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1. Now is a great time to look at bonds Bonds have a place in every investment portfolio. They help preserve capital and they offer predictable income. They help diversify portfolios and offer protection from both inflation and a volatile stock market.
    
   Over the past few years interest rates have been rising, which has created a great opportunity for bonds and bond funds. Rising interest rates have lowered the price of existing bonds and increased both the coupon rates for new bonds and yields on existing bonds. Plus, rising rates also create opportunities for capital gains if interest rates fall.
    
   Pivotal Select™ offers four great bond funds to help you diversify client assets. Three of the funds cover North American bonds, and one has a global focus. Learn more about these funds by visiting Equitable’s Fund Overview and Performance website.
    
   To learn why now might be the right time to revisit bonds for clients’ portfolios and more information about our funds, please contact your Director, Investment Sales.
    
   Also, if you missed the Equitable webcast, “Is it time to revisit bonds?” catch up On-Demand.
   
   Date posted: May 16, 2024
2. New! Digital Beneficiary Changes – for advisors In July, Equitable^® launched a new Digital Beneficiary Change Request option for life insurance clients using Client Access. 
   
   We have just updated this process for advisors. You can now submit digital beneficiary change requests for eligible clients using Policy Inquiry. No forms needed!
   
   It’s easy! Just log in to EquiNet^®, then select Policy Inquiry from the Menu bar. 
   
   This simple process is another step in our journey towards enhancing your experience of working with us.
   
   
   
   
   
   
   
   
   
   
   Which plans are eligible*?
    

   Eligible	Not eligible
   Individually or jointly owned plans with revocable beneficiary designations.	Plans with irrevocable or preferred beneficiaries.
   Plans where all policy owners are living outside Quebec.	Plans with policy owners living in Quebec.

   
   *These eligibility rules apply to requests made online by both clients and advisors. 
   
   Our previous ‘manual’ process (using form #671BCF) continues to be available for those who prefer that option.
   
   Learn more
   Please contact your Equitable wholesaler for more details.

   
   
   
   ^® or ^TM denotes a trademark of The Equitable Life Insurance Company of Canada.

3. 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 forecasts
   Special 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
4. Replacement Procedures- LIRD and Written Analysis
5. Smoker to Non Smoker
6. Smoker to Non Smoker
7. Change to the Equitable Life Active Balanced Income Fund effective July 1, 2025 We’re making a small change to the Equitable Life Active Balanced Income Fund. The fund’s investment split was previously 50/50 between stocks (equities) and bonds (fixed income). As of July 1, the split changed to 40% stocks and 60% bonds.
   
   Clients invested in the Equitable Life Active Balanced Income Fund will be notified of this change via their statement.
   
   Why this change matters:
   This change ensures the three Equitable Life Active Balanced funds are better differentiated from each other, covering a wider range of client needs.

   Fund Name	Before July 1 Equities / Fixed Income	On and after July 1 Equities / Fixed Income
   Equitable Life Active Balanced Income Fund	50/50	40/60
   Equitable Life Active Balanced Fund	55/45	No change
   Equitable Life Active Balanced Growth Fund	70/30	No change

   
   The funds’ risk levels and investment categories remain the same.
   
    If you have any questions, feel free to reach out to your Director, Investment Sales.
   
   Date posted: July 28, 2025
8. Switches and surrenders
9. About
10. Will Equitable Life sponsor an advisor?