Site Search

349 results for where to check completed case

1. [pdf] Beneficiary Change Form - S&R
2. [pdf] S&R Supply Order Form
3. [pdf] Prescribed Annuities: Tax-Efficient Retirement Income
4. Case Studies
5. Advisor Guide
6. [pdf] The Approach to Suitable Sales - Reference
7. [pdf] Daily/Guaranteed Interest Account Contract
8. [pdf] TFSA Third Party Contribution
9. Help your clients this tax season with Equitable Life
   It is tax time, and your clients should be receiving tax slips and deposit receipts by now. Check out the Tax Slips: A Quick Reference Guide which gives a taxation breakdown by product. Review Insights into Non-Registered Taxation that offers a detailed explanation on investment income, and why T3 tax slips generate on non-registered segregated funds. Does your client have questions about contribution limits? Retirement Income Fund minimums? or Canada pension maximums? Check out Equitable’s handy 2022 Facts & Figures guide.
   
   Did your clients sign up for tax slips on Equitable Client Access before December 31, 2021?
   If so, your clients can download or print their tax slips quickly and easily from their Equitable Client Access Inbox.
    
   For questions, contact Equitable's Advisor Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427 or by email at savingsretirement@equitable.ca. or your Regional Investment Sales Manager.
10. Crunch The Numbers With Equitable Life’s Savings Calculator

    Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life^® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.

    
    Each week in March, we will be sharing an online calculator from our list.

    
    Share calculators using your Facebook, Twitter or LinkedIn account. 

     

    -------------------------------------------------------------------------------------------------------

    Amina is going to get in the habit of saving by putting $25 a month into her RRSP. Her friends don’t think it is worth the effort. Does it matter how much you contribute?

     

    Did you know?

    Consistent investments over several years can be an effective strategy to accumulate wealth. Check out Equitable Life’s Savings Calculator.