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1. [pdf] Taking money out of your RSP?
2. Equitable Sales Illustration System User Tips
3. Why fair treatment of clients matters

   Building strong client relationships

   
   Fair treatment of clients and excellent service goes beyond offering great products. It's about understanding and meeting clients’ needs at every single stage of life. At Equitable, we believe in putting clients first and building lasting, trusting relationships. 
   
   As an advisor, it’s important to build these strong client relationships for your business growth and success. This is achieved by focusing on each client’s interests and providing personalized financial care and support. 
   
   Here are some tips to build and maintain strong client relationships:
   ● Meet with clients at a minimum of every two years to maintain relationships and ensure clients have the right coverage for their needs. Updates to their insurance may be needed with life changes like marriage, children or purchasing a home. 
   ● Regularly review products with investment components with clients. This may help ensure client investments stay on track to meet their needs and align with their financial goals. 
   ● Reassess term policies and riders with clients throughout the term period, and at least six months before renewal. This can help clients understand any premium changes and consider options that may meet their ongoing needs. 
   
   
   Another important tip:
   ● Document each attempt to engage with clients. Regular meetings with advisors are needed to ensure the client has the right coverage for their current and future needs. Keeping a record of these attempts helps protect advisors when clients don’t respond or don’t want to meet. 
   
   Treating clients with fairness and ensuring their interests are protected will show that you are providing support to help ensure your clients' needs are covered. Building trust leads to happier clients, stronger relationships, and more business opportunities to help protect clients throughout their lifetime.
4. [pdf] CLHIA MGA Compliance Survey
5. [pdf] Asset Rebalancing - Equitable GIF
6. Equimax Estate Builder® reprice
7. From Insight to Inclusion: Engaging Women Investors with Confidence Ready to help future‑proof your practice?
   Create an experience that truly resonates with women investors.
   
   Join our February Master Class, “From Insight to Inclusion: Engaging Women Investors with Confidence.” Learn how to design strategies that help attract, retain and deepen advisory relationships with women – today and for the long term. We will explore why women are essential to building and sustaining a successful advisory business. We will also share practical steps to help you engage them effectively.
   
   We’ll cover:
   • Why women remain an underserved client group,
   • Why inclusion is critical to your business growth, and
   • How to develop strategies that help attract and retain women as value clients.
   
   Why attend?
   • Turn research into real conversations that can build trust.
   • Create a clear plan that speaks to women investors.
   • Build a repeatable process for prospecting, onboarding and reviews – one that includes women in a meaningful way.
    
   Join Joseph Trozzo, Vice President, National Investment Sales at Equitable, for an insightful conversation with Susan Silma – lawyer, former regulator, client‑experience strategist and regular columnist for Investment Executive.
   Don’t miss this opportunity.
   
   
   Learn more
   
   Continuing Education Credits 
   This webcast has been submitted for continuing education (CE) approval for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. Upon approval, you will be sent an email notification to come back to the webcast presentation console to download your personalized certificate from the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full, and complete a short quiz. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by their 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. 
   
   This webcast is available in English only. 
    
8. [pdf] Financial Questionnaire - Personal
9. [pdf] Retirement Realities