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THREE new ways to help make your Savings & Retirement business run smoother
As of August 20, 2022, EZcomplete® will include several new features that allow applications to be completed faster and easier:

1. Prefilled Fund Transfer Form
The transfer form will be generated with the information from EZcomplete and included in the EZcomplete signing package, saving you time.

2. Client eSignature Audit History and Document Download
If you choose the e-signature option for the client, you’ll be able to download a copy of the e-signed transfer forms and the signature audit history.

3. Email the Client Contract Info and Fund Facts Before Signing
You'll now be able to email Point of Sale materials (Contract & Info Folder and Fund Facts) to clients before they provide their e-signature.

Log in to EZcomplete today!

Speak to your Regional Investment Sales Manager to learn more!
Equitable Life of Canada Fall Roadshow - Savings & Retirement

Equitable Life^® recently completed a successful roadshow in four major Canadian cities. We know that not all advisors were able to attend in person. That's why, we are inviting you to join us for a VIRTUAL ROADSHOW SESSION. Equitable Life, Invesco and S&P Dow Jones Indices will bring you insights, updates, and information on our new segregated fund lineup and more.

Learn more

During our virtual session, you will hear from

Cam Crosbie
Vice President, Savings & Retirement
Equitable Life of Canada

Scott Stobo
Director, Product Development, Savings & Retirement
Equitable Life of Canada

Marcus Berry
Vice President, ETF Specialist
Invesco

Brent Kopp
Senior Director, Wealth Management Channel
S&P Dow Jones Indices
Equitable Life presents “Opportunities and risks in the current investment landscape” featuring Davi If you missed the live webcast, “Opportunities and risks in the current investment landscape” with David Irwin from Equitable Life, catch up On-Demand.
Learn more

Continuing Education Credits
This webinar has been submitted for continuing education (CE) approval with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. Upon approval, you will be sent an email notification to come back to the webinar presentation console to download your personalized certificate from the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. This webcast is available in English only.

Date posted: March 15, 2023

® denote trademarks of The Equitable Life Insurance Company of Canada.
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.
Join your Equitable Savings & Retirement Operations team for valuable tips and tricks You’re invited to our next Equitable^® Savings & Retirement Operations webcast, offering compelling topics and unique ideas to help you manage and grow your business.

Join your host, Shannon Labby, Investment Sales Vice President, Equitable, along side Heather Boniface, Director, Client & Partner Operations, Lisa Zidar and Lisa Litt, Product Owners, Savings & Retirement Digital Experience.

Your Equitable Operations team will share:

• Key dates to keep you on track for RRSP & tax season.

• Important initiatives within their respective teams.

• Overviews of functionality and enhancements for EZcomplete® and EZtransact®

• Valuable tips and tricks to ensure your continued success in the field.

Learn more

Continuing Education Credits
Continuing Education Credits are not available for this webcast. This webcast is available in English only.

Date posted: October 17, 2024
Understanding Life Insurance Replacements at Equitable All provinces require completion of a life insurance replacement declaration (LIRD) or equivalent form if intending to replace an existing insurance contract with a new one. The LIRD helps clients think carefully before terminating their existing policy. It contains important questions for them to consider.

When do you need to send a LIRD to Equitable^®?

Refer to our: LIRD requirements by province

Equitable needs to receive the LIRD only in provinces where it is mandated. Please check the province-specific requirements (linked above).

If a client is replacing a life insurance contract with a new one with us, and the owner lives in one of the specified provinces, the LIRD must be sent to Equitable with the application. It should include a written explanation of the questions reviewed with the client and must be signed and dated.

Important reminder: While you will always complete a LIRD, do not submit the LIRD unless we require it. Doing so may delay the new business process.

Note: The LIRD does not terminate the original policy; it indicates intent to do so.

Questions? Please contact your local Equitable wholesaler if you need additional information.

^® or ^TM denotes a trademark of The Equitable Life Insurance Company of Canada.
Introducing Equitable Guaranteed Investment Funds

We’re excited to introduce the next evolution of the product advisors know and trust most. You made segregated funds our #1 wealth solution. Now, we’ve made it even better with enhancements designed to help power your growth and help deliver even more value to clients.

Discover Equitable Guaranteed Investment Funds™
- More choice & flexibility when it comes to our investment fund lineup
- Better pricing advantages including the option for clients to group account values together within a household
- New features & tools like asset rebalancing to make portfolio management easier
Individual Wealth is in growth mode — and advisors like you are the reason why.

If you were already offering our segregated funds to clients or were on the fence about segregated funds altogether, there’s never been a better time to explore Equitable Guaranteed Investment Funds.

Have questions or want a walkthrough? Our team is here to support your success every step of the way. Meet the team.
Continuing Education
Join us for our first Equitable Life Master Class webcast

We’re pleased to introduce the Equitable Life Master Class webcast series. These webcasts offer compelling topics and unique ideas from leading experts to help you manage and grow your business.

Join Equitable Life along with guest speaker Rob Kochel, Director, Invesco Consulting Group to learn:

· The ESG client connection opportunities.

· The optimal language to use when introducing ESG to a client.

· Four universal communication principles for better client conversations.

· Words to use and words to lose.

You don't want to miss it!

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

Posted January 25, 2023
Guaranteed Interest Account Application version update
Equitable® Guaranteed Interest Account applications with a version date prior to 2023/09/01 (located on the bottom right-hand corner of the application) will no longer be accepted after December 31, 2023. If you currently have applications with a date that is before 2023/09/01, please destroy them and download digital applications from EquiNet® or order paper applications from our Supply Team.

If you have any other questions, contact your Regional Investment Sales Manager or Equitable’s Advisor Services Team, Monday to Friday from 8:30 a.m. to 7:30 p.m. at 1.866.884.7427 or email savingsretirement@equitable.ca

Posted December 13, 2023

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