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1. A message from Cam Crosbie, EVP, Savings and Retirement, Equitable Life

   The first half of 2023 has been an exciting and busy year for us at Equitable Life^®.  
   
   In this short video, I share with you some of the things we’ve done to show our commitment to you and some of the great things we’ve got planned for the remainder of the year.   
   
   I want to thank you again for your continued support and trust in us. We value our partnership and are always working hard to make things better. 
   
   
   
   
   Please take a few minutes to watch the video.  

   
   
   Thank you, 
    
   Cam Crosbie, Executive Vice-President, Savings and Retirement Division 
   Equitable Life of Canada 
   
   Posted: July 6, 2023
   
   ® denotes a trademark of The Equitable Life Insurance Company of Canada. 
2. First Home Savings Account Webcast

   Join us for the Equitable Life^® First Home Savings Account (FHSA) webcast to learn:

   • • Who is eligible

   • • Contribution limits

   • • Making withdrawals

   • • How FHSA compares to an RSP and TFSA

   • • Practical applications

    
   Help make a client’s dream of homeownership a reality.  
   
   Learn more
   
    

   Posted September 14, 2023
   
   Continuing Education Credits
   This webinar has been accredited for 1.00 Life continuing education (CE) credit with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. 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.
   
   ® denote a registered trademark of The Equitable Life Insurance Company of Canada
    
3. A new look and feel for EZtransact, our digital self-serve tool We’re excited to introduce a new look and feel for EZtransact™, our digital self-serve tool.  EZtransact allows you to:
   • •  Help a client set up a one-time or recurring deposit or edit an existing pre-authorized debit.
   • •  Manage client segregated fund policies conveniently and eliminate the hassle of filling out forms and facilitating signatures.
    
   EZtransact now has a simplified and modern design that will make managing pre-authorized debit requests even easier!
    
   Check out EZtransact. And stay tuned for more exciting digital enhancements coming soon!
    
   If you have any questions, please contact your Regional Investment Sales Manager. 
   
   Posted November 27, 2023
4. A message from Cam Crosbie, EVP, Savings and Retirement, Equitable

   What an exciting year it’s been at Equitable®. And there’s more to come in 2024!

    

   In this short video, I share with you some of the things we’ve done to show our commitment to you in 2023 and some of the great things we’ve got planned for 2024.  

    

   I want to thank you again for your continued support and trust in us.  We value our partnership and are always working hard to make things better.

   
   
   
   
   
   

   Please take a few minutes to watch the video.  

   
   
    

   Cam Crosbie,
   Executive Vice-President, Savings and Retirement Division
   Equitable

   
   Posted December 6, 2023 

   ® denotes a trademark of The Equitable Life Insurance Company of Canada.

5. About
6. A message from Cam Crosbie, EVP, Savings and Retirement, Equitable The first half of 2025 has been an exciting and busy year for us at Equitable^®.  In this short video, I share with you some of the things we’ve done to show our commitment to you and some of the great things we’ve got planned for the remainder of the year.  
   
   I want to thank you again for your continued support and trust in us. We value our partnership and are always working hard to make things better.  When we work together, success is mutual.  
   
   Please take a few minutes to watch the video.  
   
   Thank you,
   
   
   
   Cam Crosbie, Executive Vice-President,
   Savings and Retirement Division
   Equitable
   
   
   Date posted: June 19, 2025
7. A message from Cam Crosbie, EVP, Savings and Retirement, Equitable The first half of 2025 has been an exciting and busy year for us at Equitable^®.  In this short video, I share with you some of the things we’ve done to show our commitment to you and some of the great things we’ve got planned for the remainder of the year.  
   
   I want to thank you again for your continued support and trust in us. We value our partnership and are always working hard to make things better. When we work together, success is mutual. 
   
   Please take a few minutes to watch the video.  
   
   Thank you,
   
   
   Cam Crosbie, Executive Vice-President,
   Savings and Retirement Division
   Equitable
   
   Date posted: June 19, 2025
8. Guides for completing Individual Insurance forms now on EquiNet We have recently added guides to provide detailed instructions on how to fill out forms on EquiNet. You can find them on the Individual Forms page, directly underneath the applicable form. In the coming weeks, we will be adding more guides for additional forms, so make sure to check the Forms page for solutions that help you work smarter.
    
   View our newly posted guides:
   • 671OC Guide (Guide to Completing an Ownership Change Form)
   • 594 Guide (Guide to Completing Business Information Form)
   • 1710 Guide (Guide to Completing Verification of Identity for Policy Owners)
    
   Additional guides for the following forms will be available soon:
   • 693UL (Reallocation and Transfer of Funds Form -Universal Life)
   • 681 (Request for Termination Form)
9. In case you missed it… read our life insurance as an asset class article

   
   Equitable in partnership Wayne Miller, BMATH, ASA

   
   The concept of viewing life insurance as an asset class only became mainstream in Canada 12 years ago, after Wayne Miller, BMATH, ASA, made the case for it in an industry magazine article.
   
   Has anything changed in the past decade? Does a mutual company vs. a stock company make a difference? Equitable has been collaborating with Wayne to provide an answer – which is provided in this follow-up article to his original piece.

   Read the Article now
   
               
   
   
    

   
   
   
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