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1. [pdf] Term Life Insurance - Flexible protection that can last a lifetime
2. Taxation
3. Sample statements
4. [pdf] Poster - What does your retirement bucket list include?
5. And the winners of Equitable’s Ring in the Savings Contest are…

   A big thank you for making Equitable’s Ring in the Savings contest a huge success.  
   
   Clients who made a contribution between January 1 and March 1, 2025, to their Registered Retirement Savings Plan (RRSP) or Tax-Free Savings Account (TFSA) or could win $5,000 and the advisor could win $1,000.
    
    We’ve now completed the draws and are thrilled to announce the following winners:

   • Client: C. F., British Columbia
     Advisor: Dylan D., British Columbia

   • Client: F. L., Ontario
     Advisor: Ted E., Ontario

   Congratulations to our winners!  
   
   From all of us at Equitable, thank you for your trust and partnership.

   Posted May 5, 2025
6. In case you missed it… read our life insurance as an asset class article

   
   Equitable in partnership Wayne Miller, BMATH, ASA

   
   The concept of viewing life insurance as an asset class only became mainstream in Canada 12 years ago, after Wayne Miller, BMATH, ASA, made the case for it in an industry magazine article.
   
   Has anything changed in the past decade? Does a mutual company vs. a stock company make a difference? Equitable has been collaborating with Wayne to provide an answer – which is provided in this follow-up article to his original piece.

   Read the Article now
   
               
   
   
    

   
   
   
7. [pdf] S&R Quick Reference Guide
8. [pdf] Life Quick Reference Guide
9. Disability Waiver of Premium Requirements
10. [pdf] Withdrawal Request