping people, Joe transitioned into financial services, spending 12 years as an advisor. He began his current role as Director, Investment Sales with Equitable six years ago. Known for his empathetic service mindset, Joe is deeply committed to understanding and addressing the unique needs of everyone he works with. His collaborative approach and knack for problem-solving make him a valued team member.
   
   Joe's recognition as one of Wealth Professional's top 50 wholesalers underscores his commitment to clients and the industry. In response to this recognition, Joe expressed he is “humbled that advisors value our relationship enough to take the time to nominate me for this recognition. Their support and belief in me mean a great deal, and I’m grateful for the trust and collaboration we share.” 
   
   Join us in congratulating Joe on this achievement!
   
   Date posted: May 1, 2025
    
2. Fidelity Investments Canada
3. [pdf] Payout Annuity Application
4. [pdf] Managing a Retirement Savings Plan tax refund
5. [pdf] EquiNet Quick Tips
6. [pdf] Path to Success - Overcoming Objections: I Can Use My Own Money
7. [pdf] Online Plan Member Enrolment Quick Reference Guide
8. WFG KYC and Trade Ticket documents are now part of EZcomplete

     
   
   Equitable Life® wants to help you get on with your day. Effective June 11, 2022, WFG’s KYC* and Trade Ticket documents will be integrated into the highly rated EZcomplete® online application tool. This means no more completing these documents separately and uploading them to EZcomplete.
   
   By integrating the KYC and Trade Ticket with EZcomplete:

   • these documents will automatically populate with information collected in the EZcomplete process,

   • necessary signatures will be captured, and

   • these documents will be sent to WFG’s back office on your behalf.

    
   Once the application has been submitted, signed documents will be available for advisors, clients, and joint clients to download. It is that easy.
    
   Get on with your day with Equitable Life. Log in to EZcomplete today.
    
   Speak to your Regional Investment Sales Manager to learn more.
    
   * KYCs on corporately owned policies are not currently supported
   ® denotes a trademark of The Equitable Life Insurance Company of Canada.

9. [pdf] Retirement Income Fund Understanding minimum withdrawal percentages
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