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Competitive GIA rates and more!
With many bond funds declining in value over the past year, clients are looking for fixed income alternatives to reduce portfolio risk while providing a principal guarantee and an attractive interest rate.
Equitable Life® Guaranteed Interest Account (GIA) investment options are ideal for clients who want to create an emergency fund or save for a special purchase. And we’ve recently increased interest rates to make our GIA options even more competitive!
A few reasons to consider Equitable Life for your GIA business:- The GIA advantage – a life insurance contract can provide many estate planning benefits.
- Industry-leading compensation – we currently pay 40bps of commission per year of term.1 Many competitors only offer 20 – 25bps per year of term.2
- Cashable option3 – allows clients to access their money in case of unexpected circumstances. Not many competitors offer this feature.2
- Advisor rate discretion – advisors can forego up to 40bps of commission for an equal increase in interest rate, making our great rates even better.
- Win-Win – our GIAs allow you to give the client a better interest rate while still earning a good commission.
For more information, please contact your Equitable Life Regional Investment Sales Manager.
1 Equitable Life commission rates as at May 19, 2022.
2 Competitive information as at November 20, 2021; Equitable Life does not guarantee the accuracy of competitive information.
3 Withdrawals made prior to the maturity date will be subject to a market value adjustment and may be subject to tax.
® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
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Equitable Life Dynamic Global Real Estate Fund Select: More than an inflation hedge
Some clients may be missing out on the benefits of real estate investments. In addition to providing an inflation hedge, investing in real estate can help to diversify an investment portfolio and manage overall risk.
Check out Equitable Life Dynamic Global Real Estate Fund Select in this issue of Fund Focus.
The fund aims to achieve long-term capital appreciation and income by investing in publicly listed real estate companies across a spectrum of property types and geographies.
Reasons to Invest:- Access to high-quality and diversified real estate assets through public companies from around the world
- Real estate is an asset class highly sought after by pension funds and institutional investors
- The underlying Dynamic Global Real Estate Fund is the oldest real estate mutual fund in Canada (1996)
- A key pillar is protecting capital – manager focus is on providing downside protection
- Competitive MER of 2.64%*
Date posted: April 14, 2023
* effective December 31, 2022
™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada. -
Free Webinar: A better employee health benefits solution for small business clients
Join us on Tuesday, May 28, 2024 at 1 p.m. ET for a free webinar about Equitable EZBenefits™ – our new employee health benefits solution designed for small business clients.
If you serve small business owners, chances are they’re looking for a group benefits solution that’s affordable, sustainable and easy to manage. That’s why we created EZBenefits for businesses with between 2 and 25 employees.
You’ll learn about:
● The range of plan design options we’ve created to fit various needs and budgets;
● The streamlined process we’ve designed to optimize your time and provide you and your clients with rapid quotes, hassle-free plan implementation and easy renewals;
● Our dedicated Advisor Concierge Service – your go-to resource for EZBenefits support;
● The health and wellness services that are embedded with EZBenefits, including Virtual Health and an Employee and Family Assistance Program; and
● The built-in HR support through Equitable’s partnership with HRdownloads®, including access to HR technology, content and training.
Register to attend the EZBenefits webinar
This webinar will be delivered using Microsoft Teams and will include a Q&A component. If you wish to submit a question using the Q&A feature, please follow these instructions when you join the webinar:
● Join using the Microsoft Teams app. If you do not have Microsoft Teams, you can download it for free here.
● If you prefer to join via web browser without installing Microsoft Teams, please use Google Chrome or Microsoft Edge. Other browsers do not support the Q&A feature. - Equitable Sales Illustration System User Tips
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Universal life product linked interest option changes
On July 1, 2025, we will be changing the index that is tracked for the linked interest options shown far below.
Clients can change their investment options at any time if they choose. This includes the Linked Interest Option(s) for money currently invested and future deposits.
Requests for this change can be done:
• In writing – Submit the Reallocation and transfer of funds – universal life form (form 693UL).• Online by advisors – Go to Policy Inquiry on EquiNet® (advisor site).• Online by clients – Links in Client Access® through Equitable.ca.Please contact your Equitable® Wholesaler for more information.
Linked Interest Option Universal life insurance solution Currently tracking Effective July 1, 2025 Canadian Equity Index • Equitable GenerationsTM S&P/TSX 60® Total Return Index S&P/TSX Composite® Total Return Index Canadian Equity • Equation Generation® IV• EquiLife®• Equation Generation III• Equation Generation II• Equation
• Direction 2000 Plus
S&P/TSX® 60 Total Return Index and S&P/TSX Composite® Total Return Index registered trademarks of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and S&P Global. All others are registered trademarks of The Equitable Life Insurance Company of Canada.
- Individual Insurance Prestige Advisor Program
- Prestige Advisor qualifications MGA
- Prestige Advisor qualifications WFG
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Earth Day: A simple way to talk about sustainable investing
Earth Day is a great time to talk with clients about investing with purpose. This year’s theme—Our Power, Our Planet—highlights the impact of individual and collective choices, including how we invest.
Many Canadians are interested in sustainable investing, which looks at environmental, social, and governance (ESG) factors alongside long term returns. Clients want to understand how the power of their money can support positive change—without sacrificing performance. Sustainable investing can look at things like reducing carbon impact, supporting fair workplaces, and encouraging strong company leadership.
Watch out for greenwashing
Not all investments labeled “sustainable” are the same. Some products may use the term without real environmental efforts or strategies. This is known as greenwashing.
That’s where advisors can add value. By understanding how funds are built and what they hold, you can help clients make informed choices they feel confident about.
How Equitable can help
Equitable® offers sustainable investing fund options that include ESG considerations as part of a disciplined investment approach. Take this opportunity to review available options and fund details.
You can also support sustainability through how you work with clients. Equitable’s paperless tools help reduce paper consumption and improve efficiency:
• Equitable Client Access® for online account viewing
• EZtransact® for fast, digital transactions
• EZcomplete® for easy, paper free applications
Take action
Earth Day is a great time to:
• Start simple conversations about sustainable investing
• Share Equitable’s sustainable fund options with clients
• Promote paperless tools that are better for clients and the environment
Small steps—done consistently—can make a meaningful difference for clients and the planet. If you have questions, speak with your Director, Investment Sales.
Date posted: April 22, 2026 - Equimax Estate Builder® reprice