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1. Equitable Now Accepts eSignatures on all documents (Ind. Ins. & S&R)

   View the Guide to completing eSignatures

   
   What are the benefits?
   ● It’s secure because you no longer need to upload or email documents to us.
   ● It also removes a step in the process for you -  we will get the eSigned documents directly once all signatures are completed and therefore you no longer need to notify us once the documents are signed.
   ● Your documents will be processed quickly and efficiently.
   
   How does this work?
   ● Including esign@equitable.ca as a non-signing reviewer is the preferred method as it ensures the security embedded documents are accurately and immediately available for Equitable. We will be automatically notified when signing is complete and will download eSigned forms immediately for processing.
   ● If not using esign@equitable.ca we require the original signed form and audit trail with all the security features intact.
   ● The email addresses used to sign must match what is in our file (as provided on the application, for electronic policy delivery or through previous communication). If an email address has changed, or we don’t have an email contact for the signer, we will follow up for confirmation.
   ● We will accept all eSigning Vendors that have the functionality to place the eSignature in the correct signature fields on all applicable documents. If the eSigning vendor does not have the functionality to do this, we cannot accept it. 
   
   
    
   _{^® denotes a registered trademark of The Equitable Life Insurance Company of Canada.}
2. There’s a new U.S. sheriff in town - now what? This February, we focus on how the new U.S. administration may impact Canadian portfolio positioning, inflation, interest rates, and more. Join Joseph Trozzo, Vice President, Investment Sales, at Equitable^® as he hosts this timely discussion.  
   
   Featured Speaker: Ilan Kolet
   Ilan Kolet is a portfolio manager at Fidelity Investments^®. He is experienced in managing investments and planning for retirement. Ilan has worked at the Bank of Canada and BNN Bloomberg, focusing on the Canadian and U.S. economies. He will highlight key funds in Equitable’s portfolio strategy.
   
   
   Learn more
   
   
   Continuing Education Credits
   This webcast 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 webinar presentation console to download your personalized certificate form 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.
   Equitable is a trademark of The Equitable Life Insurance Company of Canada.
   Fidelity Investments is a trademark of Fidelity Investments Canada ULC.
   
   Date posted: February 12, 2025
3. Tariff Turmoil and Tumultuous Markets: Taking a Longer-Term Perspective Are clients asking about tariffs and their impact on the Canadian economy? Are you unsure how to advise them in uncertain markets? Join our exclusive webcast, "Tariff Turmoil and Tumultuous Markets: Taking a Longer-Term Perspective" to gain answers to these questions and more.
   
   In this complimentary session, we will explore the economic and market dynamics shaping our current landscape. Equitable’s Mark Warywoda, VP of Public Investments, and Johanna Shaw, Director of Public Investments, will cover critical economic shifts in the Trump 2.0 era. Hosted by Shannon Labby, VP of Investment Sales at Equitable^®, this webcast will help you navigate today's financial complexities with confidence.
   
   Why Attend?
   
   •  Learn about tariffs: What they are, why they're used, and their effects.
   •  Understand the economic implications of the US Dept. of Government Efficiency (DOGE).
   •  Gain insights from industry experts on investing in uncertain times.
   Don't miss your chance to engage with Equitable’s industry experts and help enhance your advisory services.
   
   Learn more 
   
   Continuing Education Credits 
   This webcast 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: April 10, 2025
    
4. Get to know our large case experts

   New episode in our Ask our Experts video series

   At Equitable^®, we’re committed to the large case market. Our dedicated team of experts is here to support you from application through to policy placement.
   
   Today, we are thrilled to share the second episode of Ask our Experts. This mini docuseries features key members of our large case team. They talk about their work, their perspectives, and their role in the large case experience.
   
   Watch Ask our Experts Episode 2 featuring Kevin Till, AVP of Individual Life Pricing.
   
   Kevin chats with us about:
        • What he finds interesting about large case pricing.
        • How quickly Equitable can turn around a large case quote.
        • The difference between a mutual and a stock insurance company.
        • Equitable’s reinsurance strategy.
   
   
   
   In case you haven’t seen it…
   Watch Ask our Experts Episode 1 with Cindy Shirley, Chief Underwriter and Claims Risk Management.
   
   Learn more:
   Visit our large case markets webpage to learn more about our team of dedicated experts.
   
   Do you have a large case opportunity? Talk to your wholesaler to learn more.
   
   ® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.
    
5. Are Canadians more FHSA-savvy in 2025? Recent insights have shown that a significant number of Canadians are unfamiliar with the First Home Savings Account (FHSA). However, the landscape is gradually evolving. While many are still getting acquainted with the features and benefits of this savings tool, financial advisors and industry experts note that awareness is steadily increasing. The knowledge gap is beginning to close. The largest group of contributors were Canadians aged 25 to 34, accounting for over 57% of all FHSA users¹. This suggests that Generation Z and younger millennials are leading the charge in embracing the FHSA.
   
   Why is this age group so quick to adopt? The FHSA offers a unique blend of benefits. These include contributions that are tax-deductible like an RRSP and withdrawals for a first home purchase are tax-free like a TFSA. Financial author David Chilton even called it “the greatest deal in the history of Canadian savings.”¹
   
   Despite the strong uptake among younger, higher-earning Canadians, there’s still work to be done. Many older Canadians and those with lower incomes remain unaware of the FHSA’s benefits and unsure how it fits into their financial plans. This presents a clear opportunity for advisors to continue educating—especially through digital channels and personalized advice.
   
   The FHSA is proving to be more than just a niche product—it’s becoming a cornerstone of first-time homebuyers’ strategy. With continued outreach and education, more Canadians will be empowered to take advantage of this valuable savings tool.
   
   Want to learn more? Speak to your Director, Investment Sales.
   
   ¹ Source: https://www.canadianmortgagetrends.com/2025/04/fhsa-sees-strong-uptake-among-young-high-earning-canadians-in-its-first-year/
   
   Date posted: October 2 2025
6. Let’s “Talk Money”: November is financial literacy month This November, we’re joining the Financial Consumer Agency of Canada’s national campaign to help Canadians feel more confident about money. This year’s theme is “Talk Money”, and it’s all about normalizing money conversations.
   
   Talking about money— including topics like saving, budgeting, or dealing with debt—can feel hard. But when we speak up, we help reduce stress and build stronger financial habits. As advisors, you can lead the way by starting these conversations with clients.
   
   How you can help
   • Start the conversation: Ask clients about their goals and worries.
   • Share tools: Use Equitable^® Individual Wealth calculators and learning modules to help guide conversations.
   • Support wellness: Money stress affects mental health. Be a calm, helpful voice.
   
   What’s next?
   Watch for more Financial Literacy Month updates throughout November. We’ll be sharing tips, tools, and conversation starters to help you connect with clients and support their financial journey.
   
   Let’s help Canadians take small steps toward better financial futures — one conversation at a time.
7. From Discovery to Action: Financial Planning Essentials for Newcomers Are you ready to deepen your understanding of newcomers’ financial needs? Join our December Master Class, “From Discovery to Action: Financial Planning Essentials for Newcomers,” — the second part of our September Master Class series on the topic of newcomers and learn how to guide new Canadians through their first year in Canada with empathy and expertise.
   
   We will explore strategic, empathetic discovery questions and provide practical tools to help advisors interpret newcomers’ responses in the context of their financial priorities.
   
   Join Joseph Trozzo, Vice President, National Investment Sales at Equitable, for an engaging conversation in our second session with Dr. Aditya Nain — professor, consultant, MoneySense columnist, and acclaimed multi-disciplinary author.
   Together, they will share actionable strategies and new perspectives to help advisors confidently and compassionately guide newcomers through the complexities of financial planning in Canada.
   
   Why attend?
   • Use empathetic questions to understand newcomers’ needs.
   • Map priorities to a simple 12-month financial plan.
   • Build tailored plans for banking, credit, insurance, and investments.
   
   Don’t miss this opportunity to deepen and elevate your advisory approach.
   
   Learn more
   
   
   
   Continuing Education Credits
   This webcast 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.
8. Begin the year with clarity and insight Join us for an engaging and informative session hosted by Joseph Trozzo, Vice President of Investment Sales at Equitable®.
   
   Featured speakers
   
   Cam Crosbie, Executive Vice President, Individual Wealth
   Opening the session with “How Are We Feeling About 2026?”, Cam will share key insights on strategic initiatives, Equitable’s product roadmap and organizational priorities for the year ahead.
   
   Dave Irwin, AVP, External Fund Management
   Dave will lead a dynamic panel discussion on portfolio strategies and our exciting new product lineup for 2026, featuring the following distinguished fund managers:
   
   - Sajan Bedi, CFA, VP & Co‑Portfolio Manager, Canoe Equity, Asset Allocation & Enhanced Income
   - John Burrello, CFA, Senior Portfolio Manager, Invesco Global Strategies, Global Equity Income Advantage
   - Bill Zox, CFA, Portfolio Manager, Franklin Brandywine US High Yield Fund
   
   Closing highlights
   
   Joseph Trozzo will wrap up with an interactive Q&A, guiding the panel as they address your questions and share insights. We’ll conclude with an introduction to the Step Up Your Wealth and Elite Advisor programs for 2026.
   
   Learn more
    

   Continuing Education Credits

   This webcast 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.
    
9. International Women’s Day

   Reflecting on inclusion in our industry
   
   International Women’s Day is a great opportunity to pause and think about how we support the women clients we serve. In wealth management, inclusion is not just a theme for one day a year — it plays a critical role in building stronger relationships and long‑term business growth.
   
   Our recent Master Class – From Insight to Inclusion: Engaging Women Investors with Confidence –reinforced this.

   The 60-minute session, featuring Susan Silma, Client Experience Transformation Leader and industry speaker and columnist, looked at why many women still feel under‑served in our industry and what advisors can do to create a more engaging and supportive experience.
   
   Here are a few key takeaways from the conversation:

   •  Inclusion strengthens your practice. When women feel heard and understood, trust grows —and so does loyalty.
   •  Start with better conversations. Susan shared ways to turn research and insights into everyday discussions that feel relevant and meaningful to women.
   •  Consistency builds confidence. A clear, repeatable process for prospecting, onboarding and reviewing plans with women clients helps ensure they feel included from day one.
   
   Did you know: 82% of advisors who attended the live Master Class identified the need to add more women clients to their business.
   
   As we celebrate International Women’s Day, it is a good reminder that creating a space where women feel comfortable, informed and valued benefits everyone — and positions your practice for long‑term success.
   
   If you missed the session — or would like to revisit the ideas — the Master Class recording is now available on demand. On behalf of everyone at Equitable, Happy International Women’s Day, Canada!
   
   
   
   Date posted: Thursday, March 5, 2026
10. Sales Illustrations