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Equitable Life Savings & Retirement Webinar Series welcomes Equitable Asset Management Group
In 2021, Equitable Life’s® S&R team will spotlight various aspects of our competitive fund lineup and product offerings. Each webinar in the series will feature a new topic. This series will also give 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 David Irwin, Director, Portfolio Management and Client Relations, Equitable Life of Canada.
Please join us to hear David Irwin discuss the state of markets today, what key risks investors are focused on, and how the Equitable Life Active Segregated Fund lineup is positioned.Learn More
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Equitable Life Savings & Retirement Webinar Series features Payout Annuities
In 2021, Equitable Life’s S&R team will spotlight various aspects of our competitive fund line up and product offerings. Each webinar in the series will feature a new topic. The series will also give advisors an opportunity to:
- learn more about various 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 as he welcomes Nicole Lemon, Product Manager, Savings and Retirement, Equitable Life of Canada for a discussion on Equitable Life’s Payout Annuities.
Learn more -
Equitable Life Savings & Retirement Webinar Series welcomes Franklin Templeton
In 2021, Equitable Life’s® S&R team will spotlight various aspects of our competitive fund lineup and product offerings. Each webinar in the series will feature a new topic. This series will also give advisors an opportunity to:- learn more about various 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 and Franklin Templeton. Equitable Life is pleased to highlight access to the Bissett Monthly Income and Growth Fund Select, Bissett Canadian Equity Fund and Bissett Dividend Income Fund in the Pivotal Select™ segregated fund line-up.
Learn More
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Equitable Life of Canada Fall Roadshow - Savings & Retirement
Equitable Life® recently completed a successful roadshow in four major Canadian cities. We know that not all advisors were able to attend in person. That's why, we are inviting you to join us for a VIRTUAL ROADSHOW SESSION. Equitable Life, Invesco and S&P Dow Jones Indices will bring you insights, updates, and information on our new segregated fund lineup and more.Learn more
During our virtual session, you will hear from
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Cam Crosbie
Vice President, Savings & Retirement
Equitable Life of Canada
Scott Stobo
Director, Product Development, Savings & Retirement
Equitable Life of Canada
Marcus Berry
Vice President, ETF Specialist
Invesco
Brent Kopp
Senior Director, Wealth Management Channel
S&P Dow Jones Indices
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Equitable Life Savings & Retirement Webinar Series featuring Payout Annuities.
This month, Equitable Life is featuring a discussion on Payout Annuities. Hear why payout annuities provide a guaranteed income that is worry-free and receive insights into how a payout annuity can fit into a client’s retirement plan.
Join your host, Shannon Labby, Regional Vice President, National Investment Sales as she welcomes Nicole Lemon, Product Manager, Savings and Retirement, Equitable Life of Canada for a discussion on Equitable Life’s Payout Annuities.
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. -
Is it time to revisit bonds?
You see the interest rate predictions and talk of inflation in the news every day. What should clients do? Is it time to consider bonds?
Join our webcast with Darcy Briggs, Senior Vice-President, Portfolio Manager, of the Franklin Canadian Core Plus Bond Fund, for insights on the impacts of interest rates and inflation movement on bond portfolios and how to navigate during this time of uncertainty.
Darcy and the team skillfully combine Canadian core bonds with non-core fixed income opportunities to create a solution that is built around a foundation of high-quality Canadian bonds. They opportunistically add “off benchmark” securities for added yield and diversification.
You don’t want to miss it.Learn more
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: April 25, 2024 -
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 - Preferred life insurance solutions - corporations
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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 forecastsSpecial 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