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  1. [pdf] Collateral Loan Suitable Candidate Profile
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  3. Redefining Trust in Financial Advice: AI and Mental Health Discover how AI is shaping client relationships, mental health and the advisor’s role.

    Join our April Master Class, “Redefining Trust in Financial Advice: AI and Mental Health.” As artificial intelligence (AI) becomes more common in financial services, advisors are facing a new reality. Advanced technology now sits alongside very human needs. Clients want more than speed and smart tools. They want advice built on trust, empathy and understanding.

    In this session, we’ll explore:
    •        How AI is changing the advisor client relationship and what that means for trust.
    •    The link between money, mental health and client decision making.
    •    Practical ways advisors can use technology while staying empathetic and ethical.

    Why attend?
    •        Build stronger trust and confidence in client conversations as AI plays a bigger role.
    •    Better support clients dealing with financial stress and emotional uncertainty.
    •    Learn practical strategies you can use right away without losing the human touch.

    Join Joseph Trozzo, Vice President, National Investment Sales at Equitable, in conversation with Gabrielle Provencher, M.Sc., R.S.W., R.M.F.T. (AMHP), Director, Enhanced Mental Health Care & Workplace Support, Homewood Health.

    Don’t miss this opportunity.

    Learn more

     
  4. Chinese Markets
  5. [pdf] Daily/Guaranteed Interest Account Contract
  6. Pique your Fi-natical Curiosity with Equitable and Invesco

    Get ready for an engaging session where we'll uncover 8 core topics that every advisor should know about clients. One of those core topics is “who do you care about?” This helps advisors understand who is important to clients, so they can then begin to include them in their planning. Let's dive in and discover how to make client relationships even stronger.

    Rob Kochel, Director, Invesco Consulting Canada, will explain how asking the right questions helps advisors learn more about clients, so they can work towards capturing up to 70% more of their clients’ assets. Join Joseph Trozzo, Vice President, Investment Sales, at Equitable® as he hosts this Master Class webcast on “Fi-natical Curiosity”.

    Featured Speaker: Rob Kochel
    Rob is a Director with Invesco Consulting. This group has earned a reputation within the financial sector as a premier provider of business strategies to the industry. Rob is a national speaker who is recruited for keynote presentations and workshops to share his personal learnings and Invesco Consulting's expertise.

    Learn more

    Continuing Education Credits 
    This master class has been submitted for continuing education (CE) approval for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. Upon approval, you will be sent an email notification to come back to the webcast presentation console to download your personalized certificate from the tool bar. 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 their 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: March 13, 2025

  7. [pdf] WL & Annuity - Child's 10 Pay
  8. [pdf] WL Annuity Child's 20 Pay
  9. [pdf] UL Chargeback changes FAQ
  10. Competitive GIA rates and more!
    With many bond funds declining in value over the past year, clients are looking for fixed income alternatives to reduce portfolio risk while providing a principal guarantee and an attractive interest rate.  

    Equitable Life® Guaranteed Interest Account (GIA) investment options are ideal for clients who want to create an emergency fund or save for a special purchase. And we’ve recently increased interest rates to make our GIA options even more competitive! 
     
    A few reasons to consider Equitable Life for your GIA business:
    • The GIA advantage – a life insurance contract can provide many estate planning benefits.
    • Industry-leading compensation – we currently pay 40bps of commission per year of term.1 Many competitors only offer 20 – 25bps per year of term.2
    • Cashable option3 – allows clients to access their money in case of unexpected circumstances. Not many competitors offer this feature.2
    • Advisor rate discretion – advisors can forego up to 40bps of commission for an equal increase in interest rate, making our great rates even better.
    • Step Up Your Wealth Sales program – 100% of GIA net deposits4 are used to calculate the 0.75% bonus commission earned on net deposits for 2022.
    • Win-Win – our GIAs allow you to give the client a better interest rate while still earning a good commission.
     
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    For more information, please contact your Equitable Life Regional Investment Sales Manager.
     
     
     
    1 Equitable Life commission rates as at May 19, 2022.
    2 Competitive information as at November 20, 2021; Equitable Life does not guarantee the accuracy of competitive information.
    3 Withdrawals made prior to the maturity date will be subject to a market value adjustment and may be subject to tax.
    4 All eligible deposits, sales, and redemptions occurring between January 1 and December 31, 2022, will be used to calculate an advisor’s 2022 net deposits.
     
    ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.