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  1. 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!
     

  2. 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
  3. 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

  4. 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
     
     

  5. 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
  6. 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
     
  7. Preferred life insurance solutions – individuals
  8. About
  9. 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).
  10. [pdf] Preferred Retirement Solution using Equimax