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  1. [pdf] Building a stronger investment portfolio with participating whole life
  2. [pdf] Preferred Retirement Solution using Equimax
  3. Celebrating Lunar New Year!

    On behalf of all of us at Equitable, we’d like to wish you a very happy Lunar New Year. May the Year of the Snake bring you much success and happiness!

    Lunar New Year falls on the first new moon of the lunar calendar, January 29, 2025, and celebrations last for about two weeks.

    To recognize and celebrate Lunar New Year and Chinese-Canadian culture, we have commissioned a series of works from B.C. artist Steffi Lai. Her piece “Year of the Snake” is featured on our Chinese Markets webpage and other marketing assets. We are thrilled to collaborate with Steffi and showcase her beautiful artwork.

  4. A strong close to 2024 for our participating account Equitable takes pride in its mutual structure. Our participating clients benefit from the wide range of assets we invest in. We also work to ensure these investments support and strengthen communities across Canada. Thanks to our investment team, participating clients enter 2025 with a strong long-term outlook.

    The December 2024 Participating Account Asset Mix Quarterly Update has now been posted.

    View the #1360 piece here.

    For more information, please contact your local wholesaler.
     
  5. [pdf] 10 great reasons to choose Equitable for large case clients
  6. [pdf] Shareholder Borrowing Checklist
  7. [pdf] Why do business with Equitable Life
  8. [pdf] Collateral Loan Suitable Candidate Profile
  9. [pdf] Building a Stronger Investment Portfolio
  10. Updates