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  1. EQUIMAX PARTICIPATING WHOLE LIFE – your whole life solution Recently, we made some exciting changes for Equimax Estate Builder® and Equimax Wealth Accumulator®.

    These exciting enhancements launched in February make Equimax even more robust, simpler and cost effective, to ensure it continues to be the preferred participating whole life solution for clients and advisors alike.
     
    Visit our splash page and watch our informative video to learn more and start selling the enhanced Equimax today.
     
    Plus, visit our Equimax product page on EquiNet®, then click on the Marketing Materials tab for the latest Equimax marketing materials.
     
    Need more information? Please contact your local wholesaler.



    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
  2. Update on delivery of Pivotal Select segregated fund client statements

    We continue to work on resolving the issue relating to our Pivotal Select™ segregated fund client statements. We understand the importance for you and clients to receive statements in a timely manner. That is why we are working to resolve the situation as quickly as possible. We will provide a further update on February 12, 2025.
     
    We appreciate your understanding and patience during this time. If you have questions or need further assistance, reach out to our Client Care Team at 1.866.884.7427.  


     
    Best Regards,

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    Cam Crosbie,
    Executive Vice-President, Savings and Retirement Division
    Equitable 


    Posted February 7, 2025
  3. Delivery Update of Pivotal Select segregated fund client statements

    We understand the importance of timely delivery of our Pivotal Select™ segregated fund client statements. We have resolved the issue with delivery of these statements. I can confirm that our Pivotal Select segregated fund client statements will be delivered on February 17, 2025.

    We regret the impact this delay may have had on you and clients. Rest assured, we are committed to delivering the highest standard of service and will continue to work hard to earn your business and that of clients. If you have questions or need further assistance, reach out to our Client Care Team at 1.866.884.7427.  
     
    Best Regards,

    signature-(1).png
     
    Cam Crosbie, 

    Executive Vice-President, Savings and Retirement Division

    Equitable




    Posted: February 12 2025
  4. Deposits to the Fidelity Special Situations mutual fund are being limited but the segregated fund is
    Fidelity Investments® recently said they would no longer accept deposits from new investors into the Fidelity® Special Situations Fund. This notice however does not affect Equitable Life® clients.

    The Special Situations Fund will continue to be open to new and existing Equitable Life clients. This includes clients with Pivotal Select™, Pivotal Solutions* or Personal Investment Portfolio segregated funds contracts.

    Why is Fidelity limiting access to the mutual fund?
    This award-winning mutual fund has grown significantly and now has $3.6 billion of managed assets. To preserve the integrity of the fund’s investment strategy, Fidelity® decided to limit inflows to the fund. Limiting the amount of managed assets held within the fund allows the fund’s portfolio manager to focus on what he does best - finding special situation investment opportunities and capitalizing on positive change within companies and industries across Canada and around the world.

    If you like the Special Situations mutual fund, you will value the Equitable Life Fidelity® Special Situations segregated fund. Segregated funds are similar to mutual funds but offer different features and guarantees. To learn about these features, check out the Investment Advantage. To learn more about the Special Situations segregated fund, click here.


    For more information about Equitable Life’s segregated funds, speak to your Regional Investment Sales Manager or visit our segregated funds page on EquiNet®.
     
    References:
    Fidelity’s press release announcing the limited fund closure
    Fidelity® Special Situations portfolio management strategy, webinar featuring Mark Schmehl, Portfolio Manager.


    *No Load, Deferred Sales Charge, Pivotal Solutions II
    ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada, except as noted below.
    Fidelity and Fidelity Investments are registered trademarks of 483A Bay Street Holdings LP. Used with permission.
  5. Step Up Your Wealth Sales with Equitable Life


    Step up your wealth sales with Equitable Life® and you’ll be rewarded with a growth bonus for doing more business in 2022.  Make this year your best year ever with Equitable Life!
     
    The program rewards advisors who promote Equitable Life’s Savings & Retirement products to existing and new clients as part of an overall investment strategy based on client needs. 
     




    Commission Bonus Calculation:
    Gross deposits into segregated funds
    + Gross deposits into Guaranteed Interest Account (GIA) contracts
    + 25% of payout annuity sales
    ― Segregated fund redemptions
    ―  GIA redemptions
    = 2022 Net Deposits
     
    All eligible deposits, sales, and redemptions occurring between January 1 and December 31, 2022, will be used to calculate an advisor’s 2022 net deposits.

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    * The bonus amount will be calculated at the end of 2022 based on net deposits. The bonus will be paid within 90 days following December 31, 2022. Maximum bonus payable is $75,000.
     
    For more information, download our flyer or contact your Equitable Life Regional Investment Sales Manager.
     
    And as a reminder, we increased the CB5 sales option initial commission from 5.6% to 7.0% on Pivotal Select™ segregated funds. The 7% initial commission is effective from May 20 to August 31, 2022 only.** Learn more.
     
    Equitable Life is committed to offering advisors and clients product, service, and feature choices that best suit their needs. We offer multiple sales charge options, three distinct guarantee classes, and a diverse selection of investment funds to align with advisors’ and clients’ unique needs.  

     
     
    ** Equitable Life reserves the right to end the campaign, at any time and without notice.
    ™or ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
  6. 7% No Load CB5 Initial Commission – Limited time offer extended to December 31, 2022 for Investment

     

    We are pleased to announce the temporary increase to the CB5 sales option initial commission from 5.6% to 7.0% has been extended to December 31, 2022 on Pivotal Select™ Investment Class (75/75) only.* 

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    Equitable Life is committed to offering advisors and clients product, service, and feature 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 to align with advisors’ and clients’ unique needs.
     
    For more information, please contact your Equitable Life Regional Investment Sales Manager.
     
     
     
    * Equitable Life reserves the right to end the campaign, at any time and without notice. Prior temporary increase to CB5 sales option initial commission for Pivotal Select Protection Class 100/100 and Pivotal Select Estate Class 75/100 ends August 31, 2022.
    ** Applies to FundSERV trades occurring between September 1 and December 31, 2022. Initial commission on non-FundSERV trades occurring between September 1 to December 31, 2022 increases from 4% to 5%. Initial commission is subject to a chargeback.
     
    ™ or ® denote trademarks of The Equitable Life Insurance Company of Canada.

  7. Step Up Your Wealth Sales with Equitable Life! Welcome to the Step Up Your Wealth Sales program with Equitable Life® . You will be rewarded with a growth bonus for doing more business with Equitable Life in 2023!

    The program rewards advisors who promote Equitable Life’s Savings & Retirement products to existing and new clients as part of an overall investment strategy based on client needs.  

    Commission Bonus Calculation:
    Gross deposits into segregated funds
    + Gross deposits into Guaranteed Interest Account (GIA) contracts
    + 25% of payout annuity sales
    - Segregated fund redemptions
    - GIA redemptions
    = 2023 Net Deposits

    All deposits, sales, and redemptions occurring between January 1 and December 31, 2023, will be used to calculate an advisor’s 2023 net deposits. 
     
    Tier 2023 Net Deposits Bonus Rate*
    1 Less than $250,000 $0
    2 $250,000 - 499,999 .25%
    3 $500,000 – 749,999 .50%
    4 $750,000+ .75%
    5 Elite Advisor re-qualifiers1 1.00%


    * The bonus amount will be calculated at the end of 2023 based on net deposits. The bonus will be paid within 90 days following December 31, 2023.  Maximum bonus payable is $100,000 for Elite Advisor re-qualifiers; $75,000 otherwise.

    For more information, download our flyer or contact your Equitable Life Regional Investment Sales Manager.

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

    Posted:June 26, 2023
     
    ™or ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
    1  Elite Advisor re-qualifiers are advisors who attained Elite status as of end of 2022 and maintain Elite status at the end of 2023. To attain 2023 Elite Advisor status, an advisor must have $1,250,000 in gross deposits in at least 5 policies or $10,000,000 in assets. 

  8. Step Up Your Wealth Sales with Equitable! Welcome to the Step Up Your Wealth Sales program with Equitable®. 

    The program rewards advisors who promote Equitable’s Savings & Retirement products to existing and new clients as part of an overall investment strategy based on client needs.  

    Commission Bonus Calculation:
    Gross deposits into segregated funds
    + Gross deposits into Guaranteed Interest Account contracts
    + 25% of payout annuity sales
    - Segregated fund redemptions
    - GIA redemptions
    = 2024 Net Deposits

    All deposits, sales, and redemptions occurring between January 1 and December 31, 2024, will be used to calculate an advisor’s 2024 net deposits.
     
    Tier 2024 Net Deposits Bonus Rate*
    1 Less than $250,000 $0
    2 $250,000 - 499,999 .25%
    3 $500,000 – 749,999 .50%
    4 $750,000+ .75%
    5 Elite Advisor re-qualifiers1 1.00%

    * The bonus amount will be calculated at the end of 2024 based on net deposits. The bonus will be paid within 90 days following December 31, 2024.  Maximum bonus payable is $100,000 for Elite Advisor re-qualifiers; $75,000 otherwise.

    For more information, download our flyer or contact your Regional Investment Sales Manager.

    Equitable is committed to offering advisors and clients product, service, and feature choices that best suit their needs. We offer multiple sales charge options, three distinct guarantee classes, and a diverse selection of investment funds to align with clients’ unique needs.  
     

    Posted: February 7, 2024
     
    ™or ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
    1Elite Advisor re-qualifiers are advisors who attained Elite status as of end of 2023 and maintain Elite status at the end of 2024. To attain 2024 Elite Advisor status, an advisor must have $1,250,000 in gross deposits in at least 5 policies or $10,000,000 in assets.

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