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Take the emotions out of investing
Investing without letting our emotions take the wheel can be quite a challenge. We've all made decisions based on our feelings rather than logic or financial sense at some point. But following our emotions when investing is a good way to put our investment plan at risk.
When it comes to financial planning, it's crucial to guide clients towards being rational investors who understand that market fluctuations are part of the journey. Even the most steadfast rational investors have found it tough to stay calm amidst recent market volatility. But history reassures us that this too shall pass, and the markets will rise again. The burning question is always, "When?"
While no one can predict the future, an advisors’ role is to help clients grasp that risk management is a cornerstone of any solid investment strategy. Risk is just one of the building blocks in crafting a financial portfolio that can weather both good times and bad.
That’s why Equitable® has created an emotional investing brochure to help clients manage through extraordinary times. Download your copy of Take emotions out of investing. We have also included a template letter that you can personalize and use to reach out to clients. To download an editable copy, click here.
Questions? Contact your Director, Investment Sales.
Date posted: April 17, 2025 - Sales Illustrations
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Join us for our first Equitable Life Master Class webcast
We’re pleased to introduce the Equitable Life Master Class webcast series. These webcasts offer compelling topics and unique ideas from leading experts to help you manage and grow your business.
Join Equitable Life along with guest speaker Rob Kochel, Director, Invesco Consulting Group to learn:· The ESG client connection opportunities.
· The optimal language to use when introducing ESG to a client.
· Four universal communication principles for better client conversations.
· Words to use and words to lose.
You don't want to miss it!
® denote trademarks of The Equitable Life Insurance Company of Canada.
Posted January 25, 2023 - [pdf] Daily/Guaranteed Interest Account Contract
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RRIF minimum withdrawal changes in response to COVID-19
Responding to the COVID-19 pandemic and retirees concerned about withdrawing from their portfolios during the market sell-off, the federal government recently announced a 25% reduction in the minimum withdrawal rate for Registered Retirement Income Funds (RRIFs) for 2020. This reduction only applies to funds that have not yet been withdrawn.
If your client chooses to leave the payment at the current minimum payment for the 2020 calendar year, no further action is required.
If your client has already received the unreduced payment for the year, your client cannot return the excess amount.
If your client would like to reduce the minimum, you can contact our Advisor Services Team at 1.866.884.7427, Monday to Friday 8:30 a.m. – 7:30 p.m. ET or email savingsretirement@equitable.ca to advise us of the change. Taxes will not be withheld on the payment.
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Redefine online surfing with Equitable Life
Conquer the tailslide of RSP season with direct deposits to your client’s Equitable Life plan from a financial institution’s online banking.
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Equitable explains individual life and critical illness insurance with client-focused videos!
In today’s busy world, clients need guidance to help them pick the right solutions for their needs. They need quick, easy-to-understand information. With so many options out there, it can get overwhelming to make the right choice.
The same goes for individual life and critical illness insurance. Which type of insurance is right for the client? Advisors can help provide that support and guidance. But perhaps, to get that conversation started, you just need to give clients a little nudge.
We get it. That’s why Equitable has produced a series of client-focused videos to help advisors start those conversations.
Check out our explainer videos below and share them with clients today!
● Equimax® participating whole life for children
● Dividends
● EquiLiving® critical illness insurance
● Term life insurance
● Equitable Generations™ universal life insurance
Want to learn more?
Contact your Equitable Wholesaler – we’re here to help!
® or ™ denote trademarks of The Equitable Life Insurance Company of Canada.
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New rules in effect for all Quebec applications
The Quebec Regulatory Tribunal (AMF) made an important decision about selling insurance products to Quebec residents. As a result, Equitable® has changed its licensing rules for all future sales to clients in Quebec.
Effective on November 28, 2024, you must be licensed in Quebec to submit an application for a client who lives in Quebec. This requirement applies to all insurance and investment products.
Regardless of where the application is signed, if you meet with a client whose primary residence is in Quebec, you must be licensed in Quebec to submit on the client’s behalf.
If you are not licensed in Quebec, you will need to get licensed in Quebec for applications for Quebec clients to be processed.
What about licensing for clients outside of Quebec?
In all cases, we encourage you to be licensed in the province where a client lives to be able to do business or provide ongoing service.
Equitable is committed to providing solutions and service that is in the best interests of clients and advisors alike. We appreciate your continued support.
Questions?
Your Equitable Wholesaler is here to help.
You may also reach out to Advisor Services for more details. Email eastern-service@equitable.ca or call 1-800-668-4095.
® or TM denote trademarks of The Equitable Life Insurance Company of Canada.