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  1. 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.
    This month, Equitable Life welcomes Les Stelmach, Senior Vice President, Portfolio Manager Franklin Bissett Investment Management and Ryan Crowther, Vice President, Portfolio Manager, Franklin Bissett Investment Management.

    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.
     

    Learn More

  2. [pdf] Forward thinking ... Equimax whole life insurance for children
  3. Clients can win up to $5,000 in the RSP Grow Your Future Contest!
    RSP season is here and Equitable Life® is giving clients and their advisors a chance to win BIG with the Grow Your Future Contest.

    This contest is for advisors and clients working together to build wealth that lasts through the ups and downs.

    Two ways to win:

    1. Between January 1 and March 1, 2023, if the client makes a deposit into an Equitable Life RSP policy
     
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    2. Between January 1 and 31, 2023, if the client makes a deposit into an Equitable Life RSP policy

       image2.jpg

    See full contest details. Grow the future this RSP season!

    Equitable Life is committed to offering clients product, service, and choices that best suit their needs. We are pleased to offer multiple sales charge options, three distinct guarantee classes, and a diverse selection of investment funds.

    Speak to your Regional Investment Sales Manager to learn more.
     
    * Draws occur weekly from January 9 – February 6, 2023.
     ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
    Grow Your Future RSP Contestt: No purchase necessary. Contest period January 1, 2023 to March 1, 2023.  Enter by making a deposit to an Equitable Life RRSP during the contest period or by submitting a no-purchase entry.  Forty-four prizes to be awarded, for a total value of $10,200 CAD. Twenty-one $100 prizes, to be drawn on January 9, 2023, January 16, 20232, January 23, 2023, January 30, 2023 and February 6, 2023. One Grand Prize draw, for a prize of $5,000 CAD, to be held on March 2, 2023. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner: (i) for $100 prizes, the servicing advisor will also receive a $100 prize; and (ii) for the $5,000 grand prize, the servicing advisor will receive a $1,000 prize. For example, if an Equitable Life client is a winner of a $100 prize, the client’s servicing advisor also wins a $100 prize; if an Equitable Life client is a winner of the $5,000 grand prize, the client’s servicing advisor wins a $1,000 prize.  Open to legal residents of Canada of the age of majority. Eligible non-winning Entries will continue to be eligible on subsequent Draw Dates. Maximum one $100 prize per person and one $5,000 or $1,000 prize per person. Odds of winning depend on number of eligible Entries received during the Contest Period.  For full contest rules, including no-purchase method of entry, see full contest rules.
  4. Calming client fears about inflation and market volatility
    Watch any news report or read any social media feed and you will see stories about inflation and market volatility. Inflation is one of the reasons that investing in equities is important - they can help to provide long-term returns that offset the effects of inflation. Help your clients stay on track during periods of market volatility and elevated inflation by following a few key investment strategies.

    Time diversification through dollar-cost averaging
    Volatile markets can provide opportunities. While your client may be skeptical, remind them about the benefits of dollar-cost averaging. Dollar-cost averaging adds time diversification, meaning your client buys into the market at different points in time. Regular investing can even allow your client to see growth during times of volatility. To learn more, click here.

    It is time in the markets, not timing the markets that works long-term
    Investing for the long-term allows your client to ride the waves of the investment market. The S&P/TSX Composite Index, for example, has had a compound annual return of approximately 7.8% over the past 25 years.[1]  These returns account for the most recent financial crisis and the dot-com bubble.  Previous market declines have offered buying opportunities for clients who have funds to invest. To learn more, click here.

    Keep your clients invested with segregated funds
    Segregated funds, like Equitable Life’s® Pivotal Select™, offer additional benefits beyond those offered by mutual funds and Exchange Traded Funds. Segregated fund guarantees (maturity and death) can protect your clients’ money during periods of market stress. A segregated fund guarantee will provide your client with the better of the guaranteed amount or the market value at the maturity date or date of death. A Pivotal Select segregated fund guarantee can give your client the confidence to stay invested during market uncertainty. To learn more about using Equitable Life’s segregated funds to keep your client invested, click here.

    To learn more about the advantages of investing with Equitable Life, click here.

    ® Denotes a trademark of The Equitable Life Insurance Company of Canada.
     
    [1]  Annualized S&P/TSX Composite total return from January 3, 1995, to February 28, 2020.
  5. [pdf] Life Quick Reference Guide
  6. Policy change begins eDelivery of contracts and documentation Effective February 16, requested contract changes for inforce Life policies will be completed as per our usual process. However, the contracts and documentation will now be sent out electronically.
     
    We are leveraging the same electronic delivery solution as the New Business process currently in place. An acknowledgement or e-signature will be required to electronically complete the requested change.
     
    Advisors/MGA and Policy Owners will receive an e-mail notification when review, acceptance or eSignature are required.
     
    Looking for more information?
    Additional details regarding the process can be found here and in the FAQ.
    Please contact your Regional Sales Manager if you have any questions.
  7. A strong close to 2024 for our participating account Equitable takes pride in its mutual structure. Our participating clients benefit from the wide range of assets we invest in. We also work to ensure these investments support and strengthen communities across Canada. Thanks to our investment team, participating clients enter 2025 with a strong long-term outlook.

    The December 2024 Participating Account Asset Mix Quarterly Update has now been posted.

    View the #1360 piece here.

    For more information, please contact your local wholesaler.
     
  8. 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
  9. Changes to the PMPRB

    Earlier this month, the Government of Canada announced the final amendments to the Patented Medicines Regulations. These changes will impact how the Patented Medicine Review Board (PMPRB) sets the ceiling price for patented drugs and evaluates if the price of a drug reflects the value it has for patients. The intent of these updates is to enable the PMPRB to more effectively protect Canadians from excessive patented drug prices.

    These changes do not come into effect until July 1, 2020. Finalizing the guidelines and consultation with stakeholders will occur leading up to this date. It is yet to be determined which drugs will be included in the final guidelines. It is anticipated the guidelines will initially focus on drugs launched shortly prior to and after July 1, 2020.

    Equitable Life supports the modernization of the PMPRB and the ongoing need to evolve drug plan management tools in order to support the health of Canadians and drug plan affordability for public and private payers.

    If you have any questions, please contact your Group Account Executive.

  10. [pdf] UL Chargeback changes FAQ