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  1. Are your clients looking for more Tax-Free Savings Account contribution room?

    Good news!  With the start of the new year comes new additional contribution room. And to make it even better the Government of Canada­­­ increased the annual contribution limit. Effective January 1, 2023, the annual limit goes from $6,000.00 to $6,500.00.   
      
    A Tax-Free Savings Account is a great option for clients to grow their savings with the flexibility to access their money when they need it, before or during retirement. Encourage your clients to start saving today!­

    For more information on the options available, please click here.


    Posted: January 3, 2023
  2. Join us for our first Equitable Life Master Class webcast


    We’re pleased to introduce the Equitable Life Master Class webcast series.  These webcasts offer compelling topics and unique ideas from leading experts to help you manage and grow your business.


    Join Equitable Life along with guest speaker Rob Kochel, Director, Invesco Consulting Group to learn:

    · The ESG client connection opportunities.

    · The optimal language to use when introducing ESG to a client.

    · Four universal communication principles for better client conversations.

    · Words to use and words to lose.


    You don't want to miss it!

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    ® denote trademarks of The Equitable Life Insurance Company of Canada.

    Posted January 25, 2023
  3. Equitable awarded FundGrade A Fundata recognizes Equitable with Fundata FundGrade A® awards in August and September. The recognized funds are: These funds are part of Equitable’s Pivotal Select™ fund lineup. The FundGrade rating system is a great tool for identifying top-performing funds.

    Mark Schmehl, the portfolio manager of the Fidelity Global Innovators Fund recently joined us for a webcast. If you missed the live webcast, you can watch it on-demand.

    Want to learn more? Contact your Director, Investment Sales today.

    FundGrade A® is used with permission from Fundata Canada Inc., all rights reserved.
    ® and ™ denote registered trademarks of The Equitable Life Insurance Company of Canada.

    Date posted: October 29, 2024
     
  4. Preferred life insurance solutions – individuals
  5. New re-branded Application for Life and CI Insurance (Form 350)
    We are excited to announce that as of December 7th, 2024, our new re-branded Application for Life and CI Insurance (Form 350) is available on EquiNet® Individual Insurance>Forms.

    We will continue to accept the previous version of the Application for Life and CI Insurance (Form 350) dated May 2023.

    Once  your current supply is depleted, you can order the new application version dated November 2024 from our Supply department using form 1390 Supply Order Form (Life and Health).
  6. [pdf] Preferred Retirement Solution using Equimax
  7. Celebrating Lunar New Year!

    On behalf of all of us at Equitable, we’d like to wish you a very happy Lunar New Year. May the Year of the Snake bring you much success and happiness!

    Lunar New Year falls on the first new moon of the lunar calendar, January 29, 2025, and celebrations last for about two weeks.

    To recognize and celebrate Lunar New Year and Chinese-Canadian culture, we have commissioned a series of works from B.C. artist Steffi Lai. Her piece “Year of the Snake” is featured on our Chinese Markets webpage and other marketing assets. We are thrilled to collaborate with Steffi and showcase her beautiful artwork.

  8. Navigating the current markets with Equitable

     

    We know these times are tough for everyone. With the markets being uncertain, we want to reassure you that we're here to support you and our clients.

    For the latest updates, please check Equitable’s navigating the current market information page. There you'll find information from us and our partners about the latest in tariff news, what the current landscape means for investors, marketing resources to help clients learn about investing during uncertain times, and more.
        
    As the global situation evolves, we will continue to assist you as we navigate the markets together. Rest assured, Equitable is dedicated to supporting you. When we grow together, success is mutual. 

    For any questions, contact your Director, Investment Sales.


    Posted April 24
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