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1. Celebrating Lunar New Year!

   On behalf of all of us at Equitable, we’d like to wish you a very happy Lunar New Year. May the Year of the Snake bring you much success and happiness!
   
   Lunar New Year falls on the first new moon of the lunar calendar, January 29, 2025, and celebrations last for about two weeks.
   
   To recognize and celebrate Lunar New Year and Chinese-Canadian culture, we have commissioned a series of works from B.C. artist Steffi Lai. Her piece “Year of the Snake” is featured on our Chinese Markets webpage and other marketing assets. We are thrilled to collaborate with Steffi and showcase her beautiful artwork.

2. And the winners of Equitable’s Ring in the Savings Contest are…

   A big thank you for making Equitable’s Ring in the Savings contest a huge success.  
   
   Clients who made a contribution between January 1 and March 1, 2025, to their Registered Retirement Savings Plan (RRSP) or Tax-Free Savings Account (TFSA) or could win $5,000 and the advisor could win $1,000.
    
    We’ve now completed the draws and are thrilled to announce the following winners:

   • Client: C. F., British Columbia
     Advisor: Dylan D., British Columbia

   • Client: F. L., Ontario
     Advisor: Ted E., Ontario

   Congratulations to our winners!  
   
   From all of us at Equitable, thank you for your trust and partnership.

   Posted May 5, 2025
3. Equitable's Spring update & 2025 Dividend Scale Announcement

   
   Join us virtually on June 5th, 2025!

    
   We invite you to join us virtually on June 5^th, as our senior leaders share some exciting updates and the latest dividend scale news - all beginning at 1:00pm EDT.
   
   When: Thursday, June 5^th, 2025
   
    Time: 1:00pm – 1:20pm EDT
   
   
   
   On the day of the event, choose your language preference option below when it’s time to enter the meeting.
     
   (*The French and Chinese events will be partially in English, with sub-titles on screen).
   
   We look forward to seeing you there!
4. In case you missed it… read our life insurance as an asset class article

   
   Equitable in partnership Wayne Miller, BMATH, ASA

   
   The concept of viewing life insurance as an asset class only became mainstream in Canada 12 years ago, after Wayne Miller, BMATH, ASA, made the case for it in an industry magazine article.
   
   Has anything changed in the past decade? Does a mutual company vs. a stock company make a difference? Equitable has been collaborating with Wayne to provide an answer – which is provided in this follow-up article to his original piece.

   Read the Article now
   
               
   
   
    

   
   
   
5. Equitable Life Savings & Retirement Webinar Series features Payout Annuities In 2021, Equitable Life’s S&R team will spotlight various aspects of our competitive fund line up and product offerings. Each webinar in the series will feature a new topic. The 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.
   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 your client’s retirement plan. Learn about the features and advantages a payout annuity can provide to your client.
    
   Join your host, Joseph Trozzo, Investment Sales Vice President as he welcomes Nicole Lemon, Product Manager, Savings and Retirement, Equitable Life of Canada for a discussion on Equitable Life’s Payout Annuities.
    
   Learn more
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