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  1. Do you have clients looking for growth but are concerned about taking on too much risk?


    Please join us to hear Dina DeGeer, Senior Vice President, Portfolio Manager, Head of the Mackenzie Bluewater Team and David Arpin, Senior Vice President and Portfolio Manager, Mackenzie Investments, discuss how the Mackenzie Bluewater Team is positioning the Mackenzie Canadian Growth Balanced Fund for future success

    Learn about the value of investing in high-quality businesses and how taking a broader approach to fixed income investing can deliver the balanced solution your clients are looking for

    Equitable Life is pleased to offer the Mackenzie Canadian Growth Balanced fund as one of six different Mackenzie funds in Pivotal Select™ segregated fund lineup.
     

    Learn More

  2. Kickoff 2022 Webcast Equitable Life's Savings & Retirement team is hosting a digital fireside chat with members from the leadership team. Join us to hear Fabien Jeudy, President and Chief Executive Officer and Cam Crosbie, Vice-President, Savings and Retirement share their perspectives of the industry, their future vision for Equitable Life, and the Savings & Retirement division.
     
    We will also hear from Tawnya Duxbury, Director, Savings & Retirement Operations and Projects as she shares how her operations team has equipped themselves to provide industry leading service.
     
    Last but not least, we have invited guest speaker Larry Distillio, Assistant Vice-President Practice Management, Mackenzie Investments to discuss "Mastering your Mind to Increase your Bottom Line”. * Larry helps advisors learn how to avoid self-sabotaging behaviours such as procrastination, worry and avoidance while minimizing emotional stress. This is a session not to be missed.
     
    Learn More
     
    *We will be seeking Continuing Education credits for Larry Distillio's portion of this webcast.
  3. Equitable Life Active Balanced Portfolios – a unique investment opportunity

    Find out how the Equitable Asset Management Group uses quantitative investing to uncover often overlooked investment opportunities to build the Equitable Life Active Balanced Portfolios. Clients benefit from asset allocation, style diversification, and cost-effective ETFs. The Portfolios are an ideal solution for a range of clients with diverse needs.
     
     
    Join your host, Dave Irwin, AVP, External Fund Manager, and members of the Equitable Asset Management Group to learn how you can help clients achieve their financial goals with the Equitable Life Active Balanced Portfolios.
      

    Learn more

     
    Continuing Education Credits
    This webcast 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.

    ™ and ® denote trademarks of The Equitable Life Insurance Company of Canada

    Posted March 7, 2024
     
  4. Switches and surrenders
  5. EZcomplete no longer accessible on Internet Explorer
    On February 25, 2021, Equitable Life’s® EZcomplete® e-signature capability, OneSpan, will no longer be accessible using Internet Explorer (IE) browser. This means that advisors and clients should default their browsers to Google Chrome, Firefox, Edge, or Safari.

    If clients try to e-sign the application in IE, they will be redirected to an error page. Advisors will receive a warning. The warning will confirm that IE is no longer supported. To ensure a smooth EZcomplete experience, advisors should consider changing their browser default.

    If you have any questions about this change, contact your Regional Investment Sales Manager or Life Regional Sales Manager.
     
  6. Tune in to our latest Equitable Insights Videos on EquiNet Our new Equitable Insights Video Series page on EquiNet® hosts all of our latest videos in one convenient place, including:

    ●  Our Large Case Experts, featuring Scott Morrow, Individual Insurance Sales Vice President, MGA East, Equitable Life
    ●  EZcomplete Makes Submission to Commission Easy, featuring Chris Marrese, Individual Operations Vice-President, Equitable Life
    ●  Our Investment Approach featuring David Irwin, Director, Portfolio Management and Client relations
    ●  Our Financial Strength, featuring Sheila Hart, Chief Financial Officer, Equitable Life

    Watch our Equitable Insights Video Series to learn more about Equitable Life and the solutions we offer to meet our customers’ needs.
  7. EZcomplete now displays Critical Illness insurance premiums We have exciting news about EquiLiving® Critical Illness EZcomplete® applications. Effective April 22, 2023, EZcomplete will calculate and display critical illness insurance premiums automatically! This will save you time during the application process.

    EZcomplete will calculate and show both the yearly and monthly premium amounts as you complete the application – this is similar to other Equitable Life insurance products. This means you do not need to run a separate illustration to determine and input the premium amount into EZcomplete anymore.

    To learn more about Critical Illness, the Equitable way, visit our Critical Illness page on EquiNet or contact your local wholesaler.
     

     
    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
     
  8. Make Equitable your first choice for insurance – has just been enhanced! Our popular marketing piece – Make Equitable® your first choice for insurance (1510) – just got an update with the latest life insurance offerings and our new branding.

    It is a great conversation starter that can help…
    ● Encourage clients to discover the benefits of our insurance solutions.
    ● Start the life insurance needs conversation.
    ● Help clients understand the Equitable ‘difference’ – that our full focus is on the interests and well-being of our policyholders.

    Learn more by visiting our marketing materials page.

    Questions?
    Please contact your local wholesaler.


     
    ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
     
  9. Navigating the current markets with Equitable

     

    We know these times are tough for everyone. With the markets being uncertain, we want to reassure you that we're here to support you and our clients.

    For the latest updates, please check Equitable’s navigating the current market information page. There you'll find information from us and our partners about the latest in tariff news, what the current landscape means for investors, marketing resources to help clients learn about investing during uncertain times, and more.
        
    As the global situation evolves, we will continue to assist you as we navigate the markets together. Rest assured, Equitable is dedicated to supporting you. When we grow together, success is mutual. 

    For any questions, contact your Director, Investment Sales.


    Posted April 24
  10. [pdf] Business Information Form (Guide)