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1. [pdf] Equitable GIF Fund Facts
2. Equitable Life offers more than 60 years of RSP innovation

   
   In 1957, Equitable Life® began offering a Retirement Savings Plan (RSP). That is more than 60 years of RSP innovation in the Canadian marketplace. Today, Equitable Life offers two great accumulating RSP products to meet your clients’ needs.

   • Pivotal Select^TM Segregated Funds

   • Guaranteed Interest Accounts

   These products provide both protection and flexibility for your clients. They also provide the tax savings and benefits of an RSP. Get your clients to start saving to their RSP now. Make RSP contributions a financial priority each year. 
   
   This year’s RSP deadline is March 1, 2022. This will be the last day that an RSP deposit can reduce your clients’ 2021 taxable income.
   
   If your client is looking to convert registered savings to guaranteed income, click here to learn more about Equitable Life’s payout annuity options.
   
   Need additional support? Contact your local Regional Investment Sales Manager today.

3. An Exciting Fund Lineup Offered with Equitable Generations Equitable Generations™ is a Universal Life product that offers investment options that resonate with today’s 21^st century client while reducing every fee possible. It also reduces the cost of insurance to help clients maximize their opportunity to purchase coverage and build tax-advantaged wealth.
   
   Fund Features of Equitable Generations:
   
   ● 34 fund options, including 18 new investment options, tracking funds managed by Fidelity™, Dynamic™, Invesco™ and more.
   ● 3 sustainable investment “ESG” (Environmental, Social & Governance) options – because today’s buyer cares as much about impact as they do about returns.
   ● Target date funds that auto-rebalance over time so that as a client approaches retirement, the fund adjusts its risk automatically.
   
   Learn more about our new funds:
   
   ● American Equity Index (ESG)
   ● Canadian Equity Index (ESG)
   ● Special Situations fund (Fidelity)
   ● Sustainable Equity, Balanced, and Bond Funds (Fidelity)
   ● Target Date funds (Fidelity)
   ● Details on funds available
   ● Get all your ESG questions answered with Margaret Dorn, S&P
   
   
4. WFG KYC and Trade Ticket documents are now part of EZcomplete

     
   
   Equitable Life® wants to help you get on with your day. Effective June 11, 2022, WFG’s KYC* and Trade Ticket documents will be integrated into the highly rated EZcomplete® online application tool. This means no more completing these documents separately and uploading them to EZcomplete.
   
   By integrating the KYC and Trade Ticket with EZcomplete:

   • these documents will automatically populate with information collected in the EZcomplete process,

   • necessary signatures will be captured, and

   • these documents will be sent to WFG’s back office on your behalf.

    
   Once the application has been submitted, signed documents will be available for advisors, clients, and joint clients to download. It is that easy.
    
   Get on with your day with Equitable Life. Log in to EZcomplete today.
    
   Speak to your Regional Investment Sales Manager to learn more.
    
   * KYCs on corporately owned policies are not currently supported
   ® denotes a trademark of The Equitable Life Insurance Company of Canada.

5. [pdf] Web-Based Sales Illustrations FAQ
6. [pdf] Application for Contract To Sell Insurance Products and Request for Sponsorship
7. Product at a glance
8. About
9. [pdf] Equinet FAQ
10. EquiNet-FAQ