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1. Celebrating our most popular Pivotal Select funds

   In August 2022, Equitable^® launched 12 new segregated funds in Pivotal Select’s Investment Class (75/75). We wanted to bring some new innovative solutions to the product, including six sustainable investment funds. To say the launch of these funds was successful would be an understatement.
   
   The funds are quickly becoming some of the most popular funds in Pivotal Select™, and their performance in 2023 was impressive. Equitable wants to celebrate these funds and encourage clients to consider them for their portfolios.
   
   As of February 29, 2024, nine out of the 12 funds received a 1st quartile ranking for their 1-year return and two more were 2nd quartile. The table below shows the new funds that ranked in the top two quartiles for their 1-year returns.

   
   

   Access additional fund performance information
   
   If you haven’t looked at these funds yet, now is the time. Speak to clients about their investment options and see if these funds fit within their investment portfolio.
   
   Talk to your Director, Investment Sales today for more information.

    

   Disclaimer

   Any amount that is allocated to a segregated fund is invested at the risk of the contractholder and may increase or decrease in value. Segregated fund values change frequently, and past performance does not guarantee future results. Investors do not purchase an interest in underlying securities or funds, but rather, an individual variable insurance contract issued by The Equitable Life Insurance Company of Canada. There are risks involved with investing in segregated funds. Please read the Contract and Information Folder before investing for a description of risks relevant to each segregated fund and for a complete description of product features and guarantees. Copies of the Contract and Information Folder are available on equitable.ca.

   Management Expense Ratios (MERs) are based on figures as of February 29, 2024, and are unaudited. MERs may vary at any time. The MER is the combination of the management fee, insurance fee, operating expenses, HST, and any other applicable non-income tax for the fund and for the underlying fund. For clients with larger contract values, a Management Fee Reduction may be available through the Preferred Pricing Program. For details, please see the Pivotal Select Contract and Information Folder.

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

    

   Posted April 18, 2024 

2. Equitable presents docuseries “Moments Matter”

   
   We went behind the scenes at Equitable and spoke with 15 colleagues completely unscripted. Learn about what we uncovered in our docuseries, Moments Matter. Meet people like Aliya from Client and Advisor Care who creates meaningful interactions by starting with genuine care. Or Joe who is passionate about earning the trust of advisors.

   
   Watch our stories: https://info.equitable.ca/moments

3. We want to hear from you! We’re building the Equitable Listens^TM advisor community and invite you to join!
   
   What’s in it for me?
   
   
   
   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!
   
   
   
   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.
4. [pdf] Corporate Preferred Estate Transfer® using whole life
5. Equimax Enhancements – Coming Soon

   More updates for a better and stronger solution!

   
   We have exciting news! Further to our October 5^th product updates, we will be rolling out more changes to Equitable’s flagship Equimax whole life solution. 
   
   Stay tuned for more details, coming on December 10, 2024.
   
   Transition Rules
   Check out our Transition Rules for new and in-progress life applications, which take effect on December 7, 2024. 
   
   Questions? Contact your Equitable wholesaler. 
6. From piggy banks to property, the journey of helping clients save for a first home With the smell of spring in the air and for sale signs popping up on front lawns, no doubt clients are starting to ask, is it time to save for a house? Of course, a million other questions generally arise like, can I afford a house? How do I save? What do I do?
   
   If you’ve got clients asking for direction, join your host Joseph Trozzo, Vice President, Investment Sales, at Equitable^® along with Equitable’s own, Chris Petroff CPA CMA, Product Manager, Savings and Retirement to learn how Equitable can help you set clients up for success, when it comes to purchasing their first home.  
   
   Why Attend?
   This informative session will cover all the ins and outs of first-time home ownership, 
   
   •   from potential sources of funds to tax implications, 
   •   withdrawal rules, and 
   •   so much more. 
   
   You’ll get a deep dive into the various account types available through Equitable with segregated funds and DIA/GIA, and a comparison of each account type. We’ll also touch on mortgages, investment time horizon and other considerations, including specific case studies to help equip you with all the knowledge necessary to help clients purchase a first home. 

   Learn more

   
   Continuing Education Credits
   This webcast has been accredited for 1.00 Life continuing education (CE) credit for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council.  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: May 8, 2025
7. Resources
8. EZCOMPLETE TRAINING AND RESOURCES
9. A year of celebration - 100 years of protecting what matters most to Canadians We’re proud to be celebrating 100 years of experience in the insurance industry. Over the last 100 years, through significant historic and financial challenges – two World Wars, the Great Depression, economic crises in the 80s and 90s, regulatory challenges and significant growth and expansion in the face of stiff industry competition – Equitable Life of Canada^® has become one of Canada’s largest and most financially stable mutual companies. 
    
   2020 marks our 100^th anniversary and we want to thank everyone who has been a part of this journey. A special 100^th anniversary website, www.equitable100.ca, highlights the company’s historic milestones and shares information about the anniversary-related activities. Special celebrations will be taking place including:
    
   • The Equitable Gives Back Contest that will award five charitable organizations in Canada a grant of $10,000 each based on their winning entries;
   • The $100 a day giveaway where randomly selected clients will receive $100. In addition, there will be three grand prizes awarded to randomly selected clients at the end of the year; and
   • The 100^th Anniversary Legacy Donation, that will be announced in May, to an organization in  Waterloo Region that helps strengthen our community.
   You provide us with the support we need to keep our promises to Canadians. We’ve built Equitable Life^® together over the last 100 years and, together, we’ll thrive for the next 100. We’re proud of our past, and we’re excited for the future as we begin the next chapter for Equitable Life of Canada.
    

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

10. Changes to Short Term Disability Benefit Calculations The Canada Employment Insurance Commission and Canada Revenue Agency have announced the 2022 changes to Maximum Insurable Earnings, and premiums for employment insurance. These changes take effect January 1, 2022.
     

    	2021 Amount	As of Jan. 1, 2022
    Maximum Insurable Earnings (MIE)	$56,300	$60,300
    Maximum Weekly Insurable Earnings (MWIE)	$1,083	$1,160
    EI Benefit (55% of the MWIE, rounded to the nearest dollar)	$595	$638

     
    How does this affect your clients?
     
    If your client’s Group Policy with Equitable Life includes a Short Term Disability (STD) benefit which is tied to the EI Maximum Weekly Insurable Earnings, and at least one classification of employees has less than a $638 maximum, then to comply with the provisions of their policy, their STD benefit will be revised with the maximums updated based on the percentage of EI Maximum Weekly Insurable Earnings shown in their policy.
     
    The additional premium for any increase from their previous STD amounts and new STD amounts will be show on their January 2021 Group Insurance Billing (as applicable).
     
    If their STD maximum is currently higher than $638 or based on a flat amount (not based on a percentage or regular earnings), no change will be made to their plan unless otherwise directed.
     
    If your clients wish to provide direction regarding revising their STD maximum, or have questions about the process, they can email Kari Gough, Manager, Group Quotes and Issue.