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1. [pdf] Investing in technology to make benefits easier
2. [pdf] New Forms to Comply with AML & CRS Changes
3. From piggy banks to property, the journey of helping clients save for a first home With the smell of spring in the air and for sale signs popping up on front lawns, no doubt clients are starting to ask, is it time to save for a house? Of course, a million other questions generally arise like, can I afford a house? How do I save? What do I do?
   
   If you’ve got clients asking for direction, join your host Joseph Trozzo, Vice President, Investment Sales, at Equitable^® along with Equitable’s own, Chris Petroff CPA CMA, Product Manager, Savings and Retirement to learn how Equitable can help you set clients up for success, when it comes to purchasing their first home.  
   
   Why Attend?
   This informative session will cover all the ins and outs of first-time home ownership, 
   
   •   from potential sources of funds to tax implications, 
   •   withdrawal rules, and 
   •   so much more. 
   
   You’ll get a deep dive into the various account types available through Equitable with segregated funds and DIA/GIA, and a comparison of each account type. We’ll also touch on mortgages, investment time horizon and other considerations, including specific case studies to help equip you with all the knowledge necessary to help clients purchase a first home. 

   Learn more

   
   Continuing Education Credits
   This webcast has been accredited for 1.00 Life continuing education (CE) credit 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 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: May 8, 2025
4. Paper Pivotal Select applications (Form #1383 and #1384)

   
   On April 27, 2020 Equitable Life® launched its NL-CB sales charge option to its Pivotal Select™ segregated fund lineup. The new option provides an additional choice to the existing Low Load (LL), No Load (NL) and Deferred Sales Charge (DSC) selections. To reflect the new sales charge option, Pivotal Select applications (Form #1383 and #1384) were updated.
   
   The paper Pivotal Select applications (Form #1383 and #1384) with a version date prior to 2020/04/27 (located on the back page and in the bottom right-hand corner of the application) will no longer be accepted as of July 1, 2020. If you currently have applications with a date that is before 2020/04/27, please destroy them and order new applications from our Supply Team. To order new applications, click here.
   
   Want to be sure you always have the most up-to-date application? Try our EZcomplete® online application platform. EZcomplete makes it easy to process your non-face-to-face applications and allows your clients to provide their signature remotely on their own device.
   
   For more information about the NL-CB sales charge option, please click here. For more information about Equitable Life’s EZcomplete, click here.

5. REMINDER that paper applications with a version date prior to 2021/04/02 are set to expire July 1, 2

   To comply with the Government of Canada’s anti-money laundering legislation and FATCA/CRS changes, Equitable Life® has updated its Savings and Retirement and Life Insurance applications.

   If you currently have applications with a version date before 2021/04/02, please destroy them and use our online pdf applications or order new applications from our Supply Team. Paper applications with a version date prior to 2021/04/02 (located on the back page and in the bottom right-hand corner of the application) will no longer be accepted after July 1, 2021 for:
   
              ● Savings and Retirement (Form #1383, #1384, #799, #355), and
              ● Life Insurance (Form #350)

   
   Want to be sure you always have the most up-to-date application? Try our EZcomplete® online platform for Individual Life, Critical Illness and Segregated fund applications.
    
   For a complete list of all forms and applications affected by the anti-money laundering legislation, refer to the following links:
   
   ● Savings and Retirement Anti-money Laundering Legislation Requirements Summary.
   ● Life Insurance Anti-money laundering Legislation Requirements Summary.

   To learn more about the Government of Canada’s anti-money laundering legislation and FATCA/CRS review the following links:
   ● Government of Canada - Guidance on the Common Reporting Standard
   ● Financial Transactions and Reports Analysis Centre of Canada
    
   If you have any other questions, contact your Regional Sales Manager or Equitable Life’s Advisor Services Team
    
   ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
    
6. Make It EZ2 EZtransact Contest – Twice As Nice!

   
   The Make-It-EZ EZtransact^TM contest is back by popular demand! This time we are making it twice as nice with one $200 winner each week, and a Grand Prize winner of $2000 at the end of the contest! Just in time for your busy RSP season, EZtransact, makes managing your client’s policies quick and convenient.
   
   Every EZtransact online transaction submitted between January 24 and April 1, 2022 gives you the chance to WIN! Eligible non-winning Entries will be carried forward to subsequent Draw Dates. So the sooner you start using EZtransact, the more chances you have to win! First draw will be on January 31, 2022.
   
   Click here for to start using EZtransact today.
   
   New to EZtransact? Click here to try our new EZtransact Sandbox practice site. 

   “Make It EZ²” EZtransact^TM Contest: No purchase necessary. Contest period January 24, 2022 to April 1, 2022. Eleven prizes to be awarded, for a total value of $4,000 CAD. Ten weekly prize draws, each for one prize of $200 CAD, to be held every Monday from January 31, 2022 to April 4, 2022. One Grand Prize draw, for one prize of $2,000 CAD, to be held on April 4, 2022. Correct answer to mathematical skill testing question required to win. Open to legal residents of Canada of the age of majority. Eligible non-winning Entries will be carried forward to subsequent Entry Periods and will be eligible on subsequent Draw Dates. Maximum one weekly draw prize per person. Odds of winning depend on number of eligible Entries received during the Contest Period. Click here to see full contest rules, including no purchase method of entry.

7. Take advantage of our online services today!
8. Empowering newcomers: Financial basics for a new start in Canada

   How are clients adjusting to life in a new country? Join our upcoming Master Class, "Empowering newcomers: Financial basics for a new start in Canada," to learn how to support them in building financial knowledge and confidence.
   
   We will explore how a lack of credit history, unfamiliar Canadian financial systems, and starting over in a new country can affect financial decisions.
   
   Join Joseph Trozzo, Vice President, National Investment Sales at Equitable, for an engaging conversation with Dr. Aditya Nain — professor, consultant, MoneySense columnist, and acclaimed multi-disciplinary author.
   
   Together, they’ll uncover actionable strategies and fresh perspectives to empower advisors in guiding new Canadians through the complexities of the financial landscape with confidence and care.
   
   Why attend?
   • Help clients set financial goals & choose the right Canadian accounts and products.
   • Educate clients on tax treatment of investment income.
   • Raise awareness about newcomer scams.
   
   Don’t miss this opportunity to deepen and elevate your advisory approach.

   Learn more

   
   
   Continuing Education Credits
   This webcast 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: September 11, 2025

9. Begin the year with clarity and insight Join us for an engaging and informative session hosted by Joseph Trozzo, Vice President of Investment Sales at Equitable®.
   
   Featured speakers
   
   Cam Crosbie, Executive Vice President, Individual Wealth
   Opening the session with “How Are We Feeling About 2026?”, Cam will share key insights on strategic initiatives, Equitable’s product roadmap and organizational priorities for the year ahead.
   
   Dave Irwin, AVP, External Fund Management
   Dave will lead a dynamic panel discussion on portfolio strategies and our exciting new product lineup for 2026, featuring the following distinguished fund managers:
   
   - Sajan Bedi, CFA, VP & Co‑Portfolio Manager, Canoe Equity, Asset Allocation & Enhanced Income
   - John Burrello, CFA, Senior Portfolio Manager, Invesco Global Strategies, Global Equity Income Advantage
   - Bill Zox, CFA, Portfolio Manager, Franklin Brandywine US High Yield Fund
   
   Closing highlights
   
   Joseph Trozzo will wrap up with an interactive Q&A, guiding the panel as they address your questions and share insights. We’ll conclude with an introduction to the Step Up Your Wealth and Elite Advisor programs for 2026.
   
   Learn more
    

   Continuing Education Credits

   This webcast 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.
    
10. Help clients navigate the tax landscape across investment types with Equitable With tax time in full swing, you’re invited to a helpful webcast that will explain how different investment types are taxed. This will give you simple language you can use to build clearer conversations with clients.
    
    This session will help you explain the key differences between:

    • Registered plans (which shelter or defer tax):
         • RRSP: Contributions offset taxable income. Taxes are deferred until withdrawals are made.
         • RRIF/LIF: All withdrawals are taxable.
         • FHSA: Contributions, withdrawals, and transfers appear on T4FHSA/Relevé 32.
         • TFSA:  Helps your investments grow tax-free.

    • Non‑registered plans (which are taxed yearly):
         • Income is taxed each year (not deferred). 
         • Reporting usually comes through T3 or T5 slips.

    
    Host: Taylor Tatay, Director, Investment Sales
    Guest Speaker: Chris Petroff, Individual Wealth Product Strategy Manager

    Learn more

    
    Continuing Education Credits 
    This webcast 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 18, 2026