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1. A message from Cam Crosbie, EVP, Savings and Retirement, Equitable

   What an exciting year it’s been at Equitable®. And there’s more to come in 2024!

    

   In this short video, I share with you some of the things we’ve done to show our commitment to you in 2023 and some of the great things we’ve got planned for 2024.  

    

   I want to thank you again for your continued support and trust in us.  We value our partnership and are always working hard to make things better.

   
   
   
   
   
   

   Please take a few minutes to watch the video.  

   
   
    

   Cam Crosbie,
   Executive Vice-President, Savings and Retirement Division
   Equitable

   
   Posted December 6, 2023 

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

2. Guaranteed Interest Account Application version update

   Equitable® Guaranteed Interest Account applications with a version date prior to 2023/09/01 (located on the bottom right-hand corner of the application) will no longer be accepted after December 31, 2023. If you currently have applications with a date that is before 2023/09/01, please destroy them and download digital applications from EquiNet® or order paper applications from our Supply Team.  
   
   If you have any other questions, contact your Regional Investment Sales Manager or Equitable’s Advisor Services Team, Monday to Friday from 8:30 a.m. to 7:30 p.m. at 1.866.884.7427 or email savingsretirement@equitable.ca 

   
   Posted December 13, 2023 

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

3. [pdf] Protecting the important things in life
4. [pdf] EquiLiving Product Summary (Adults)
5. Equitable awarded FundGrade A Fundata recognizes Equitable with Fundata FundGrade A® awards in August and September. The recognized funds are:
   • Equitable Life Fidelity Global Innovators Fund Select
   • Equitable Life Fidelity Climate Leadership Balanced Fund Select
   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
    
6. [pdf] Preferred Estate Transfer using Universal Life
7. [pdf] Equation Generation IV Client Guide (Bonus & Low Fees)
8. [pdf] Corporate Preferred Retirement Solution (corporate borrowing) using Equimax
9. [pdf] Corporate Preferred Retirement Solution (shareholder borrowing) using Equimax
10. [pdf] EquiLiving Product Summary (Children)