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Equitable offers a fresh approach to guaranteed investing
Please take a few minutes to watch the video.
Equitable’s Daily Interest Account and Guaranteed Interest Accounts offer a fresh client-focused approach within a digital business solution.
Clients will appreciate:-
• Market leading1 interest rates with even higher rates available for larger deposits
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• A full suite of available account types including the First Home Savings Account, and
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• Options to invest up to age 952.
Advisors will value:-
Enhanced rate guarantees to secure the best rates available for clients,
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An easy digital application process using Equitable’s EZcomplete® and,
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A simplified product design to save you time.
Equitable® is committed to offering valuable guaranteed investment solutions in a competitive market. Our fresh approach to guaranteed investing makes Equitable’s Daily Interest Account or Guaranteed Interest Account an easy choice.Learn more about Equitable’s Daily and Guaranteed Interest Accounts
1 Equitable has made every effort to ensure accuracy of competitive information as of July 22, 2024. Accuracy is not guaranteed.
2 Some available term lengths may be limited starting at age 90.® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
Posted July 22 -
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Equitable's Fresh Outlook DIA/GIA Contest
The recent launches of Equitable’s Daily Interest Account (DIA) and Guaranteed Interest Account (GIA) this summer have caused a bit of a buzz. So much so that we are launching Equitable’s Fresh Outlook DIA/GIA Contest.
That’s right. To celebrate our fresh client-focused approach within a digital business solution, Equitable® is giving advisors a chance to win a prize of one $1,000 gift card.
Between August 1, 2024 and October 31, 2024, every time advisors use Equitable’s EZcomplete® online application platform to submit a client's complete DIA/GIA application they will automatically be entered into the Fresh Outlook DIA/GIA Contest.
Equitable is committed to offering valuable guaranteed investment solutions in a competitive market. Our fresh approach to guaranteed investing makes Equitable’s Daily Interest Account or Guaranteed Interest Account an easy choice.
Speak to your Director, Investment Sales to learn more.
® or TM denotes a registered trademark of The Equitable Life Insurance Company of Canada.
Fresh Outlook DIA/GIA Contest: No purchase necessary. Contest period is August 1, 2024 to October 31, 2024. One (1) prize to be awarded for a total value of $1,000 CAD. Correct answer to mathematical skill-testing question required to win. Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible Entries received during the Contest Period. For full contest rules, including no-purchase method of entry, see full contest rules.
Date posted: August 1, 2024 -
Secure your GIA rate with Equitable today!
The Bank of Canada (BOC) recently cut its key interest rate for a second time this year to 4.5%. As inflation cools and the BOC hints at more interest rate cuts this year, the time has never been better to secure a Guaranteed Interest Account (GIA) rate.
Equitable’s fresh client-focused approach to guaranteed investing means:- market leading interest rates1, with even higher rates available for larger deposits,
- a full suite of available account types including the First Home Savings Account, and
- options to invest up to age 952.
GIAs are simple fixed-income investment products that can provide increased choice and value to a client’s portfolio. Choosing Equitable provides competitive interest rates and protection from market volatility. For more information visit EquiNet® and don’t forget to register for our interest rate change alert email.
1 Equitable has made every effort to ensure accuracy of competitive information as of July 22, 2024. Accuracy is not guaranteed.
2 Some available term lengths may be limited starting at age 90.
® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
Posted August 15 - Home Budget Calculator
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Step Up Your Wealth Sales with Equitable!
Welcome to the Step Up Your Wealth Sales program with Equitable®.
The program rewards advisors who promote Equitable’s Savings & Retirement products to existing and new clients as part of an overall investment strategy based on client needs.
Commission Bonus Calculation:
Gross deposits into segregated funds
+ Gross deposits into Guaranteed Interest Account contracts
+ 25% of payout annuity sales
- Segregated fund redemptions
- GIA redemptions
= 2024 Net Deposits
All deposits, sales, and redemptions occurring between January 1 and December 31, 2024, will be used to calculate an advisor’s 2024 net deposits.
Tier 2024 Net Deposits Bonus Rate* 1 Less than $250,000 $0 2 $250,000 - 499,999 .25% 3 $500,000 – 749,999 .50% 4 $750,000+ .75% 5 Elite Advisor re-qualifiers1 1.00% * The bonus amount will be calculated at the end of 2024 based on net deposits. The bonus will be paid within 90 days following December 31, 2024. Maximum bonus payable is $100,000 for Elite Advisor re-qualifiers; $75,000 otherwise.
For more information, download our flyer or contact your Regional Investment Sales Manager.
Equitable is committed to offering advisors and clients product, service, and feature choices that best suit their needs. We offer multiple sales charge options, three distinct guarantee classes, and a diverse selection of investment funds to align with clients’ unique needs.
Posted: February 7, 2024
™or ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
1Elite Advisor re-qualifiers are advisors who attained Elite status as of end of 2023 and maintain Elite status at the end of 2024. To attain 2024 Elite Advisor status, an advisor must have $1,250,000 in gross deposits in at least 5 policies or $10,000,000 in assets. -
Clients could win $5,000 in Equitable’s New Year’s Resolution, New Year’s Contribution Contest!
Equitable® wants to help clients achieve their financial goals in 2024.If they win, you win! The draw will be held March 20, 2024.
Clients could win $5,000 and you could win $1,000 in Equitable’s New Year’s Resolution, New Year’s Contribution Contest.
How it works:
The client makes a contribution between January 1 and February 29, 2024 to one or more of these accounts:
Equitable is dedicated to offering clients the products, the services, and the choices that best suit their needs. We provide multiple sales charge options, three distinct guarantee classes, and a diverse selection of investment funds.
Speak to your Regional Investment Sales Manager to learn more.
Posted: December 14, 2023
® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
Equitable’s New Year’s Resolution, New Year’s Contribution Contest: No purchase necessary. Contest period January 1, 2024, to February 29, 2024. Enter by making a deposit to an Equitable FHSA, TFSA or RRSP during the contest period or by submitting a no-purchase entry. One prize for a total value of $5,000 CAD to be drawn on March 8, 2024, will be awarded. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner and will receive a $1,000 CAD prize. For example, if an Equitable client is a winner of the $5,000 prize, the client’s servicing advisor wins a $1,000 prize. Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible Entries received during the Contest Period. For full contest rules, including no-purchase method of entry, see the full contest rules. - Online Banking
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