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1. [pdf] myFlex - How it works, what to consider
2. [pdf] Gradual Inheritance Strategy
3. About
4. Equitable Life presents Dynamic Funds featuring David L. Fingold
   
   With the upcoming U.S. election, and the ongoing coronavirus pandemic, the challenges and uncertainty of today’s global market can create doubt for investors. Please join us to hear guest speaker David L. Fingold from Dynamic Funds discuss a look at global markets; insights on the current positioning of Dynamic American Fund and Dynamic Global Discovery Fund; and review of investment process
   
   Do not miss the opportunity to hear about some of the key holdings of David’s portfolios!
   
   Equitable Life is pleased to offer access to five different Dynamic Funds in the Pivotal Select™ segregated fund line-up, including the Equitable Life Dynamic American Value Select and Equitable Life Dynamic Global Discovery (the underlying funds of which are managed by David).
    

   Learn more

    
5. Equitable Life Savings & Retirement Webinar Series welcomes Equitable Asset Management Group

   
   
   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 Irwin, Director, Portfolio Management and Client Relations, Equitable Life of Canada.
   
   Please join us to hear David Irwin discuss the state of markets today, what key risks investors are focused on, and how the Equitable Life Active Segregated Fund lineup is positioned.

   Learn More

6. Welcome Fidelity to Equitable Life’s Pivotal Select segregated funds lineup
   Equitable Life^® is pleased to welcome Fidelity to its Pivotal Select™ segregated funds lineup.
   • Equitable Life Fidelity^® Special Situations Fund Select
   • Equitable Life Fidelity^® Tactical Asset Allocation Income Portfolio Select
   • Equitable Life Fidelity^® Tactical Asset Allocation Balanced Portfolio Select
   • Equitable Life Fidelity^® Tactical Asset Allocation Growth Portfolio Select

   These new funds are available on all the Pivotal Select load types and guarantee classes, providing you and your clients with even more choice and flexibility.
   
   To learn more about Fidelity, click here. To learn more about the funds, click here.
    
   Speak to your Regional Investment Sales Manager today about Equitable’s segregated fund lineup.
    
    
    
    
    
    
   Equitable Life and Pivotal Select are trademarks of The Equitable Life Insurance Company of Canada.
   Fidelity and Fidelity Investments are registered trademarks of 483A Bay Street Holdings LP. Used with permission.
   
    

7. Anytime. Anywhere! Equitable Client Access
   At Equitable Life®, we know that managing your clients’ requests can keep you busy. We also know providing the opportunity for your clients to self-serve can allow you to focus on their future. That’s why our online client site, Equitable Client Access ensures your clients have all the information about their individual investment and insurance policy information that they need, right at their fingertips.
    
   Our secure client site gives your clients access to:
    
   • Tax Slips *NEW*
   • Coverage and guarantees
   • Investment allocation, performance, and market values
   • Pre-authorized payment information
   • Transaction history
   • Beneficiary information
   • Statements and letters
   • Advisor’s contact information
   • Banking or payment information  

   
   Sign up by December 31, 2021.
   
   Encourage your clients to login or register today!   
   client.equitable.ca

    
   If you have any questions about Equitable Client Access, we are here to help. Contact us Monday to Friday from 8:30 a.m. to 7:30 p.m. at 1.866.884.7427.
   
   ® and ^TM denote trademarks of The Equitable Life Insurance Company of Canada
8. Universal Life Savings and Investment Options Updates
   The fund pages for our Universal Life products have been updated.
    
   Full details on the Equitable Generations™ funds available, visit Equitable Generations Savings and Investment Options (2055 pdf).
    
   Full details on the Equation Generation^® IV funds available, visit Universal Life Savings and Investment Options (1193 pdf).
   
   
   
   
   
   
   
   
   
   
   
   
   We launched our Universal Life product update in September 2022, when an exciting new fund lineup became available.
   
   Learn more about the funds:
   • Details on funds available
   • American Equity Index (ESG)
   • Canadian Equity Index (ESG)
   • Special Situations fund (Fidelity)
   • Sustainable Equity, Balanced, and Bond Funds (Fidelity)
   • Target Date funds (Fidelity)
   • Get all your ESG questions answered with Margaret Dorn, S&P
   • Rates and Performance page
   
   
   
   _{^® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.}
9. Policy contract changes for residents of Quebec Starting June 1, 2023, there will be new language rules for any “contracts of adhesion”, including insurance policy contracts, in Quebec. These changes are part of Bill 96, which is about respecting French as the official and common language of Quebec.
   
   At Equitable Life, we have made some changes to our contract processes to support this new requirement.
   Starting after May 23, 2023, clients who live in Quebec will always get a copy of their insurance policy contract in French, regardless of language preference.
   - We will only send the English copy to the policy owner if they specifically ask for it. In that case, we would also send a French copy.
   - For clients who request a copy of their policy contract in French, there is no change. We pride ourselves in respecting the needs of our clients.
   
   If you want to learn more about these language changes, visit Assemblee nationale du Quebec - Bill 96. You may also contact your wholesaler.
10. Equitable’s New Brand – The Power of Together!

    On November 1, 2023, we unveiled our new brand and announced the shortening of our brand name to Equitable^®. The rebranding includes a fresh new look, and a forward-looking vision for the future – one that honours our 103-year history and our unwavering commitment to clients.

    As we start 2024 with a renewed sense of purpose and commitment to clients, together with you, we are more determined than ever to provide more value and impact – to protect today and prepare tomorrow for our clients.

    “At Equitable, we champion the power of togetherness. It’s a mindset that drives our behaviours, decisions, and actions to power equitable outcomes for our clients, advisors, and partners,” said Fabien Jeudy, President, and CEO, Equitable.
    
    
    
    
    
    
    
    
    
    
    View the Power of Together video to learn more about Equitable’s renewed purpose and dedication to clients:

     
    View on Vimeo
    
    Questions about our new brand? Please contact your Equitable wholesaler or visit equitable.ca.
    
    
     ^® or ^TM denotes a trademark of The Equitable Life Insurance Company of Canada.