Site Search
252 results for open today MAKEMUR.COM hire cops to arrest someone
-
Deposits to the Fidelity Special Situations mutual fund are being limited but the segregated fund is
Fidelity Investments® recently said they would no longer accept deposits from new investors into the Fidelity® Special Situations Fund. This notice however does not affect Equitable Life® clients.
The Special Situations Fund will continue to be open to new and existing Equitable Life clients. This includes clients with Pivotal Select™, Pivotal Solutions* or Personal Investment Portfolio segregated funds contracts.
Why is Fidelity limiting access to the mutual fund?
This award-winning mutual fund has grown significantly and now has $3.6 billion of managed assets. To preserve the integrity of the fund’s investment strategy, Fidelity® decided to limit inflows to the fund. Limiting the amount of managed assets held within the fund allows the fund’s portfolio manager to focus on what he does best - finding special situation investment opportunities and capitalizing on positive change within companies and industries across Canada and around the world.
If you like the Special Situations mutual fund, you will value the Equitable Life Fidelity® Special Situations segregated fund. Segregated funds are similar to mutual funds but offer different features and guarantees. To learn about these features, check out the Investment Advantage. To learn more about the Special Situations segregated fund, click here.
For more information about Equitable Life’s segregated funds, speak to your Regional Investment Sales Manager or visit our segregated funds page on EquiNet®.
References:
Fidelity’s press release announcing the limited fund closure
Fidelity® Special Situations portfolio management strategy, webinar featuring Mark Schmehl, Portfolio Manager.
*No Load, Deferred Sales Charge, Pivotal Solutions II
® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada, except as noted below.
Fidelity and Fidelity Investments are registered trademarks of 483A Bay Street Holdings LP. Used with permission. -
Equitable's Fresh Outlook DIA/GIA Contest
The recent launches of Equitable’s Daily Interest Account (DIA) and Guaranteed Interest Account (GIA) this summer have caused a bit of a buzz. So much so that we are launching Equitable’s Fresh Outlook DIA/GIA Contest.
That’s right. To celebrate our fresh client-focused approach within a digital business solution, Equitable® is giving advisors a chance to win a prize of one $1,000 gift card.
Between August 1, 2024 and October 31, 2024, every time advisors use Equitable’s EZcomplete® online application platform to submit a client's complete DIA/GIA application they will automatically be entered into the Fresh Outlook DIA/GIA Contest.
Equitable is committed to offering valuable guaranteed investment solutions in a competitive market. Our fresh approach to guaranteed investing makes Equitable’s Daily Interest Account or Guaranteed Interest Account an easy choice.
Speak to your Director, Investment Sales to learn more.
® or TM denotes a registered trademark of The Equitable Life Insurance Company of Canada.
Fresh Outlook DIA/GIA Contest: No purchase necessary. Contest period is August 1, 2024 to October 31, 2024. One (1) prize to be awarded for a total value of $1,000 CAD. Correct answer to mathematical skill-testing question required to win. Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible Entries received during the Contest Period. For full contest rules, including no-purchase method of entry, see full contest rules.
Date posted: August 1, 2024 -
Clients could win $5,000 in Equitable’s New Year’s Resolution, New Year’s Contribution Contest!
Equitable® wants to help clients achieve their financial goals in 2024.If they win, you win! The draw will be held March 20, 2024.
Clients could win $5,000 and you could win $1,000 in Equitable’s New Year’s Resolution, New Year’s Contribution Contest.
How it works:
The client makes a contribution between January 1 and February 29, 2024 to one or more of these accounts:
Equitable is dedicated to offering clients the products, the services, and the choices that best suit their needs. We provide multiple sales charge options, three distinct guarantee classes, and a diverse selection of investment funds.
Speak to your Regional Investment Sales Manager to learn more.
Posted: December 14, 2023
® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
Equitable’s New Year’s Resolution, New Year’s Contribution Contest: No purchase necessary. Contest period January 1, 2024, to February 29, 2024. Enter by making a deposit to an Equitable FHSA, TFSA or RRSP during the contest period or by submitting a no-purchase entry. One prize for a total value of $5,000 CAD to be drawn on March 8, 2024, will be awarded. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner and will receive a $1,000 CAD prize. For example, if an Equitable client is a winner of the $5,000 prize, the client’s servicing advisor wins a $1,000 prize. Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible Entries received during the Contest Period. For full contest rules, including no-purchase method of entry, see the full contest rules. - Path to Success Module 3
-
Total Cost Conversation — Navigating Client Relationship Model Phase 3 (CRM3) with clients
Discover how to navigate CRM3 conversations to build trust, clarity and stronger client relationships.
Join our May Master Class, featuring Invesco Global Consulting’s Program “Total Cost Conversation — Navigating Client Relationship Model Phase 3 (CRM3) with clients.”
Total Cost Reporting with CRM3 will become mandatory on client statements in January 2027 and now is the right time to start the conversation. This session will help you speak clearly and confidently with clients about what’s changing, using language that builds trust and understanding.
In this session, Invesco will explore:- What to say about CRM3 and how to explain it in a way clients understand.
- How trust differs across generations, including Boomers, Gen X and Millennials.
- How to clearly communicate and reinforce your value to clients.
- Learn practical ways to build trust and confidence when discussing CRM3 with clients.
- Support client conversations with greater transparency and clarity.
- Gain access to a research‑based script to open discussions about Total Cost Reporting.
Learn more -
Submit transfer forms automatically with EZcomplete!
Save time, effort and the hassles of transfer forms with EZcomplete®!
With EZcomplete you can now automatically submit transfer forms to the relinquishing institution online quickly and easily.*
1. Pick the name of the relinquishing institution
2. Choose the e-signature option
3. Save the transfer form for your records
Easy as 1-2-3!
Want to take EZcomplete for a test drive?
Play around in the sandbox with a demo client account.Ready to start with the real thing?
Submit your transfer form request today.
Take me to the sandbox Take me to EZcomplete
* Available for e-signatures only
® denotes a trademark of The Equitable Life Insurance Company of Canada.
December 6, 2022
-
Submit transfer forms automatically with EZcomplete!
Save time, effort and the hassles of transfer forms with EZcomplete®!
With EZcomplete you can now automatically submit transfer forms to the relinquishing institution online quickly and easily.*
1. Pick the name of the relinquishing institution
2. Choose the e-signature option
3. Save the transfer form for your records
Easy as 1-2-3!
Want to take EZcomplete for a test drive?
Play around in the sandbox with a demo client account.Ready to start with the real thing?
Submit your transfer form request today.
Take me to the sandbox Take me to EZcomplete
* Available for e-signatures only
® denotes a trademark of The Equitable Life Insurance Company of Canada.
December 6, 2022
-
Are your clients looking for more Tax-Free Savings Account contribution room?
Good news! With the start of the new year comes new additional contribution room. And to make it even better the Government of Canada increased the annual contribution limit. Effective January 1, 2023, the annual limit goes from $6,000.00 to $6,500.00.
A Tax-Free Savings Account is a great option for clients to grow their savings with the flexibility to access their money when they need it, before or during retirement. Encourage your clients to start saving today!
For more information on the options available, please click here.
Posted: January 3, 2023 -
EQUIMAX PARTICIPATING WHOLE LIFE – your whole life solution
Recently, we made some exciting changes for Equimax Estate Builder® and Equimax Wealth Accumulator®.
These exciting enhancements launched in February make Equimax even more robust, simpler and cost effective, to ensure it continues to be the preferred participating whole life solution for clients and advisors alike.
Visit our splash page and watch our informative video to learn more and start selling the enhanced Equimax today.
Plus, visit our Equimax product page on EquiNet®, then click on the Marketing Materials tab for the latest Equimax marketing materials.
Need more information? Please contact your local wholesaler.
® and TM denote trademarks of The Equitable Life Insurance Company of Canada. -
Get Client Focused: Turning Compliance into Your Advantage
Join Equitable Life and guest speaker, April-Lynn Levitt, CFP, Business Coach, The Personal Coach, to learn how to be compliant in today’s environment and create client-focused review meetings:
• Understand the new requirements and the best practices for implementing the new requirements into your practice.
• Go beyond “ticking the boxes” to build an exceptional client experience.
• Learn to use your review process to stimulate referrals and update compliance documents seamlessly.
We are pleased to provide you with a recorded version of April-Lynn Levitt’s presentation, “Get Client Focused: Turning Compliance into Your Advantage” click here
This webinar is available in English only.
® denote trademarks of The Equitable Life Insurance Company of Canada.
Posted June 6, 2023