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1. Kickoff 2022 Webcast Equitable Life's Savings & Retirement team is hosting a digital fireside chat with members from the leadership team. Join us to hear Fabien Jeudy, President and Chief Executive Officer and Cam Crosbie, Vice-President, Savings and Retirement share their perspectives of the industry, their future vision for Equitable Life, and the Savings & Retirement division.
    
   We will also hear from Tawnya Duxbury, Director, Savings & Retirement Operations and Projects as she shares how her operations team has equipped themselves to provide industry leading service.
    
   Last but not least, we have invited guest speaker Larry Distillio, Assistant Vice-President Practice Management, Mackenzie Investments to discuss "Mastering your Mind to Increase your Bottom Line”. * Larry helps advisors learn how to avoid self-sabotaging behaviours such as procrastination, worry and avoidance while minimizing emotional stress. This is a session not to be missed.
    
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   *We will be seeking Continuing Education credits for Larry Distillio's portion of this webcast.
2. Equitable Life Savings & Retirement Webinar Series featuring Franklin Bissett Investment Management  

   In 2022, Equitable Life’s S&R team will continue to spotlight various aspects of our competitive fund line up and product offerings. Each webinar in the series features a new topic. The series also gives 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 Les Stelmach, Senior Vice President, Portfolio Manager; Ryan Crowther, Vice President, Portfolio Manager; and Andrew Buntain, Vice President, Institutional Portfolio Manager, from the Franklin Bissett Investment Management team.
    

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   Moderated by Andrew, Les and Ryan will discuss the Equitable Life Bissett Dividend Income Fund Select, and its goal of providing investors high current income by investing primarily in Canadian and American dividend paying preferred and common stocks.
    

3. Equitable Life Savings & Retirement Webinar Series featuring Dynamic Funds
   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 various products and product features,
   • hear from industry professionals,
   • learn about investment strategies; and so much more.
   
   This month, we welcome Bill McLeod, Vice President & Portfolio Manager, Equity Income, from Dynamic Funds. Join us to hear Bill McLeod discuss:
   
   • North American markets in 2022
   • Insights on the current positioning and review of the investment process for Dynamic’s Equity Income Fund.
   
    

   Learn more

    
   
   Equitable Life is pleased to offer access to five different Dynamic Funds in the Pivotal Select™ segregated fund lineup including the Equitable Life Dynamic Equity Income Fund.
   
   This webcast is available in English only.
    
    
4. Updates to Savings & Retirement forms and applications
   To align with the launch of Pivotal Select’s 12 new segregated funds, Equitable Life has updated the following administrative documents for Savings & Retirement.
    
   • Form #375SEL – Pivotal Select segregated fund codes
   • Form #1383 – Pivotal Select TFSA Application
   • Form #1384 –Pivotal Select Application Registered/Non-Registered
   • Form #1403 – Pivotal Select Contract and Information Folder
    
   New online documents and applications are available to download from EquiNet®. Paper applications are also available to order from Equitable’s Supply Team here.
    
   Want to be sure you always have the most up-to-date application? Try our EZcomplete® online application platform. EZcomplete makes it easy to process your non face-to-face applications and allows clients to provide their signature remotely on their own device.
    
   If you have any questions, contact your Regional Investment Sales Manager or Advisors Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427, or email savingsretirement@equitable.ca.
    
   ® and ™ denotes a registered trademark of The Equitable Life Insurance Company of Canada.
    
5. December 30 Deadline for 7% No Load CB5 Initial Commission for Investment Class (75/75)

   As the end of year approaches, so does the temporary increase to our CB5 sales option initial commission from 5.6% to 7.0% on Pivotal Select™ Investment Class (75/75). The 7% initial commission promotion will end on December 30, 2022.*
    

   • Deposits and transfers to CB5 funds for Pivotal Select Investment Class (75/75) must be made by December 30, 2022, at 11:00 a.m. ET. Any deposits received after this date will not receive the promotional rate.
   • Applications submitted before the December 30, 2022, deadline will only receive the promotional rate if also funded before December 30, 2022.
   • If the client is awaiting a transfer from another financial institution, please follow up with the institution to ensure the transfer arrives by December 30, 2022.

    
   For more information, please contact your Equitable Life Regional Investment Sales Manager.
    
   * Equitable Life reserves the right to end the campaign, at any time and without notice.
    
   ™ or ® denote trademarks of The Equitable Life Insurance Company of Canada.
   
   November 24, 2022

6. Equitable Life presents “Opportunities and risks in the current investment landscape” featuring Davi If you missed the live webcast, “Opportunities and risks in the current investment landscape” with David Irwin from Equitable Life, catch up On-Demand.

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   Continuing Education Credits
   This webinar has been submitted for continuing education (CE) approval with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. Upon approval, you will be sent an email notification to come back to the webinar 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. This webcast is available in English only.
   
   Date posted: March 15, 2023
   
   ® denote trademarks of The Equitable Life Insurance Company of Canada.
   
   
    
7. About
8. Equitable Life Active Balanced Portfolios – a unique investment opportunity

   Find out how the Equitable Asset Management Group uses quantitative investing to uncover often overlooked investment opportunities to build the Equitable Life Active Balanced Portfolios. Clients benefit from asset allocation, style diversification, and cost-effective ETFs. The Portfolios are an ideal solution for a range of clients with diverse needs.
    
    
   Join your host, Dave Irwin, AVP, External Fund Manager, and members of the Equitable Asset Management Group to learn how you can help clients achieve their financial goals with the Equitable Life Active Balanced Portfolios.
     

   Learn more

    
   Continuing Education Credits
   This webcast has been submitted for continuing education (CE) approval with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. Upon approval, you will be sent an email notification to come back to the webinar 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. This webcast is available in English only.
   
   ™ and ® denote trademarks of The Equitable Life Insurance Company of Canada
   
   Posted March 7, 2024
    
9. Online sales illustrations

   Providing you flexibility while on the go. 

   We know how important it is to have tools that provide flexibility and convenience when managing your business. That’s why we created web-based sales illustration tools for easy access. You can create a Term, Critical Illness, Whole Life or Universal Life client illustrations from anywhere, anytime!
   
   Useful Features:
   • Save illustrations directly to your dashboard. You can revisit, edit, or complete them whenever you want.
   • Our Term and Critical Illness illustrations integrate with EZcomplete^®. This means you can move from illustration to application easily, with most fields in the first step filled in automatically.
   
   Our web-based tools put everything at your fingertips, so you can keep your business moving while on the go. This is just one of many ways we’ve made it easier to do business with Equitable^®.
   
   Try running an illustration today!
   
   If you have any questions, please reach out to your Equitable Wholesaler.
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