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  1. And the Equitable FHSA Contests winners are... Equitable® is proud to be the first insurance company to offer a First Home Savings Account (FHSA) to Canadians.  
     
    Since launch in September 2023, we have received an incredible response to Equitable’s FHSA, available on Pivotal Select™ Investment Class (75/75) and Pivotal Select Estate Class (75/100).
     
    As part of this historic launch, we offered contests for clients to win $8,000 towards their 2024 FHSA contribution, with their advisor winning $2,000. We’ve now completed the draws and are thrilled to announce the following winners:
     
    January 16, 2024, draw:
    Client: Jagan A., ON
    Advisor: Krupa P., ON
     
    February 13, 2024, draw:
    Client: Pawandeep K., ON
    Advisor: Jaskaranjit S., ON
     
    Congratulations to our winners! It warms our hearts to know we are helping Canadians save for their first home.  
     
    From all of us at Equitable, thank you for your trust and partnership.
     
    ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.

    Date Posted: March 13, 2024
  2. And the winners of Equitable’s New Year’s Resolution, New Year’s Contribution Contest are…

    A big thank you for making  Equitable’s New Year’s Resolution, New Year’s Contribution contest a huge success.  

    Clients who made a contribution between January 1 and February 29, 2024, to their Registered Retirement Savings Plan (RRSP), Tax-Free Savings Account (TFSA) or First Home Savings Account (FHSA) could win $5,000 and the advisor could win $1,000.
     
    As a special thank you to our clients and wonderful advisor partners we’ve tripled the fun and appreciation to three prizes.

     We’ve now completed the draws and are thrilled to announce the following winners:

    • Client: Winnie C., Ontario
      Advisor: Rebecca M., Ontario

    • Client: Eunice D., Alberta
      Advisor: Diamond O., Alberta

    • Client: Loyda A., Alberta
      Advisor: Michael V., Alberta

    Congratulations to our winners!  

    From all of us at Equitable, thank you for your trust and partnership.

    Date posted: April 24, 2024
     
    ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.  

  3. [pdf] Segregated Funds and Estate Planning
  4. [pdf] A Retirement Savings Plan is just as relevant now as it was over 60 years ago
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  6. Online Annuity Quotation
  7. EquiNet email verification starting October 21


    Starting October 21, 2023, advisors will be asked to verify or update the email we have on file when logging into EquiNet®.  The purpose of verifying your email address is to enable multi-factor authentication in the future and enhance advisor communications based on accurate email addresses.

    Instructions:

    1. Log into EquiNet with your username and password.

    2. You will be redirected to the "Verify Email" page. Choose to verify or update your email address.

    3. Check your email for the verification link.

    4. In the email select "Verify Email" within 24 hours of receiving the email.

    5. Once you have verified your email and are logged into EquiNet, you will return to the EquiNet home screen and a success message will display.

    6. You will receive a confirmation email that you have verified your email address.


     Thank you for your cooperation.

    ® denote trademarks of The Equitable Life Insurance Company of Canada.

    Posted October 4, 2023
  8. [pdf] David Hutchinson Bio
  9. Individual insurance communications at Equitable are changing
    Out with the old and in with the new … in phases. Less than one year after the launch of our bold brand redesign, we are refreshing Equitable® individual insurance client letter communications. The updated letters are an opportunity to show more than our new logo. It’s about showing clients that we are here to listen and support them every step of the way.

    This fresh approach to client communication delivers greater personalization that evolves with each client’s needs. Adopting a more inclusive and conversational tone means clients will stay well informed with clarity, so they can understand their insurance policies and the claims process better. Consistent communication across their insurance journey with Equitable reinforces how much we value their trust in us to support their financial needs.

    Other notable changes you can expect to see over the next year include:
    ● Graphic icons
    ● Scannable content
    ● Simplified layouts
    ● Visual financial data

    The rollout of new letters begins this fall. As always, you can access a copy of your clients’ letters on EquiNet®.

    Questions or want to share feedback? Talk to your Equitable wholesaler today!





    ® or TM denote trademarks of The Equitable Life Insurance Company of Canada.
  10. 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