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  1. Replacement Procedures- LIRD and Written Analysis
  2. Equitable Savings & Retirement communications are changing We’re revamping Equitable’s Savings & Retirement client communications! Our new letters give us the opportunity to ensure we are providing the right information in the right way to our clients.

    As well as refreshing the look and feel of our letters, we’ve updated the content to be more clear, inclusive, and informative. This new experience will help show clients that we understand their needs and are here to support them in their investment journey.
    Notable enhancements you can expect to see in our letters include:

    •  New layouts that provide a consistent experience
    •  Digestible content written in plain language
    •  Investment data organized in easy-to-review tables
    •  Easily identifiable next steps and contact details

    The rollout of the new letters began in June, starting with our client Welcome/Confirmation letter. You can access a copy of the client’s letters on EquiNet®.

    If you have any questions or want to share feedback, feel free to reach out to your Director, Investment Sales.

    Date posted: July 2, 2025 
  3. Policy Change eDelivery
  4. Calming client fears about inflation and market volatility
    Watch any news report or read any social media feed and you will see stories about inflation and market volatility. Inflation is one of the reasons that investing in equities is important - they can help to provide long-term returns that offset the effects of inflation. Help your clients stay on track during periods of market volatility and elevated inflation by following a few key investment strategies.

    Time diversification through dollar-cost averaging
    Volatile markets can provide opportunities. While your client may be skeptical, remind them about the benefits of dollar-cost averaging. Dollar-cost averaging adds time diversification, meaning your client buys into the market at different points in time. Regular investing can even allow your client to see growth during times of volatility. To learn more, click here.

    It is time in the markets, not timing the markets that works long-term
    Investing for the long-term allows your client to ride the waves of the investment market. The S&P/TSX Composite Index, for example, has had a compound annual return of approximately 7.8% over the past 25 years.[1]  These returns account for the most recent financial crisis and the dot-com bubble.  Previous market declines have offered buying opportunities for clients who have funds to invest. To learn more, click here.

    Keep your clients invested with segregated funds
    Segregated funds, like Equitable Life’s® Pivotal Select™, offer additional benefits beyond those offered by mutual funds and Exchange Traded Funds. Segregated fund guarantees (maturity and death) can protect your clients’ money during periods of market stress. A segregated fund guarantee will provide your client with the better of the guaranteed amount or the market value at the maturity date or date of death. A Pivotal Select segregated fund guarantee can give your client the confidence to stay invested during market uncertainty. To learn more about using Equitable Life’s segregated funds to keep your client invested, click here.

    To learn more about the advantages of investing with Equitable Life, click here.

    ® Denotes a trademark of The Equitable Life Insurance Company of Canada.
     
    [1]  Annualized S&P/TSX Composite total return from January 3, 1995, to February 28, 2020.
  5. Clients can win up to $5,000 in the RSP Grow Your Future Contest!
    RSP season is here and Equitable Life® is giving clients and their advisors a chance to win BIG with the Grow Your Future Contest.

    This contest is for advisors and clients working together to build wealth that lasts through the ups and downs.

    Two ways to win:

    1. Between January 1 and March 1, 2023, if the client makes a deposit into an Equitable Life RSP policy
     
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    2. Between January 1 and 31, 2023, if the client makes a deposit into an Equitable Life RSP policy

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    See full contest details. Grow the future this RSP season!

    Equitable Life is committed to offering clients product, service, and choices that best suit their needs. We are pleased to offer multiple sales charge options, three distinct guarantee classes, and a diverse selection of investment funds.

    Speak to your Regional Investment Sales Manager to learn more.
     
    * Draws occur weekly from January 9 – February 6, 2023.
     ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
    Grow Your Future RSP Contestt: No purchase necessary. Contest period January 1, 2023 to March 1, 2023.  Enter by making a deposit to an Equitable Life RRSP during the contest period or by submitting a no-purchase entry.  Forty-four prizes to be awarded, for a total value of $10,200 CAD. Twenty-one $100 prizes, to be drawn on January 9, 2023, January 16, 20232, January 23, 2023, January 30, 2023 and February 6, 2023. One Grand Prize draw, for a prize of $5,000 CAD, to be held on March 2, 2023. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner: (i) for $100 prizes, the servicing advisor will also receive a $100 prize; and (ii) for the $5,000 grand prize, the servicing advisor will receive a $1,000 prize. For example, if an Equitable Life client is a winner of a $100 prize, the client’s servicing advisor also wins a $100 prize; if an Equitable Life client is a winner of the $5,000 grand prize, the client’s servicing advisor wins a $1,000 prize.  Open to legal residents of Canada of the age of majority. Eligible non-winning Entries will continue to be eligible on subsequent Draw Dates. Maximum one $100 prize per person and one $5,000 or $1,000 prize per person. Odds of winning depend on number of eligible Entries received during the Contest Period.  For full contest rules, including no-purchase method of entry, see full contest rules.
  6. Celebrating our most popular Pivotal Select funds

    In August 2022, Equitable® launched 12 new segregated funds in Pivotal Select’s Investment Class (75/75). We wanted to bring some new innovative solutions to the product, including six sustainable investment funds. To say the launch of these funds was successful would be an understatement.

    The funds are quickly becoming some of the most popular funds in Pivotal Select™, and their performance in 2023 was impressive. Equitable wants to celebrate these funds and encourage clients to consider them for their portfolios.

    As of February 29, 2024, nine out of the 12 funds received a 1st quartile ranking for their 1-year return and two more were 2nd quartile. The table below shows the new funds that ranked in the top two quartiles for their 1-year returns.


    TABLE-1-FINAL-EN.png

    Access additional fund performance information

    If you haven’t looked at these funds yet, now is the time. Speak to clients about their investment options and see if these funds fit within their investment portfolio.

    Talk to your Director, Investment Sales today for more information.

     

    Disclaimer

    Any amount that is allocated to a segregated fund is invested at the risk of the contractholder and may increase or decrease in value. Segregated fund values change frequently, and past performance does not guarantee future results. Investors do not purchase an interest in underlying securities or funds, but rather, an individual variable insurance contract issued by The Equitable Life Insurance Company of Canada. There are risks involved with investing in segregated funds. Please read the Contract and Information Folder before investing for a description of risks relevant to each segregated fund and for a complete description of product features and guarantees. Copies of the Contract and Information Folder are available on equitable.ca.

    Management Expense Ratios (MERs) are based on figures as of February 29, 2024, and are unaudited. MERs may vary at any time. The MER is the combination of the management fee, insurance fee, operating expenses, HST, and any other applicable non-income tax for the fund and for the underlying fund. For clients with larger contract values, a Management Fee Reduction may be available through the Preferred Pricing Program. For details, please see the Pivotal Select Contract and Information Folder.

    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada.

     

    Posted April 18, 2024 

  7. Equitable’s Grow Your Way Home contest


    From May 1 to August 31, 2026, clients who open an Equitable FHSA, make an FHSA contribution, or set up recurring FHSA deposits are automatically entered into Equitable’s Grow Your Way Home contest. A simple way to reconnect, re‑engage and help guide clients on their journey to home ownership.  


    Why this matters for your business 

    Use the contest as a reason to reach out: 

    • Re‑engage clients who haven’t contributed recently 

    • Encourage recurring deposits tied to paydays 

    • Introduce the FHSA to younger clients or first‑time buyers 

    • Support clients planning to use tax‑refund funds 

     


    What clients and advisors can win. 

    There will be two prize draws: 

    • Two winning clients will receive $8,000. 

    • Each winning client’s advisor receives $1,000. 

    See here for full contest rules and details. 
     

    How clients earn entries 

    We’re rewarding actions that help build real progress: 

    • New FHSA contracts 

    • One‑time deposits 

    • Automated monthly or bi‑weekly contributions 


    Key Dates 

    Contest window: May 1 – August 31, 2026 

    Draw date: September 21, 2026 

     

    How to Enter 

    Submitting contributions is quick and easy: 

    • Use EZcomplete® to open new accounts or process contributions. 

     

    Make the most of it 

    Your Director, Investment Sales can help you build a tailored outreach plan, share conversation starters and identify high‑potential clients to engage throughout the summer. It’s a simple, effective way to spark FHSA activity and strengthen client relationships all season long. 

     

    ® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.  

    Equitable’s Grow Your Way Home contest: No purchase necessary. Contest period is May 1, 2026 to August 31, 2026. Enter by: opening an Equitable FHSA during the Contest Period; making a deposit to your Equitable FHSA during the Contest Period;  or submitting a no-purchase entry. Two prizes of $8,000 each to be drawn on September 21, 2026 will be awarded to clients. The servicing advisor for the contract to which the selected entrant made the deposit is also an eligible winner and will receive a $1,000 prize. Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible entries received during the Contest Period. For full contest rules, including no-purchase method of entry, see the full contest rules.

  8. Path to Success Module 5
  9. About
  10. Welcome EZtransact from Equitable Life
    On July 28, 2021, Savings & Retirement is launching online transactions for segregated funds. A new way to make managing your client’s policies quick and convenient. With a growing need for digital solutions, Equitable Life’s new EZtransact eliminates the hassle of filling out forms, facilitating signatures yourself, submitting copies to your MGA and being tied down to business hours for submitting transactions.

    Available on EquiNet's secure website, EZtransact’s first service will allow advisors to setup a one-time or recurring deposit or edit an existing pre-authorized debit already in place. In just five simple steps, EZtransact:
    1. Collects the deposit details,
    2. Pre-populates pre-existing relevant details,
    3. Alerts you to any missing information,
    4. Facilitates the signing process and
    5. Sends a copy of the transaction to your MGA, eliminating any need for duplicate copies, or additional steps.

    “We are excited to be able to launch a new digital solution for our advisors”, said Vice-President, Savings and Retirement, Judy Williams. “We feel this new application complements our existing highly rated EZcomplete® online application process. With both solutions available to advisors, we are making it even easier to do business with Equitable Life”.

    If you are already registered with EquiNet, go online today, and give EZtransact a try. If you are not registered, contact your local Regional Investment Sales Manager or, call our Advisor Services Team to have a Regional Investment Sales Manager in your area contact you.
     

    To learn more, click here. 


    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada