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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
International Women’s Day
Reflecting on inclusion in our industry

International Women’s Day is a great opportunity to pause and think about how we support the women clients we serve. In wealth management, inclusion is not just a theme for one day a year — it plays a critical role in building stronger relationships and long‑term business growth.

Our recent Master Class – From Insight to Inclusion: Engaging Women Investors with Confidence –reinforced this.

The 60-minute session, featuring Susan Silma, Client Experience Transformation Leader and industry speaker and columnist, looked at why many women still feel under‑served in our industry and what advisors can do to create a more engaging and supportive experience.

Here are a few key takeaways from the conversation:

•  Inclusion strengthens your practice. When women feel heard and understood, trust grows —and so does loyalty.

•  Start with better conversations. Susan shared ways to turn research and insights into everyday discussions that feel relevant and meaningful to women.

•  Consistency builds confidence. A clear, repeatable process for prospecting, onboarding and reviewing plans with women clients helps ensure they feel included from day one.

Did you know: 82% of advisors who attended the live Master Class identified the need to add more women clients to their business.

As we celebrate International Women’s Day, it is a good reminder that creating a space where women feel comfortable, informed and valued benefits everyone — and positions your practice for long‑term success.

If you missed the session — or would like to revisit the ideas — the Master Class recording is now available on demand. On behalf of everyone at Equitable, Happy International Women’s Day, Canada!

Date posted: Thursday, March 5, 2026
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
Total Cost Conversation — Navigating Client Relationship Model Phase 3 (CRM3) with clients Discover how to navigate CRM3 conversations to build trust, clarity and stronger client relationships.

Join our May Master Class, featuring Invesco Global Consulting’s Program “Total Cost Conversation — Navigating Client Relationship Model Phase 3 (CRM3) with clients.”
Total Cost Reporting with CRM3 will become mandatory on client statements in January 2027 and now is the right time to start the conversation. This session will help you speak clearly and confidently with clients about what’s changing, using language that builds trust and understanding.
In this session, Invesco will explore:
- - What to say about CRM3 and how to explain it in a way clients understand.
- - How trust differs across generations, including Boomers, Gen X and Millennials.
- - How to clearly communicate and reinforce your value to clients.
Why attend?
- - Learn practical ways to build trust and confidence when discussing CRM3 with clients.
- - Support client conversations with greater transparency and clarity.
- - Gain access to a research‑based script to open discussions about Total Cost Reporting.
Hosted by Joseph Trozzo, Vice President, National Investment Sales at Equitable, with featured presentation by Rob Kochel, Director, Invesco Global Consulting at Invesco.
Don’t miss this opportunity.

Register today to secure your spot!

Date: Thursday, May 21, 2026
Time: 2 p.m. ET / 11 a.m. PT
Duration: 1 hour

This webcast is available in English only.
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Message from Ron Beettam
As COVID-19 continues to spread, we want to reassure you that we remain ready and committed to support you and your clients.

We have a robust and well-tested business continuity plan in place and our business is almost 100% digital. Almost 90% of our employees are now working remotely from home and are maintaining the high level of service you have come to expect from us. We still have a fully functioning Document Services Centre that is managing our incoming and outgoing mail. Our sales and customer service teams remain open to support you and your clients.

Equitable Life’s online application process, EZcomplete®, offers non face-to-face capability and continues to be your go-to resource for managing your business virtually. We are receiving a record number of online applications and are committed to helping you maintain a certain degree of daily activity. EZcomplete® non-face-to-face works for all life, critical illness and segregated fund applications.

Advisors will be pleased to know that we have increased non-medical limits for life insurance. We are also looking at other underwriting changes, digital delivery of life insurance contracts and additional digital payment options.

Our Savings & Retirement advisors will find our new Transaction Authorization Requirements table a valuable resource for submitting forms and documents. Can’t meet with your client in person to get a signature? Not to worry. You can have your client sign a letter of direction and take a picture to authorize a number of transactions.

Transacting in a non face-to-face environment can be a challenge but we will continue to revisit existing processes and look for ways to modify requirements to help you to continue managing your business. All of us are facing an unprecedented number of urgent situations where there is no established protocol. Our commitment to you and your clients is to respond quickly, and to be flexible where we can, tailoring solutions to specific needs.

To stay up-to-date, please refer to Equitable Life’s COVID-19 information page. There you will find the latest information for all lines of business.

As the global situation continues to evolve rapidly, we ask for your patience as our solutions also evolve quickly and accordingly. Rest assured that Equitable Life is unwavering in our support, and we will be here to help you protect what matters most to Canadians.

Ron Beettam, President and CEO
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