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Equitable Life Webcast Series featuring Franklin Templeton

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.

In this webcast, we welcome

Join us to learn about Equitable Life ClearBridge Sustainable Global Infrastructure Income Fund Select along with the fund’s people, process, philosophy, and performance.

Learn more
Equitable Life Webcast Series featuring Fidelity Investments

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.
In this webcast, we welcome

Join us to learn about the Equitable Life Fidelity^® Climate Leadership Balanced Fund Select and Equitable Life Fidelity^® Climate Leadership Fund Select now available in Pivotal Select^TM Investment Class (75/75). Learn about the funds’ people, process, philosophy, and performance.

Learn more

You won’t want to miss it!
Submit PADs in a fraction of the time? It’s true…

Skip the paperwork and get Pre-Authorized Debit requests submitted instantly!

Are you still submitting pre-authorized debit (PAD) requests via fax or email? You could be saving time and effort by using EZtransact^TM instead:
- Pick the client's name from your list of clients.
- Choose the bank account from a list of pre-filled options.
- Have the client e-sign the form.
- Hit submit – form is sent to Equitable instantly.
- Your MGA office receives a copy at the same time.
No more scanning, saving, uploading, emailing, or faxing.

Get to know EZtransact in time for RRSP season and fast-forward your sales process.

™ or ® denote trademarks of The Equitable Life Insurance Company of Canada.
Join us for our first Equitable Life Master Class webcast

We’re pleased to introduce the Equitable Life Master Class webcast series. These webcasts offer compelling topics and unique ideas from leading experts to help you manage and grow your business.

Join Equitable Life along with guest speaker Rob Kochel, Director, Invesco Consulting Group to learn:

· The ESG client connection opportunities.

· The optimal language to use when introducing ESG to a client.

· Four universal communication principles for better client conversations.

· Words to use and words to lose.

You don't want to miss it!

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

Posted January 25, 2023
A message from Cam Crosbie, EVP, Savings and Retirement, Equitable Life
The first half of 2023 has been an exciting and busy year for us at Equitable Life^®.

In this short video, I share with you some of the things we’ve done to show our commitment to you and some of the great things we’ve got planned for the remainder of the year.

I want to thank you again for your continued support and trust in us. We value our partnership and are always working hard to make things better.

Please take a few minutes to watch the video.

Thank you,

Cam Crosbie, Executive Vice-President, Savings and Retirement Division
Equitable Life of Canada

Posted: July 6, 2023

® denotes a trademark of The Equitable Life Insurance Company of Canada.
New Online Policy Loan Form
Advisors will now have access to a new digital policy loan form on EquiNet™.

On eligible policies, you can launch a customized policy loan form through the Values tab in Policy Inquiry. (login required)

This form is quick and intuitive. You tell us the loan amount, how your client wants to receive the funds, then confirm your client’s contact info and submit! Once your client signs, it is sent for review and processing within our current service standards.

This is the first form to be digitalized and we plan to continue this work with more forms later this year.

® and ™ denotes trademarks of The Equitable Life Insurance Company of Canada.
A message from Cam Crosbie, EVP, Savings and Retirement, Equitable
What an exciting year it’s been at Equitable®. And there’s more to come in 2024!

In this short video, I share with you some of the things we’ve done to show our commitment to you in 2023 and some of the great things we’ve got planned for 2024.

I want to thank you again for your continued support and trust in us. We value our partnership and are always working hard to make things better.

Please take a few minutes to watch the video.

Cam Crosbie,
Executive Vice-President, Savings and Retirement Division
Equitable

Posted December 6, 2023

® denotes a trademark of The Equitable Life Insurance Company of Canada.
Make Equitable your first choice for insurance – has just been enhanced! Our popular marketing piece – Make Equitable^® your first choice for insurance (1510) – just got an update with the latest life insurance offerings and our new branding.

It is a great conversation starter that can help…
● Encourage clients to discover the benefits of our insurance solutions.
● Start the life insurance needs conversation.
● Help clients understand the Equitable ‘difference’ – that our full focus is on the interests and well-being of our policyholders.

Learn more by visiting our marketing materials page.

Questions?
Please contact your local wholesaler.

^® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
Equitable can help clients this tax season
It is tax time and clients should be receiving tax slips and deposit receipts by now.

Check out the Tax Slips: A Quick Reference Guide which gives a taxation breakdown by product. Review Insights into Non-Registered Taxation offering a detailed explanation on investment income, and why T3 tax slips generate on non-registered segregated funds.

Do clients have questions about contribution limits? Retirement Income Fund minimums? or Canada pension maximums? Check out Equitable’s handy 2024 Facts & Figures guide.

If you have further questions, please contact your Regional Investment Sales Manager or one of our Client Services Representatives at 1.866.884.7427.

Posted February 23, 2024
[pdf] Protecting the important things in life

Site Search

825 results for MAKEMUR.com son locked up need him home today payment hidden onion go stay hidden anonymous

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.

Learn more

You won’t want to miss it!

Skip the paperwork and get Pre-Authorized Debit requests submitted instantly!

Are you still submitting pre-authorized debit (PAD) requests via fax or email? You could be saving time and effort by using EZtransact^TM instead:

Pick the client's name from your list of clients.

Choose the bank account from a list of pre-filled options.

Have the client e-sign the form.

Hit submit – form is sent to Equitable instantly.

Your MGA office receives a copy at the same time.

No more scanning, saving, uploading, emailing, or faxing.

Get to know EZtransact in time for RRSP season and fast-forward your sales process.

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

We’re pleased to introduce the Equitable Life Master Class webcast series. These webcasts offer compelling topics and unique ideas from leading experts to help you manage and grow your business.

Join Equitable Life along with guest speaker Rob Kochel, Director, Invesco Consulting Group to learn:

· The ESG client connection opportunities.

· The optimal language to use when introducing ESG to a client.

· Four universal communication principles for better client conversations.

· Words to use and words to lose.

You don't want to miss it!

What an exciting year it’s been at Equitable®. And there’s more to come in 2024!

In this short video, I share with you some of the things we’ve done to show our commitment to you in 2023 and some of the great things we’ve got planned for 2024.

I want to thank you again for your continued support and trust in us. We value our partnership and are always working hard to make things better.

Please take a few minutes to watch the video.

Cam Crosbie,
Executive Vice-President, Savings and Retirement Division
Equitable

Site Search

825 results for MAKEMUR.com son locked up need him home today payment hidden onion go stay hidden anonymous

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.

Learn more You won’t want to miss it!

Skip the paperwork and get Pre-Authorized Debit requests submitted instantly! Are you still submitting pre-authorized debit (PAD) requests via fax or email? You could be saving time and effort by using EZtransactTM instead:

Pick the client's name from your list of clients.

Choose the bank account from a list of pre-filled options.

Have the client e-sign the form.

Hit submit – form is sent to Equitable instantly.

Your MGA office receives a copy at the same time.

No more scanning, saving, uploading, emailing, or faxing. Get to know EZtransact in time for RRSP season and fast-forward your sales process.

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

We’re pleased to introduce the Equitable Life Master Class webcast series. These webcasts offer compelling topics and unique ideas from leading experts to help you manage and grow your business.

Join Equitable Life along with guest speaker Rob Kochel, Director, Invesco Consulting Group to learn:

· The ESG client connection opportunities.

· The optimal language to use when introducing ESG to a client.

· Four universal communication principles for better client conversations.

· Words to use and words to lose.

You don't want to miss it!

What an exciting year it’s been at Equitable®. And there’s more to come in 2024!

In this short video, I share with you some of the things we’ve done to show our commitment to you in 2023 and some of the great things we’ve got planned for 2024.

I want to thank you again for your continued support and trust in us. We value our partnership and are always working hard to make things better.

Please take a few minutes to watch the video.

Cam Crosbie, Executive Vice-President, Savings and Retirement Division Equitable

Equitable Life^® continues to spotlight various aspects of our competitive fund lineup and product offerings. This series gives advisors an opportunity to:

Learn more

You won’t want to miss it!

Skip the paperwork and get Pre-Authorized Debit requests submitted instantly!

Are you still submitting pre-authorized debit (PAD) requests via fax or email? You could be saving time and effort by using EZtransact^TM instead:

No more scanning, saving, uploading, emailing, or faxing.

Get to know EZtransact in time for RRSP season and fast-forward your sales process.

Cam Crosbie,
Executive Vice-President, Savings and Retirement Division
Equitable