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1. Important cybersecurity readiness guidance As an advisor, you collect and store clients’ sensitive personal information. Protecting this information is essential. In July 2023, the Canadian Insurance Services Regulatory Organization (CISRO) released a guide on Cybersecurity Readiness. It includes tips on keeping this sensitive client data and your business systems safe. 
   
   Please read the guide in full. Also, check your own practices to be cyber ready and reduce your risk of an incident. 
   
   Some key tips in the guide include:
   
   1. Make cybersecurity a priority: Stay alert to cyber threats. These can be suspicious emails, texts or calls. Make sure your team knows how to keep your data and systems safe and has clear, documented processes to follow.
   
   2. Know what to protect: Understand what data and business systems need to be protected. 
   
   3. Identify the risks: Spot the risks in your practice and those from third-party service providers.
   
   4. Implement security measures: Take steps to protect your data and business systems.
   
   
   5. Be ready to respond: Know how to spot and react to cyber incidents. The guide has useful tips on creating a Cyber Incident Response Plan.
   
   And lastly – if you receive client instructions electronically (by email, text, or messaging apps), always confirm these over the phone to ensure it’s really the client sending the instructions.
   
   Keep your business and important client data safe by staying informed and alert. We encourage you to read the full  Cybersecurity Readiness document to learn more about how to prepare for cyber threats.
   
   In our industry, protecting clients’ sensitive data and systems is essential. Thank you for your commitment to cybersecurity!
   
   ^® or ^TM denotes a trademark of The Equitable Life Insurance Company of Canada.
2. There’s a new U.S. sheriff in town - now what? This February, we focus on how the new U.S. administration may impact Canadian portfolio positioning, inflation, interest rates, and more. Join Joseph Trozzo, Vice President, Investment Sales, at Equitable^® as he hosts this timely discussion.  
   
   Featured Speaker: Ilan Kolet
   Ilan Kolet is a portfolio manager at Fidelity Investments^®. He is experienced in managing investments and planning for retirement. Ilan has worked at the Bank of Canada and BNN Bloomberg, focusing on the Canadian and U.S. economies. He will highlight key funds in Equitable’s portfolio strategy.
   
   
   Learn more
   
   
   Continuing Education Credits
   This webcast has been submitted for continuing education (CE) approval for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. Upon approval, you will be sent an email notification to come back to the webinar presentation console to download your personalized certificate form the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by their licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only.
   This webcast is available in English only.
   Equitable is a trademark of The Equitable Life Insurance Company of Canada.
   Fidelity Investments is a trademark of Fidelity Investments Canada ULC.
   
   Date posted: February 12, 2025
3. Positioning for the Future Over the past few years, we’ve made great progress on our five-year strategic plan. Our Individual Insurance new business sales grew 24% over the previous year, compared to an 8% market growth. We’ve introduced refreshed products, services and technology. Looking ahead, we want to keep our momentum and ensure we also look beyond the next five years. To be successful in this, we’re making some changes to our current structure.
   
   We’re pleased to announce that Martin Reeves has been promoted to Executive Vice-President, Individual Insurance. Martin has served in key positions during his time at Equitable including Vice President, Actuarial and Finance and most recently as Head of Individual Insurance Business. Martin is a talented leader. His 20 years of industry experience spans the globe having served in leadership positions in Canada, Hong Kong and Malaysia. His passion for delivering leading insurance solutions to Canadians has been instrumental to Equitable’s recent success. Martin will join Equitable’s executive team and will report to Fabien Jeudy, Chief Executive Officer.  
   
   Martin steps into this role as Donna Carbell accepts a new position as Executive Vice-President, Chief Strategy and Impact Officer. Donna will remain on the executive team and continue to lead Equitable’s brand and impact efforts. Donna will add Equitable’s corporate strategy to her accountability, overseeing the company’s strategic initiatives. These initiatives support our aspirations of becoming fully driven by client outcomes in a way that is simple, safe and rewarding for our clients, partners and employees. We would like to thank Donna for her incredible leadership of the Individual Life business these past several years.
4. [pdf] Tax Slips - A Quick Reference Guide
5. [pdf] Health Care Spending Account - Plan administrators
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8. [pdf] the myFlex Difference
9. [pdf] Retirement Income Fund Understanding minimum withdrawal percentages