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  1. Equitable Life Webcast Series featuring Equitable Life Dynamic Asia Pacific Equity Fund Select


    Benjamin Zhan and Bruce Zhang will discuss the Equitable Life Dynamic Asia Pacific Equity Fund Select along with the fund's people, philosophy, process and performance. 

    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.

    Join your host, Joseph Trozzo, Investment Sales Vice President, MGA, Equitable Life of Canada along with Dynamic Funds. 

     

    Learn More

    speakers.jpg



    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. 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.

    ® denote a registered trademark of The Equitable Life Insurance Company of Canada
    Posted May 31, 2023
  2. Join us for an Equitable Life Master Class webcast featuring Daryl Diamond, Dynamic Funds

    Building Your Business in the Retirement Income Market featuring Daryl Diamond, Chief Retirement Income Strategist, Dynamic Funds 

    You’re invited to our next Equitable Life Master Class webcast offering compelling topics and unique ideas from leading experts to help you manage and grow your business. 

    Daryl Diamond is an author, educator and sought-after speaker on how clients can achieve the greatest security and satisfaction during the retirement years. 


    In this Master Class, Daryl Diamond will discuss how the last four years have been extremely challenging for retirees, pre-retirees and for the advisors who service them. He will focus on key aspects of retirement income planning from the perspective of: 

    • delivering and sustaining tax-efficient income, 

    • managing high inflation, 

    • investing in volatile markets, and 

    • navigating high interest rates. 


    Learn more


    Posted October 11, 2023

    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. 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. 



    ® denote a registered trademark of The Equitable Life Insurance Company of Canada
  3. Join us for an Equitable Master Class webcast featuring Rob Kochel from Invesco

    Equitable® Master Class webcasts offer compelling topics and unique ideas from leading experts to help you manage and grow your business. 
     
    Losing a top client is never a pleasant experience because it makes it difficult to maintain current production levels and grow organically.
     

    • •   72.2% of financial professionals lose a top client each year1

    • •   61.3% of those financial professionals were “surprised”1

     

    Join us for our Master Class webcast featuring Rob Kochel to discover how it’s surprisingly simple to manage clients. Contrary to most client retention models that are intensive and time consuming, the Golden Hour model aims to deliver maximum benefit at a truly implementable level.
     

    Learn more

    Shannon Labby
    Vice-President, National Investment Sales
    Equitable

    Rob Kochel,
    Director
    Invesco Global Consulting

    Date posted: March 27, 2024

     
    Continuing Education Credits 
    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. 
    1Source: Study of 405 financial professionals, as conducted by R.A. Prince & Associates, Inc., under a proprietary contract of Invesco Global Consulting during the second half of 2015. Used with permission.

    ™ and ® denote trademarks of The Equitable Life Insurance Company of Canada.
     
  4. Equitable Master Class webcast featuring Susan Silma

    You’re invited to our next Equitable® Master Class webcast offering compelling topics and unique ideas from leading experts to help you manage and grow your business.
     
    Navigating regulatory compliance and changes as an advisor can be challenging and overwhelming at times. Just imagine how clients feel. Wouldn’t it be nice to be able to transform regulatory compliance into meaningful client engagement?  
     
    Join us for an informative discussion on how to do just that, led by Susan Silma, a lawyer and former regulator with deep experience in the financial services industry. Susan is passionate about humanizing and simplifying the client and advisor experience.
     

    Learn more!

    Shannon Labby
    Investment Sales Vice President,
    Equitable

    Susan Silma
    Speaker and Author
     
    Continuing Education Credits 
    This webcast 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. 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. 

    Date posted: May 22, 2024
  5. Build more meaningful connections with help from Equitable and Franklin Templeton Academy

    Equitable® Savings & Retirement and Franklin Templeton Academy have teamed up with two On-Demand webcasts that can easily fit into any summer schedule.

    Reaction to Reason
    Emotional intelligence is the capacity to be aware of, control, and express one's emotions, and to handle interpersonal relationships judiciously and empathetically.

    Jenn Louth, Senior Learning Consultant, will discuss how advisors can incorporate emotional intelligence into their practice to foster deeper client relationships.  

    Register to watch


    The Intergenerational Divide
    It’s critical to develop meaningful relationships with valued clients’ families, loved ones, and heirs.

    Presented by Jocelyn Duncan, Learning Consultant, this session is designed to help you build a bridge with the next generation and equip you with tools and resources.

    Register to watch

    Join your host, Joseph Trozzo, Investment Sales Vice President, Equitable, along with the Franklin Templeton Academy this summer to learn how you can foster deeper client relationships and more meaningful connection in your practice.

    Continuing Education Credits
    These webcasts have been accredited for 1 Life continuing education (CE) credit with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. These webcasts are available in English only.

    Date posted: July 17, 2024

  6. 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  

    • • Options to invest up to age 952. 





    Advisors will value: 

    • Enhanced rate guarantees to secure the best rates available for clients, 

    • 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

  7. 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.
    “This is a great opportunity for clients and advisors,” said Cam Crosbie, Executive Vice President of the Savings and Retirement Division at Equitable®. “These are safe and secure investment solutions with potential for creditor protection, estate planning benefits, and so much more.”

    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
  8. Reframing retirement with help from Equitable and the Franklin Templeton Academy Equitable® Savings & Retirement and Franklin Templeton Academy have teamed up again with two pre-recorded On-Demand webcasts that can help you reframe retirement goals and planning discussions with clients.


    Rethinking Retirement Income
    The traditional view of retirement income assumes clients will need a specific percentage of their annual pre-retirement income through their senior years. In this session you will learn how our notions of retirement have changed over the years, the difference between the traditional and goals-based planning approaches, and how we can help you implement a goals-based retirement income planning strategy. 
     

    Register to watch


    Ethics of Aging
    According to Statistics Canada, by 2036, Canadians aged 65 and older are estimated to represent 24% of our total population. In this session, you will learn about challenges that come with aging, helping clients prepare for the worst, and identifying and handling elder financial abuse.

    Register to watch

    Join your host, Joseph Trozzo, Investment Sales Vice President, Equitable, along with guest speaker Jocelyn Duncan, Senior Learning Consultant with the Franklin Templeton Academy, to reframe retirement and help clients develop a strategic retirement mindset. 

    Continuing Education Credits 
    These webcasts have been accredited for 1 Life continuing education (CE) credit for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. These webcasts are available in English only. 

    Date posted: December 19, 2024
  9. There’s a new U.S. sheriff in town - now what? This February, we focus on how the new U.S. administration may impact Canadian portfolio positioning, inflation, interest rates, and more. Join Joseph Trozzo, Vice President, Investment Sales, at Equitable® as he hosts this timely discussion.  

    Featured Speaker: Ilan Kolet
    Ilan Kolet is a portfolio manager at Fidelity Investments®. He is experienced in managing investments and planning for retirement. Ilan has worked at the Bank of Canada and BNN Bloomberg, focusing on the Canadian and U.S. economies. He will highlight key funds in Equitable’s portfolio strategy.


    Learn more


    Continuing Education Credits
    This webcast has been submitted for continuing education (CE) approval for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. Upon approval, you will be sent an email notification to come back to the webinar presentation console to download your personalized certificate form the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by their licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only.
    This webcast is available in English only.
    Equitable is a trademark of The Equitable Life Insurance Company of Canada.
    Fidelity Investments is a trademark of Fidelity Investments Canada ULC.

    Date posted: February 12, 2025
  10. Tariff Turmoil and Tumultuous Markets: Taking a Longer-Term Perspective Are clients asking about tariffs and their impact on the Canadian economy? Are you unsure how to advise them in uncertain markets? Join our exclusive webcast, "Tariff Turmoil and Tumultuous Markets: Taking a Longer-Term Perspective" to gain answers to these questions and more.

    In this complimentary session, we will explore the economic and market dynamics shaping our current landscape. Equitable’s Mark Warywoda, VP of Public Investments, and Johanna Shaw, Director of Public Investments, will cover critical economic shifts in the Trump 2.0 era. Hosted by Shannon Labby, VP of Investment Sales at Equitable®, this webcast will help you navigate today's financial complexities with confidence.

    Why Attend?

    •  Learn about tariffs: What they are, why they're used, and their effects.
    •  Understand the economic implications of the US Dept. of Government Efficiency (DOGE).
    •  Gain insights from industry experts on investing in uncertain times.
    Don't miss your chance to engage with Equitable’s industry experts and help enhance your advisory services.

    Learn more 

    Continuing Education Credits 
    This webcast has been submitted for continuing education (CE) approval for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. Upon approval, you will be sent an email notification to come back to the webcast presentation console to download your personalized certificate from the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by their licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only. 

    This webcast is available in English only. 

    Date posted: April 10, 2025