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Launching Equitable Life Savings & Retirement Webinar Series
In 2021, Equitable Life’s® S&R team will spotlight various aspects of our competitive fund lineup and product offerings. Each webinar in the series will feature a new topic. This series will also give advisors an opportunity to learn more about various products and product features, hear from industry professionals, learn about investment strategies; and so much more.
This month, Equitable Life welcomes Kimberley West, Senior Client Portfolio Manager for Invesco Canada’s International Companies Fund. West will be joined by Ryan Diamant, Senior Product Manager, Invesco Canada.
Equitable Life is pleased to highlight access to Invesco Global Companies Fund, Invesco International Companies Fund, and Invesco Europlus Fund in the Pivotal Select™ segregated fund line-up.
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Equitable Life offers more than 60 years of RSP innovation
In 1957, Equitable Life® began offering a Retirement Savings Plan (RSP). That is more than 60 years of RSP innovation in the Canadian marketplace. Today, Equitable Life offers two great accumulating RSP products to meet your clients’ needs.These products provide both protection and flexibility for your clients. They also provide the tax savings and benefits of an RSP. Get your clients to start saving to their RSP now. Make RSP contributions a financial priority each year.
This year’s RSP deadline is March 1, 2022. This will be the last day that an RSP deposit can reduce your clients’ 2021 taxable income.
If your client is looking to convert registered savings to guaranteed income, click here to learn more about Equitable Life’s payout annuity options.
Need additional support? Contact your local Regional Investment Sales Manager today. -
Equitable Life Savings & Retirement Webinar Series welcomes Franklin Templeton
In 2021, Equitable Life’s® S&R team will spotlight various aspects of our competitive fund lineup and product offerings. Each webinar in the series will feature a new topic. This series will also give advisors an opportunity to:- learn more about various products and product features,
- hear from industry professionals,
- learn about investment strategies; and so much more.
Join your host Joseph Trozzo, Investment Sales Vice President and Franklin Templeton. Equitable Life is pleased to highlight access to the Bissett Monthly Income and Growth Fund Select, Bissett Canadian Equity Fund and Bissett Dividend Income Fund in the Pivotal Select™ segregated fund line-up.
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Short and long-term income solutions from Equitable Life
Do you have clients without a company pension plan, close to retiring and worried about outliving their savings? Have you talked to them about annuities? Maybe it’s time you did.
A payout annuity from Equitable Life® provides regular guaranteed income in retirement. Your clients can choose from
- Life Annuity – guaranteed income for life
- Joint Life Annuity – guaranteed income for two lives
- Term Certain – guaranteed income for a specific period of time (5 to 30 years)
- Term Certain to Age 90 – guaranteed income until age 90
There’s no need for your clients to worry about stock market fluctuations or changing interest rates, what better time to add an annuity to your client’s retirement savings strategy.
Payout annuities are an excellent solution for
- Converting your savings into retirement income
- Covering predictable fixed monthly expenses
- Providing lifetime income
For more information on payout annuities, please click here.
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Equitable Life Savings & Retirement Webinar Series featuring Franklin Bissett Investment Management
In 2022, Equitable Life’s S&R team will continue to spotlight various aspects of our competitive fund line up and product offerings. Each webinar in the series features a new topic. The series also gives advisors an opportunity to: learn more about various products and product features, hear from industry professionals, learn about investment strategies; and so much more.
This month, Equitable Life welcomes Les Stelmach, Senior Vice President, Portfolio Manager; Ryan Crowther, Vice President, Portfolio Manager; and Andrew Buntain, Vice President, Institutional Portfolio Manager, from the Franklin Bissett Investment Management team.
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Moderated by Andrew, Les and Ryan will discuss the Equitable Life Bissett Dividend Income Fund Select, and its goal of providing investors high current income by investing primarily in Canadian and American dividend paying preferred and common stocks.
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Equitable Life Savings & Retirement Webinar Series featuring Dynamic Funds
Equitable Life continues to spotlight various aspects of our competitive fund lineup and product offerings. This series gives advisors an opportunity to:
• learn more about various products and product features,
• hear from industry professionals,
• learn about investment strategies; and so much more.
This month, we welcome Bill McLeod, Vice President & Portfolio Manager, Equity Income, from Dynamic Funds. Join us to hear Bill McLeod discuss:
• North American markets in 2022
• Insights on the current positioning and review of the investment process for Dynamic’s Equity Income Fund.
Learn more
Equitable Life is pleased to offer access to five different Dynamic Funds in the Pivotal Select™ segregated fund lineup including the Equitable Life Dynamic Equity Income Fund.
This webcast is available in English only.
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Crunch the numbers with Equitable Life of Canada
Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.
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Elijah welcomed a new baby to his family and needs to reduce the amount of money he is saving for retirement. Is he still going to be able to retire at age 60 like he planned, or will he need to extend his working years until age 65?
Did you know?
Investment returns, unexpected expenses and inflation can all affect your retirement savings. Check out Equitable Life’s How Long How Long Will My Retirement Savings Last Calculator.Share calculators using your Facebook, Twitter or LinkedIn account.
® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
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Equitable Life Savings & Retirement Webinar Series featuring Payout Annuities.
This month, Equitable Life is featuring a discussion on Payout Annuities. Hear why payout annuities provide a guaranteed income that is worry-free and receive insights into how a payout annuity can fit into a client’s retirement plan.
Join your host, Shannon Labby, Regional Vice President, National Investment Sales as she welcomes Nicole Lemon, Product Manager, Savings and Retirement, Equitable Life of Canada for a discussion on Equitable Life’s Payout Annuities.
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Continuing Education Credits
This webinar has been submitted for continuing education (CE) approval with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. Upon approval, you will be sent an email notification to come back to the webinar 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. This webcast is available in English only. -
The Equitable Life FHSA is coming!
We want to help clients save money for their first home. We’re working on offering the Equitable Life® First Home Savings Account!
A First Home Savings Account (FHSA) is a registered plan allowing prospective first-time home buyers to save for their first home tax-free (up to certain limits).
Highlights:- Must be a Canadian resident
- Minimum of 18 years of age
- Annual contribution limit of $8,000 with a lifetime limit of $40,000
- Contributions are tax deductible (like an RRSP)
- Qualifying withdrawals are tax-free (like a TFSA)
- Must be a first-time home buyer (has not owned a home in which they lived during the current or preceding four calendar years)
- Unused FHSA proceeds can be transferred on a tax-deferred basis to an RRSP or RRIF
For more information contact your Regional Investment Sales Representative.
Date posted: April 11, 2023
™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada. -
Life changes and so do clients’ insurance needs
We’ve enhanced our partial conversion option with Equitable Term Life Insurance
At Equitable®, we understand that as life changes, so do your clients’ insurance needs. That's why we're excited to introduce enhanced flexibility in our partial conversion feature with a term rider carryover.
What’s changed?
1. Partial conversions are available for both term standalone plans and term riders. Previously, partial conversions were limited to term standalone plans only.
2. Clients can choose any term plan for the rider carryover, regardless of the original term plan: T10, T20, T30/65. Previously, the term rider carryover had to match the original term coverage plan type.
As always, the term rider is carried over at the client’s current age, with rates based on the conversion date.
As life evolves, count on Equitable to provide solutions that adapt with your clients.
Learn more
For more information, please consult the Equitable Term Life insurance admin guide.