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  1. [pdf] Shareholder Borrowing Checklist
  2. First Home Savings Account Webcast

    Join us for the Equitable Life® First Home Savings Account (FHSA) webcast to learn:

    • • Who is eligible

    • • Contribution limits

    • • Making withdrawals

    • • How FHSA compares to an RSP and TFSA

    • • Practical applications

     
    Help make a client’s dream of homeownership a reality.  

    Learn more

     

    Posted September 14, 2023

    Continuing Education Credits
    This webinar has been accredited for 1.00 Life continuing education (CE) credit with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. 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
     
  3. [pdf] EquiLiving Claims Experience
  4. [pdf] Charitable giving through life insurance
  5. [pdf] Children's CI - Forced Savings for Education
  6. [pdf] Equimax & Term Certain Annuity Package
  7. Retirement Income Fund & Life Income Fund
  8. Ride the wave this RSP season with Equitable Life


    You can't stop the RSP wave. But you can ride it. Ride the wave this RSP season with tools that make it easy to complete applications and deposits online - only from Equitable Life.

    Learn more.

     
     
  9. Can an advisor transfer their contract under another MGA?
  10. CI Path to Success