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7% No Load CB5 Initial Commission – Limited time offer extended to December 31, 2022 for Investment
We are pleased to announce the temporary increase to the CB5 sales option initial commission from 5.6% to 7.0% has been extended to December 31, 2022 on Pivotal Select™ Investment Class (75/75) only.*
Equitable Life is committed to offering advisors and clients product, service, and feature choices that best suit their needs. We are pleased to offer multiple sales charge options, three distinct guarantee classes, and a diverse selection of investment funds to align with advisors’ and clients’ unique needs.
For more information, please contact your Equitable Life Regional Investment Sales Manager.
* Equitable Life reserves the right to end the campaign, at any time and without notice. Prior temporary increase to CB5 sales option initial commission for Pivotal Select Protection Class 100/100 and Pivotal Select Estate Class 75/100 ends August 31, 2022.
** Applies to FundSERV trades occurring between September 1 and December 31, 2022. Initial commission on non-FundSERV trades occurring between September 1 to December 31, 2022 increases from 4% to 5%. Initial commission is subject to a chargeback.
™ or ® denote trademarks of The Equitable Life Insurance Company of Canada. -
Kickoff to 2023 with Equitable Life and Robert Gignac
Equitable Life® is pleased to present Robert Gignac, author of the book ““Rich is a State of Mind”. Robert will deliver his new “Stop Playing Chess in a PokerStars World” presentation. Robert’s engaging presentation offers examples of what clients (and prospects) are struggling with today and how advisors can take a leadership role by changing from a one-dimensional game (chess) to a multi-dimensional one (poker).
Your hosts, Cam Crosbie, Vice President, Savings & Retirement and Joseph Trozzo, Investment Sales Vice President, MGA, will highlight some of the ways Equitable Life can help make 2023 a great year.
Learn More
Posted: December 23, 2022
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
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Equitable Life webcast series presents Mackenzie Investments featuring Arup Datta
Arup will discuss Equitable Life® Mackenzie Emerging Markets Fund Select along with the fund's people, philosophy, process and performance.
Join your host, Cam Crosbie, Vice President, Savings and Retirement, and Arup Datta, MBA, CFA, Senior Vice President, Head of the Global Quantitative Equity Team for Mackenzie Investments.Learn More
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.
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 -
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
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 -
Updates to Savings & Retirement applications and point of sale materials
Equitable Life has updated the following Savings & Retirement point of sale materials.
Form #
Form Name
Description
2086
Pivotal Select FHSA Application
New application to support the First Home Savings Account (FHSA) registration option
1403
Pivotal Select Contract & Information Folder
Updates have been made to support the new First Home Savings Account (FHSA) registration option
796
Guaranteed Interest Account TFSA Application
Updates have been made throughout the application to make it simpler and more straightforward. Additionally, a new “Privacy Consent” section has been added.
799
Guaranteed Interest Account Registered / Non-Registered
The new documents are available to download from EquiNet®. Paper documents are also available to order from Equitable’s Supply Team here.
To allow advisors time to transition to the new applications, we will continue to accept the following versions until further notice:-
Version 2020/06/30: Form #796 – Guaranteed Interest Account TFSA Application
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Version 2022/03/02: Form #799 – Guaranteed Interest Account Registered/Non-Registered
If you have any questions, contact your Regional Investment Sales Manager or Advisors Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427, or email savingsretirement@equitable.ca.
® and ™ denotes a registered trademark of The Equitable Life Insurance Company of Canada.
Posted September 11, 2023 -
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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 -
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?Don't miss your chance to engage with Equitable’s industry experts and help enhance your advisory services.
• 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.
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
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Equitable receives FundGrade A awards for outstanding performance
Equitable® is thrilled to announce that several of our funds have received Fundata FundGrade A awards for their exceptional performance in the first half of 2025.
The FundGrade rating system is a great tool for identifying top-performing funds. This recognition highlights our commitment to providing high-quality investment options to clients.
And the winners are…
The following funds from Equitable's lineup have received a FundGrade A rating this year:
Pivotal Select:• Equitable Life NASDAQ 100 ESG Index Fund Select
• Equitable Life Fidelity® Climate Leadership Balanced Fund Select
• Equitable Life Fidelity® Global Innovators Fund Select
Personal Investment Portfolio/Pivotal Solutions:
• Equitable Life Invesco Global Bond Fund
An enhanced fund performance page
Equitable has also introduced several new features to our fund performance page to enhance user experience. These updates include:- Printable performance reports: Easily accessible and printable reports for detailed fund performance.
- Equity and Fixed Income breakdowns: Detailed breakdowns by fund displayed on the Fund Details tab.
- Fund Category display: Clear display of fund categories on the Fund Details tab.
- Filter enhancements:
- New “Risk Rating” filter.
- New “U.S. Equity” filter.
- Renamed “Domestic Equity” to “Canadian Equity”.
- Moved “Index Funds” and “Portfolio Solutions” out of asset class filters into “Additional filters”.
For more information on these funds and their performance, and to see the latest enhancements, visit our Fund Performance page.
Questions? Contact your Director, Investment Sales.
FundGrade A is used with permission from Fundata Canada Inc., all rights reserved.
Date posted: June 10, 2025 - Prestige Advisor qualifications MGA
- Prestige Advisor qualifications WFG