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Protect clients and yourself from cyber attacks
Cyber criminals are targeting advisors’ computers and email accounts. They are targeting advisors because you have detailed financial information about clients. These attacks put you and clients at risk by exposing private financial data, allowing unauthorized withdrawal attempts, and easing identity theft. A breach can lead to financial loss and a damaged reputation.
How to stay safe:
• Use strong security: Turn on multi-factor authentication, change your passwords often, and make sure passwords are unique.
• Install antivirus or internet software: Use trusted programs such as Norton or McAfee to protect your computer.
• Keep everything updated: Make sure your computer’s operating system and software are up to date.
• Get expert help: Ask an IT professional to check your security system.
• Be careful online: Take cybersecurity training to learn about new threats. Don’t click on suspicious links, including from people you don’t know.
• Have cyber insurance: This can help protect you if something goes wrong. You can usually get it through your E&O provider.
Remember: Cyber criminals also target the public, including client email accounts. They may use a client’s email to send you requests that look real. Call clients to confirm emailed requests, especially if someone asks to withdraw money or change banking information.
Our clients trust you with their financial future. Do everything you can to keep their information safe. - Sales Illustrations
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Group - COVID-19 Group Benefits Updates
As the coronavirus (COVID-19) continues to spread, it’s important that you have the most up-to-date information about how it impacts you, your clients and their plan members. To help, we have created a COVID-19 Updates page on EquiNet, our secure advisor site. There you will find links to past editions of our eNews, as well as the most up to date FAQ. Please check back often. We will continue to provide timely updates on any developments that impact our clients and their plan members or their benefits coverage.
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Equitable Life's RSP Contest: Grand prize winners celebrate a future filled with possibilities!
The Savings & Retirement team at Equitable Life recently celebrated the successful conclusion of their recent RSP contest with a special cheque presentation to Equitable Life client, Kavitaben Rathod, and her World Financial Group (WFG) advisor, Kinnari Patel, who were both thrilled to be selected as the grand prize winners.
The Grow Your Future contest ran from January 1 to March 1, 2023, and offered clients and advisors a chance to win big by making RSP contributions. It was a hit with clients like Kavitaben as it provided them with a compelling reason to work with their advisors to build their wealth. Clients who made a deposit into an Equitable Life RSP policy between January 1 and March 1, 2023, had the chance to win the $5,000 grand prize. When Kavitaben won the grand prize, her advisor Kinnari won $1,000 as well.
Alex Lucero, Regional Investment Sales Manager, Greater Toronto Area, met with both Kinnari and Kavitaben to present the cheque and took some photos to commemorate the occasion. The collaborative effort put in by the Equitable Life team was highly appreciated.
Kavitaben expressed her sincere gratitude, sharing how surprised, excited, and delighted she was to be chosen as the grand prize winner. She described the experience as “an amazing feeling and our best day in Canada! It was a really fortunate moment for me”.
Kinnari also expressed her appreciation to Equitable Life, Alex, and the entire WFG team for the proud moment and shared that the experience gave her “motivation and inspiration in her future work duties”.
Equitable Life's commitment to offering products, services, and choices that best suit clients' needs was evident through the contest. Clients saw contest messaging through social media and equitable.ca, while advisors saw it on the EquiNet advisor website, through emails, and MGA and WFG newsletters.Congratulations to everyone who supported the contest and helped make it a success!
Date posted: April 19, 2023
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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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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. -
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