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1. [pdf] Equitable's Competitive Advantage
2. [pdf] Prescribed Annuities: Tax-Efficient Retirement Income
3. [pdf] Gradual Inheritance Strategy
4. Equitable Asset Management Group
5. Equitable Life presents Invesco Canada – Global perspectives in a highly uncertain time
   The COVID-19 pandemic has shaken the global economy. Uncertainty in the market is leaving investors unsure of what is next and asking where do we go from here? Please join Michael Hatcher, Head of Global Equities and Director of Research for Invesco Canada as he shares his insight in the global equity space.   
   
   Equitable Life® is pleased to highlight access to Invesco Global Companies Fund, Invesco International Companies Fund, and Invesco Europlus Fund in the Pivotal Select™ segregated fund line-up.
    
   Register now
    
   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. In order 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.
    
6. Advisor Guide
7. Passkey: The fastest, safest way to log in to Client Access
   We’ve upgraded the Client Access^® portal to make access easier and more secure.
   
   What’s new?
   • Passkey: The easiest way to log in
   Passkey is now available across all Equitable portals. With passkey, clients can log in quickly and securely using biometrics like face or fingerprint recognition, eliminating the need for passwords. 
   • Extra protection for email/password users
   For clients who continue to use their email and password, extra security may be required. Clients may be prompted to enter a one-time passcode sent to their email, ensuring only authorized access.
   
   What you need to know:
   • Clients sign in to Client Access the same way you do on EquiNet, making it easier to support your clients.
   • “Forgot email” is available to help clients recover the email they need to log in.
   • Passkey setup is easy and safe. Just follow the prompts when you  login. Watch the video to learn how to create a passkey.
8. [pdf] Claimant Statement for Entities
9. Take the emotions out of investing

   Investing without letting our emotions take the wheel can be quite a challenge. We've all made decisions based on our feelings rather than logic or financial sense at some point. But following our emotions when investing is a good way to put our investment plan at risk.
   
   When it comes to financial planning, it's crucial to guide clients towards being rational investors who understand that market fluctuations are part of the journey. Even the most steadfast rational investors have found it tough to stay calm amidst recent market volatility. But history reassures us that this too shall pass, and the markets will rise again. The burning question is always, "When?"
   
   While no one can predict the future, an advisors’ role is to help clients grasp that risk management is a cornerstone of any solid investment strategy. Risk is just one of the building blocks in crafting a financial portfolio that can weather both good times and bad.
   
   That’s why Equitable^® has created an emotional investing brochure to help clients manage through extraordinary times.  Download your copy of Take emotions out of investing. We have also included a template letter that you can personalize and use to reach out to clients. To download an editable copy, click here.
   
   Questions? Contact your Director, Investment Sales.
   
   Date posted: April 17, 2025

10. Equitable’s EZstart tool