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961 results for life policy 300109556
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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.
Learn more
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. -
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
- [pdf] Tax and estate planners' guide to corporate life insurance
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A good time to look at the Equitable Life Money Market Fund Select
Whether clients are looking for a short-term cash savings solution or are interested in funding a dollar cost averaging strategy, the Equitable Life Money Market Fund Select may be an ideal solution.
With a current yield to maturity of 2.32%*, the fund provides maximum income through short-term investments consistent with preservation of capital and liquidity.
And advisors earn the full commission upon deposit on funds used for a dollar cost averaging strategy.
For more information check out Equitable Life Money Market Fund Select or contact your Director, Investment Sales.
* As of June 5, 2025, net of fees. Yield to Maturity: The market value weighted average yield to maturity includes the coupon payments and any capital gain or loss that the investor will realize by holding the bonds to maturity.
™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada.
Date posted: June 9, 2025
- Navigating the current market
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Coming soon – 2024 Product Updates
What’s changing?
Updates include changes/enhancements to our flagship Equimax® Par Whole Life product, Evidence of Insurability Schedule and more. A detailed summary of all the changes will be available on October 8, 2024.
The Transition Rules, for handling new and in-progress life applications, are effective October 5, 2024.
Need more information?
Contact your Equitable wholesaler. Watch for more details on October 8.
® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.