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1. [pdf] Tax Free Savings Account
2. Referrals are important to your business...and they're important to ours too

   MGA advisors ranked Equitable Life® #1 as the company they would be most likely to recommend to a friend. 
   
   Life Ops Consulting Group Distribution Service Satisfaction Survey 2021. (Independent advisors)

3. [pdf] Shareholder Borrowing Checklist
4. Path to Success Module 4
5. Begin the year with clarity and insight Join us for an engaging and informative session hosted by Joseph Trozzo, Vice President of Investment Sales at Equitable®.
   
   Featured speakers
   
   Cam Crosbie, Executive Vice President, Individual Wealth
   Opening the session with “How Are We Feeling About 2026?”, Cam will share key insights on strategic initiatives, Equitable’s product roadmap and organizational priorities for the year ahead.
   
   Dave Irwin, AVP, External Fund Management
   Dave will lead a dynamic panel discussion on portfolio strategies and our exciting new product lineup for 2026, featuring the following distinguished fund managers:
   
   - Sajan Bedi, CFA, VP & Co‑Portfolio Manager, Canoe Equity, Asset Allocation & Enhanced Income
   - John Burrello, CFA, Senior Portfolio Manager, Invesco Global Strategies, Global Equity Income Advantage
   - Bill Zox, CFA, Portfolio Manager, Franklin Brandywine US High Yield Fund
   
   Closing highlights
   
   Joseph Trozzo will wrap up with an interactive Q&A, guiding the panel as they address your questions and share insights. We’ll conclude with an introduction to the Step Up Your Wealth and Elite Advisor programs for 2026.
   
   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.
    
6. [pdf] Equitable Guaranteed Investment Funds – Estate Class
7. [pdf] Do you know Darren
8. [pdf] Do you know Alyssa
9. Getting a tax refund is exciting, but should it be?
   Do clients know that when a tax refund is issued, it means they are giving the government an interest-free loan? If a client receives a tax refund, it may mean the client’s employer is withholding too much tax.  Here’s how to change that.
   
   The client can complete and submit Canada Revenue Agency (CRA) form T1213 (Request to Reduce Tax Deductions at Source).
   
   The client will indicate which regular deductions and non-refundable tax credits to qualify for. These would include things like regular Registered Retirement Savings Plans contributions, childcare expenses, etc. When approved by the CRA, the client will see more money on every pay. A client might even want to make this request to reduce the tax withheld if a large bonus or vacation pay is anticipated.
   
   Encourage clients to use the additional cash flow to increase monthly contributions, support a Retirement Savings Plan or Tax-Free Savings Account or repay an investment loan. Increasing savings each year – even by a small amount – can have a substantial impact on retirement savings. For additional questions, contact your Regional Investment Sales Manager.
10. The Equitable Life FHSA is coming!

    We want to help clients save money for their first home.  We’re working on offering the Equitable Life^® First Home Savings Account!
    
    A First Home Savings Account (FHSA) is a registered plan allowing prospective first-time home buyers to save for their first home tax-free (up to certain limits). 
     
    Highlights:

    • Must be a Canadian resident
    • Minimum of 18 years of age
    • Annual contribution limit of $8,000 with a lifetime limit of $40,000
    • Contributions are tax deductible (like an RRSP)
    • Qualifying withdrawals are tax-free (like a TFSA)
    • Must be a first-time home buyer (has not owned a home in which they lived during the current or preceding four calendar years)
    • Unused FHSA proceeds can be transferred on a tax-deferred basis to an RRSP or RRIF
    We’ll be sure to keep you posted when the FHSA is available with Equitable Life.
    
    For more information contact your Regional Investment Sales Representative.
    
    Date posted: April 11, 2023
     
    ™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada.