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  1. [pdf] Unique Mortgage Protection
  2. Compensation Inquiry
  3. Re-Allocation of funds
  4. Equitable Life Savings & Retirement Webinar Series welcomes Mackenzie Ivy Global Balanced.
    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 Mackenzie Investments.
     
    Join your host Joseph Trozzo, Investment Sales Vice President and Matt Moody, Vice President, Portfolio Manager, Mackenzie Ivy Team and Dagmar-Rose Pagel, Product Manager.
     

    Learn More

     
  5. Important changes are coming to the Equitable Life segregated funds contract.
    Fund changes are coming on June 7, 2021 to Equitable Life’s® segregated fund lineup. These fund changes will appear on the June 2021 semi-annual client statement and will be reflected in the 2021 Pivotal Select™ and Pivotal Solutions Fund Facts.

    Clients holding these funds received a letter in the mail. To view a copy of these letters, refer to the links below.
       
    If you have any questions about these fund changes, please contact your Regional Investment Sales Manager or Advisor Services Team Monday to Friday from 8:30 a.m. to 7:30 p.m. ET at 1.866.884.7427 or email savingsretirement@equitable.ca
  6. ALERT! Temporary Suspension of Ground Service – British Columbia
    The British Columbia government has declared a provincial state of emergency following severe flooding and landslides, causing widespread damage and road closures preventing ground access into and out of the province.
     
    Please be advised that we are not accepting courier shipments traveling by ground into and out of British Columbia.  Any printed materials ordered from Equitable Life will be held until the situation in BC is resolved. In the meantime, please feel free to use our digital copies.
     
    If you have any questions or concerns, please contact your Regional Sales Manager.
     
     
  7. Equitable Life Savings & Retirement Webinar Series featuring Dynamic Funds

    In 2022, Equitable Life’s® S&R team will continue to spotlight various aspects of our competitive fund lineup and product offerings. Each webinar in the series features a new topic. This series gives advisors an opportunity to:

    • learn more about products and product features,

    • hear from industry professionals,

    • learn about investment strategies; and so much more.

    This month, Equitable Life welcomes David L. Fingold, Vice President and Portfolio Manager, 1832 Asset Management L.P.
     
    Learn More!
     

  8. Changes to the Compensation Inquiry section on EquiNet The Compensation Inquiry Section from EquiNet is only available on Microsoft Edge. Please follow the instructions below:

    1. Open Microsoft Edge, click on the three dots in the top right corner and select ‘Settings’.
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    2. In the Settings menu, locate ‘Default browser’ and click on ‘Add’ in Internet Explorer mode pages.
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    3. Enter the URL https://advisor.equitable.ca/advisor/compensationinquiry and click on ‘Add’.
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    4. Login into EquiNet using Microsoft Edge and you will be able to access ‘Compensation Inquiry’.

    This configuration expires in 30 days, if you want to continue accessing ‘Compensation Inquiry’ after 30 days, you will need to redo the steps above.

    If you encounter problems configuring, call our support line at 1.800.722.6615 ext. 8888
  9. Equitable Life of Canada Webcast Series Featuring Invesco Canada Equitable Life® continues to spotlight various aspects of our competitive fund lineup and product offerings. This series gives advisors an opportunity to:
    • learn more about products and product features,
    • hear from industry professionals,
    • learn about investment strategies; and so much more.

    In this webcast, we welcome


    Join us to learn the reasons for the growth in ESG, how the following funds are managed and how they can be positioned in a client’s portfolio.
    • Equitable Life S&P/TSX Composite ESG Index Fund Select
    • Equitable Life S&P 500 ESG Index Fund Select 
    • Equitable Life NASDAQ 100 ESG Index Fund Select 

    Learn more

  10. Equitable Life Webcast Series featuring Franklin Templeton


    Equitable Life® continues to spotlight various aspects of our competitive fund lineup and product offerings. This series gives advisors an opportunity to:

    •  learn more about products and product features,
    •  hear from industry professionals,
    •  learn about investment strategies; and so much more.
     



     In this webcast, we welcome


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     Join us to learn about Equitable Life ClearBridge Sustainable Global Infrastructure Income Fund Select along with the fund’s people, process, philosophy, and performance.

     

    Learn more