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1. [pdf] Sales Illustration System FAQ
2. [pdf] Shareholder Borrowing Checklist
3. About
4. Segregated funds – a secure choice for small-business owners Canadian small-business owners may be gambling with their financial future by foregoing personal financial protection, especially during times of economic uncertainty. Small-business owners can potentially put their personal property, investments, and even their retirement savings in jeopardy, if they fail to protect these assets. One way to do that is through investing with segregated funds.
   
   Because segregated fund contracts are held outside of the estate, they offer privacy and discretion in passing assets to those you care about most. Segregated funds offer the potential for creditor protection on both registered and non-registered assets, which can be especially advantageous to small business owners and entrepreneurs.
   
   Segregated funds offer small-business protection:
   • 75% - 100% of your premiums (less withdrawals) are guaranteed when your contract matures or on your death.
   • Bypass probate and associated fees by naming a beneficiary.
   • No deferred sales charges at death.
   • Quick payment to beneficiaries after you pass away.
   • Private and confidential beneficiary designations.
   • Creditor protection may be available in the event of bankruptcy or lawsuit.
   Equitable’s Pivotal Select™ may offer protection from the claims of creditors. Self-employed professionals and business owners should consider protecting their personal assets from professional liability. In the event of bankruptcy or lawsuit, your personal assets may be protected from seizure if you have named your spouse, child, parent or grandchild as beneficiary. Having this added protection can help secure your financial future.  
   
   Learn more about Corporately Owned Segregated Funds and Pivotal Select. If you have any questions, please contact your Director, Investment Sales.
   
   Date posted: October 10, 2024
    
5. 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.
    

   Learn More

    

6. Equitable Life Savings & Retirement Webinar Series features Payout Annuities In 2021, Equitable Life’s S&R team will spotlight various aspects of our competitive fund line up and product offerings. Each webinar in the series will feature a new topic. The 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 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 your client’s retirement plan. Learn about the features and advantages a payout annuity can provide to your client.
    
   Join your host, Joseph Trozzo, Investment Sales Vice President as he welcomes Nicole Lemon, Product Manager, Savings and Retirement, Equitable Life of Canada for a discussion on Equitable Life’s Payout Annuities.
    
   Learn more
7. 2022 Holiday Hours The Holiday season brings thoughts of gratitude, and there is no better time to express our thanks and sincere appreciation for your dedication and commitment to Equitable Life.
    
   Thank you for your support this past year and for trusting Equitable Life with your Individual Insurance and Savings & Retirement business. Happy Holidays!
   
   Customer Service Holiday Hours
   • Friday, December 23, 2022 - 8:30 a.m. – 7:30p.m. ET
   • Monday, December 26, 2022 – CLOSED
   • Tuesday, December 27, 2022 – CLOSED
   • December 28, 29 and 30, 2022 - 8:30 a.m. – 7:30 p.m. ET
   Individual Insurance
   • We will continue to process business as usual on all regular business days up to year end.
   Savings & Retirement
   • To settle on December 23, 2022, the transaction must be received that day by 11:00 a.m. ET
   • To settle on December 30, 2022, the transaction must be received that day by 11:00 a.m. ET
   Please note that all requirements must be received in Head Office by the above dates to guarantee settlement for year end.
8. Help your clients this tax season with Equitable Life
   It is tax time, and your clients should be receiving tax slips and deposit receipts by now. Check out the Tax Slips: A Quick Reference Guide which gives a taxation breakdown by product. Review Insights into Non-Registered Taxation that offers a detailed explanation on investment income, and why T3 tax slips generate on non-registered segregated funds. Does your client have questions about contribution limits? Retirement Income Fund minimums? or Canada pension maximums? Check out Equitable’s handy 2022 Facts & Figures guide.
   
   Did your clients sign up for tax slips on Equitable Client Access before December 31, 2021?
   If so, your clients can download or print their tax slips quickly and easily from their Equitable Client Access Inbox.
    
   For questions, contact Equitable's Advisor Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427 or by email at savingsretirement@equitable.ca. or your Regional Investment Sales Manager.
9. 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.
    

   Learn More

   
   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.
    

10. Updates to Savings & Retirement forms and applications
    To align with the launch of Pivotal Select’s 12 new segregated funds, Equitable Life has updated the following administrative documents for Savings & Retirement.
     
    • Form #375SEL – Pivotal Select segregated fund codes
    • Form #1383 – Pivotal Select TFSA Application
    • Form #1384 –Pivotal Select Application Registered/Non-Registered
    • Form #1403 – Pivotal Select Contract and Information Folder
     
    New online documents and applications are available to download from EquiNet®. Paper applications are also available to order from Equitable’s Supply Team here.
     
    Want to be sure you always have the most up-to-date application? Try our EZcomplete® online application platform. EZcomplete makes it easy to process your non face-to-face applications and allows clients to provide their signature remotely on their own device.
     
    If you have any questions, contact your Regional Investment Sales Manager or Advisors Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427, or email savingsretirement@equitable.ca.
     
    ® and ™ denotes a registered trademark of The Equitable Life Insurance Company of Canada.