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1. Updates
2. [pdf] Application for Fundserv Contract (segregated funds only) - Dealer and Advisor
3. [pdf] Equimax Client Guide
4. [pdf] Now it’s even easier to grow your savings online!
5. Equitable Life Savings & Retirement Webinar Series welcomes Equitable Asset Management Group

   
   
   In 2021, Equitable Life’s^® S&R team will spotlight various aspects of our competitive fund lineup and product offerings. Each webinar in the series will feature a new topic. This series will also give 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, Equitable Life welcomes David Irwin, Director, Portfolio Management and Client Relations, Equitable Life of Canada.
   
   Please join us to hear David Irwin discuss the state of markets today, what key risks investors are focused on, and how the Equitable Life Active Segregated Fund lineup is positioned.

   Learn More

6. Welcome Fidelity to Equitable Life’s Pivotal Select segregated funds lineup
   Equitable Life^® is pleased to welcome Fidelity to its Pivotal Select™ segregated funds lineup.
   • Equitable Life Fidelity^® Special Situations Fund Select
   • Equitable Life Fidelity^® Tactical Asset Allocation Income Portfolio Select
   • Equitable Life Fidelity^® Tactical Asset Allocation Balanced Portfolio Select
   • Equitable Life Fidelity^® Tactical Asset Allocation Growth Portfolio Select

   These new funds are available on all the Pivotal Select load types and guarantee classes, providing you and your clients with even more choice and flexibility.
   
   To learn more about Fidelity, click here. To learn more about the funds, click here.
    
   Speak to your Regional Investment Sales Manager today about Equitable’s segregated fund lineup.
    
    
    
    
    
    
   Equitable Life and Pivotal Select are trademarks of The Equitable Life Insurance Company of Canada.
   Fidelity and Fidelity Investments are registered trademarks of 483A Bay Street Holdings LP. Used with permission.
   
    

7. Franklin Templeton
8. Whole Life
9. Congratulations on qualifying as an Elite Advisor
10. [pdf] Health Care Spending Account - Plan members