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1. Sharpen your skills with Equitable’s Path to Invest summer learning modules

   Want to stay ahead, bring more value to clients, and earn Continuing Education (CE) credits?

   Equitable^® now offers new online summer modules to help you grow your financial knowledge. These self-paced Path to Invest modules are available on our ON24 platform. You can learn on your own schedule and earn CE credits with ease.

   Whether you want to boost your investment skills or have better client conversations, these courses are here to support your growth.

   The first module, Index Investing, explores the basics of index investing, how it compares to active management, and how using indexes can help diversify client portfolios.

   The second module, Saving for a Home with Equitable, equips you with strategies and tools to guide clients through the homebuying journey, including insights on savings vehicles, intergenerational wealth transfers, and mortgage planning.

   Each course is approved by the Alberta Insurance Council and the Insurance Council of Manitoba. You will earn 1 CE credit for each course after passing the quiz.

   Start learning today! Visit our Learning Centre to begin. 
   
   If you have any questions, reach out to your Director, Investment Sales. When we work together, success is mutual.

   
   Continuing Education Credits
   To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. These webcasts are available in English only. 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.
   
   Date posted: July 17, 2025

2. Let’s “Talk Money”: Helping clients feel better about their finances This November is Financial Literacy Month, and the theme is simple but powerful: “Talk Money.” The goal is simple—get Canadians talking about money. When people open up about budgeting, debt, or financial stress, they feel more confident and less alone.
   
   Money and mental health are connected
   Many Canadians feel stressed about money. That stress can affect their mental health. As an advisor, you can help by starting honest conversations. When clients talk about their worries, they’re more likely to take action and feel better.
   
   How advisors can help
   You don’t need to be a therapist. Just listen, ask questions, and offer simple steps. Here are a few ideas:
   
    
   • Ask how clients feel about their finances.
   • Share stories of others who overcame money stress.
   • Celebrate small wins, like setting a budget or saving a little more.
   • Use Equitable’s online learning modules to equip yourself with knowledge to help support client goals.
   • Watch our on-demand webcast: How to stay grounded in a changing world: Supporting financial and mental well-being
   
   Let’s talk money
   Talking about money helps people feel stronger and more in control. This month, let’s help clients open up, take action, and build better habits—financially and emotionally.
   
   If you have any questions, feel free to reach out to your Director, Investment Sales.
3. Let’s “Talk Money”: From first savings to retirement income
   Financial Literacy Month may be ending, but the conversation shouldn’t.
   
   Talking with an advisor helps normalize money conversations— including discussions on saving, spending, managing debt, and more. This can help clients feel better and make smarter financial choices. As an advisor, you can guide clients from their first savings through to retirement with Equitable^® .
   
   Starting out? Clients can consider:
   Tax-Free Savings Account (TFSA)
   Save for short- or long-term goals and take out money anytime, tax-free.
   
   First Home Savings Account (FHSA)
   Save up to $40,000 tax-free for a first home. Contributions may be tax-deductible, and withdrawals are tax-free for buying a qualifying home.
   
   Growing wealth? Clients can consider:
   Registered Retirement Savings Plan (RRSP)
   Contributions may be tax-deductible. Good for long-term savings—money grows tax-free until retirement.
   
   Guaranteed Interest Account (GIA) / Daily Interest Account (DIA)
   Earn steady interest with flexible terms. Available in a TFSA, RRSP, and FHSA.
   
   Retirement ready? Clients can consider:
   Payout annuities
   Guaranteed income for life or a set time. Helps make sure savings last.
    

   Resources to support these conversations

   
   Use our easy online tools: EZcomplete^®  to apply and EZtransact™ for transactions. Let’s help Canadians save smarter—one step at a time. When we work together, success is mutual.
   
   Reach out to your Director, Investment Sales if you have questions.
4. 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.
5. New internal transfer enhancement available on Equitable’s EZcomplete

   Advisors will now notice a new internal transfer enhancement in EZcomplete®, Equitable’s online application platform — and it’s designed to make life a whole lot easier. With this update, moving a client’s funds from an existing Equitable® segregated fund contract into a new Equitable Guaranteed Investment Funds™ contract is now faster, smoother and far more intuitive. 

   Here’s what you can expect: 

   • A clear, consolidated view of clients’ current contracts. 

   • Key details — like product type, current market value, sales charge and Guaranteed Interest Account terms — displayed right up front. 

   • Options to complete full or partial transfers. 

   • Helpful alerts that guide you through each step and help prevent mistakes. 

   Everything you need to complete an internal transfer is now in one spot — no more digging through old statements or searching for external documents. It’s a more streamlined, transparent experience for both you and clients. 

   You can access the enhancement directly within EZcomplete (Individual Wealth).  
    

                          
    

   If you have questions, speak with your Director, Investment Sales or Advisor Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427, or email individualwealth@equitable.ca. 

   ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada. 
    

6. Earth Day: A simple way to talk about sustainable investing Earth Day is a great time to talk with clients about investing with purpose. This year’s theme—Our Power, Our Planet—highlights the impact of individual and collective choices, including how we invest.
   
   Many Canadians are interested in sustainable investing, which looks at environmental, social, and governance (ESG) factors alongside long term returns. Clients want to understand how the power of their money can support positive change—without sacrificing performance. Sustainable investing can look at things like reducing carbon impact, supporting fair workplaces, and encouraging strong company leadership.
   
   Watch out for greenwashing
   Not all investments labeled “sustainable” are the same. Some products may use the term without real environmental efforts or strategies. This is known as greenwashing.
   That’s where advisors can add value. By understanding how funds are built and what they hold, you can help clients make informed choices they feel confident about.
   
   How Equitable can help
   Equitable^® offers sustainable investing fund options that include ESG considerations as part of a disciplined investment approach. Take this opportunity to review available options and fund details.
   
   You can also support sustainability through how you work with clients. Equitable’s paperless tools help reduce paper consumption and improve efficiency:
   •    Equitable Client Access^® for online account viewing
   •    EZtransact^® for fast, digital transactions
   •    EZcomplete^® for easy, paper free applications
   
   Take action
   Earth Day is a great time to:
   •    Start simple conversations about sustainable investing
   •    Share Equitable’s sustainable fund options with clients
   •    Promote paperless tools that are better for clients and the environment
   
   Small steps—done consistently—can make a meaningful difference for clients and the planet. If you have questions, speak with your Director, Investment Sales.
   
   Date posted: April 22, 2026
7. [pdf] Another reason to invest with Equitable
8. [pdf] Alternative Identification Requirements
9. [pdf] Non-Face to Face Meetings ID Verification
10. [pdf] CLHIA MGA Compliance Survey