Site Search

771 results for click to access MAKEMUR.com how to get goods out of customs without waiting pay

1. AI – Not a replacement for good judgement

   When it comes to AI, clients’ interests come first   

   Artificial intelligence, or AI, is changing how we work in Canada. It helps us do things faster, makes talking to others easier, and takes care of many daily tasks. As of mid-2025, studies show that more than 68% of Canadian financial firms — including about 15,000 advisors and 2,500 agencies — have already started using AI to stay ahead, reach clients, and handle routine tasks.^_1,2
   
   For financial advisors, AI can be useful and exciting, as long as it’s used wisely and always with client privacy and regulatory compliance in mind.
   
   AI can make your day-to-day work easier but use it with care:
   • Know the risks as well as the rewards
   • Remember, AI is a tool —it can’t replace your expertise and good judgement!
   • When using AI, always protect client privacy and follow the rules
   
   AI is changing how we all work. To help you keep up, we encourage you to stay up to date with industry news and tips about AI. For example, the following recent news article has some helpful tips on using AI safely and effectively in your practice: Using artificial intelligence can pose risks for advisors
   
   When you use AI, stay vigilant and informed, use your good judgement—and always put the client’s interests first.
   
   
   
   ¹Canadian Artificial Intelligence Business Adoption Survey 2025, Finance and Technology Insights Canada.
   ²Financial Advisors & Agency Technology Integration Report, Canadian InsurTech Analytics, July 2025.
    
2. Life Insurance Replacement Disclosure Forms (LIRD)
3. Path to Success Module 5
4. About
5. [pdf] Personalized Ads - Facts & Figures
6. Conversions
7. About
8. Equitable Life Savings & Retirement Webinar Series features Global Equity Investing Using a First Pr
   In 2022, Equitable Life’s® S&R team will continue to spotlight various aspects of our competitive fund lineup and product offerings. Each webinar in the series features a new topic. This series gives advisors an opportunity to:
   • learn more about various products and product features,
   • hear from industry professionals,
   • learn about investment strategies; and so much more.
   
   This month, Equitable Life welcomes Michael Hatcher, CFA, Head of Global Equities and Director of Research for the Invesco Canada Equity team. Join your host Taylor Stavenjord, Regional Vice President and Invesco Canada.
   
   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 lineup.
   
    

   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.

9. Equitable Sales Illustration System User Tips
10. Universal life product linked interest option changes
    
    On July 1, 2025, we will be changing the index that is tracked for the linked interest options shown far below.
    
    Clients can change their investment options at any time if they choose. This includes the Linked Interest Option(s) for money currently invested and future deposits.
    
    Requests for this change can be done:
     
    • In writing – Submit the Reallocation and transfer of funds – universal life form (form 693UL).
    • Online by advisors – Go to Policy Inquiry on EquiNet^® (advisor site).
    • Online by clients – Links in Client Access® through Equitable.ca.
    Please contact your Equitable^® Wholesaler for more information. 
     

    Linked Interest Option	Universal life insurance solution	Currently tracking	Effective July 1, 2025
    Canadian Equity Index	• Equitable GenerationsTM	S&P/TSX 60® Total Return Index	S&P/TSX Composite® Total Return Index
    Canadian Equity	• Equation Generation® IV • EquiLife® • Equation Generation III • Equation Generation II • Equation • Direction 2000 Plus

    
    S&P/TSX® 60 Total Return Index and S&P/TSX Composite® Total Return Index registered trademarks of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and S&P Global. All others are registered trademarks of The Equitable Life Insurance Company of Canada.