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1. Sharpen your skills with Equitable’s Path to Invest summer learning modules

   Want to stay ahead, bring more value to clients, and earn Continuing Education (CE) credits?

   Equitable^® now offers new online summer modules to help you grow your financial knowledge. These self-paced Path to Invest modules are available on our ON24 platform. You can learn on your own schedule and earn CE credits with ease.

   Whether you want to boost your investment skills or have better client conversations, these courses are here to support your growth.

   The first module, Index Investing, explores the basics of index investing, how it compares to active management, and how using indexes can help diversify client portfolios.

   The second module, Saving for a Home with Equitable, equips you with strategies and tools to guide clients through the homebuying journey, including insights on savings vehicles, intergenerational wealth transfers, and mortgage planning.

   Each course is approved by the Alberta Insurance Council and the Insurance Council of Manitoba. You will earn 1 CE credit for each course after passing the quiz.

   Start learning today! Visit our Learning Centre to begin. 
   
   If you have any questions, reach out to your Director, Investment Sales. When we work together, success is mutual.

   
   Continuing Education Credits
   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. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by the 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.
   
   Date posted: July 17, 2025

2. 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.
   
   Register today to secure your spot! 
   
   Date: Wednesday, April 22, 2026
   Time: 2 p.m. ET / 11 a.m. PT
   Duration: 1 hour 
    
3. [pdf] Path to Success Client Email Template
4. From piggy banks to property, the journey of helping clients save for a first home With the smell of spring in the air and for sale signs popping up on front lawns, no doubt clients are starting to ask, is it time to save for a house? Of course, a million other questions generally arise like, can I afford a house? How do I save? What do I do?
   
   If you’ve got clients asking for direction, join your host Joseph Trozzo, Vice President, Investment Sales, at Equitable^® along with Equitable’s own, Chris Petroff CPA CMA, Product Manager, Savings and Retirement to learn how Equitable can help you set clients up for success, when it comes to purchasing their first home.  
   
   Why Attend?
   This informative session will cover all the ins and outs of first-time home ownership, 
   
   •   from potential sources of funds to tax implications, 
   •   withdrawal rules, and 
   •   so much more. 
   
   You’ll get a deep dive into the various account types available through Equitable with segregated funds and DIA/GIA, and a comparison of each account type. We’ll also touch on mortgages, investment time horizon and other considerations, including specific case studies to help equip you with all the knowledge necessary to help clients purchase a first home. 

   Learn more

   
   Continuing Education Credits
   This webcast has been accredited for 1.00 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. 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: May 8, 2025
5. FHSA tips for new homeowners Clients have a 30-day window after moving into their new home to withdraw funds from their First Home Savings Account (FHSA) tax-free for expenses. Beyond this period, they have until December 31 of the following year to either transfer any remaining funds to a Registered Retirement Savings Plan or Registered Retirement Income Fund without incurring tax penalties, or withdraw the remaining funds as taxable income, which will be subject to withholding tax.
   
   Do you know clients dreaming of homeownership? We are here to assist! Clients who contribute to an Equitable^® FHSA between May 1 and September 30, 2025, will be entered into our Close to Home contest, for a chance to win one of two $8,000 prizes. Whether opening a new Equitable FHSA or making an annual contribution, this is a fantastic opportunity to help clients get closer to owning a home.
   
   Advisors, your efforts matter too! You have a chance to win a $1,000 prize if the client you are assisting, in alignment with their unique homeownership needs, is selected as a winner. At Equitable, we believe that when we grow together, success is mutual.
   
   Don’t forget about Equitable’s user-friendly online application platform, EZcomplete^®, or process an online transaction with ease using Equitable’s EZtransact^®. These tools are fast, simple, and could bring clients closer to achieving their goals.
   
   Want to learn more? Speak to your Director, Investment Sales.
   
   Equitable’s Close to Home Contest: No purchase necessary. Contest period May 1, 2025 to September 30, 2025.  Clients enter by making a deposit to an Equitable FHSA during the contest period or by submitting a no-purchase entry. Two prizes of $8,000 CAD each to be drawn on October 15, 2025 will be awarded. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner and will receive a $1,000 CAD prize. For example, if an Equitable client is a winner of the $8,000 prize, the client’s servicing advisor wins a $1,000 prize.  Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible entries received during the Contest Period.  For full contest rules, including no-purchase method of entry, see the full contest rules. 
   
   Date posted: July 23, 2025
6. Sometimes plans change when you least expect After saving for several years, clients might choose not to buy a home, and that's okay. One of the advantages of a First Home Savings Account (FHSA) is the flexibility to transfer funds to any registered account that accepts contributions. Transfers to Registered Retirement Savings Plans, Registered Retirement Income Funds, or other FHSAs are tax-free and do not impact contribution limits. However, be aware transfers to other accounts are considered withdrawals and are considered taxable income and subject to withholding tax.
   
   Do you know clients dreaming of homeownership? We are here to assist! Clients who contribute to an Equitable FHSA between May 1 and September 30, 2025 will be entered into our Close to Home contest, for a chance to win one of two $8,000 prizes. Whether opening a new Equitable FHSA or making an annual contribution, this is a fantastic opportunity to help clients get closer to owning a home.
   
   Advisors, your efforts matter too! You have a chance to win a $1,000 prize if the client you are assisting, in alignment with their unique homeownership needs, is selected as a winner. At Equitable, we believe that when we grow together, success is mutual. 
   
   Don’t forget about Equitable’s user-friendly online application platform, EZcomplete^®, or process an online transaction with ease using Equitable’s EZtransact^®. These tools are fast, simple, and could bring clients closer to achieving their goals. 
   
   Want to learn more? Speak to your Director, Investment Sales.
   
   Equitable’s Close to Home Contest: No purchase necessary. Contest period May 1, 2025 to September 30, 2025.  Clients enter by making a deposit to an Equitable FHSA during the contest period or by submitting a no-purchase entry. Two prizes of $8,000 CAD each to be drawn on October 15, 2025 will be awarded. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner and will receive a $1,000 CAD prize. For example, if an Equitable client is a winner of the $8,000 prize, the client’s servicing advisor wins a $1,000 prize.  Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible entries received during the Contest Period.  For full contest rules, including no-purchase method of entry, see the full contest rules. 
   
   Date posted: August 7, 2025
7. How first-time homebuyers are sourcing their down payments Did you know that the primary sources for down payments among first-time homebuyers* are:
   • Savings outside of a RRSP (59%)
   • Gifts (38%)
   • Savings within a RRSP (31%)
   
   While 71% of potential first-time homebuyers in Canada are aware of the First Home Savings Account (FHSA), only 33% of them are taking advantage*.
   
   Equitable wants to help first-time homebuyers take advantage of all the benefits a FHSA has to offer. Clients who contribute to an Equitable FHSA between May 1 and September 30, 2025 will be entered into our Close to Home contest, for a chance to win one of two $8,000 prizes. Whether opening a new Equitable FHSA or making an annual contribution, this is a fantastic opportunity to help clients get closer to owning a home.
   
   Advisors, your efforts matter too! You have a chance to win a $1,000 prize if the client you are assisting, in alignment with their unique homeownership needs, is selected as a winner. At Equitable, we believe that when we grow together, success is mutual.
   
   Don’t forget about Equitable’s user-friendly online application, EZcomplete^®, or online transaction platform, Equitable’s EZtransact^®. These tools are fast, simple, and could bring clients closer to achieving their goals.
   
   Want to learn more? Speak to your Director, Investment Sales.
   
   *Source: 2024 CMHC Mortgage Consumer Survey
   Equitable’s Close to Home Contest: No purchase necessary. Contest period May 1, 2025 to September 30, 2025.  Clients enter by making a deposit to an Equitable FHSA during the contest period or by submitting a no-purchase entry. Two prizes of $8,000 CAD each to be drawn on October 15, 2025 will be awarded. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner and will receive a $1,000 CAD prize. For example, if an Equitable client is a winner of the $8,000 prize, the client’s servicing advisor wins a $1,000 prize.  Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible entries received during the Contest Period.  For full contest rules, including no-purchase method of entry, see the full contest rules. 
   
   Date posted: August 14, 2025
8. Did you know that you can generate a report detailing all or some of your client’s investment policy
   This can be a great tool when meeting to review your client’s account.
   
   This easy to read PDF gives you and your client some, or all, of the pertinent policy information to discuss overall investment goals. The reporting tool also allows you to exclude any “Advisor only information” sections. With active links to fund pages, you can even review risk ratings, calendar and compound returns.
   
   Generate the report just prior to your meeting to ensure the most up-to-date information is available to your client. Located in the top right corner of your client’s policy page on EquiNet®, it also makes a great takeaway or follow up for your client before or after your meeting. 
9. EquiNet email verification starting October 21

   
   Starting October 21, 2023, advisors will be asked to verify or update the email we have on file when logging into EquiNet^®.  The purpose of verifying your email address is to enable multi-factor authentication in the future and enhance advisor communications based on accurate email addresses.
   
   Instructions:

   1. Log into EquiNet with your username and password.

   2. You will be redirected to the "Verify Email" page. Choose to verify or update your email address.

   3. Check your email for the verification link.

   4. In the email select "Verify Email" within 24 hours of receiving the email.

   5. Once you have verified your email and are logged into EquiNet, you will return to the EquiNet home screen and a success message will display.

   6. You will receive a confirmation email that you have verified your email address.

   
    Thank you for your cooperation.

   ^® denote trademarks of The Equitable Life Insurance Company of Canada.
   
   Posted October 4, 2023
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