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  1. [pdf] A Retirement Savings Plan is just as relevant now as it was over 60 years ago
  2. Now is a great time to look at bonds Bonds have a place in every investment portfolio. They help preserve capital and they offer predictable income. They help diversify portfolios and offer protection from both inflation and a volatile stock market.
     
    Over the past few years interest rates have been rising, which has created a great opportunity for bonds and bond funds. Rising interest rates have lowered the price of existing bonds and increased both the coupon rates for new bonds and yields on existing bonds. Plus, rising rates also create opportunities for capital gains if interest rates fall.
     
    Pivotal Select™ offers four great bond funds to help you diversify client assets. Three of the funds cover North American bonds, and one has a global focus. Learn more about these funds by visiting Equitable’s Fund Overview and Performance website.
     
    To learn why now might be the right time to revisit bonds for clients’ portfolios and more information about our funds, please contact your Director, Investment Sales.
     
    Also, if you missed the Equitable webcast, “Is it time to revisit bonds?” catch up On-Demand.

    Date posted: May 16, 2024
  3. Product updates - See our latest!
    Good news!  The updates to Equitable’s individual insurance solutions, scheduled for October 5th, 2024, as announced last week, are now in effect!    

    What’s new in this product update?
     
    1. A new premium rate band for Equimax® policies with $5 Million and more of basic  life insurance coverage.
    2. A new illustration for switches from Paid-up Additions (PUA) to the Cash dividend option when premium offset is selected.
    3. A new way to calculate commission on Equimax life insurance, Term life insurance, and EquiLiving® critical illness insurance plans when clients choose monthly payments.
    4. A new life Evidence of Insurability Schedule (Form #1343) 

    …and there’s more!





    Visit our new splash page for a complete summary of the product changes, our latest video, and links to our sales tools and important resources:
    English-Button.jpeg French-Button.png Chinese-Button.png
    *Video available in English with French and Chinese sub-titles
     
     

    Please refer to our Transition Rules for all the details on processing your applications.

    Need more information?  Please contact your Equitable wholesaler.





    ® or TM denote trademarks of The Equitable Life Insurance Company of Canada.
  4. 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

  5. What’s new in EZtransact We’re excited to introduce the latest enhancement for EZtransact™, our digital self-serve tool. EZtransact now allows you to help clients:

    •  Easily make segregated fund withdrawals. This functionality is available for all account types, and for the First Home Savings Account, it also eliminates the need to submit additional CRA paper forms.

    •  Transfer from one fund to another fund digitally, within the same policy and same sales charge options.

    These enhancements make it easier than ever to do business with Equitable®. They will help reduce your time spent on paperwork, allowing to you focus on more value-add time and services for clients. 

    Check out EZtransact. Stay tuned for more exciting digital enhancements coming soon!
     
    If you have any questions, please contact your Director, Investment Sales. 


    Date posted: July 11, 2024
  6. [pdf] Three steps to packaging large cases for success
  7. 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
  8. Replacement Procedures- LIRD and Written Analysis
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