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1. [pdf] Segregated Fund Annual Report - December 31, 2025
2. Submission to Commission - How fast is it?
3. Path to Success Module 4
4. [pdf] Equitable's Competitive Advantage
5. Individual Insurance
6. Equitable Life creates guide to accessing virtual healthcare at no cost

   With many health clinics closed and the healthcare system under strain, people are looking to access a doctor and other health providers virtually.

   To make it easier for plan members, we’ve created the Guide to Accessing Virtual Health Care Services on the plan member section of EquitableHealth.ca. This online resource provides information about and links to a range of virtual health services they need to take care of their health and the health of their family during these challenging times.

   The Guide also indicates which services can be accessed for free. In some provinces, online doctor visits are now covered by the public health plan, so there’s no cost to the patient to access them as long as they provide their valid provincial health card. In other provinces, the nominal fee can be claimed on a Health Care Spending Account.

   We will continue to update the Guide as more virtual healthcare providers and services become available.

   View our Guide to Accessing Virtual Healthcare

7. 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.
    
8. 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!
   
   
   
    
9. 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
10. 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.