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1. [pdf] Corporate Preferred Retirement Solution (corporate borrowing) Checklist
2. First Home Savings Account Webcast

   Join us for the Equitable Life^® First Home Savings Account (FHSA) webcast to learn:

   • • Who is eligible

   • • Contribution limits

   • • Making withdrawals

   • • How FHSA compares to an RSP and TFSA

   • • Practical applications

    
   Help make a client’s dream of homeownership a reality.  
   
   Learn more
   
    

   Posted September 14, 2023
   
   Continuing Education Credits
   This webinar has been accredited for 1.00 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. This webcast is available in English only.
   
   ® denote a registered trademark of The Equitable Life Insurance Company of Canada
    
3. [pdf] Harnessing the power of your cash value
4. Compensation Inquiry
5. Delay in Pivotal Select segregated fund client statements

   
   We apologize for the delay in the delivery of our Pivotal Select™ segregated fund client statements. We understand how crucial these statements are for you and clients. We are working hard to resolve the issue. We will post an update on EquiNet® on or before February 7.
   
   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,
   
   
   
   Cam Crosbie,
   Executive Vice-President, Savings and Retirement Division
   Equitable

   
   
   Posted February 4, 2025

6. 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,
   
   
    
   Cam Crosbie,
   Executive Vice-President, Savings and Retirement Division
   Equitable 

   
   Posted February 7, 2025
7. [pdf] Insights into non-registered taxation
8. Invesco
9. [pdf] Application for Contract To Sell Insurance Products and Request for Sponsorship