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  8. 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
  9. Competitive GIA rates and more!
    With many bond funds declining in value over the past year, clients are looking for fixed income alternatives to reduce portfolio risk while providing a principal guarantee and an attractive interest rate.  

    Equitable Life® Guaranteed Interest Account (GIA) investment options are ideal for clients who want to create an emergency fund or save for a special purchase. And we’ve recently increased interest rates to make our GIA options even more competitive! 
     
    A few reasons to consider Equitable Life for your GIA business:
    • The GIA advantage – a life insurance contract can provide many estate planning benefits.
    • Industry-leading compensation – we currently pay 40bps of commission per year of term.1 Many competitors only offer 20 – 25bps per year of term.2
    • Cashable option3 – allows clients to access their money in case of unexpected circumstances. Not many competitors offer this feature.2
    • Advisor rate discretion – advisors can forego up to 40bps of commission for an equal increase in interest rate, making our great rates even better.
    • Step Up Your Wealth Sales program – 100% of GIA net deposits4 are used to calculate the 0.75% bonus commission earned on net deposits for 2022.
    • Win-Win – our GIAs allow you to give the client a better interest rate while still earning a good commission.
     
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    For more information, please contact your Equitable Life Regional Investment Sales Manager.
     
     
     
    1 Equitable Life commission rates as at May 19, 2022.
    2 Competitive information as at November 20, 2021; Equitable Life does not guarantee the accuracy of competitive information.
    3 Withdrawals made prior to the maturity date will be subject to a market value adjustment and may be subject to tax.
    4 All eligible deposits, sales, and redemptions occurring between January 1 and December 31, 2022, will be used to calculate an advisor’s 2022 net deposits.
     
    ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
     
     
  10. Competitive GIA rates and more!
    With many bond funds declining in value over the past year, clients are looking for fixed income alternatives to reduce portfolio risk while providing a principal guarantee and an attractive interest rate.  

    Equitable Life® Guaranteed Interest Account (GIA) investment options are ideal for clients who want to create an emergency fund or save for a special purchase. And we’ve recently increased interest rates to make our GIA options even more competitive! 
     
    A few reasons to consider Equitable Life for your GIA business:
    • The GIA advantage – a life insurance contract can provide many estate planning benefits.
    • Industry-leading compensation – we currently pay 40bps of commission per year of term.1 Many competitors only offer 20 – 25bps per year of term.2
    • Cashable option3 – allows clients to access their money in case of unexpected circumstances. Not many competitors offer this feature.2
    • Advisor rate discretion – advisors can forego up to 40bps of commission for an equal increase in interest rate, making our great rates even better.
    • Win-Win – our GIAs allow you to give the client a better interest rate while still earning a good commission.
     
    button.png
     
    For more information, please contact your Equitable Life Regional Investment Sales Manager.
     
      
    1 Equitable Life commission rates as at May 19, 2022.
    2 Competitive information as at November 20, 2021; Equitable Life does not guarantee the accuracy of competitive information.
    3 Withdrawals made prior to the maturity date will be subject to a market value adjustment and may be subject to tax.
     
    ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.