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  1. Boost your knowledge and earn CE credits

    Need continuing education credits?

    Equitable is happy to offer online courses focusing on insurance. The courses allow you to learn at your own pace and earn CE credits quickly and easily. You can earn CE credits right away when you complete these courses. All courses are accredited by Alberta Insurance Council, Insurance Council of Manitoba, The Institute for Advanced Financial Education, and Chambre de la sécurité financière*.
     
    Existing courses:
    1.    Building your business with critical illness insurance
    2.    Ensuring a Compliant, Needs-based Insurance Sale
    3.    Harness the power of whole life cash value
    4.    Introduction to whole life insurance
    5.    Path to Success - Expert Advice on Navigating CI Sales
    6.    Participating whole life for the children's market: A head start for tomorrow
    7.    The mechanics of universal life 
    8.    Where UL Fits in your Product Portfolio


    A few important notes before you get started:
    •    The programs are hosted on Teachable: https://equitable-life-education.teachable.com/
    •    Username: Please use your email address that you are contracted with
    •    Password: Equitable
    •    Please use Google Chrome to access the courses

    Start Earning CE Credits!

    Check out the individual insurance online learning centre on EquiNet to stay up to date on new courses. 

    Questions?
    Contact your local wholesaler.
     
    Are you having trouble logging in or accessing certificates?
    Email equitableiimarketing@equitable.ca for assistance.

    *Please select the course with “QC credits” in the title for La Chambre credits.
  2. [pdf] Equitable's Competitive Advantage
  3. [pdf] Build Your Business - Fully funding a client’s First Home Savings Account
  4. [pdf] Equitable GIF Advisor Guide
  5. Helping clients build financial literacy in a changing disclosure landscape
  6. From Discovery to Action: Financial Planning Essentials for Newcomers Are you ready to deepen your understanding of newcomers’ financial needs? Join our December Master Class, “From Discovery to Action: Financial Planning Essentials for Newcomers,” — the second part of our September Master Class series on the topic of newcomers and learn how to guide new Canadians through their first year in Canada with empathy and expertise.

    We will explore strategic, empathetic discovery questions and provide practical tools to help advisors interpret newcomers’ responses in the context of their financial priorities.

    Join Joseph Trozzo, Vice President, National Investment Sales at Equitable, for an engaging conversation in our second session with Dr. Aditya Nain — professor, consultant, MoneySense columnist, and acclaimed multi-disciplinary author.
    Together, they will share actionable strategies and new perspectives to help advisors confidently and compassionately guide newcomers through the complexities of financial planning in Canada.

    Why attend?
    • Use empathetic questions to understand newcomers’ needs.
    • Map priorities to a simple 12-month financial plan.
    • Build tailored plans for banking, credit, insurance, and investments.

    Don’t miss this opportunity to deepen and elevate your advisory approach.

    Learn more



    Continuing Education Credits
    This webcast has been submitted for continuing education (CE) approval for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. Upon approval, you will be sent an email notification to come back to the webcast 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. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by their licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only.

    This webcast is available in English only.
  7. [pdf] Annuity Settlement Option
  8. 7% No Load CB5 Initial Commission - Limited Time Offer!


    For a limited time only, Equitable Life® is pleased to announce an increase to the CB5 sales option initial commission from 5.6% to 7.0% on Pivotal Select™ segregated funds. The 7% initial commission is effective from May 20 to August 31, 2022 only.* 

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    Equitable Life is committed to offering advisors and clients product, service, and feature choices that best suit their needs. We are pleased to offer multiple sales charge options, three distinct guarantee classes, and a diverse selection of investment funds to align with advisors’ and clients’ unique needs.
     
    For more information, please contact your Equitable Life Regional Investment Sales Manager.

     

    * Increased initial commission does not apply to pre-existing PADs. Equitable Life reserves the right to end the campaign, at any time and without notice. 
    ** Applies to FundSERV trades occurring between May 20 and August 31, 2022. Initial commission on non-FundSERV trades occurring between May 20 to August 31, 2022 increases from 4% to 5%. Initial commission is subject to a chargeback.

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

  9. Advisor Guide
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