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1. DBRS Morningstar Confirms Ratings on Equitable Life at A (high), Stable Trends DBRS Limited (DBRS Morningstar) confirmed the Financial Strength Rating and Issuer Rating of The Equitable Life Insurance Company of Canada at A (high). All trends are Stable.¹
   
   Visit the DBRS website to read the full media release. www.dbrsmorningstar.com
   
   
   ¹ https://www.dbrsmorningstar.com/research/419296/dbrs-morningstar-confirms-ratings-on-the-equitable-life-insurance-company-of-canada-at-a-high-stable-trends
2. [pdf] Equimax Client Guide
3. Path to Invest
4. Equitable Life’s Participating Account reaches $1 billion in assets We are thrilled to announce that we’ve recently reached a milestone!
    
   Our PAR account has surpassed $1 billion in assets. This is something we’re very proud of and we ultimately view as a sign of confidence from you and our clients.
    
   Thanks for your continued support. 
    
5. Submit an Application
6. [pdf] Ownership Change Form - Individual Life
7. How to videos
8. [pdf] Reallocation and Transfer of Funds Form -Universal Life
9. Equitable Life Savings & Retirement Webinar Series welcomes Mackenzie Ivy Global Balanced.
   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 Mackenzie Investments.
    
   Join your host Joseph Trozzo, Investment Sales Vice President and Matt Moody, Vice President, Portfolio Manager, Mackenzie Ivy Team and Dagmar-Rose Pagel, Product Manager.
    

   Learn More

    

10. Equitable Life Savings & Retirement Webinar Series welcomes Fidelity Investments Canada. 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 David Tulk, Portfolio Manager, and Ilan Kolet, Institutional Portfolio Manager from Fidelity Investments Canada®, who will highlight the Fidelity Tactical Asset Allocation Portfolios. These portfolios will be part of the Pivotal Select™ lineup, launching June 7, 2021.
     

    Learn More