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CI Path to Success
Clients could win $5,000 in Equitable’s Ring in the Savings Contest

™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada.

For full contest rules, including no-purchase method of entry, see the full contest rules. 
The top five benefits of choosing the 10-pay premium option As part of our December 2024 Equimax^® update, we launched a new guaranteed 10-pay premium option for Equimax Wealth Accumulator^®. This option is a great way for clients to fund their life insurance policy.

The top 5 benefits of the 10-pay premium option:

1. Short Payment Period: After just 10 years, the policy will be completely paid-up, and clients won’t have to make any more payments while still having coverage.
2. Growing Cash Value: By completing payments in a shorter time, clients can see their cash value grow faster. They can later access this value through policy loans or cash withdrawals if needed.
3. Level Premiums: The premiums for the 10-pay option stay level over time. This makes it easier for clients to budget.
4. Estate Planning: A fully paid-up life insurance policy can be a great planning tool for clients who want to leave a legacy for their loved ones.
5. Tax Benefits: The cash value in a whole life policy grows tax-deferred, and the death benefit is paid out tax-free to beneficiaries.

To learn more about our Equimax 10 pay premium option, visit our splash page:

Need more information? Contact your local Equitable wholesaler with any questions.

^® or ^TM denotes a trademark of The Equitable Life Insurance Company of Canada.
There is still time to enter Equitable’s Ring in the Savings Contest!

™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada.
  For full contest rules, including no-purchase method of entry, see the full contest rules. 

Posted February 14, 2025
Pique your Fi-natical Curiosity with Equitable and Invesco
Get ready for an engaging session where we'll uncover 8 core topics that every advisor should know about clients. One of those core topics is “who do you care about?” This helps advisors understand who is important to clients, so they can then begin to include them in their planning. Let's dive in and discover how to make client relationships even stronger.

Rob Kochel, Director, Invesco Consulting Canada, will explain how asking the right questions helps advisors learn more about clients, so they can work towards capturing up to 70% more of their clients’ assets. Join Joseph Trozzo, Vice President, Investment Sales, at Equitable^® as he hosts this Master Class webcast on “Fi-natical Curiosity”.

Featured Speaker: Rob Kochel
Rob is a Director with Invesco Consulting. This group has earned a reputation within the financial sector as a premier provider of business strategies to the industry. Rob is a national speaker who is recruited for keynote presentations and workshops to share his personal learnings and Invesco Consulting's expertise.

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Continuing Education Credits
This master class has been submitted for continuing education (CE) approval for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. Upon approval, you will be sent an email notification to come back to the webcast 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. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by their licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only.

This webcast is available in English only.

Date posted: March 13, 2025
Tariff Turmoil and Tumultuous Markets: Taking a Longer-Term Perspective Are clients asking about tariffs and their impact on the Canadian economy? Are you unsure how to advise them in uncertain markets? Join our exclusive webcast, "Tariff Turmoil and Tumultuous Markets: Taking a Longer-Term Perspective" to gain answers to these questions and more.

In this complimentary session, we will explore the economic and market dynamics shaping our current landscape. Equitable’s Mark Warywoda, VP of Public Investments, and Johanna Shaw, Director of Public Investments, will cover critical economic shifts in the Trump 2.0 era. Hosted by Shannon Labby, VP of Investment Sales at Equitable^®, this webcast will help you navigate today's financial complexities with confidence.

Why Attend?

• Learn about tariffs: What they are, why they're used, and their effects.
• Understand the economic implications of the US Dept. of Government Efficiency (DOGE).
• Gain insights from industry experts on investing in uncertain times.
Don't miss your chance to engage with Equitable’s industry experts and help enhance your advisory services.

Learn more

Continuing Education Credits
This webcast has been submitted for continuing education (CE) approval for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. Upon approval, you will be sent an email notification to come back to the webcast 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. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by their licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only.

This webcast is available in English only.

Date posted: April 10, 2025
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CI Path to Success
Sharpen your skills with Equitable’s Path to Invest summer learning modules
Want to stay ahead, bring more value to clients, and earn Continuing Education (CE) credits?

Equitable^® now offers new online summer modules to help you grow your financial knowledge. These self-paced Path to Invest modules are available on our ON24 platform. You can learn on your own schedule and earn CE credits with ease.

Whether you want to boost your investment skills or have better client conversations, these courses are here to support your growth.

The first module, Index Investing, explores the basics of index investing, how it compares to active management, and how using indexes can help diversify client portfolios.

The second module, Saving for a Home with Equitable, equips you with strategies and tools to guide clients through the homebuying journey, including insights on savings vehicles, intergenerational wealth transfers, and mortgage planning.

Each course is approved by the Alberta Insurance Council and the Insurance Council of Manitoba. You will earn 1 CE credit for each course after passing the quiz.

Start learning today! Visit our Learning Centre to begin.

If you have any questions, reach out to your Director, Investment Sales. When we work together, success is mutual.

Continuing Education Credits
To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. These webcasts are available in English only. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by the licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only.

Date posted: July 17, 2025
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