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- Total Cost Reporting: understanding what's coming next
- [pdf] Equitable GIF Product at a glance
- Path to Success Module 5
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Join us for an Equitable Life Master Class webcast featuring Daryl Diamond, Dynamic Funds
Building Your Business in the Retirement Income Market featuring Daryl Diamond, Chief Retirement Income Strategist, Dynamic Funds
You’re invited to our next Equitable Life Master Class webcast offering compelling topics and unique ideas from leading experts to help you manage and grow your business.
Daryl Diamond is an author, educator and sought-after speaker on how clients can achieve the greatest security and satisfaction during the retirement years.
In this Master Class, Daryl Diamond will discuss how the last four years have been extremely challenging for retirees, pre-retirees and for the advisors who service them. He will focus on key aspects of retirement income planning from the perspective of:-
delivering and sustaining tax-efficient income,
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managing high inflation,
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investing in volatile markets, and
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navigating high interest rates.
Learn more
Posted October 11, 2023Continuing 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.
® denote a registered trademark of The Equitable Life Insurance Company of Canada -
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Equitable Master Class webcast featuring Susan Silma
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.
Navigating regulatory compliance and changes as an advisor can be challenging and overwhelming at times. Just imagine how clients feel. Wouldn’t it be nice to be able to transform regulatory compliance into meaningful client engagement?
Join us for an informative discussion on how to do just that, led by Susan Silma, a lawyer and former regulator with deep experience in the financial services industry. Susan is passionate about humanizing and simplifying the client and advisor experience.
Learn more!
Shannon Labby
Investment Sales Vice President,
Equitable
Susan Silma
Speaker and Author
Continuing Education Credits
This webcast 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.
Date posted: May 22, 2024 -
Build more meaningful connections with help from Equitable and Franklin Templeton Academy
Equitable® Savings & Retirement and Franklin Templeton Academy have teamed up with two On-Demand webcasts that can easily fit into any summer schedule.
Reaction to Reason
Emotional intelligence is the capacity to be aware of, control, and express one's emotions, and to handle interpersonal relationships judiciously and empathetically.
Jenn Louth, Senior Learning Consultant, will discuss how advisors can incorporate emotional intelligence into their practice to foster deeper client relationships.
Register to watch
The Intergenerational Divide
It’s critical to develop meaningful relationships with valued clients’ families, loved ones, and heirs.
Presented by Jocelyn Duncan, Learning Consultant, this session is designed to help you build a bridge with the next generation and equip you with tools and resources.
Register to watch
Join your host, Joseph Trozzo, Investment Sales Vice President, Equitable, along with the Franklin Templeton Academy this summer to learn how you can foster deeper client relationships and more meaningful connection in your practice.
Continuing Education Credits
These webcasts have been accredited for 1 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. These webcasts are available in English only.
Date posted: July 17, 2024 -
Reframing retirement with help from Equitable and the Franklin Templeton Academy
Equitable® Savings & Retirement and Franklin Templeton Academy have teamed up again with two pre-recorded On-Demand webcasts that can help you reframe retirement goals and planning discussions with clients.
Rethinking Retirement Income
The traditional view of retirement income assumes clients will need a specific percentage of their annual pre-retirement income through their senior years. In this session you will learn how our notions of retirement have changed over the years, the difference between the traditional and goals-based planning approaches, and how we can help you implement a goals-based retirement income planning strategy.
Register to watch
Ethics of Aging
According to Statistics Canada, by 2036, Canadians aged 65 and older are estimated to represent 24% of our total population. In this session, you will learn about challenges that come with aging, helping clients prepare for the worst, and identifying and handling elder financial abuse.
Register to watch
Join your host, Joseph Trozzo, Investment Sales Vice President, Equitable, along with guest speaker Jocelyn Duncan, Senior Learning Consultant with the Franklin Templeton Academy, to reframe retirement and help clients develop a strategic retirement mindset.
Continuing Education Credits
These webcasts have been accredited for 1 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. These webcasts are available in English only.
Date posted: December 19, 2024 -
AI – Not a replacement for good judgement
When it comes to AI, clients’ interests come first
Artificial intelligence, or AI, is changing how we work in Canada. It helps us do things faster, makes talking to others easier, and takes care of many daily tasks. As of mid-2025, studies show that more than 68% of Canadian financial firms — including about 15,000 advisors and 2,500 agencies — have already started using AI to stay ahead, reach clients, and handle routine tasks.1,2
For financial advisors, AI can be useful and exciting, as long as it’s used wisely and always with client privacy and regulatory compliance in mind.
AI can make your day-to-day work easier but use it with care:
• Know the risks as well as the rewards
• Remember, AI is a tool —it can’t replace your expertise and good judgement!
• When using AI, always protect client privacy and follow the rules
AI is changing how we all work. To help you keep up, we encourage you to stay up to date with industry news and tips about AI. For example, the following recent news article has some helpful tips on using AI safely and effectively in your practice: Using artificial intelligence can pose risks for advisors
When you use AI, stay vigilant and informed, use your good judgement—and always put the client’s interests first.
1Canadian Artificial Intelligence Business Adoption Survey 2025, Finance and Technology Insights Canada.
2Financial Advisors & Agency Technology Integration Report, Canadian InsurTech Analytics, July 2025.
- Life Insurance Replacement Disclosure Forms (LIRD)
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Explore Equitable EZBenefits™
A better group benefits solution for your small business clients
Running a small business isn't easy, especially for companies with smaller budgets and fewer resources. It can be tough to find a competitively priced benefits plan with the features that clients want. That’s why we created Equitable EZBenefits™, a benefits solution designed with the needs of small businesses in mind.
Options to fit every need
Available to organizations with between 2 and 25 employees, EZBenefits offers a range of plan design options to match different needs and budgets. * Whether your client owns start-up or a growing company, we’ve got them covered. Plan options include a mix of Life, Health and Dental coverage. ** Clients can also add Long-Term Disability (LTD) coverage or a Health Care Spending Account (HCSA).
Embedded services to support health and wellness
To provide employees with added support for both their physical and mental wellbeing, all our plan design options include:
● Anytime, online access to medical professionals through our Virtual Healthcare solution from Dialogue,
● Access to professional counselors – via the telephone, the web or in-person – through our Employee and Family Assistance Program from Homewood Health®, and
● Online resources to help manage health, financial and family challenges through Homeweb, Homewood Health’s online wellness portal.
Extra HR support for EZBenefits clients
EZBenefits also comes with built-in HR support through Equitable’s partnership with Citation Canada® (formerly HRdownloads). It takes the heavy lifting out of common human resource tasks with HR support tools and services. Features include:
● an award-winning cloud-based human resource information system (HRIS) to provide help from onboarding to offboarding and everything in between,
● access to a library of over 3,000 HR documents, templates, compliance resources and articles, with 25 free document downloads,
● a free Workplace Diversity and Inclusion online training course, and
● one free Life HR advice call with a seasoned HR expert.
A streamlined process to optimize your time
We know that advising small business clients can be challenging. We’ve created a streamlined benefits process that provides rapid quotes, hassle-free plan implementation, simplified renewals and that is easy to administer. That way, you can spend more time advising your clients and building your business – and less time with administrative back and forth.
Pricing stability for long-term stability
When it comes to attracting and retaining talent, we know your small business clients are competing with larger organizations that have big budgets and lots of resources. That’s why we’ve designed EZBenefits to provide long-term pricing stability for health and dental benefits.
Find out more
To learn more about EZBenefits, watch our video to learn more or view our brochure. You can also visit info.equitable.ca/ezbenefits for more details or to request a quote. If you have questions, contact your Equitable Life Group Account Executive. If you don't have an Equitable Life Group Account Executive, email us at EZBenefits@equitable.ca.
* Not available in Quebec.
** Dental coverage is not included with the Bronze plan design option.