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  1. Marketing materials
  2. New re-branded Application for Life and CI Insurance (Form 350)
    We are excited to announce that as of December 7th, 2024, our new re-branded Application for Life and CI Insurance (Form 350) is available on EquiNet® Individual Insurance>Forms.

    We will continue to accept the previous version of the Application for Life and CI Insurance (Form 350) dated May 2023.

    Once  your current supply is depleted, you can order the new application version dated November 2024 from our Supply department using form 1390 Supply Order Form (Life and Health).
  3. Calming client fears about inflation and market volatility
    Watch any news report or read any social media feed and you will see stories about inflation and market volatility. Inflation is one of the reasons that investing in equities is important - they can help to provide long-term returns that offset the effects of inflation. Help your clients stay on track during periods of market volatility and elevated inflation by following a few key investment strategies.

    Time diversification through dollar-cost averaging
    Volatile markets can provide opportunities. While your client may be skeptical, remind them about the benefits of dollar-cost averaging. Dollar-cost averaging adds time diversification, meaning your client buys into the market at different points in time. Regular investing can even allow your client to see growth during times of volatility. To learn more, click here.

    It is time in the markets, not timing the markets that works long-term
    Investing for the long-term allows your client to ride the waves of the investment market. The S&P/TSX Composite Index, for example, has had a compound annual return of approximately 7.8% over the past 25 years.[1]  These returns account for the most recent financial crisis and the dot-com bubble.  Previous market declines have offered buying opportunities for clients who have funds to invest. To learn more, click here.

    Keep your clients invested with segregated funds
    Segregated funds, like Equitable Life’s® Pivotal Select™, offer additional benefits beyond those offered by mutual funds and Exchange Traded Funds. Segregated fund guarantees (maturity and death) can protect your clients’ money during periods of market stress. A segregated fund guarantee will provide your client with the better of the guaranteed amount or the market value at the maturity date or date of death. A Pivotal Select segregated fund guarantee can give your client the confidence to stay invested during market uncertainty. To learn more about using Equitable Life’s segregated funds to keep your client invested, click here.

    To learn more about the advantages of investing with Equitable Life, click here.

    ® Denotes a trademark of The Equitable Life Insurance Company of Canada.
     
    [1]  Annualized S&P/TSX Composite total return from January 3, 1995, to February 28, 2020.
  4. Compliance Resources
  5. Equitable Life presents a conversation with Equitable Asset Management Group

    Did you miss our recent webcast with Equitable Asset Management Group’s Dave Irwin? Did you want to watch it again? Click here to access the On Demand presentation.


    Summary

    After a record-breaking descent into bear market territory, equity markets have since undergone an unprecedented recovery despite the continued negative economic impacts of COVID-19. With market performance seemingly at odds with the outlook for corporate profits and recessionary calls from economists, what can possibly explain the optimistic tone of the market and is it justified? Please join us to hear David Irwin, Director, Portfolio Management and Client Relations share some insight into the current environment, key market drivers and policy responses to help put market performance in context.

    Don’t miss your opportunity to also hear about Equitable’s Active Portfolios and recent No Load CB sales charge option.


    Please note that this webcast is open to advisors only. Be advised this webcast is available in English only. We will not be seeking any Continuing Education credits for this webcast.
  6. A good time to look at the Equitable Money Market Fund Whether clients are looking for a short-term cash savings solution or are interested in funding a dollar cost averaging strategy, the Equitable Money Market fund may be an ideal solution.

    With a current yield to maturity of 1.45%*, the fund provides maximum income through short-term investments consistent with preservation of capital and liquidity. 

    And advisors earn the full commission upon deposit on funds used for a dollar cost averaging strategy.

    For more information check out Equitable Money Market Fund or contact your Director, Investment Sales.

    * As of May 22, 2026, net of fees. Applicable to Pivotal Select and Equitable GIF contracts. Yield to Maturity: The market value weighted average yield to maturity includes the coupon payments and any capital gain or loss that the investor will realize by holding the bonds to maturity.

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

    Date posted: June 1, 2026
     
  7. [pdf] Retirement Realities
  8. Marketing Materials
  9. Marketing Materials
  10. Marketing Materials