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  1. Choosing the right funds
  2. Update on delivery of Pivotal Select segregated fund client statements

    We continue to work on resolving the issue relating to our Pivotal Select™ segregated fund client statements. We understand the importance for you and clients to receive statements in a timely manner. That is why we are working to resolve the situation as quickly as possible. We will provide a further update on February 12, 2025.
     
    We appreciate your understanding and patience during this time. If you have questions or need further assistance, reach out to our Client Care Team at 1.866.884.7427.  


     
    Best Regards,

    signature.png
     
    Cam Crosbie,
    Executive Vice-President, Savings and Retirement Division
    Equitable 


    Posted February 7, 2025
  3. PAR whole life Highlights
  4. Equitable Life presents Invesco Canada – Global perspectives in a highly uncertain time
    The COVID-19 pandemic has shaken the global economy. Uncertainty in the market is leaving investors unsure of what is next and asking where do we go from here? Please join Michael Hatcher, Head of Global Equities and Director of Research for Invesco Canada as he shares his insight in the global equity space.   

    Equitable Life® is pleased to highlight access to Invesco Global Companies Fund, Invesco International Companies Fund, and Invesco Europlus Fund in the Pivotal Select™ segregated fund line-up.
     
    Register now
     
    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. In order 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.
     
  5. Equitable Life Savings & Retirement Webinar Series featuring Dynamic Funds
    Equitable Life continues to spotlight various aspects of our competitive fund lineup and product offerings. This series gives advisors an opportunity to:

    • learn more about various products and product features,
    • hear from industry professionals,
    • learn about investment strategies; and so much more.

    This month, we welcome Bill McLeod, Vice President & Portfolio Manager, Equity Income, from Dynamic Funds. Join us to hear Bill McLeod discuss:

    • North American markets in 2022
    • Insights on the current positioning and review of the investment process for Dynamic’s Equity Income Fund.

     

    Learn more

     

    Equitable Life is pleased to offer access to five different Dynamic Funds in the Pivotal Select™ segregated fund lineup including the Equitable Life Dynamic Equity Income Fund.

    This webcast is available in English only.
     
     
  6. New Investment Contract
  7. Equitable Partner Site
  8. About
  9. Universal Life Product Fund Changes In September 2022, we will be changing the underlying securities being tracked for several universal life funds, listed below.*  These changes apply to our current Equation Generation IV universal life insurance product and to any legacy products that offer these same UL funds.

    If your client would like to transfer money currently invested in any of the above UL funds to a different UL fund and/or change the investment option for their future deposits, please submit a request well in advance of September 2022 using form 693UL.

    Please contact your Equitable Life® Regional Sales Manager for more information. 
     
    UL Fund Currently Tracked Upcoming Change*
    European DJ Euro STOXX 50 Total Return Index STOXX Europe 600 Paris-Aligned Index (ESG)
    Canadian Bond Sun Life MFS Canadian Bond Equitable Life Active Canadian Bond Fund Internal Linked
    Global Fixed Income Mackenzie Global Tactical Bond Invesco Global Bond
    Canadian Value Stock Mackenzie Cundill Canadian Security Franklin Bissett Canadian Equity
    Large Cap Canadian Equity Mackenzie Ivy Canadian Dynamic Equity Income
    Global Balanced Templeton Global Balanced Mackenzie Ivy Global Balanced

    *Underlying security changes will occur in September 2022. Exact effective date has not yet been determined.