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  1. [pdf] Limited Trading Authorization
  2. 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.
     

  3. [pdf] Forward thinking ... Equimax whole life insurance for children
  4. Reminder: Beneficiary designations for children’s CI policies When a critical illness (CI) insurance policy or rider is issued for a minor, it’s important to ensure beneficiary designations accurately reflect clients’ intentions. Without a beneficiary on file, or with a minor designated without a trustee, an approved claim may need to be paid to the court or the Public Trustee. This can cause delays at a time when families may urgently need access to support.

    Help clients name a beneficiary on their juvenile critical illness policy today. This isn’t just a safeguard to avoid court or Public Trustee delays at claim time. It’s a reflection of your expertise and care.

    For more information, see our client support resource below. To view the link below, you will need to log in to your EquiNet® account.

    View client support resources on EquiNet
  5. Surrender charges
  6. See how choosing Equimax Participating Whole Life can help Raj plan for his family’s future
    Raj wants to buy life insurance. He has wealth he’s grown over the years. He wants it to go to his family. He likes what participating whole life has to offer.

    By choosing an Equimax participating whole life insurance policy with Equitable Life, Raj gets permanent insurance coverage with tax-advantaged cash growth. His policy can also earn annual dividend payments.

    He learns about how his premiums go into a participating account and are invested. Some of that investment can come back to him as dividends.

    With Equitable Life, dividends are shared only with participating policyholders. This makes Equimax Participating Whole Life an easy choice for Raj.

    Watch our new Dividends with Equitable Life of Canada video to learn more. View on Vimeo or YouTube.






    You can use this video to send to clients before or after meetings to help them understand Dividends with Equitable Life.

    Plus, visit our Equimax product page, then click on the Marketing Materials tab for the latest Dividend marketing materials.

    Need more information? Please contact your local wholesaler.



    ® and ™ denotes trademarks of The Equitable Life Insurance Company of Canada.
    To learn more about our dividend policy and participating account management policy, please visit www.equitable.ca/en/already-a-client/dividend-information/
    Dividends are not guaranteed and are paid at the sole discretion of the Board of Directors. Dividends may be subject to taxation. Dividends will vary based on the actual investment returns in the participating account as well as mortality, expenses, lapse, claims experience, taxes and other experience of the participating block of policies.
  7. Individual Insurance
  8. COVID-19 testing: Find the information you need

    This news item has also been posted to the plan administrator and plan member sections of EquitableHealth.ca

    The Ontario government recently announced it has expanded access to COVID-19 testing to include select pharmacies throughout the province. As the pandemic continues, it’s important to know how to access testing if you’re experiencing signs and symptoms of COVID-19 or suspect you have been exposed to the virus.

    Guidelines for who should get tested and how to access testing vary across the country, so it can be difficult to know what applies in your jurisdiction.

    To help make it easier, we’ve provided links to COVID-19 testing resources for each province and territory. The resources include self assessments, guidelines for who should get tested, how to access testing, and testing locations.

  9. [pdf] Investment Direction - Equitable GIF
  10. We want to hear from you! We’re building the Equitable ListensTM advisor community and invite you to join!

    What’s in it for me?

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    How do I join?

    It’s simple. Click on your invitation link below to get started, answer a few questions then confirm your email and you’re in!

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    Thank you,
    The Equitable Listens Team


    This advisory panel is for research purposes only. Your email address will only be used to invite you to participate in studies or to share study results with you. This community is currently in English only.