Site Search
946 results for access web MAKEMUR.com can you pay to get out of jail early onion view quick anonymous safe service
- [pdf] Corporate Preferred Retirement Solution (corporate borrowing) Checklist
- [pdf] Building a stronger investment portfolio with participating whole life
- [pdf] Individual Life & Health Products At-a-glance
-
Equitable Life Savings & Retirement Webinar Series featuring Invesco Europlus
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 welcomes Invesco Canada to highlight Invesco’s Europlus Fund. Join your host, Joseph Trozzo, Investment Sales Vice President as he welcomes Matt Peden, Portfolio Manager, and Kimberley West, Client Portfolio Manager.
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. -
-
Updates to Savings & Retirement forms and applications
To align with the launch of Pivotal Select’s 12 new segregated funds, Equitable Life has updated the following administrative documents for Savings & Retirement.
• Form #375SEL – Pivotal Select segregated fund codes
• Form #1383 – Pivotal Select TFSA Application
• Form #1384 –Pivotal Select Application Registered/Non-Registered
• Form #1403 – Pivotal Select Contract and Information Folder
New online documents and applications are available to download from EquiNet®. Paper applications are also available to order from Equitable’s Supply Team here.
Want to be sure you always have the most up-to-date application? Try our EZcomplete® online application platform. EZcomplete makes it easy to process your non face-to-face applications and allows clients to provide their signature remotely on their own device.
If you have any questions, contact your Regional Investment Sales Manager or Advisors Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427, or email savingsretirement@equitable.ca.
® and ™ denotes a registered trademark of The Equitable Life Insurance Company of Canada.
-
Now is a great time to look at bonds
Bonds have a place in every investment portfolio. They help preserve capital and they offer predictable income. They help diversify portfolios and offer protection from both inflation and a volatile stock market.
Over the past few years interest rates have been rising, which has created a great opportunity for bonds and bond funds. Rising interest rates have lowered the price of existing bonds and increased both the coupon rates for new bonds and yields on existing bonds. Plus, rising rates also create opportunities for capital gains if interest rates fall.
Pivotal Select™ offers four great bond funds to help you diversify client assets. Three of the funds cover North American bonds, and one has a global focus. Learn more about these funds by visiting Equitable’s Fund Overview and Performance website.
To learn why now might be the right time to revisit bonds for clients’ portfolios and more information about our funds, please contact your Director, Investment Sales.
Also, if you missed the Equitable webcast, “Is it time to revisit bonds?” catch up On-Demand.
Date posted: May 16, 2024 -
Mark Schmehl from Fidelity Investments talks special situations and global innovators with Equitable
***EXCLUSIVE TO EQUITABLE ADVISORS***
This month, Equitable® welcomes Mark Schmehl, Portfolio Manager from Fidelity Investments Canada®, who will highlight the Special Situations and Global Innovators fund portfolios.
Equitable’s Savings & Retirement webcast series spotlights various aspects of our competitive fund lineup and product offerings. This series will 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.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.
Date posted: September 11, 2024 -
Complex large case? Meet our Tax and Estate Planning expert.
Ask our Experts Episode 4
At Equitable, we understand that complex large cases require expert handling. Our team is here to help guide you through every step of the process.
Today, we are thrilled to share the fourth episode of Ask our Experts. Watch episode 4 featuring Bryan McNulty, Head of Tax and Estate Planning.
Bryan talks about:
• How his past experiences serve him in his role at Equitable.
• The importance of policy ownership.
• Equitable’s mutual status and our focus on life insurance.
Learn more:
Visit our large case markets webpage to learn more about our team of dedicated experts.
Do you have a large case opportunity? Talk to your wholesaler to learn more.
Don’t miss the favourites! Watch our most viewed Ask our Experts episodes here: - Policy Change eDelivery Scenarios
-
New segregated fund sales charge option from Equitable Life of Canada
On December 7, 2020 Equitable Life® will add a new No Load CB5 (NL-CB5) sales option with a 60-month chargeback schedule to the Pivotal Select™ segregated funds lineup. This new sales charge option complements the recently launched No Load CB (NL-CB) option which has a 36-month chargeback schedule.
This new sales option for Pivotal Select gives you and your clients five sales charge options to choose from: Low Load (LL), No Load (NL), No Load CB (NL-CB), No Load CB5 (NL-CB5) and Deferred Sales Charge (DSC). The addition of NL-CB5 provides an option for those advisors who want to increase the upfront portion of their commission. The benefit to clients is no Deferred Sales Charge to contend with. If your client chooses to withdraw funds within 5 years after purchase, there is a chargeback of commission to you.
By offering five sales charge options, the choice between three distinct guarantee classes (Investment Class (75/75), Estate Class (75/100) and Protection Class (100/100)), and a diverse selection of investment funds, the Pivotal Select contract provides the flexibility to build an investment solution that meets the needs of your clients.
Need to meet with your client online? Our EZcomplete® application makes it easy to process your non-face-to-face applications and do business with Equitable Life. EZcomplete gives you the option to conduct your non face-to-face business easily and quickly, enabling your clients to provide their signature remotely on their own device.
For more information about Equitable’s NL-CB5 or any of Equitable’s products, contact your local Regional Investment Sales Manager or our Advisor Services team at 1.866.881.7427 Monday to Friday 8:30 a.m. – 7:30 p.m. ET or email savingsretirement@equitable.ca.
To learn more, click here.