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1. Equitable Life is making changes to its Pivotal Select Fund lineup
   On June 7, 2021, Equitable Life® will be launching new funds to the Pivotal Select™ segregated funds lineup. The new funds include: 
    
   1.            Mackenzie Global Strategic Income Fund
   2.            Fidelity® Special Situations Fund
   3.            Fidelity® Tactical Asset Allocation Income Portfolio
   4.            Fidelity® Tactical Asset Allocation Balanced Portfolio
   5.            Fidelity® Tactical Asset Allocation Growth Portfolio
    
   At Equitable Life, we pride ourselves on offering quality products. This means always reviewing our investment fund lineup. The reasons for this change are to create greater focus on investment offerings, and enhanced investment choices for you and your clients.
    
   Watch your email over the next few weeks for more details about Fidelity Investments and Mackenzie Investments, including two upcoming webcasts.   
    

   Fidelity and Fidelity Investments are registered trademarks of 483A Bay Street Holdings LP. Used with permission.

   Equitable Life and Pivotal Select are trademarks of The Equitable Life Insurance Company of Canada.

2. NEW Process for Applications for Term Conversion to Equimax with Excelerator Deposit Option (EDO) Great news! We are now allowing term conversions to Equimax with EDO with no additional underwriting provided the maximum net amount at risk (NAAR) for the new Equimax policy does not exceed the Term coverage amount being converted. 
    
   We have created an easy-to-use Excel worksheet (1616 worksheet) to help you confirm that the conversion to Equimax with EDO satisfies the NAAR requirement and will assist you with properly completing the Application for Term Conversion (Form 1616). This worksheet is only for use in situations where the term coverage is to be converted to Equimax with EDO and must be submitted along with the signed illustration and completed Application for Term Conversion. The maximum NAAR can be found on the Underwriting page of the illustration report.
    
   The signed Equimax illustration, application and term conversion worksheet should be sent to: inforcelifemail@equitable.ca.
    
   Resources can be found on Equinet:
   • 1616 Application for Term Conversion
   • 1616 Term Conversion Guide
   • 1616 Worksheet
3. Kickoff 2022 Webcast Equitable Life's Savings & Retirement team is hosting a digital fireside chat with members from the leadership team. Join us to hear Fabien Jeudy, President and Chief Executive Officer and Cam Crosbie, Vice-President, Savings and Retirement share their perspectives of the industry, their future vision for Equitable Life, and the Savings & Retirement division.
    
   We will also hear from Tawnya Duxbury, Director, Savings & Retirement Operations and Projects as she shares how her operations team has equipped themselves to provide industry leading service.
    
   Last but not least, we have invited guest speaker Larry Distillio, Assistant Vice-President Practice Management, Mackenzie Investments to discuss "Mastering your Mind to Increase your Bottom Line”. * Larry helps advisors learn how to avoid self-sabotaging behaviours such as procrastination, worry and avoidance while minimizing emotional stress. This is a session not to be missed.
    
   Learn More
    
   *We will be seeking Continuing Education credits for Larry Distillio's portion of this webcast.
4. 7% No Load CB5 Initial Commission - Limited Time Offer!

   
   For a limited time only, Equitable Life^® is pleased to announce an increase to the CB5 sales option initial commission from 5.6% to 7.0% on Pivotal Select™ segregated funds. The 7% initial commission is effective from May 20 to August 31, 2022 only.* 
   
   
   
   Equitable Life is committed to offering advisors and clients product, service, and feature choices that best suit their needs. We are pleased to offer multiple sales charge options, three distinct guarantee classes, and a diverse selection of investment funds to align with advisors’ and clients’ unique needs.
    
   For more information, please contact your Equitable Life Regional Investment Sales Manager.

    

   * Increased initial commission does not apply to pre-existing PADs. Equitable Life reserves the right to end the campaign, at any time and without notice. 
   ** Applies to FundSERV trades occurring between May 20 and August 31, 2022. Initial commission on non-FundSERV trades occurring between May 20 to August 31, 2022 increases from 4% to 5%. Initial commission is subject to a chargeback.

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

5. Update to DSC Reimbursement for WFG advisors

   
   Equitable Life now accepts WFG’s Commission Rebate Disclosure form instead of Equitable’s Deferred Sales Charge Reimbursement (DSC) Request Form (Form #1605). Allowing the use of WFG’s form will help streamline the process for WFG in submitting DSC reimbursements.
   
   Previously, any DSC reimbursement received from Equitable Life required WFG advisors to submit form #1605 and provide proof of the DSC charge from the relinquishing institution, along with a cheque for the reimbursement. The WFG disclosure form and cheque from WFG is now all that is required for the initial submission. Proof of the DSC charge from the relinquishing institution is not required in all instances, but may be requested by Equitable Life and must be available if requested.
   
   If you have any questions, contact your Regional Investment Sales Manager or Equitable Life’s Advisor Services Team Monday to Friday from 8:30 a.m. to 7:30 p.m. ET at 1.866.884.7427 or email savingsretirement@equitable.ca. 

6. 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
   
    
7. Equitable Life Savings & Retirement Webinar Series featuring Payout Annuities.

   
   This month, Equitable Life is featuring a discussion on Payout Annuities. Hear why payout annuities provide a guaranteed income that is worry-free and receive insights into how a payout annuity can fit into a client’s retirement plan.
    
   Join your host, Shannon Labby, Regional Vice President, National Investment Sales as she welcomes Nicole Lemon, Product Manager, Savings and Retirement, Equitable Life of Canada for a discussion on Equitable Life’s Payout Annuities.
   
    

   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.

8. Updated Temporary Resident Guidelines – Student Permit Requirements We are pleased to announce that we have clarified the student permit requirements of our Temporary Resident Guidelines.
   ● The guidelines for Student Visa holders attending elementary and secondary school students have been outlined in further detail.
   ● The guidelines for Student Visa holders attending post secondary educational institutions have been enhanced with additional details regarding professional programs, as well as post-secondary programs not included in the professional program category. 
   
   Read more about the details of the changes in the updated Residency Guidelines form 1530.
   
   We have also added an additional note to the 1343 Evidence of Insurability to specify the following:
   ● If in Canada for less than 1 year, Paramedical, Blood Profile with Hepatitis screens and Urinalysis tests are required for applicants of attained age 17 or over.
   
   Read more about the details of the change in the updated Evidence of Insurability 1343.
   
   Please contact your local wholesaler for more information. 
    
9. Policy contract changes for residents of Quebec Starting June 1, 2023, there will be new language rules for any “contracts of adhesion”, including insurance policy contracts, in Quebec. These changes are part of Bill 96, which is about respecting French as the official and common language of Quebec.
   
   At Equitable Life, we have made some changes to our contract processes to support this new requirement.
   Starting after May 23, 2023, clients who live in Quebec will always get a copy of their insurance policy contract in French, regardless of language preference.
   - We will only send the English copy to the policy owner if they specifically ask for it. In that case, we would also send a French copy.
   - For clients who request a copy of their policy contract in French, there is no change. We pride ourselves in respecting the needs of our clients.
   
   If you want to learn more about these language changes, visit Assemblee nationale du Quebec - Bill 96. You may also contact your wholesaler.
10. Responsible investing classification on Equitable Life Pivotal Select funds

    Recently, the Canadian Investment Funds Standards Committee (CIFSC) classified responsible investing funds under its RI identification framework. The goal of the framework is to help investors and advisors identify and compare responsible investing funds.
    
    We’re pleased to share that the following funds have been assigned multiple responsible investment classifications:

    •   Equitable Life NASDAQ 100 ESG Index Fund Select

    •   Equitable Life S&P 500 ESG Index Fund Select

    •   Equitable Life S&P/TSX Composite ESG Index Fund Select

    •   Equitable Life ClearBridge Sustainable Global Infrastructure Income Fund Select

    •   Equitable Life Fidelity® Climate Leadership Balanced Fund Select

    •   Equitable Life Fidelity® Climate Leadership Fund Select

     

    You can find the new responsible investment classifications for our funds by visiting our Fund Information webpage. After selecting a fund with the “Sustainable Investment” icon, the classifications can be found on the right side of the webpage or fund profile PDF:

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

    Posted: June 26, 2023