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Equitable Life Savings & Retirement Webinar Series welcomes Franklin Templeton
In 2021, Equitable Life’s® S&R team will spotlight various aspects of our competitive fund lineup and product offerings. Each webinar in the series will feature a new topic. This series will also give advisors an opportunity to:- learn more about various products and product features,
- hear from industry professionals,
- learn about investment strategies; and so much more.
Join your host Joseph Trozzo, Investment Sales Vice President and Franklin Templeton. Equitable Life is pleased to highlight access to the Bissett Monthly Income and Growth Fund Select, Bissett Canadian Equity Fund and Bissett Dividend Income Fund in the Pivotal Select™ segregated fund line-up.
Learn More
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Equitable Life Savings & Retirement Webinar Series featuring Dynamic Funds
Equitable Life continues to spotlight various aspects of our competitive fund lineup and product offerings. This series gives advisors an opportunity to:
• learn more about various products and product features,
• hear from industry professionals,
• learn about investment strategies; and so much more.
This month, we welcome Bill McLeod, Vice President & Portfolio Manager, Equity Income, from Dynamic Funds. Join us to hear Bill McLeod discuss:
• North American markets in 2022
• Insights on the current positioning and review of the investment process for Dynamic’s Equity Income Fund.
Learn more
Equitable Life is pleased to offer access to five different Dynamic Funds in the Pivotal Select™ segregated fund lineup including the Equitable Life Dynamic Equity Income Fund.
This webcast is available in English only.
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Equitable Life Savings & Retirement Webinar Series welcomes Franklin Templeton
In 2021, Equitable Life’s® S&R team will spotlight various aspects of our competitive fund lineup and product offerings. Each webinar in the series will feature a new topic. This series will also give advisors an opportunity to:- learn more about various products and product features,
- hear from industry professionals,
- learn about investment strategies; and so much more.
Join your host Joseph Trozzo, Investment Sales Vice President and Franklin Templeton. Equitable Life is pleased to highlight access to the Bissett Monthly Income and Growth Fund Select, Bissett Canadian Equity Fund and Bissett Dividend Income Fund in the Pivotal Select™ segregated fund line-up.
Learn More
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EZcomplete now displays Critical Illness insurance premiums
We have exciting news about EquiLiving® Critical Illness EZcomplete® applications. Effective April 22, 2023, EZcomplete will calculate and display critical illness insurance premiums automatically! This will save you time during the application process.
EZcomplete will calculate and show both the yearly and monthly premium amounts as you complete the application – this is similar to other Equitable Life insurance products. This means you do not need to run a separate illustration to determine and input the premium amount into EZcomplete anymore.
To learn more about Critical Illness, the Equitable way, visit our Critical Illness page on EquiNet or contact your local wholesaler.
® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
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A message from Cam Crosbie, EVP, Savings and Retirement, Equitable
What an exciting year it’s been at Equitable®. And there’s more to come in 2024!
In this short video, I share with you some of the things we’ve done to show our commitment to you in 2023 and some of the great things we’ve got planned for 2024.
I want to thank you again for your continued support and trust in us. We value our partnership and are always working hard to make things better.
Please take a few minutes to watch the video.
Cam Crosbie,
Executive Vice-President, Savings and Retirement Division
Equitable
Posted December 6, 2023® denotes a trademark of The Equitable Life Insurance Company of Canada.
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Equitable.ca gets a fresh new look
We’re excited to introduce you to our refreshed Equitable.ca, marking another milestone in our ongoing commitment to elevate the Equitable brand and enhance your digital experience.
This upgrade is part of a broader initiative to update all our digital properties, making every interaction with Equitable easier, more intuitive, and more rewarding.
Our strengthened online presence is designed to reinforce our partnership with you and highlight the value of the independent advice you provide to Canadians.
By investing in these improvements, we’re driving brand awareness at a scale that’s unprecedented for our company.
We remain dedicated to making it simpler and more efficient to do business with us—today and into the future. Stay tuned for more updates as we continue to innovate and invest in your experience. -
A message from Cam Crosbie
It's been another exciting year of growth at Equitable and there's more to come in 2026!
In this short video, I review a few of our 2025 milestones and share with you some of the great things we've got planned for 2026. I want to thank you again for your support and trust in us. We value our partnership and will continue to strive to deliver exceptional experiences for advisors and clients.
Please take a few minutes to watch the video.
Wishing you continued success,
Cam Crosbie, Exectuive Vice-President, Individual Wealth
Equitable -
A message from Cam Crosbie
It's been another exciting year of growth at Equitable and there's more to come in 2026!
In this short video, I review a few of our 2025 milestones and share with you some of the great things we've got planned for 2026. I want to thank you again for your support and trust in us. We value our partnership and will continue to strive to deliver exceptional experiences for advisors and clients.
Please take a few minutes to watch the video.
Wishing you continued success,
Cam Crosbie, Exectuive Vice-President, Individual Wealth
Equitable - Step Up Your Wealth Qualification Requirements
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