EquiNet Equitable Life's advisor site

Site Search

678 results for access portal PROBLEMGO.COM daughter arrested get her out now pay later Mount Gambier Prison

  1. Instructions
  2. Critical Illness Path to Success Program Instructions
  3. Sales Illustrations
  4. Important Information Regarding FHSA Contributions Many clients have already taken advantage of Equitable’s First Home Savings Account (FHSA), available on Pivotal Select™ Investment Class (75/75) and Pivotal Select Estate Class (75/100).
     
    Below, we answer questions we have received regarding cut-off dates for 2023 FHSA contribution tax receipts.

    1. The client submitted an application with a deposit before 11:59 p.m. ET on December 29, 2023. Will they get a 2023 FHSA contribution tax receipt?
    Yes, the client will receive a 2023 FHSA contribution tax receipt.

    2. The client submitted an application with a deposit on December 30 or 31, 2023. Will they get a 2023 FHSA contribution tax receipt?
    No, the client will not receive a 2023 FHSA contribution receipt. The client’s deposit will be made effective the next business day, January 2, 2024. The client will receive a FHSA contribution tax receipt for the 2024 tax year.

    However, since the client signed the application on or before December 31, 2023, they are eligible to take advantage of the 2023 contribution room in 2024 (up to $16,000 total*).



    3. The client submitted an application with a deposit after January 1, 2024, but it was signed on or before December 31, 2023. Will they be eligible for the 2023 contribution room?
    Yes. Any FHSA application received on or before 4:00 p.m. ET on January 12, 2024 that was signed on or before December 31, 2023 will be eligible to take advantage of the 2023 contribution room in 2024*.

    4. The client received a confirmation letter stating their deposit was effective in January, but the application and contribution was submitted on or before December 29, 2023, will they receive a 2023 tax receipt for their contribution?
    Yes, if the client received a confirmation letter stating their deposit was effective in January but the application and deposit was received at Equitable® on or before December 29, 2023, they will receive a 2023 tax receipt for their contribution. We are currently updating any impacted FHSA policies to reflect a December trade date. The client will receive a revised confirmation letter reflecting the December trade date.

    5. When will 2023 FHSA contribution tax receipts be issued?
    FHSA contribution receipts for the 2023 tax year will be mailed to clients by February 29, 2024.

    If you have further questions,  please contact your Regional Investment Sales Manager or one of our Client Services Representatives at 1.866.884.7427.  
     
    *Clients must consider all eligible FHSAs with any other institutions to determine their remaining contribution room.
     
    ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.

    Posted January 2, 2024
  5. Turn ‘time in the market’ into client momentum


    If clients are saving for a first home, contribution frequency matters. A simple compounding lesson helps them understand why bi‑weekly FHSA deposits can build balances faster than monthly contributions and gives you a natural bridge to Equitable’s Grow Your Way Home contest this summer.


    Reinforce that bi‑weekly vs. monthly is about time in the market and consistent behaviour, not market timing. Here are a few talking points to reinforce with clients:

    1. “Earlier dollars work longer.”
      Bi‑weekly contributions get part of the money invested sooner than a month‑end deposit, giving those dollars more days in the market.

    2. “More deposits create more compounding moments.”
      Each deposit can begin earning right away and those earnings can earn too. More frequent contributions increase opportunities for that “interest on interest” effect.

    3. “Make it effortless.”
      Align contributions to clients’ paydays. Automating bi‑weekly deposits helps build habit, removes friction and keeps clients steadily moving toward their first home savings goals.

     

    As you continue FHSA conversations this summer, remind clients that contributing more frequently can get their money working sooner. And from May 1 to August 31, 2026, opening an Equitable FHSA account, contributing to their Equitable FHSA, or setting up recurring deposits to their Equitable FHSA earns automatic entries in Equitable’s Grow Your Way Home contest.

    Use EZcomplete® and EZtransact® to keep contributions seamless and connect with your Director, Investment Sales for additional support, tools and ideas to help you continue these conversations throughout the summer.

     

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

    Equitable’s Grow Your Way Home contest: No purchase necessary. Contest period is May 1, 2026 to August 31, 2026. Enter by: opening an Equitable FHSA during the Contest Period; making a deposit to your Equitable FHSA during the Contest Period;  or submitting a no-purchase entry. Two prizes of $8,000 each to be drawn on September 21, 2026 will be awarded to clients. The servicing advisor for the contract to which the selected entrant made the deposit is also an eligible winner and will receive a $1,000 prize. Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible entries received during the Contest Period. For full contest rules, including no-purchase method of entry, see the full contest rules

  6. What’s the story behind Equitable’s new brand? We are excited to share some more insight into the news of Equitable’s new brand.
     
    Our new brand isn’t just a logo change.
    Our new brand reflects our deeply rooted dedication to our clients. Over the next year, we will make the transition to our refreshed look.  The new brand illustrates our focus on strong partnerships and making it even easier for you to do business with us. 
     
    Check out the Beyond the Logo video featuring our executive team sharing how the new brand embodies our commitment to advisors.
     
    We’ll provide more details on the changes we’re making, and we welcome you to join in the journey. Please reach out to your Equitable point of contact or visit equitable.ca to learn more.

    Posted December 4, 2023
  7. Equitable Savings & Retirement Division rebrands as Individual Wealth The Equitable® Savings & Retirement division has a new name: Individual Wealth.

    This change reflects how the division has grown. Over time, we have added more services and tools to help clients reach their financial goals. Our new name shows this broader focus.

    Why “Wealth”?
    The word “Wealth” means more than just saving for retirement. It includes investing, estate planning, tax strategies, and preparing for life events. It better describes our more holistic approach to wealth management.

    This update is more than just a name change. It shows our strong commitment to helping clients in new and better ways. Over the coming months you’ll notice changes across our materials, website, and contact details as we roll out this transformation. As we move forward as Individual Wealth, our commitment to supporting your business remains stronger than ever — because when we grow together, success is mutual.

    If you have any questions, feel free to reach out to your Director, Investment Sales.

    Date posted: July 24, 2025


     
  8. [pdf] Equitable GIF Advisor FAQ
  9. Advisor Code of Conduct - Updated! Our Advisor Code of Conduct sets out Equitable Life's expectations of advisors in dealing with clients and other stakeholders. The Code of Conduct forms part of your contractual relationship with us.

    We have updated our Code to clarify specific expectations to help you meet regulatory compliance requirements, support your needs-based sales, and treat customers fairly.

    Please review our updated Advisor Code of Conduct.
  10. Individual Insurance Marketing Materials