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  1. Retirement Income Options from Equitable Life
    If you have clients who are reaching retirement age and have a Retirement Savings Plan or locked-in funds from a previous employer, the government requires them to convert these plans by December 31 of the year they turn 71.
     
    If your client is converting a plan, ask them about other existing assets. This is a great opportunity for your client to consolidate assets from other providers; and for you to discuss a lower management fee through Equitable Life’s Pivotal Select Preferred Pricing Program.
     
    For more information on the options available for clients who are reaching retirement age and the advantages of each, check out the following materials.
       
    To learn more about Equitable’s Preferred Pricing Program, please click here.
  2. Update to DSC Reimbursement for WFG advisors

    Equitable Life now accepts WFG’s Commission Rebate Disclosure form instead of Equitable’s Deferred Sales Charge Reimbursement (DSC) Request Form (Form #1605). Allowing the use of WFG’s form will help streamline the process for WFG in submitting DSC reimbursements.

    Previously, any DSC reimbursement received from Equitable Life required WFG advisors to submit form #1605 and provide proof of the DSC charge from the relinquishing institution, along with a cheque for the reimbursement. The WFG disclosure form and cheque from WFG is now all that is required for the initial submission. Proof of the DSC charge from the relinquishing institution is not required in all instances, but may be requested by Equitable Life and must be available if requested.

    If you have any questions, contact your Regional Investment Sales Manager or Equitable Life’s Advisor Services Team Monday to Friday from 8:30 a.m. to 7:30 p.m. ET at 1.866.884.7427 or email savingsretirement@equitable.ca. 
  3. Crunch The Numbers With Equitable Life’s Savings Calculator

    Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.


    Each week in March, we will be sharing an online calculator from our list.


    Share calculators using your Facebook, Twitter or LinkedIn account. 

     

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    Amina is going to get in the habit of saving by putting $25 a month into her RRSP. Her friends don’t think it is worth the effort. Does it matter how much you contribute?

     

    Did you know?

    Consistent investments over several years can be an effective strategy to accumulate wealth. Check out Equitable Life’s Savings Calculator.

  4. Crunch the numbers with Equitable Life’s RRSP Loan Calculator

    Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.


    Each week in March, we will be sharing an online calculator from our list.

     

    Share calculators using your Facebook, Twitter or LinkedIn account. 



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    Omar and Sarah want to catch up on contributing to their RRSP after the COVID lockdown. How much can they afford to contribute?


    Did you know?

    An RRSP loan can be an excellent way to jump start your retirement savings. Check out Equitable Life’s RRSP Loan Calculator.

  5. Crunch the numbers with Equitable Life’s Tax Free Savings Account Comparison Calculator

    Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.


    Each week in March, we will be sharing an online calculator from our list.


    Share calculators using your Facebook, Twitter or LinkedIn account. 

     



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    Fei Hong and Yu Yan want to set up an emergency fund that will provide some growth and allow them to take out money when they need it. Does such a thing exist? If so, what is the catch?

     

    Did you know?

    With a TFSA, you can make tax free withdrawals at any time for any purpose. Check out Equitable Life’s Tax Free Savings Account Comparison Calculator

  6. Access more fund performance information faster and easier



    Welcome to a new and improved Fund Overview & Performance  website for Equitable Life® segregated funds.

    A central location for:

    • fund performance and quartile rankings

    • daily and historical unit prices

    • fund information (available in web and PDF)

    • Fund Facts documents

    • MERs



    Highlights:

    • Save your favourite funds for easy access.

    • New fund search and filter tools by product, guarantee, asset class and sustainability.

    • Share features allow you to easily share fund information with clients.

    • Ability to compare fund performance of Equitable Life segregated funds.

    • Simulated backcasted returns for funds with less than five years of performance history.

     
    Check out the new Fund Overview & Performance webpage today to see how Equitable Life is making fund information faster and easier to access. Speak to your Regional Investment Sales Manager to learn more!
     
     

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

    Posted February 27, 2023

  7. [pdf] Cloud DX Advisor Guide
  8. [pdf] A Small Price to Pay
  9. [pdf] Why EquiLiving Critical Illness Insurance