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1. Total Cost Conversation — Navigating Client Relationship Model Phase 3 (CRM3) with clients Discover how to navigate CRM3 conversations to build trust, clarity and stronger client relationships.
   
   Join our May Master Class, featuring Invesco Global Consulting’s Program “Total Cost Conversation — Navigating Client Relationship Model  Phase 3 (CRM3) with clients.”
   Total Cost Reporting with CRM3 will become mandatory on client statements in January 2027 and now is the right time to start the conversation. This session will help you speak clearly and confidently with clients about what’s changing, using language that builds trust and understanding.
   In this session, Invesco will explore:
   •  - What to say about CRM3 and how to explain it in a way clients understand.
   •  - How trust differs across generations, including Boomers, Gen X and Millennials.
   •  - How to clearly communicate and reinforce your value to clients.
   Why attend?
   • - Learn practical ways to build trust and confidence when discussing CRM3 with clients.
   • - Support client conversations with greater transparency and clarity.
   • - Gain access to a research‑based script to open discussions about Total Cost Reporting.
   Hosted by Joseph Trozzo, Vice President, National Investment Sales at Equitable, with featured presentation by Rob Kochel, Director, Invesco Global Consulting at Invesco.
   Don’t miss this opportunity.
   
   Register today to secure your spot!
   
   Date: Thursday, May 21, 2026
   Time: 2 p.m. ET / 11 a.m. PT
   Duration: 1 hour
   
   This webcast is available in English only.
   
    
2. [pdf] What's New July 6 2017
3. Equitable Life’s Participating Account reaches $1 billion in assets We are thrilled to announce that we’ve recently reached a milestone!
    
   Our PAR account has surpassed $1 billion in assets. This is something we’re very proud of and we ultimately view as a sign of confidence from you and our clients.
    
   Thanks for your continued support. 
    
4. Ride the wave this RSP season with Equitable Life

   
   You can't stop the RSP wave. But you can ride it. Ride the wave this RSP season with tools that make it easy to complete applications and deposits online - only from Equitable Life.
   
   Learn more.

    
    
5. The right tools to seize the RSP Season

   
   Fast. Easy. Accurate. With the EZ Suite of services from Equitable Life^®, you won’t just get on top of the wave this RSP season, you’ll enjoy the ride.
   
   Learn more.

   
    
6. Ride the same-day service wave with Equitable Life

   
   Sit back and relax – we’ve got your deposits covered. Make setting up one-time or recurring deposits flow like water with EZtransact™ - only from Equitable Life^®.
   
   Learn more

7. Message from Equitable President and CEO Fabien Jeudy

   I’m pleased to share our new brand with you. It’s an expression of our renewed purpose and commitment to work together, with our partners, to focus exclusively on our clients, protecting today and preparing tomorrow.

   Our commitment to you

   The new Equitable^® brand signifies our focus on making it even easier to do business with us. To continuously refresh our products to meet the evolving needs of Canadians. And to strengthen our partnerships that enable growth and positive outcomes. The result is an uncompromising commitment to our clients, our partners, our advisors, and our people.

   A year of transitioning to our new brand

   Over the next year, we’ll make the transition away from our legacy look as our new look starts to emerge.  We’ll invest in building more brand awareness so that together we can help even more Canadians. What you should know is that no matter old or new, our commitment is always focused on our clients, together with our partners.

   Join us in the journey

   We’ll provide more details on the changes we’re making, and we welcome you to join in the journey. I encourage you to reach out to your Equitable point of contact or visit equitable.ca to learn more.
   
    
   Why Equitable? The Power of Together.  
   View video on Vimeo.
   
    
   Equitable’s New Logo.
   View video on Vimeo.
   
   
   Sincerely,
   Fabien Jeudy
   President and CEO

8. Take the helm in 2024 with insights from leading investment experts

   Find out what our panel of leading investment experts are saying about the markets and how they are positioning their portfolios. Learn about the themes and forces driving markets and where there are opportunities.
    

    

   • •  Equitable Asset Management Group - Dave Irwin, AVP, External Fund Management.

   • •  Fidelity Investments - Ilan Kolet, Institutional Portfolio Manager, Global Asset Allocation (GAA) Group.

   • •  Franklin Bissett (ClearBridge) Investment Management - Les Stelmach, Senior Vice President, Portfolio Manager.

   • •  Mackenzie Bluewater Team - Shah Khan, Vice President, Portfolio Manager.

   Cam Crosbie, Executive Vice-President, Savings & Retirement will highlight some of the ways Equitable can help make 2024 a great year. We’ve got everything you need and more!
    
   Learn more!
    
    

   Posted January 3, 2024 
   
   Continuing Education Credits
   This webcast has been submitted for continuing education (CE) approval with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. Upon approval, you will be sent an email notification to come back to the webinar 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. This webcast is available in English only.
    
   ™ and ® denote trademarks of The Equitable Life Insurance Company of Canada
9. Join us for an Equitable Life Master Class webcast featuring Dr. Ryan Murphy, Morningstar

   You’re invited to our next Equitable^® Master Class webcast offering compelling topics and unique ideas from leading experts to help you manage and grow your business.
   
   Just asking clients what their goals are may not be enough. Clients may respond in ways that seem reasonable but might not represent the goals that are truly important to them.
   
   In the Behavioural world, this is known as ‘thinking blind spots’ and stems from behavioural biases we all have. The blind spots can prevent clients from expressing their true goals to you and lead to a plan that doesn’t accurately represent their preferences and motivations. 
   
   Join us for an informative discussion led by Dr. Ryan Murphy, head of Morningstar’s global Behavioural insights in how you can get clients past their thinking blind spots.
    

   Learn more

   Continuing Education Credits
   This webinar has been submitted for continuing education (CE) approval with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. Upon approval, you will be sent an email notification to come back to the webinar 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. This webcast is available in English only.
   
   ® or ™ denotes a registered trademark of The Equitable Life Insurance Company of Canada. 
   
   Posted February 1, 2024
10. Let’s “Talk Money”: From first savings to retirement income
    Financial Literacy Month may be ending, but the conversation shouldn’t.
    
    Talking with an advisor helps normalize money conversations— including discussions on saving, spending, managing debt, and more. This can help clients feel better and make smarter financial choices. As an advisor, you can guide clients from their first savings through to retirement with Equitable^® .
    
    Starting out? Clients can consider:
    Tax-Free Savings Account (TFSA)
    Save for short- or long-term goals and take out money anytime, tax-free.
    
    First Home Savings Account (FHSA)
    Save up to $40,000 tax-free for a first home. Contributions may be tax-deductible, and withdrawals are tax-free for buying a qualifying home.
    
    Growing wealth? Clients can consider:
    Registered Retirement Savings Plan (RRSP)
    Contributions may be tax-deductible. Good for long-term savings—money grows tax-free until retirement.
    
    Guaranteed Interest Account (GIA) / Daily Interest Account (DIA)
    Earn steady interest with flexible terms. Available in a TFSA, RRSP, and FHSA.
    
    Retirement ready? Clients can consider:
    Payout annuities
    Guaranteed income for life or a set time. Helps make sure savings last.
     

    Resources to support these conversations

    
    Use our easy online tools: EZcomplete^®  to apply and EZtransact™ for transactions. Let’s help Canadians save smarter—one step at a time. When we work together, success is mutual.
    
    Reach out to your Director, Investment Sales if you have questions.