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  1. Equitable Individual Wealth Webcast featuring Payout Annuities
    This month, Equitable® highlights payout annuities.

    We will talk about:

    •  life annuities,
    •  product features,
    •  taxation, and
    •  the benefits that payout annuities can bring to a client’s retirement plan.

    Join your host, Deedra Weinstein, Head of Individual Wealth Product and Marketing, as she welcomes Nicole Lemon, Product Manager, Individual Wealth.

    Start learning today! Register to watch On-Demand




     

    Continuing Education Credits
    This webcast has been accredited for continuing education (CE) credits for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz.  It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by the licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only. 
    This webcast is available in English only.

    Date posted: October 2, 2025 

  2. Complex large case? Meet our Tax and Estate Planning expert.

    Ask our Experts Episode 4

    At Equitable, we understand that complex large cases require expert handling. Our team is here to help guide you through every step of the process.

    Today, we are thrilled to share the fourth episode of Ask our Experts. Watch episode 4 featuring Bryan McNulty, Head of Tax and Estate Planning.

    Bryan talks about:
    • How his past experiences serve him in his role at Equitable.
    • The importance of policy ownership.
    • Equitable’s mutual status and our focus on life insurance.

    Learn more:
    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. 



    Don’t miss the favourites! Watch our most viewed Ask our Experts episodes here:
  3. More time to complete and view applications on EZcomplete


    You asked for more time, we listened!
     
    Effective January 14, 2023, you will have more time to complete and view in-flight and completed applications on the EZcomplete® dashboard.  

    You will now have,
    image-(1).jpg

    There are no changes to EZcomplete’s Sandbox.  Applications in the Practice Site will continue to be deleted after 10 calendar days.

    Take me to the Sandbox

    Take me to EZcomplete

    Play around in the Sandbox with a demo client account.

    Submit your applications today.


    If you have any questions, contact your Regional Investment Sales Manager or Advisor Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427, or email savingsretirement@equitable.ca.

     
     
    *Insurance applications currently offer 30 calendar days
    ** In-flight applications created prior to January 14, 2023, will maintain the existing 10-day submission timeline.
    ® denote a trademark of The Equitable Life Insurance Company of Canada.
    Posted: January 14, 2023
  4. Reminder: Beneficiary designations for children’s CI policies When a critical illness (CI) insurance policy or rider is issued for a minor, it’s important to ensure beneficiary designations accurately reflect clients’ intentions. Without a beneficiary on file, or with a minor designated without a trustee, an approved claim may need to be paid to the court or the Public Trustee. This can cause delays at a time when families may urgently need access to support.

    Help clients name a beneficiary on their juvenile critical illness policy today. This isn’t just a safeguard to avoid court or Public Trustee delays at claim time. It’s a reflection of your expertise and care.

    For more information, see our client support resource below. To view the link below, you will need to log in to your EquiNet® account.

    View client support resources on EquiNet
  5. Franklin Templeton
  6. [pdf] Equitable Guaranteed Investment Funds – Investment Class
  7. Online banking makes RSP season easier
    March 1, 2021 is the deadline for clients to make Retirement Savings Plan (RSP) contributions within the first 60 days and that date is quickly approaching! Why not alleviate some stress by having your clients make their deposits using online banking?

    To get started with online banking, clients simply log in to their online bank account and select the option to add a new bill/payee and search for Equitable Life Savings Plan. The Equitable Life savings plan policy number will serve as the account number.

    Clients that complete their deposits using online banking don’t have to stress about mailing a cheque. Or worry about whether the money will make it to head office in time for the deadline. Deposits are applied based on the investment direction on file.

    Deposits can be made to RSPs as well as Tax-Free Savings Accounts and non-registered accounts. The minimum deposit is $50 per fund and $500 per Guaranteed Deposit Account (GDA).

    To learn more, click here. More questions? Reach out to your local Regional Investment Sales Manager.
     
  8. Crunch the numbers with Equitable Life’s Online Calculators


    Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.


    Each week in March, we will be sharing an online calculator from our list.

     

    Share calculators using your Facebook, Twitter or LinkedIn account. 



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    Abbey and Ben enjoy being with friends and family. They are always ready to hit the town and have some fun. Sometimes, they run short on money at the end of each month.
     

    Did you know?

    One of the most important aspects of controlling a budget is knowing where the money goes. Check out Equitable Life’s Home Budget Calculator.

  9. Crunch the numbers with Equitable Life’s RRSP Loan Calculator

    Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.


    Each week in March, we will be sharing an online calculator from our list.

     

    Share calculators using your Facebook, Twitter or LinkedIn account. 



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    Omar and Sarah want to catch up on contributing to their RRSP after the COVID lockdown. How much can they afford to contribute?


    Did you know?

    An RRSP loan can be an excellent way to jump start your retirement savings. Check out Equitable Life’s RRSP Loan Calculator.

  10. Crunch the numbers with Equitable Life’s Tax Free Savings Account Comparison Calculator

    Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.


    Each week in March, we will be sharing an online calculator from our list.


    Share calculators using your Facebook, Twitter or LinkedIn account. 

     



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    Fei Hong and Yu Yan want to set up an emergency fund that will provide some growth and allow them to take out money when they need it. Does such a thing exist? If so, what is the catch?

     

    Did you know?

    With a TFSA, you can make tax free withdrawals at any time for any purpose. Check out Equitable Life’s Tax Free Savings Account Comparison Calculator