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  1. [pdf] Corporate Preferred Estate Transfer (generic flyer)
  2. [pdf] Corporate Preferred Retirement Solution (shareholder borrowing) (generic flyer)
  3. [pdf] Preferred Estate Transfer (generic flyer)
  4. [pdf] Equation Generation IV at a Glance
  5. 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
     
  6. Make Equitable your first choice for insurance – has just been enhanced! Our popular marketing piece – Make Equitable® your first choice for insurance (1510) – just got an update with the latest life insurance offerings and our new branding.

    It is a great conversation starter that can help…
    ● Encourage clients to discover the benefits of our insurance solutions.
    ● Start the life insurance needs conversation.
    ● Help clients understand the Equitable ‘difference’ – that our full focus is on the interests and well-being of our policyholders.

    Learn more by visiting our marketing materials page.

    Questions?
    Please contact your local wholesaler.


     
    ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
     
  7. [pdf] Preferred Retirement Solution (generic flyer)
  8. [pdf] Corporate Preferred Retirement Solution (corporate borrowing) (generic flyer)
  9. Equitable awarded FundGrade A Fundata recognizes Equitable with Fundata FundGrade A® awards in August and September. The recognized funds are: These funds are part of Equitable’s Pivotal Select™ fund lineup. The FundGrade rating system is a great tool for identifying top-performing funds.

    Mark Schmehl, the portfolio manager of the Fidelity Global Innovators Fund recently joined us for a webcast. If you missed the live webcast, you can watch it on-demand.

    Want to learn more? Contact your Director, Investment Sales today.

    FundGrade A® is used with permission from Fundata Canada Inc., all rights reserved.
    ® and ™ denote registered trademarks of The Equitable Life Insurance Company of Canada.

    Date posted: October 29, 2024
     
  10. [pdf] Premium Deposit Fund