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1. Equitable Life Savings & Retirement Webinar Series welcomes Equitable Asset Management Group

   
   
   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 David Irwin, Director, Portfolio Management and Client Relations, Equitable Life of Canada.
   
   Please join us to hear David Irwin discuss the state of markets today, what key risks investors are focused on, and how the Equitable Life Active Segregated Fund lineup is positioned.

   Learn More

2. THREE new ways to help make your Savings & Retirement business run smoother
   As of August 20, 2022, EZcomplete® will include several new features that allow applications to be completed faster and easier:
   
   1. Prefilled Fund Transfer Form
   The transfer form will be generated with the information from EZcomplete and included in the EZcomplete signing package, saving you time.
   
   
   
   2. Client eSignature Audit History and Document Download
   If you choose the e-signature option for the client, you’ll be able to download a copy of the e-signed transfer forms and the signature audit history.
   
   
   3. Email the Client Contract Info and Fund Facts Before Signing
   You'll now be able to email Point of Sale materials (Contract & Info Folder and Fund Facts) to clients before they provide their e-signature.
   
   
   Log in to EZcomplete today!
    
   Speak to your Regional Investment Sales Manager to learn more!
   
   
   
    
3. Equitable’s New Brand – The Power of Together!

   On November 1, 2023, we unveiled our new brand and announced the shortening of our brand name to Equitable^®. The rebranding includes a fresh new look, and a forward-looking vision for the future – one that honours our 103-year history and our unwavering commitment to clients.

   As we start 2024 with a renewed sense of purpose and commitment to clients, together with you, we are more determined than ever to provide more value and impact – to protect today and prepare tomorrow for our clients.

   “At Equitable, we champion the power of togetherness. It’s a mindset that drives our behaviours, decisions, and actions to power equitable outcomes for our clients, advisors, and partners,” said Fabien Jeudy, President, and CEO, Equitable.
   
   
   
   
   
   
   
   
   
   
   View the Power of Together video to learn more about Equitable’s renewed purpose and dedication to clients:

    
   View on Vimeo
   
   Questions about our new brand? Please contact your Equitable wholesaler or visit equitable.ca.
   
   
    ^® or ^TM denotes a trademark of The Equitable Life Insurance Company of Canada.
4. Equimax Participating Whole Life illustration reports are getting a makeover! As you’ve heard us say before, we focus exclusively on our clients and partners. We are continually looking for ways to make it easier to do business with Equitable^®. With this in mind, we’ve taken a long hard look at our illustration reports for Equimax^® Participating Whole Life. We have updated our reports to help make them easier to use.
   
   The new Equimax illustration report will have:
   ●  A new look and feel that matches our refreshed branding
   ●  Updated content that is clearly written and client-friendly
   ●  A reorganized layout based on advisor feedback
   ●  A cleaner, streamlined design
   
   All of these changes will go live on February 24, 2024 through the desktop and web illustration software on EquiNet^®.
   
   Have questions or want to share feedback? Talk to your Equitable Wholesaler today!
   
   
   ^® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
5. Welcome to Cindy Shirley our new Vice President, Chief Underwriter & Claims Today, we are pleased to share some exciting news with you. Cindy Shirley, a seasoned industry expert, has joined Equitable Life^® as our new Vice President, Chief Underwriter & Claims.
   
   With over 20 years of experience in risk selection within the Canadian individual life insurance sector, Cindy brings a wealth of underwriting knowledge to our organization. Her impressive background in individual and data-driven underwriting is a perfect fit for Equitable’s Individual Leadership team.
   
   Cindy's passion for Underwriting is contagious and she looks forward to supporting you, our valued advisors – and our clients. Her exceptional leadership is complemented by her expertise in both high-volume underwriting and the customized large-case market – areas of increased focus for us at Equitable in the coming year.
   
   We genuinely believe that Cindy’s addition to our team will not only enhance Equitable, but also strengthen our partnership with you.
   
   Thank you for your business and the continued trust you place in Equitable Life!
   
   Warm regards,
   Donna Carbell | EVP, Individual Insurance Division
    
   
   
   ^® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
    
6. Equitable Individual Wealth Webcast featuring Payout Annuities
   This month, Equitable^® highlights payout annuities.
   
   We will talk about:
   
   •  life annuities,
   •  product features,
   •  taxation, and
   •  the benefits that payout annuities can bring to a client’s retirement plan.
   
   Join your host, Deedra Weinstein, Head of Individual Wealth Product and Marketing, as she welcomes Nicole Lemon, Product Manager, Individual Wealth.
   
   Start learning today! Register to watch On-Demand
   
   
   
   
    

   Continuing Education Credits
   This webcast has been accredited for continuing education (CE) credits 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 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. 
   This webcast is available in English only.
   
   Date posted: October 2, 2025 

7. Important Information Regarding FHSA Contributions Many clients have already taken advantage of Equitable’s First Home Savings Account (FHSA), available on Pivotal Select™ Investment Class (75/75) and Pivotal Select Estate Class (75/100).
    
   Below, we answer questions we have received regarding cut-off dates for 2023 FHSA contribution tax receipts.
   
   1. The client submitted an application with a deposit before 11:59 p.m. ET on December 29, 2023. Will they get a 2023 FHSA contribution tax receipt?
   Yes, the client will receive a 2023 FHSA contribution tax receipt.
   
   2. The client submitted an application with a deposit on December 30 or 31, 2023. Will they get a 2023 FHSA contribution tax receipt?
   No, the client will not receive a 2023 FHSA contribution receipt. The client’s deposit will be made effective the next business day, January 2, 2024. The client will receive a FHSA contribution tax receipt for the 2024 tax year.
   
   However, since the client signed the application on or before December 31, 2023, they are eligible to take advantage of the 2023 contribution room in 2024 (up to $16,000 total*).
   
   
   
   3. The client submitted an application with a deposit after January 1, 2024, but it was signed on or before December 31, 2023. Will they be eligible for the 2023 contribution room?
   Yes. Any FHSA application received on or before 4:00 p.m. ET on January 12, 2024 that was signed on or before December 31, 2023 will be eligible to take advantage of the 2023 contribution room in 2024*.
   
   4. The client received a confirmation letter stating their deposit was effective in January, but the application and contribution was submitted on or before December 29, 2023, will they receive a 2023 tax receipt for their contribution?
   Yes, if the client received a confirmation letter stating their deposit was effective in January but the application and deposit was received at Equitable® on or before December 29, 2023, they will receive a 2023 tax receipt for their contribution. We are currently updating any impacted FHSA policies to reflect a December trade date. The client will receive a revised confirmation letter reflecting the December trade date.
   
   5. When will 2023 FHSA contribution tax receipts be issued?
   FHSA contribution receipts for the 2023 tax year will be mailed to clients by February 29, 2024.
   
   If you have further questions,  please contact your Regional Investment Sales Manager or one of our Client Services Representatives at 1.866.884.7427.  
    
   *Clients must consider all eligible FHSAs with any other institutions to determine their remaining contribution room.
    
   ^® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
   
   Posted January 2, 2024
8. [pdf] Equitable’s Legacy Products: Personal Investment Portfolio and Pivotal Solutions
9. From Insight to Inclusion: Engaging Women Investors with Confidence Ready to help future‑proof your practice?
   Create an experience that truly resonates with women investors.
   
   Join our February Master Class, “From Insight to Inclusion: Engaging Women Investors with Confidence.” Learn how to design strategies that help attract, retain and deepen advisory relationships with women – today and for the long term. We will explore why women are essential to building and sustaining a successful advisory business. We will also share practical steps to help you engage them effectively.
   
   We’ll cover:
   • Why women remain an underserved client group,
   • Why inclusion is critical to your business growth, and
   • How to develop strategies that help attract and retain women as value clients.
   
   Why attend?
   • Turn research into real conversations that can build trust.
   • Create a clear plan that speaks to women investors.
   • Build a repeatable process for prospecting, onboarding and reviews – one that includes women in a meaningful way.
    
   Join Joseph Trozzo, Vice President, National Investment Sales at Equitable, for an insightful conversation with Susan Silma – lawyer, former regulator, client‑experience strategist and regular columnist for Investment Executive.
   Don’t miss this opportunity.
   
   
   Register today to secure your spot!
   
   Date: Wednesday, February 25, 2026
   Time: 2 p.m. ET / 11 a.m. PT
   Duration: 1 hour
   
   
   
   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. 
    
10. REMINDER that paper applications with a version date prior to 2021/04/02 are set to expire July 1, 2

    To comply with the Government of Canada’s anti-money laundering legislation and FATCA/CRS changes, Equitable Life® has updated its Savings and Retirement and Life Insurance applications.

    If you currently have applications with a version date before 2021/04/02, please destroy them and use our online pdf applications or order new applications from our Supply Team. Paper applications with a version date prior to 2021/04/02 (located on the back page and in the bottom right-hand corner of the application) will no longer be accepted after July 1, 2021 for:
    
               ● Savings and Retirement (Form #1383, #1384, #799, #355), and
               ● Life Insurance (Form #350)

    
    Want to be sure you always have the most up-to-date application? Try our EZcomplete® online platform for Individual Life, Critical Illness and Segregated fund applications.
     
    For a complete list of all forms and applications affected by the anti-money laundering legislation, refer to the following links:
    
    ● Savings and Retirement Anti-money Laundering Legislation Requirements Summary.
    ● Life Insurance Anti-money laundering Legislation Requirements Summary.

    To learn more about the Government of Canada’s anti-money laundering legislation and FATCA/CRS review the following links:
    ● Government of Canada - Guidance on the Common Reporting Standard
    ● Financial Transactions and Reports Analysis Centre of Canada
     
    If you have any other questions, contact your Regional Sales Manager or Equitable Life’s Advisor Services Team
     
    ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.