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With the Equitable Life FHSA, you don’t have to wait to get clients’ money working for them
The Equitable™ First Home Savings Account is off and running! Thanks to your amazing support, many clients have already taken advantage of the great benefits the FHSA has to offer. Let’s keep the momentum going.
Clients don’t need to wait to start making their dream of home ownership a reality!
With the Equitable FHSA they can put their money to work right away. Available on Pivotal Select™ Investment Class (75/75) and Pivotal Select Estate Class (75/100), the Equitable FHSA offers clients an array of investment products to suit their individual needs and risk tolerance.
Don’t wait. Get clients started today!
And, clients who open a FHSA before December 31, 2023, have a chance to win $8,000 towards their 2024 FHSA contribution. And, the advisor wins $2,000!
To open a FHSA for clients, log into EZcomplete®, our highly rated online application tool. It is easy to use, convenient, and fast.
For more information on FHSA, including a FAQ, and client materials, visit EquiNet® or contact your Regional Investment Sales Manager.
® and ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
Equitable FHSA Contest: No purchase necessary. Contest period September 11 to December 31, 2023. Enter by making a deposit to an Equitable FHSA during the contest period or by submitting a no-purchase entry. One prize for a total value of $8,000 CAD to be drawn on January 16, 2024, will be awarded. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner will receive a $2,000 CAD prize. For example, if an Equitable client is a winner of the $8,000 prize, the client’s servicing advisor wins a $2,000 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 full contest rules.
Posted November 7, 2023 -
Equitable Insights: Our Underwriting Team is here for you
Welcome to the sixth video in our Equitable Insights series. “Our Underwriting Team is here for you” features Shamir Jamal, Assistant Vice President Underwriting
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Going digital with Pivotal Select Fund Facts
Did you know, with every new policy, your client should receive a copy of Equitable Life’s Pivotal Select™ Fund Facts (Form #1366)? Did you know you can send it electronically?
Over the last year, more and more advisors are opting out of traditional paper. Instead, advisors are going digital. Here are the top three reasons why.
- Clients receive the information quickly and conveniently.
- Advisors are confident clients are receiving the most current version available.
- Advisors can easily adhere to regulations. When providing the client with a link to the electronic Contract and Information Folder (Form #1403), it is easy to also provide a link to the Pivotal Select Fund Facts.
Make it easy and convenient by getting in the habit of going digital.
- Pivotal Select Fund Facts
- Pivotal Select Contract and Information Folder
- Pivotal Solutions Fund Facts
Does your client prefer a PDF brochure with Fund Facts for all the available funds? Download your copy by logging on to EquiNet®. For more information contact your Regional Investment Sales Manager.
® and TM denote trademarks of The Equitable Life Insurance Company of Canada. - Investment Calculators
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