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1. Delay in Pivotal Select segregated fund client statements

   
   We apologize for the delay in the delivery of our Pivotal Select™ segregated fund client statements. We understand how crucial these statements are for you and clients. We are working hard to resolve the issue. We will post an update on EquiNet® on or before February 7.
   
   We appreciate your understanding and patience during this time. If you have questions or need further assistance, reach out to our Client Care Team at 1.866.884.7427.  
   
   
   
   Best Regards,
   
   
   
   Cam Crosbie,
   Executive Vice-President, Savings and Retirement Division
   Equitable

   
   
   Posted February 4, 2025

2. Update on delivery of Pivotal Select segregated fund client statements

   We continue to work on resolving the issue relating to our Pivotal Select™ segregated fund client statements. We understand the importance for you and clients to receive statements in a timely manner. That is why we are working to resolve the situation as quickly as possible. We will provide a further update on February 12, 2025.
    
   We appreciate your understanding and patience during this time. If you have questions or need further assistance, reach out to our Client Care Team at 1.866.884.7427.  
   
   
    
   Best Regards,
   
   
    
   Cam Crosbie,
   Executive Vice-President, Savings and Retirement Division
   Equitable 

   
   Posted February 7, 2025
3. Delivery Update of Pivotal Select segregated fund client statements

   We understand the importance of timely delivery of our Pivotal Select™ segregated fund client statements. We have resolved the issue with delivery of these statements. I can confirm that our Pivotal Select segregated fund client statements will be delivered on February 17, 2025.
   
   We regret the impact this delay may have had on you and clients. Rest assured, we are committed to delivering the highest standard of service and will continue to work hard to earn your business and that of clients. If you have questions or need further assistance, reach out to our Client Care Team at 1.866.884.7427.  
    
   Best Regards,
   
   
    
   Cam Crosbie, 

   Executive Vice-President, Savings and Retirement Division

   Equitable

   
   
   
   Posted: February 12 2025
4. Replacements
5. Replacements
6. Quickly calculate first home savings with Equitable Have clients thinking about buying a first home? Equitable^® has a calculator that can help.
   
   Check out our new First Home Savings Account (FHSA) calculator to see how much clients could save. It’s simple to use and shows how money can grow when invested in an Equitable FHSA.
   
   With the calculator, you can:
      •  Show clients how much they might save
   •  Demonstrate how savings can grow over time
   •  Motivate clients to reach their goal
   
   Try the FHSA calculator with clients today. Want to learn more? Talk to your Director, Investment Sales.
   
   Date posted: September 8, 2025
   
    
7. Give the Gift of a Head Start
8. Join us for an Equitable Life Master Class webcast featuring Dr. Ryan Murphy, Morningstar

   You’re invited to our next Equitable^® Master Class webcast offering compelling topics and unique ideas from leading experts to help you manage and grow your business.
   
   Just asking clients what their goals are may not be enough. Clients may respond in ways that seem reasonable but might not represent the goals that are truly important to them.
   
   In the Behavioural world, this is known as ‘thinking blind spots’ and stems from behavioural biases we all have. The blind spots can prevent clients from expressing their true goals to you and lead to a plan that doesn’t accurately represent their preferences and motivations. 
   
   Join us for an informative discussion led by Dr. Ryan Murphy, head of Morningstar’s global Behavioural insights in how you can get clients past their thinking blind spots.
    

   Learn more

   Continuing Education Credits
   This webinar has been submitted for continuing education (CE) approval with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. Upon approval, you will be sent an email notification to come back to the webinar 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. This webcast is available in English only.
   
   ® or ™ denotes a registered trademark of The Equitable Life Insurance Company of Canada. 
   
   Posted February 1, 2024
9. Why tax refunds aren't always good It’s important for advisors to help clients understand their finances. Many people think getting a tax refund is good, but that's not always true. Here are some reasons why.
   
   1. Overpaying Taxes
   A refund on a tax return means the client paid too much in taxes during the year. This is like giving the government an interest-free loan. Instead, clients could use that money each month for savings or investments.
   
   2. Missed Investment Chances
   When clients overpay taxes, they miss chances to invest that money. It could have been earning interest or growing in value instead of sitting with the government.
   
   3. Poor Financial Planning
   A big tax refund can show poor financial planning. It's better if clients break even, meaning they don't owe much and don't get a big return. This shows their tax withholdings are accurate.
   
   4. False Sense of Security
   A large tax refund can make clients feel falsely secure. They might spend it quickly instead of saving or investing it wisely.
   
   5. Financial Hardship
   Overpaying taxes can make it hard for clients to manage their money during the year. They might struggle with monthly expenses or saving for emergencies.
   
   Advisors should teach clients about the downsides of tax refunds. By adjusting their withholdings, clients can manage their money better and take advantage of investment opportunities. Aim for a balanced tax situation to improve financial health.
   
   Help clients make the most of their investment opportunities this tax season. For more information, contact your Director, Investment Sales.
   
   Date posted: March 20, 2025