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A good time to look at the Equitable Money Market Fund
Whether clients are looking for a short-term cash savings solution or are interested in funding a dollar cost averaging strategy, the Equitable Money Market fund may be an ideal solution.
With a current yield to maturity of 1.43%*, the fund provides maximum income through short-term investments consistent with preservation of capital and liquidity.
And advisors earn the full commission upon deposit on funds used for a dollar cost averaging strategy.
For more information check out Equitable Money Market Fund or contact your Director, Investment Sales.
* As of April 24, 2026, net of fees. Applicable to Pivotal Select and Equitable GIF contracts. 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.
™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada.
Date posted: April 29, 2026
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Can’t meet in person? EZcomplete is an EZ way to meet online
Instead of canceling your meeting, why not meet online instead? Our EZcomplete® application makes it easy to process your non-face-to-face applications and do business with Equitable Life.
EZcomplete is available on Pivotal Select™ segregated funds and all life products – Term, Whole Life, CI and Universal Life – and allows for the signing process to change from in-person to non face-to-face at the end of the application, despite how it was started. This gives you and your clients the option to easily and efficiently connect remotely.
How does it work?
EZcomplete gives you the option to conduct your non face-to-face business easily and quickly, enabling your clients to provide their signature remotely on their own device. You simply need to enter their email address and provide them with a secret passcode to securely access the documents to review and sign.
There is no limit on the face amounts or product options and the time to settle is reduced when using the application. It is a flexible, intuitive tool to use, and helps keep business on track now that many clients and advisors are opting for more social distance.
For Life Advisors, please refer to the New Business and Underwriting page on Equinet for details about non-face-to-face delivery. -
Join us for an Equitable Life Master Class webcast featuring Daryl Diamond, Dynamic Funds
Building Your Business in the Retirement Income Market featuring Daryl Diamond, Chief Retirement Income Strategist, Dynamic Funds
You’re invited to our next Equitable Life Master Class webcast offering compelling topics and unique ideas from leading experts to help you manage and grow your business.
Daryl Diamond is an author, educator and sought-after speaker on how clients can achieve the greatest security and satisfaction during the retirement years.
In this Master Class, Daryl Diamond will discuss how the last four years have been extremely challenging for retirees, pre-retirees and for the advisors who service them. He will focus on key aspects of retirement income planning from the perspective of:-
delivering and sustaining tax-efficient income,
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managing high inflation,
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investing in volatile markets, and
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navigating high interest rates.
Learn more
Posted October 11, 2023Continuing 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.
® denote a registered trademark of The Equitable Life Insurance Company of Canada -
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Equitable Master Class webcast featuring Susan Silma
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.
Navigating regulatory compliance and changes as an advisor can be challenging and overwhelming at times. Just imagine how clients feel. Wouldn’t it be nice to be able to transform regulatory compliance into meaningful client engagement?
Join us for an informative discussion on how to do just that, led by Susan Silma, a lawyer and former regulator with deep experience in the financial services industry. Susan is passionate about humanizing and simplifying the client and advisor experience.
Learn more!
Shannon Labby
Investment Sales Vice President,
Equitable
Susan Silma
Speaker and Author
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.
Date posted: May 22, 2024 -
Build more meaningful connections with help from Equitable and Franklin Templeton Academy
Equitable® Savings & Retirement and Franklin Templeton Academy have teamed up with two On-Demand webcasts that can easily fit into any summer schedule.
Reaction to Reason
Emotional intelligence is the capacity to be aware of, control, and express one's emotions, and to handle interpersonal relationships judiciously and empathetically.
Jenn Louth, Senior Learning Consultant, will discuss how advisors can incorporate emotional intelligence into their practice to foster deeper client relationships.
Register to watch
The Intergenerational Divide
It’s critical to develop meaningful relationships with valued clients’ families, loved ones, and heirs.
Presented by Jocelyn Duncan, Learning Consultant, this session is designed to help you build a bridge with the next generation and equip you with tools and resources.
Register to watch
Join your host, Joseph Trozzo, Investment Sales Vice President, Equitable, along with the Franklin Templeton Academy this summer to learn how you can foster deeper client relationships and more meaningful connection in your practice.
Continuing Education Credits
These webcasts have been accredited for 1 Life continuing education (CE) credit with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. These webcasts are available in English only.
Date posted: July 17, 2024 -
Reframing retirement with help from Equitable and the Franklin Templeton Academy
Equitable® Savings & Retirement and Franklin Templeton Academy have teamed up again with two pre-recorded On-Demand webcasts that can help you reframe retirement goals and planning discussions with clients.
Rethinking Retirement Income
The traditional view of retirement income assumes clients will need a specific percentage of their annual pre-retirement income through their senior years. In this session you will learn how our notions of retirement have changed over the years, the difference between the traditional and goals-based planning approaches, and how we can help you implement a goals-based retirement income planning strategy.
Register to watch
Ethics of Aging
According to Statistics Canada, by 2036, Canadians aged 65 and older are estimated to represent 24% of our total population. In this session, you will learn about challenges that come with aging, helping clients prepare for the worst, and identifying and handling elder financial abuse.
Register to watch
Join your host, Joseph Trozzo, Investment Sales Vice President, Equitable, along with guest speaker Jocelyn Duncan, Senior Learning Consultant with the Franklin Templeton Academy, to reframe retirement and help clients develop a strategic retirement mindset.
Continuing Education Credits
These webcasts have been accredited for 1 Life continuing education (CE) credit for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. These webcasts are available in English only.
Date posted: December 19, 2024 -
Pique your Fi-natical Curiosity with Equitable and Invesco
Get ready for an engaging session where we'll uncover 8 core topics that every advisor should know about clients. One of those core topics is “who do you care about?” This helps advisors understand who is important to clients, so they can then begin to include them in their planning. Let's dive in and discover how to make client relationships even stronger.
Rob Kochel, Director, Invesco Consulting Canada, will explain how asking the right questions helps advisors learn more about clients, so they can work towards capturing up to 70% more of their clients’ assets. Join Joseph Trozzo, Vice President, Investment Sales, at Equitable® as he hosts this Master Class webcast on “Fi-natical Curiosity”.
Featured Speaker: Rob Kochel
Rob is a Director with Invesco Consulting. This group has earned a reputation within the financial sector as a premier provider of business strategies to the industry. Rob is a national speaker who is recruited for keynote presentations and workshops to share his personal learnings and Invesco Consulting's expertise.
Learn more
Continuing Education Credits
This master class has been submitted for continuing education (CE) approval for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. Upon approval, you will be sent an email notification to come back to the webcast 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. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by their licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only.
This webcast is available in English only.
Date posted: March 13, 2025
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AI – Not a replacement for good judgement
When it comes to AI, clients’ interests come first
Artificial intelligence, or AI, is changing how we work in Canada. It helps us do things faster, makes talking to others easier, and takes care of many daily tasks. As of mid-2025, studies show that more than 68% of Canadian financial firms — including about 15,000 advisors and 2,500 agencies — have already started using AI to stay ahead, reach clients, and handle routine tasks.1,2
For financial advisors, AI can be useful and exciting, as long as it’s used wisely and always with client privacy and regulatory compliance in mind.
AI can make your day-to-day work easier but use it with care:
• Know the risks as well as the rewards
• Remember, AI is a tool —it can’t replace your expertise and good judgement!
• When using AI, always protect client privacy and follow the rules
AI is changing how we all work. To help you keep up, we encourage you to stay up to date with industry news and tips about AI. For example, the following recent news article has some helpful tips on using AI safely and effectively in your practice: Using artificial intelligence can pose risks for advisors
When you use AI, stay vigilant and informed, use your good judgement—and always put the client’s interests first.
1Canadian Artificial Intelligence Business Adoption Survey 2025, Finance and Technology Insights Canada.
2Financial Advisors & Agency Technology Integration Report, Canadian InsurTech Analytics, July 2025.
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Understanding debt: A key to building wealth
Why debt matters in wealth conversations
Debt is part of life for many Canadians. But not all debt is the same. As an advisor, you can help clients understand their debt and how to manage it. This is key to building wealth and confidence. Financial Literacy Month is a great time to “Talk Money.”
Types of debt1- Secured: This is backed by something the client owns, like a house or car. Its cost of borrowing or interest rate is usually lower.
- Unsecured: This includes credit cards and personal loans. These debts have no asset behind it and often cost more.
- Revolving: These are like credit cards. The balance owing can carry over to the next month.
- Installment: These are like car loans. Clients pay a set amount each month.
Helping clients manage debt- Pay off high-interest debt first: Credit cards are often a good place to start.
- Consolidate: One lower-interest loan payment can replace many.
- Make a budget: Include debt payments and savings.
- Use insurance-based investments: Segregated funds and Daily/Guaranteed Interest Accounts offer protection and guarantees. These can help clients manage risk while growing wealth.
Why reducing debt matters
Less debt can mean more financial freedom. Clients can save more, stress less, and plan better for retirement. It also helps them leave a financial legacy.
Your role as an advisor
You do more than sell products. You guide clients to make smart choices. Use this article to start a simple, clear conversation about debt—and how Equitable Individual Wealth solutions might fit into their overall financial picture.
Talk to your Director, Investment Sales today for more strategies to help clients with debt.
1 Source : ARC, 2025-03-28 -
Redefining Trust in Financial Advice: AI and Mental Health
Discover how AI is shaping client relationships, mental health and the advisor’s role.
Join our April Master Class, “Redefining Trust in Financial Advice: AI and Mental Health.” As artificial intelligence (AI) becomes more common in financial services, advisors are facing a new reality. Advanced technology now sits alongside very human needs. Clients want more than speed and smart tools. They want advice built on trust, empathy and understanding.
In this session, we’ll explore:
• How AI is changing the advisor client relationship and what that means for trust.
• The link between money, mental health and client decision making.
• Practical ways advisors can use technology while staying empathetic and ethical.
Why attend?
• Build stronger trust and confidence in client conversations as AI plays a bigger role.
• Better support clients dealing with financial stress and emotional uncertainty.
• Learn practical strategies you can use right away without losing the human touch.
Join Joseph Trozzo, Vice President, National Investment Sales at Equitable, in conversation with Gabrielle Provencher, M.Sc., R.S.W., R.M.F.T. (AMHP), Director, Enhanced Mental Health Care & Workplace Support, Homewood Health.
Don’t miss this opportunity.
Learn more