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  1. Equitable Life of Canada Fall Roadshow - Savings & Retirement


    Equitable Life® recently completed a successful roadshow in four major Canadian cities. We know that not all advisors were able to attend in person. That's why, we are inviting you to join us for a VIRTUAL ROADSHOW SESSION. Equitable Life, Invesco and S&P Dow Jones Indices will bring you insights, updates, and information on our new segregated fund lineup and more.  

     

    Learn more








    During our virtual session, you will hear from
     
    cam-(1).jpg Cam Crosbie
     Vice President, Savings & Retirement
     Equitable Life of Canada
     


    Photo.jpg Scott Stobo
     Director, Product Development, Savings & Retirement
     Equitable Life of Canada
     


    marcus-berry.jpg Marcus Berry
     Vice President, ETF Specialist
     Invesco
     


    Brent-Kopp-395.jpg Brent Kopp
     Senior Director, Wealth Management Channel
     S&P Dow Jones Indices

     
  2. Equitable Life Savings & Retirement Webinar Series featuring Payout Annuities.


    This month, Equitable Life is featuring a discussion on Payout Annuities. Hear why payout annuities provide a guaranteed income that is worry-free and receive insights into how a payout annuity can fit into a client’s retirement plan.
     
    Join your host, Shannon Labby, Regional Vice President, National Investment Sales as she welcomes Nicole Lemon, Product Manager, Savings and Retirement, Equitable Life of Canada for a discussion on Equitable Life’s Payout Annuities.

     

    Learn more
     

    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.
  3. Equitable Life Dynamic U.S. Monthly Income Fund Select

     

    As a Global Equity Balanced asset class, investors benefit from long-term capital growth through investments that include a broad range of U.S. equity and debt securities. Check out Equitable Life Dynamic U.S. Monthly Income Fund Select in this issue of Fund Focus. The Fund aims to provide long-term capital appreciation and income by investing primarily in a broad range of U.S. equity and debt securities, focusing on a value investment approach when selecting equity securities. 






     

    Key highlights  

    • Actively manages access to the U.S. (one of the broadest and deepest markets in the world).  

    • Ability to tactically shift asset allocation to take advantage of changing market conditions.  

    • Aims to provide stability and growth to investors while providing interest and dividend income.  

     

    For more information, check out Equitable Life Dynamic U.S. Monthly Income Fund Select or contact your Regional Investment Sales Manager. 

    Posted November 2, 2023
  4. Is it time to revisit bonds?

    You see the interest rate predictions and talk of inflation in the news every day. What should clients do? Is it time to consider bonds?
     
    Join our webcast with Darcy Briggs, Senior Vice-President, Portfolio Manager, of the Franklin Canadian Core Plus Bond Fund, for insights on the impacts of interest rates and inflation movement on bond portfolios and how to navigate during this time of uncertainty.
     
    Darcy and the team skillfully combine Canadian core bonds with non-core fixed income opportunities to create a solution that is built around a foundation of high-quality Canadian bonds. They opportunistically add “off benchmark” securities for added yield and diversification.
     
    You don’t want to miss it.

     

    Learn more
     
     

     
    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: April 25, 2024
  5. November is Financial Literacy Month

    Equitable® wants to mark Financial Literacy this November. Created by the Financial Consumer Agency of Canada (FCAC), the campaign this year is “Money on your Mind. Talk about it!”

    The FCAC is challenging Canadians to do one thing to boost their financial confidence. One of those things includes asking questions to a trusted financial advisor. That’s, you! Be ready this year to answer anything from retirement savings, home ownership, annuities, estate planning, Daily and Guaranteed Interest Accounts, segregated funds and more.

    Need help? Contact your Director, Investment Sales to get started. At Equitable, we believe in the power of together.

    Have questions about the upcoming tax season or need tips to help manage and grow your business? If you missed our recent webcast with our Operations and Digital Experience teams, click here to learn more.

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

    Posted November 5, 2024

  6. Preferred life insurance solutions - corporations
  7. [pdf] Three steps to packaging large cases for success
  8. Kickoff to 2025 with Equitable - start the new year in the know Equitable® is here to help you start the new year in the know with expert insights and forecasts for the year ahead. Your host, Joseph Trozzo, Vice President of Investment Sales at Equitable, welcomes:

    •      David Irwin, AVP, External Fund Management, Investments at Equitable with an overview of Equitable's segregated funds and forecasts for the coming months.
    •      Kevin Press, Editorial Director for Investment Executive and advisor.ca, with industry insights including:
            • Client questions: interest rates, Trump, and all the rest
            • Market consolidation: advisors are hot properties
            • What comes next: key takeaways from the 2025 capital market forecasts
    Special guest Cam Crosbie, Executive Vice President, Savings & Retirement will also join with Equitable highlights for the coming year.
     

    Learn more

    Date posted: January 8, 2025
  9. Replacement Procedures- LIRD and Written Analysis
  10. Smoker to Non Smoker