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Equitable Life presents Invesco Canada – Global perspectives in a highly uncertain time
The COVID-19 pandemic has shaken the global economy. Uncertainty in the market is leaving investors unsure of what is next and asking where do we go from here? Please join Michael Hatcher, Head of Global Equities and Director of Research for Invesco Canada as he shares his insight in the global equity space.
Equitable Life® is pleased to highlight access to Invesco Global Companies Fund, Invesco International Companies Fund, and Invesco Europlus Fund in the Pivotal Select™ segregated fund line-up.
Register now
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. In order 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.
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COVID-19 testing: Find the information you need
This news item has also been posted to the plan administrator and plan member sections of EquitableHealth.ca
The Ontario government recently announced it has expanded access to COVID-19 testing to include select pharmacies throughout the province. As the pandemic continues, it’s important to know how to access testing if you’re experiencing signs and symptoms of COVID-19 or suspect you have been exposed to the virus.
Guidelines for who should get tested and how to access testing vary across the country, so it can be difficult to know what applies in your jurisdiction.
To help make it easier, we’ve provided links to COVID-19 testing resources for each province and territory. The resources include self assessments, guidelines for who should get tested, how to access testing, and testing locations.
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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.
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
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COVID-19 Vaccinations and your Equitable Life of Canada Insurance Coverage
Equitable Life of Canada would like to reassure our policyholders that getting vaccinated for COVID-19 will not negatively impact your life or health insurance coverage.
Being vaccinated for COVID-19 would have no impact on any claim made under an insurance policy or group benefits plan with Equitable Life of Canada. Your Equitable Life policies provide life and health insurance based on the conditions outlined in your contract with us. Our contracts do not include limitations related to adverse reactions to vaccines.
Equitable Life will continue to follow the guidance and recommendations from the Canadian government to protect the health of Canadians, and we fully support government-approved vaccines as one of the most effective ways to protect yourself from serious illness or death from COVID-19. -
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.
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Fabien Jeudy takes over as President and CEO
In March, we announced that Fabien Jeudy was appointed as Equitable Life’s next President and CEO. Jeudy officially took over on July 5th, succeeding Ronald Beettam, who is retiring after 16 years with the company.
Jeudy is a collaborative leader with more than 30 years of experience in the insurance industry, leading actuarial, finance, risk management, distribution, marketing teams and operational teams in the Life & Health Insurance, Wealth Management and Group Benefits markets in Canada, the US, and Asia.
“His proven success developing and managing high-performance teams, building long-term relationships with stakeholders and regulators, growing and innovating the insurance business, and making long-term decisions with the policyholder in mind make him the perfect choice to lead Equitable Life into its next 100 years in business,” said Board Chair Douglas Alexander.
Learn more about our new President and CEO
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2022 Holiday Hours
The Holiday season brings thoughts of gratitude, and there is no better time to express our thanks and sincere appreciation for your dedication and commitment to Equitable Life.
Thank you for your support this past year and for trusting Equitable Life with your Individual Insurance and Savings & Retirement business. Happy Holidays!
Customer Service Holiday Hours- Friday, December 23, 2022 - 8:30 a.m. – 7:30p.m. ET
- Monday, December 26, 2022 – CLOSED
- Tuesday, December 27, 2022 – CLOSED
- December 28, 29 and 30, 2022 - 8:30 a.m. – 7:30 p.m. ET
- We will continue to process business as usual on all regular business days up to year end.
- To settle on December 23, 2022, the transaction must be received that day by 11:00 a.m. ET
- To settle on December 30, 2022, the transaction must be received that day by 11:00 a.m. ET
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Crunch the numbers with Equitable Life’s Online Calculators
Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.
Each week in March, we will be sharing an online calculator from our list.Share calculators using your Facebook, Twitter or LinkedIn account.
-------------------------------------------------------------------------------------------------------Abbey and Ben enjoy being with friends and family. They are always ready to hit the town and have some fun. Sometimes, they run short on money at the end of each month.
Did you know?
One of the most important aspects of controlling a budget is knowing where the money goes. Check out Equitable Life’s Home Budget Calculator.