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1. THREE new ways to help make your Savings & Retirement business run smoother
   As of August 20, 2022, EZcomplete® will include several new features that allow applications to be completed faster and easier:
   
   1. Prefilled Fund Transfer Form
   The transfer form will be generated with the information from EZcomplete and included in the EZcomplete signing package, saving you time.
   
   
   
   2. Client eSignature Audit History and Document Download
   If you choose the e-signature option for the client, you’ll be able to download a copy of the e-signed transfer forms and the signature audit history.
   
   
   3. Email the Client Contract Info and Fund Facts Before Signing
   You'll now be able to email Point of Sale materials (Contract & Info Folder and Fund Facts) to clients before they provide their e-signature.
   
   
   Log in to EZcomplete today!
    
   Speak to your Regional Investment Sales Manager to learn more!
   
   
   
    
2. And the Equitable FHSA Contests winners are... Equitable^® is proud to be the first insurance company to offer a First Home Savings Account (FHSA) to Canadians.  
    
   Since launch in September 2023, we have received an incredible response to Equitable’s FHSA, available on Pivotal Select™ Investment Class (75/75) and Pivotal Select Estate Class (75/100).
    
   As part of this historic launch, we offered contests for clients to win $8,000 towards their 2024 FHSA contribution, with their advisor winning $2,000. We’ve now completed the draws and are thrilled to announce the following winners:
    
   January 16, 2024, draw:
   Client: Jagan A., ON
   Advisor: Krupa P., ON
    
   February 13, 2024, draw:
   Client: Pawandeep K., ON
   Advisor: Jaskaranjit S., ON
    
   Congratulations to our winners! It warms our hearts to know we are helping Canadians save for their first home.  
    
   From all of us at Equitable, thank you for your trust and partnership.
    
   ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
   
   Date Posted: March 13, 2024
3. And the winners of Equitable’s New Year’s Resolution, New Year’s Contribution Contest are…

   A big thank you for making  Equitable’s New Year’s Resolution, New Year’s Contribution contest a huge success.  
   
   Clients who made a contribution between January 1 and February 29, 2024, to their Registered Retirement Savings Plan (RRSP), Tax-Free Savings Account (TFSA) or First Home Savings Account (FHSA) could win $5,000 and the advisor could win $1,000.
    
   As a special thank you to our clients and wonderful advisor partners we’ve tripled the fun and appreciation to three prizes.
   
    We’ve now completed the draws and are thrilled to announce the following winners:

   • Client: Winnie C., Ontario
     Advisor: Rebecca M., Ontario

   • Client: Eunice D., Alberta
     Advisor: Diamond O., Alberta

   • Client: Loyda A., Alberta
     Advisor: Michael V., Alberta

   Congratulations to our winners!  
   
   From all of us at Equitable, thank you for your trust and partnership.
   
   Date posted: April 24, 2024
    
   ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.  

4. Equitable's Fresh Outlook DIA/GIA Contest

    

   CONGRATULATIONS to Immaculata A., Manitoba. Winner of the PRIZE of $1000.
    

   The contest is now over. Thank you to those who participated. 

    

    

   Win with Equitable’s Fresh Outlook DIA/GIA Contest 

   August 1 to October 31, 2024 

    

   ® or ^TM denotes a registered trademark of The Equitable Life Insurance Company of Canada.
   Fresh Outlook DIA/GIA Contest: No purchase necessary. Contest period is August 1, 2024 to October 31, 2024. One (1) prize to be awarded for a total value of $1,000 CAD. Correct answer to mathematical skill-testing question required to win. 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 full contest rules.

5. Introducing Equitable Guaranteed Investment Funds

   
    

   We’re excited to introduce the next evolution of the product advisors know and trust most. You made segregated funds our #1 wealth solution. Now, we’ve made it even better with enhancements designed to help power your growth and help deliver even more value to clients.

   Discover Equitable Guaranteed Investment Funds™

   • More choice & flexibility when it comes to our investment fund lineup

   • Better pricing advantages including the option for clients to group account values together within a household

   • New features & tools like asset rebalancing to make portfolio management easier

   Individual Wealth is in growth mode — and advisors like you are the reason why.

   If you were already offering our segregated funds to clients or were on the fence about segregated funds altogether, there’s never been a better time to explore Equitable Guaranteed Investment Funds.
   
    

           

   
   Have questions or want a walkthrough? Our team is here to support your success every step of the way. Meet the team.

6. More time to complete and view applications on EZcomplete

   
   You asked for more time, we listened!
    
   Effective January 14, 2023, you will have more time to complete and view in-flight and completed applications on the EZcomplete® dashboard.  
   
   You will now have,
   
   
   There are no changes to EZcomplete’s Sandbox.  Applications in the Practice Site will continue to be deleted after 10 calendar days.

   Take me to the Sandbox	Take me to EZcomplete
   Play around in the Sandbox with a demo client account.	Submit your applications today.

   
   If you have any questions, contact your Regional Investment Sales Manager or Advisor Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427, or email savingsretirement@equitable.ca.

    
    
   *Insurance applications currently offer 30 calendar days
   ** In-flight applications created prior to January 14, 2023, will maintain the existing 10-day submission timeline.
   ® denote a trademark of The Equitable Life Insurance Company of Canada.
   Posted: January 14, 2023
7. [pdf] B2B Loan application process for Equitable Life of Canada
8. GIA Coming to the Equitable FHSA 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).
    
   And now, we’ve got some more great news. We’re working to expand the Equitable® FHSA to include our Guaranteed Interest Account (GIA). But clients don’t need to wait to start earning tax-free income in a FHSA.
    
   If clients want to open a FHSA now but may be interested in an Equitable GIA,  simply choose the No-Load Equitable Money Market Fund Select investment option while we work on including the GIA on FHSA. The current yield to maturity is 5.41% gross.¹
    
   We will let you know when the GIA is available in FHSA in the coming months. Once it is available, advisors can speak to clients about the GIA options available in the FHSA and select what best suits their needs.
   
   Don’t forget, clients who make a contribution to their FHSA, RRSP or TFSA between January 1 and February 29, 2024, could win $5,000 and you could win $1,000 in Equitable’s New Year’s Resolution, New Year’s Contribution Contest.²
    
   For more information, please contact your Regional Investment Sales Manager.
    
   1 As of January 16, 2024, 4.06% net after deducting the management expense ratio. Yield to Maturity: the market value weighted-average yield to maturity includes the coupon payments and any capital gain or loss that the investor will realize by holding the bonds to maturity.
    
   2 Equitable’s New Year’s Resolution, New Year’s Contribution Contest: No purchase necessary. Contest period January 1, 2024, to February 29, 2024.  Enter by making a deposit to an Equitable FHSA, TFSA or RRSP during the contest period or by submitting a no-purchase entry. One prize for a total value of $5,000 CAD to be drawn on March 8, 2024, will be awarded. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner and will receive a $1,000 CAD prize. For example, if an Equitable client is a winner of the $5,000 prize, the client’s servicing advisor wins 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.

   Posted January 17, 2024

9. Introducing Empathy – Compassion and care at time of loss
10. Conversions