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  1. Equitable Life added the Mackenzie Global Strategic Income Fund to Pivotal Select
    On June 7, 2021, Equitable Life® launched five additional funds to the Pivotal Select™ segregated funds lineup. Included in the launch is the Mackenzie Global Strategic Income Fund. Designed to deliver growth and income to investors, the underlying fund objective seeks income with the potential for long-term capital growth by investing primarily in fixed-income and/or income-oriented equity securities of issuers anywhere in the world.
     
    At Equitable Life, we pride ourselves on offering quality products. This means always reviewing our investment fund lineup. This fund, along with the other new funds are available on all Pivotal Select load types and guarantee classes, providing you and your clients with even more choice and flexibility.
     
    To learn more about Mackenzie Global Strategic Income Fund, join us on Tuesday, June 22 at 2:00 p.m. ET/11:00 a.m. PT to hear Eric Glover, AVP Investment Director and Hadiza Djataou, VP Investment Director, from Mackenzie Investments, highlight the balanced solution that this fund can bring to your client’s investment portfolio.
     

    Click here to register!

     
    Want to learn more about our new funds? Contact your Regional Investment Sales Manager today.
     
    ® and ™ denotes a registered trademark of The Equitable Life Insurance Company of Canada.
  2. [pdf] Equitable GIF Non-Registered Application
  3. Equitable Life Savings & Retirement Webinar Series welcomes Franklin Templeton
    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 Les Stelmach, Senior Vice President, Portfolio Manager Franklin Bissett Investment Management and Ryan Crowther, Vice President, Portfolio Manager, Franklin Bissett Investment Management.

    Join your host Joseph Trozzo, Investment Sales Vice President and Franklin Templeton. Equitable Life is pleased to highlight access to the Bissett Monthly Income and Growth Fund Select, Bissett Canadian Equity Fund and Bissett Dividend Income Fund in the Pivotal Select™ segregated fund line-up.
     

    Learn More

  4. Equitable Life is making changes to its Pivotal Select Fund lineup
    On June 7, 2021, Equitable Life® will be launching new funds to the Pivotal Select™ segregated funds lineup. The new funds include: 
     
    1.            Mackenzie Global Strategic Income Fund
    2.            Fidelity® Special Situations Fund
    3.            Fidelity® Tactical Asset Allocation Income Portfolio
    4.            Fidelity® Tactical Asset Allocation Balanced Portfolio
    5.            Fidelity® Tactical Asset Allocation Growth Portfolio
     
    At Equitable Life, we pride ourselves on offering quality products. This means always reviewing our investment fund lineup. The reasons for this change are to create greater focus on investment offerings, and enhanced investment choices for you and your clients.
     
    Watch your email over the next few weeks for more details about Fidelity Investments and Mackenzie Investments, including two upcoming webcasts.   
     
    Fidelity and Fidelity Investments are registered trademarks of 483A Bay Street Holdings LP. Used with permission.
    Equitable Life and Pivotal Select are trademarks of The Equitable Life Insurance Company of Canada.
  5. Equitable Life Savings & Retirement Webinar Series welcomes Franklin Templeton

    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 Les Stelmach, Senior Vice President, Portfolio Manager Franklin Bissett Investment Management and Ryan Crowther, Vice President, Portfolio Manager, Franklin Bissett Investment Management.

    Join your host Joseph Trozzo, Investment Sales Vice President and Franklin Templeton. Equitable Life is pleased to highlight access to the Bissett Monthly Income and Growth Fund Select, Bissett Canadian Equity Fund and Bissett Dividend Income Fund in the Pivotal Select™ segregated fund line-up.
     

    Learn More

  6. A good time to look at the Equitable Money Market Fund Whether clients are looking for a short-term cash savings solution or are interested in funding a dollar cost averaging strategy, the Equitable Money Market fund may be an ideal solution.

    With a current yield to maturity of 1.43%*, the fund provides maximum income through short-term investments consistent with preservation of capital and liquidity. 

    And advisors earn the full commission upon deposit on funds used for a dollar cost averaging strategy.

    For more information check out Equitable Money Market Fund or contact your Director, Investment Sales.

    * As of March 30, 2026, net of fees. Applicable to Pivotal Select and Equitable GIF contracts. Yield to Maturity: The market value weighted average yield to maturity includes the coupon payments and any capital gain or loss that the investor will realize by holding the bonds to maturity.

    ™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada.

    Date posted: March 31, 2026
     
  7. 2026 Elite Advisor Program
  8. 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
     
     

  9. Equitable Life Webcast Series featuring Fidelity Investments


    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 the Equitable Life Fidelity® Climate Leadership Balanced Fund Select and Equitable Life Fidelity® Climate Leadership Fund Select now available in Pivotal SelectTM Investment Class (75/75). Learn about the funds’ people, process, philosophy, and performance.


    Learn more

    You won’t want to miss it!

  10. Update on delivery of Pivotal Select segregated fund client statements

    We continue to work on resolving the issue relating to our Pivotal Select™ segregated fund client statements. We understand the importance for you and clients to receive statements in a timely manner. That is why we are working to resolve the situation as quickly as possible. We will provide a further update on February 12, 2025.
     
    We appreciate your understanding and patience during this time. If you have questions or need further assistance, reach out to our Client Care Team at 1.866.884.7427.  


     
    Best Regards,

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    Cam Crosbie,
    Executive Vice-President, Savings and Retirement Division
    Equitable 


    Posted February 7, 2025